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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
IAA
4276
Ironsides Asset Advisors
North Carolina
USD 218 M -USD 3.78 M -2% 6.78% 49.3% 98 22.45% 2.5
Algebris (UK)
4277
Algebris (UK)
United Kingdom
USD 218 M -USD 4.76 M -2% 1.35% 24.5% 55 65.45% 0.4
Founders Financial Alliance
4278
Founders Financial Alliance
North Carolina
USD 218 M +USD 21.3 M +11% 9.34% 84.9% 489 4.91% 1.7
Droms Strauss Advisors
4279
Droms Strauss Advisors
Missouri
USD 218 M +USD 16.1 M +8% 6.73% 68.7% 66 13.64% 1.9
7IH
4280
72 Investment Holdings
Connecticut
USD 218 M +USD 91.3 M +72% 79.9% 1,556% 5 0% 1.5
Affinity Investment Advisors
4281
Affinity Investment Advisors
California
USD 217 M +USD 24.7 M +13% 14.3% 189% 222 30.18% 2.4
SC
4282
Schulhoff & Co
Ohio
USD 217 M +USD 25.3 M +13% 14.5% 51.8% 120 6.67% 6.5
Norman Fields Gottscho Capital Management
4283
Norman Fields Gottscho Capital Management
New York
USD 217 M +USD 9.8 M +5% 9.14% 96.9% 76 14.47% 4.7
MorganRosel Wealth Management
4284
MorganRosel Wealth Management
Colorado
USD 217 M +USD 17.8 M +9% 9.21% 67.5% 106 31.13% 1.5
Courage Miller Partners
4285
Courage Miller Partners
Virginia
USD 217 M +USD 18.7 M +9% 6.32% 43.5% 71 7.04% 7.1
Almitas Capital
4286
Almitas Capital
California
USD 217 M +USD 83.1 M +62% 5.26% 86.1% 153 54.9% 0.5
Hayek Kallen Investment Management
4287
Hayek Kallen Investment Management
Alabama
USD 217 M +USD 3.99 M +2% 9.25% 71.9% 84 3.57% 5.3
Old Point Trust & Financial Services N A
4288
Old Point Trust & Financial Services N A
Virginia
USD 217 M +USD 17.8 M +9% 10.4% 87.3% 81 7.41% 6.5
Arjuna Capital
4289
Arjuna Capital
North Carolina
USD 217 M +USD 13.5 M +7% 8.59% 105% 106 23.58% 2.2
Financial Life Advisors
4290
Financial Life Advisors
Texas
USD 217 M +USD 17.2 M +9% 5.68% 47% 84 34.52% 1.9
Atlas Private Wealth Management
4291
Atlas Private Wealth Management
New York
USD 217 M +USD 78.6 M +57% 5.88% 19.8% 111 6.31% 2.4
Landmark Financial Advisors
4292
Landmark Financial Advisors
Kentucky
USD 217 M +USD 27.4 M +14% 8.41% 11.8% 87 9.2% 4.1
Wiser Wealth Management
4293
Wiser Wealth Management
Georgia
USD 216 M +USD 25.1 M +13% 5.59% 53% 38 15.79% 1.3
E
4294
ETFidea
New York
USD 216 M +USD 22.3 M +12% 8.37% 22.7% 113 15.93% 0.8
True Wealth Design
4295
True Wealth Design
Ohio
USD 216 M – – 10.2% 57% 803 – 0
MBM Wealth Consultants
4296
MBM Wealth Consultants
Missouri
USD 216 M +USD 8.71 M +4% 6.2% 57.1% 364 29.95% 2.1
Aspen Grove Capital
4297
Aspen Grove Capital
Colorado
USD 216 M – – 9.23% 90% 163 – 0
McElhenny Sheffield Capital Management
4298
McElhenny Sheffield Capital Management
Texas
USD 216 M +USD 85 M +65% 4.2% 86.3% 660 87.42% 0.1
Blueshift Asset Management
4299
Blueshift Asset Management
New Jersey
USD 216 M -USD 252 M -54% 6.34% 38.8% 712 75.28% 0.4
Ribbit Capital GP II
4300
Ribbit Capital GP II
California
USD 216 M -USD 51.8 M -19% 19.4% – 1 0% 1