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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)
IAS
4301
Investment Advisory Services
Texas
USD 237 M +USD 33.8 M +17% 6.02% 74.9% 105 9.52% 2.5
Investidor Profissional Gestao de Recursos
4302
Investidor Profissional Gestao de Recursos
Brazil
USD 237 M -USD 36.7 M -13% 6.31% 51.8% 26 38.46% 1.9
Socorro Asset Management
4303
Socorro Asset Management
Texas
USD 237 M +USD 10.2 M +4% 3.55% 43.8% 32 12.5% 1.7
J. Arnold Wealth Management
4304
J. Arnold Wealth Management
Ohio
USD 236 M +USD 31.7 M +16% 2.6% 46.2% 59 67.8% 2.3
West Wealth Group
4305
West Wealth Group
California
USD 236 M +USD 20.4 M +9% 6.23% 79.8% 81 20.99% 1
Redwood Grove Capital
4306
Redwood Grove Capital
California
USD 236 M +USD 26.3 M +13% 8.74% 79.8% 29 13.79% 1.8
Three Bridge Wealth Advisors
4307
Three Bridge Wealth Advisors
California
USD 236 M +USD 20.4 M +9% 11.7% 169% 97 9.28% 1
Horan Securities
4308
Horan Securities
United States
USD 236 M +USD 41.3 M +21% 5.68% 50.1% 773 10.61% 2
PCJ Investment Counsel
4309
PCJ Investment Counsel
Ontario, Canada
USD 236 M -USD 16.4 M -6% 5.16% 164% 88 36.36% 2.4
Childress Capital Advisors
4310
Childress Capital Advisors
Texas
USD 236 M +USD 8.69 M +4% 4.78% 101% 94 32.98% 1.8
Financial Consulate
4311
Financial Consulate
Maryland
USD 236 M -USD 50.8 M -18% 3.73% 61.4% 127 70.87% 5
Biltmore Wealth Management
4312
Biltmore Wealth Management
Arizona
USD 236 M -USD 12.3 M -5% 5.08% 59.8% 58 22.41% 2.9
JRM Investment Counsel
4313
JRM Investment Counsel
Nebraska
USD 236 M +USD 7.41 M +3% 5.29% 65.5% 22 4.55% 4.7
Veracity Capital
4314
Veracity Capital
Georgia
USD 236 M +USD 19 M +9% 6.8% 149% 238 23.53% 1.9
First Pacific Financial
4315
First Pacific Financial
Washington
USD 236 M +USD 19.6 M +9% 5.09% 53.6% 231 54.55% 0.9
Auour Investments
4316
Auour Investments
Massachusetts
USD 236 M – – 2.9% 35.5% 72 – 0
Bandera Partners
4317
Bandera Partners
New York
USD 236 M -USD 7.6 M -3% 4.57% 55.4% 19 21.05% 3
Passive Capital Management
4318
Passive Capital Management
Maryland
USD 236 M +USD 6.33 M +3% 1.89% 37.7% 54 7.41% 1.2
IAA
4319
Ironsides Asset Advisors
North Carolina
USD 235 M +USD 15.5 M +7% 8.98% 49.3% 100 16% 2.6
Deepwater Asset Management
4320
Deepwater Asset Management
Minnesota
USD 235 M +USD 24.5 M +12% 12.9% 142% 34 29.41% 0.3
Little House Capital
4321
Little House Capital
Massachusetts
USD 235 M +USD 22.8 M +11% 6.9% 108% 112 9.82% 1.8
US Financial Advisors
4322
US Financial Advisors
Massachusetts
USD 235 M +USD 11 M +5% 4.04% 12.6% 73 8.22% 2.4
TCP Asset Management
4323
TCP Asset Management
Ohio
USD 235 M +USD 53.6 M +29% 6.34% 65% 67 20.9% 0.4
Hayek Kallen Investment Management
4324
Hayek Kallen Investment Management
Alabama
USD 235 M +USD 13.9 M +6% 7.58% 71.9% 88 5.68% 5.5
Lifeworks Advisors
4325
Lifeworks Advisors
Michigan
USD 235 M +USD 23.1 M +11% 4.14% 80.4% 164 17.68% 0.9