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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)
Quaker Wealth Management
4351
Quaker Wealth Management
New Jersey
USD 191 M -USD 6.99 M -4% 5.34% – 52 28.85% 1.1
13D Management
4352
13D Management
New York
USD 191 M -USD 35 M -15% 9.17% 157% 35 25.71% 1.6
Glovista Investments
4353
Glovista Investments
New Jersey
USD 191 M -USD 51.4 M -21% 10.1% 2.48% 52 42.31% 2.8
OneAscent Wealth Management
4354
OneAscent Wealth Management
Alabama
USD 191 M -USD 4.95 M -3% 4.7% 50.6% 198 33.33% 0.6
Mountain Capital Investment Advisors
4355
Mountain Capital Investment Advisors
Colorado
USD 191 M -USD 9.1 M -5% 7.4% 63.3% 88 19.32% 1.6
Shoker Investment Counsel
4356
Shoker Investment Counsel
Ohio
USD 191 M +USD 2.45 M +1% 5.27% 83.8% 88 4.55% 5.2
Entrust Global Partners
4357
Entrust Global Partners
New York
USD 191 M +USD 4.78 M +3% 5.62% 82.3% 12 0% 1
Taylor Hoffman Wealth Management
4358
Taylor Hoffman Wealth Management
Virginia
USD 191 M -USD 13.2 M -6% 4.28% 47.8% 130 4.62% 3.5
RS Crum Inc
4359
RS Crum Inc
California
USD 191 M -USD 4.55 M -2% 5.86% 54.2% 75 13.33% 0.6
PA
4360
PSI Advisors
Florida
USD 190 M -USD 13.1 M -6% 4.88% 58.2% 898 19.27% 1
Grand Wealth Management
4361
Grand Wealth Management
Michigan
USD 190 M -USD 6.44 M -3% 5.69% 54.1% 63 14.29% 0.7
Websterrogers Financial Advisors
4362
Websterrogers Financial Advisors
South Carolina
USD 190 M -USD 14.5 M -7% 4.69% 42.9% 60 21.67% 1.2
Modus Advisors
4363
Modus Advisors
Minnesota
USD 190 M -USD 7.52 M -4% 4.21% 89.5% 98 6.12% 2.2
Thomas Story & Son
4364
Thomas Story & Son
Indiana
USD 190 M -USD 20.3 M -10% 6.38% 101% 55 1.82% 5.9
RPg Family Wealth Advisory
4365
RPg Family Wealth Advisory
Massachusetts
USD 190 M +USD 22.3 M +13% 5.49% 117% 96 20.83% 3.2
WealthBridge Investment Counsel
4366
WealthBridge Investment Counsel
Alberta, Canada
USD 190 M -USD 7.18 M -4% 6.53% 106% 40 7.5% 2.4
Cartica Management
4367
Cartica Management
District of Columbia
USD 190 M -USD 67.7 M -26% 1.19% 92.9% 17 23.53% 1.2
AIP
4368
Ahrens Investment Partners
Louisiana
USD 190 M -USD 36.7 M -16% 2.09% 82.3% 1,015 85.22% 2.8
Bishop & Co Investment Management
4369
Bishop & Co Investment Management
Pennsylvania
USD 190 M -USD 10.9 M -5% 5.19% 47.6% 24 4.17% 4.8
H2CM
4370
H/2 Credit Manager
Connecticut
USD 190 M -USD 42.3 M -18% 11.6% 97.4% 13 0% 1.2
PCA
4371
Prospect Capital Advisors
California
USD 190 M -USD 7.62 M -4% 6.7% 202% 32 21.88% 2.3
Wynnefield Capital
4372
Wynnefield Capital
New York
USD 190 M -USD 8.31 M -4% 6.39% 52.1% 22 9.09% 3.9
Landmark Financial Advisors
4373
Landmark Financial Advisors
Kentucky
USD 189 M -USD 14.2 M -7% 6.86% 11.8% 82 6.1% 4.3
Passive Capital Management
4374
Passive Capital Management
Maryland
USD 189 M -USD 7.15 M -4% 6.56% 37.7% 50 8% 0.7
Prudent Investors Network
4375
Prudent Investors Network
California
USD 189 M -USD 3.44 M -2% 4.5% – 33 9.09% 1.7