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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)
Legend Financial Advisors
4376
Legend Financial Advisors
Pennsylvania
USD 118 M +USD 4.13 M +4% 2.95% 117% 34 2.94% 0.6
Somerset Group
4377
Somerset Group
Minnesota
USD 118 M -USD 354 k -0.3% 0.52% 84.6% 73 8.22% 3.4
MACRO Consulting Group
4378
MACRO Consulting Group
New Jersey
USD 117 M +USD 968 k +0.8% 1.93% – 65 20% 0.6
Tieton Capital Management
4379
Tieton Capital Management
Washington
USD 117 M +USD 3.13 M +3% 2.1% 172% 29 0% 3.5
ASA Gold & Precious Metals
4380
ASA Gold & Precious Metals
Maine
USD 117 M -USD 12.3 M -10% 3.67% 7.34% 18 16.67% 3.6
FFG
4381
Fortem Financial Group
California
USD 117 M +USD 17.8 M +18% 2.19% 183% 168 39.88% 0.5
Arjuna Capital
4382
Arjuna Capital
North Carolina
USD 117 M -USD 21.8 M -16% 2.86% 105% 96 26.04% 1.3
Laffer Tengler Investments
4383
Laffer Tengler Investments
Tennessee
USD 117 M +USD 295 k +0.3% 1.15% 96.5% 126 24.6% 1.5
Tiller Private Wealth
4384
Tiller Private Wealth
Pennsylvania
USD 117 M -USD 1.83 M -2% 0.58% 53.5% 38 7.89% 2.3
RCA
4385
Rex Capital Advisors
Rhode Island
USD 117 M -USD 6.44 M -5% 0.58% 7.31% 17 5.88% 3.4
HC Financial Advisors
4386
HC Financial Advisors
California
USD 117 M +USD 16.5 M +17% 1.48% 31.2% 65 30.77% 0.7
Acorn Wealth Advisors
4387
Acorn Wealth Advisors
Michigan
USD 116 M +USD 7.07 M +6% 1.56% 58.8% 129 11.63% 1.5
Hillcrest Wealth Advisors
4388
Hillcrest Wealth Advisors
New Jersey
USD 116 M -USD 2.38 M -2% 0.17% 58.7% 41 7.32% 0.7
SCM
4389
SCW Capital Management
Texas
USD 116 M -USD 18.3 M -14% 9.37% 179% 13 53.85% 0.5
Financial Gravity Asset Management
4390
Financial Gravity Asset Management
Texas
USD 116 M -USD 5.69 M -5% 1.26% – 1,746 11.4% 1.1
Perkins Capital Management
4391
Perkins Capital Management
Minnesota
USD 116 M -USD 26.7 M -19% 6.83% 303% 117 9.4% 2.6
A.D. Beadell Investment Counsel
4392
A.D. Beadell Investment Counsel
Wisconsin
USD 116 M +USD 37 k +0% 1.61% 83.3% 88 6.82% 3.5
SMP
4393
Santa Monica Partners
Florida
USD 116 M -USD 3.21 M -3% 2.14% 135% 26 0% 1.7
Altai Capital Management
4394
Altai Capital Management
California
USD 116 M -USD 17.3 M -13% 7.28% 24.9% 5 20% 0.8
SCM
4395
Stumpf Capital Management
Arizona
USD 116 M -USD 1.49 M -1% 4.93% 44.5% 15 33.33% 1.1
Hubbell Strickland Wealth Management
4396
Hubbell Strickland Wealth Management
Louisiana
USD 116 M – – 1.16% 56.8% 55 – 0
EAM
4397
Eukles Asset Management
Ohio
USD 115 M +USD 425 k +0.4% 1.02% 77.2% 174 4.02% 0.7
Venator Capital Management
4398
Venator Capital Management
Ontario, Canada
USD 115 M +USD 12.4 M +12% 0.52% 154% 34 32.35% 0.6
Doheny Asset Management
4399
Doheny Asset Management
California
USD 115 M -USD 4.36 M -4% 2.04% 135% 97 11.34% 4.3
WT Wealth Management
4400
WT Wealth Management
Arizona
USD 115 M – – 1.54% 72% 83 – 0