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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)
Shaker Investments
4476
Shaker Investments
Ohio
USD 216 M +USD 9.9 M +5% 7.25% 205% 96 9.38% 2.3
Financial Strategies Group
4477
Financial Strategies Group
Michigan
USD 216 M +USD 23.1 M +12% 4.09% 44.9% 76 11.84% 1
Kercheville Advisors
4478
Kercheville Advisors
Texas
USD 216 M +USD 16.5 M +8% 10.3% 261% 128 16.41% 0.4
Cape Ann Asset Management
4479
Cape Ann Asset Management
United Kingdom
USD 216 M -USD 4.06 M -2% 3.73% 199% 10 10% 1.1
Access Financial Services
4480
Access Financial Services
Minnesota
USD 215 M +USD 1.69 M +0.8% 4.2% 44.8% 121 24.79% 1.7
MBA Advisors
4481
MBA Advisors
Pennsylvania
USD 215 M +USD 32.8 M +18% 5.65% 58.3% 141 10.64% 0.2
Nikulski Financial
4482
Nikulski Financial
Iowa
USD 215 M +USD 19.7 M +10% 6.92% 95.8% 127 7.09% 2
GAMC
4483
Garner Asset Management Corp
Texas
USD 215 M +USD 17.2 M +9% 6.02% 95.3% 170 5.88% 2.9
Lagoda Investment Management
4484
Lagoda Investment Management
New York
USD 215 M +USD 14.2 M +7% 9.84% 250% 38 5.26% 3.6
SFA
4485
Spectrum Financial Alliance
Kentucky
USD 215 M +USD 14.7 M +7% 1.05% 185% 12 8.33% 1.9
SkyView Investment Advisors
4486
SkyView Investment Advisors
New Jersey
USD 214 M -USD 11.3 M -5% 5.89% 70.3% 296 2.7% 0.5
Lake Point Wealth Management
4487
Lake Point Wealth Management
Texas
USD 214 M – – 3.98% – 449 – 1.5
Paragon Capital Management (Colorado)
4488
Paragon Capital Management (Colorado)
Colorado
USD 214 M +USD 21.6 M +11% 5.89% 109% 145 26.9% 2.1
PAM
4489
Pegasus Asset Management
New York
USD 214 M +USD 17.3 M +9% 8.27% 89% 74 1.35% 2.8
Hamilton Wealth
4490
Hamilton Wealth
California
USD 214 M +USD 8.33 M +4% 6.8% 108% 58 25.86% 1.3
CWAG
4491
Compton Wealth Advisory Group
Virginia
USD 214 M +USD 39.5 M +23% 5.19% 76.1% 76 7.89% 1.9
Union Heritage Capital
4492
Union Heritage Capital
Michigan
USD 214 M +USD 13.4 M +7% 7.98% 82.1% 62 4.84% 0.2
SC
4493
Sawyer & Company
Massachusetts
USD 214 M +USD 13.4 M +7% 6.32% 111% 182 12.09% 2.7
Aryeh Capital Management
4494
Aryeh Capital Management
Ontario, Canada
USD 214 M +USD 23.3 M +12% 6.06% 87.7% 12 16.67% 0.4
LA
4495
LFL Advisers
Illinois
USD 214 M +USD 11 M +5% 6.95% 83% 11 0% 3
Arcus Capital Partners
4496
Arcus Capital Partners
Georgia
USD 214 M -USD 1052 M -83% 4.13% 69.2% 119 18.49% 1.8
Tiemann Investment Advisors
4497
Tiemann Investment Advisors
California
USD 214 M +USD 13.2 M +7% 7.45% 77% 214 4.67% 4.3
IRON Financial
4498
IRON Financial
Illinois
USD 214 M +USD 24.2 M +13% 4.34% 60.6% 123 28.46% 2.1
Gill Capital Partners
4499
Gill Capital Partners
Colorado
USD 214 M +USD 17.5 M +9% 5.05% 59% 119 6.72% 1.6
Newport Asia
4500
Newport Asia
California
USD 214 M -USD 2.16 M -1% 10.4% – 5 20% 3.9