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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)
RFG Holdings
4501
RFG Holdings
Texas
USD 283 M +USD 20.6 M +8% 4.16% 74.2% 53 11.32% 1.1
Sykon Capital
4502
Sykon Capital
New York
USD 283 M +USD 18.3 M +7% 6.23% 63.7% 114 39.47% 0.7
Patriot Financial Partners
4503
Patriot Financial Partners
Pennsylvania
USD 283 M +USD 28.8 M +11% 14.9% 16.6% 9 11.11% 4.9
RIA Advisory Group
4504
RIA Advisory Group
Iowa
USD 283 M – – 5.88% – 128 – 0.7
IAS
4505
Investment Advisory Services
Texas
USD 283 M +USD 10.3 M +4% 6.42% 74.9% 122 8.2% 3.3
Honeycomb Asset Management
4506
Honeycomb Asset Management
New York
USD 283 M -USD 102 M -26% 9.92% 49% 39 74.36% 0.3
Almitas Capital
4507
Almitas Capital
California
USD 283 M +USD 42.5 M +18% 7.82% 86.1% 89 38.2% 1.1
Cutler Capital Management
4508
Cutler Capital Management
Massachusetts
USD 283 M +USD 26.7 M +10% 7.53% 39.7% 115 7.83% 3.2
Phraction Management
4509
Phraction Management
Connecticut
USD 283 M +USD 9.17 M +3% 5.25% 106% 72 11.11% 1.7
Pecaut & Co
4510
Pecaut & Co
Iowa
USD 283 M +USD 18.2 M +7% 7.52% 62.8% 78 15.38% 3.7
Sandbox Financial Partners
4511
Sandbox Financial Partners
Maryland
USD 283 M +USD 21.7 M +8% 4.69% 69.6% 110 13.64% 2.1
HT Partners
4512
HT Partners
Connecticut
USD 283 M -USD 362 k -0.1% 5.83% 71.1% 53 9.43% 5.2
Oak Asset Management
4513
Oak Asset Management
California
USD 282 M +USD 9.31 M +3% 6.99% 91.8% 107 6.54% 2
Droms Strauss Advisors
4514
Droms Strauss Advisors
Missouri
USD 282 M +USD 6.09 M +2% 5.97% 68.7% 68 10.29% 3.3
LCNB Corp
4515
LCNB Corp
Ohio
USD 282 M +USD 14.6 M +5% 6.41% 75.2% 183 6.01% 4.7
CWS Financial Advisors
4516
CWS Financial Advisors
Michigan
USD 282 M +USD 28 M +11% 7.01% 55.7% 122 13.93% 3.1
LCM
4517
Lynx1 Capital Management
Puerto Rico
USD 282 M +USD 5.03 M +2% 8.08% 883% 21 33.33% 0.9
Hayek Kallen Investment Management
4518
Hayek Kallen Investment Management
Alabama
USD 282 M +USD 14 M +5% 7.02% 71.9% 95 4.21% 6
Evexia Wealth
4519
Evexia Wealth
Wisconsin
USD 282 M +USD 15.6 M +6% 8.98% 92.5% 66 7.58% 1.1
CHA
4520
Carmichael Hill & Associates
Maryland
USD 282 M +USD 27 M +11% 6.96% 39.7% 818 8.31% 3.6
Bill Few Associates
4521
Bill Few Associates
Pennsylvania
USD 282 M +USD 21.3 M +8% 7.38% 91.5% 181 6.08% 1.9
Iyo Bank
4522
Iyo Bank
Japan
USD 282 M -USD 27 k -0% 3.6% 125% 36 2.78% 2.2
WealthBridge Investment Counsel
4523
WealthBridge Investment Counsel
Alberta, Canada
USD 282 M +USD 20.3 M +8% 6.97% 106% 47 6.38% 3.8
First Citizens Asset Management
4524
First Citizens Asset Management
North Carolina
USD 281 M +USD 13.1 M +5% 5.64% 44.2% 33 9.09% 1.7
Metropolitan Life Insurance Company (MetLife)
4525
Metropolitan Life Insurance Company (MetLife)
New York
USD 281 M +USD 28 M +11% 5.59% 50.8% 12 33.33% 6.7