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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)
BC
4501
Bruce & Co
Illinois
USD 350 M +USD 27.1 M +8% 10.2% 94.5% 41 4.88% 6.8
Websterrogers Financial Advisors
4502
Websterrogers Financial Advisors
South Carolina
USD 350 M +USD 5.09 M +1% 0.37% 46% 100 11% 2.7
Pennsylvania Capital Management
4503
Pennsylvania Capital Management
Pennsylvania
USD 349 M -USD 15.9 M -4% 3.97% 90.8% 117 7.69% 3.2
SRH Advisors
4504
SRH Advisors
Kansas
USD 349 M +USD 2.16 M +0.6% 0.73% 55.7% 304 12.17% 7.1
Merck & Co
4505
Merck & Co
New Jersey
USD 349 M +USD 73.2 M +26% 22% – 14 14.29% 1
Kingdom Financial Group
4506
Kingdom Financial Group
Arizona
USD 349 M +USD 25.8 M +8% 0.34% 49.9% 939 28.97% 0.3
Lloyd Advisory Services
4507
Lloyd Advisory Services
Georgia
USD 349 M +USD 91.6 M +36% 0.34% 51.1% 1,074 65.83% 0.2
Global Assets Advisory
4508
Global Assets Advisory
Florida
USD 349 M -USD 336 k -0.1% 1.48% 95.9% 570 66.84% 0.4
Carmel Capital Management
4509
Carmel Capital Management
California
USD 349 M +USD 19.2 M +6% 7.24% 247% 25 8% 3.8
GIL
4510
Go Invest LLC
Utah
USD 349 M +USD 44.5 M +15% 2.87% – 126 14.29% 0.2
Endeavor Private Wealth
4511
Endeavor Private Wealth
Kansas
USD 349 M -USD 128 k -0% 1.33% – 219 13.7% 0.8
Ironwood Wealth Management (Arizona)
4512
Ironwood Wealth Management (Arizona)
Arizona
USD 349 M +USD 8.58 M +3% 0.59% 34.2% 47 0% 6
NC
4513
Nokomis Capital
Texas
USD 349 M -USD 73.8 M -17% 4.23% 145% 69 30.43% 1.6
11 Capital Partners
4514
11 Capital Partners
Connecticut
USD 348 M -USD 15 M -4% 2.48% 101% 24 29.17% 1.7
Creative Capital Management Investments
4515
Creative Capital Management Investments
California
USD 348 M +USD 17.1 M +5% 1.01% 53.6% 354 20.9% 1.8
LOM Asset Management
4516
LOM Asset Management
USD 348 M +USD 2.7 M +0.8% 1.86% – 282 3.55% 0.7
Argos Wealth Advisors
4517
Argos Wealth Advisors
California
USD 348 M -USD 24.5 M -7% 4.36% – 225 16% 0.2
Gill Capital Partners
4518
Gill Capital Partners
Colorado
USD 348 M +USD 17.8 M +5% 0.97% 59% 700 80.14% 0.8
Seascape Capital Management
4519
Seascape Capital Management
New Hampshire
USD 347 M -USD 4.47 M -1% 0.47% 111% 94 6.38% 3.6
Shikiar Asset Management
4520
Shikiar Asset Management
New York
USD 347 M -USD 54.8 M -14% 3.05% 117% 110 17.27% 3.8
Weybosset Research & Management
4521
Weybosset Research & Management
Rhode Island
USD 347 M +USD 22.5 M +7% 7.99% 74.8% 35 5.71% 6.2
Winmill & Co
4522
Winmill & Co
New Hampshire
USD 347 M -USD 28.3 M -8% 0.53% 146% 61 19.67% 3.5
Fi3 Financial Advisors
4523
Fi3 Financial Advisors
Indiana
USD 346 M +USD 19.5 M +6% 1.11% 83.1% 242 30.58% 1.5
Vance Wealth
4524
Vance Wealth
California
USD 346 M +USD 9.5 M +3% 1.17% 66.4% 122 8.2% 2.7
CGC Financial Services
4525
CGC Financial Services
Oregon
USD 346 M -USD 27.7 M -7% 0.26% 46% 359 13.09% 2.3