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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)
Shilanski & Associates
4526
Shilanski & Associates
Alaska
USD 211 M +USD 23.4 M +12% 5.79% 84.2% 123 22.76% 1
AREX Capital Management
4527
AREX Capital Management
New York
USD 211 M +USD 40.7 M +24% 3.84% 36.2% 20 50% 0.5
X-Square Capital
4528
X-Square Capital
Puerto Rico
USD 211 M -USD 5.77 M -3% 12.7% 158% 146 25.34% 1.3
Lexington Partners
4529
Lexington Partners
New York
USD 211 M +USD 14.3 M +7% 7.16% 1.27% 4 25% 1.6
Aull & Monroe Investment Management
4530
Aull & Monroe Investment Management
Alabama
USD 210 M +USD 5 M +2% 3.43% 98.3% 137 4.38% 5.7
Smith & Howard Wealth Management
4531
Smith & Howard Wealth Management
Georgia
USD 210 M +USD 11.2 M +6% 5.08% 40.4% 65 7.69% 3.4
DLG
4532
Daniel L. Goodwin
USD 210 M +USD 18.4 M +10% 8.77% 72.6% 116 14.66% 3
Global Trust Asset Management
4533
Global Trust Asset Management
Florida
USD 210 M +USD 28.8 M +16% 7.05% 178% 458 19.21% 2.1
TRV GP IV
4534
TRV GP IV
Massachusetts
USD 210 M -USD 61.4 M -23% 22.1% 1,102% 4 0% 1.6
IFG Advisors
4535
IFG Advisors
Missouri
USD 210 M +USD 27.1 M +15% 6.64% 78.7% 101 8.91% 1.2
Freedom Day Solutions
4536
Freedom Day Solutions
Texas
USD 210 M +USD 21.6 M +11% 9.28% 86.6% 121 21.49% 1.6
RS
4537
Retirement Solution
Washington
USD 210 M +USD 43.5 M +26% 6.98% 74.8% 45 17.78% 0.4
Benchmark Financial Wealth Advisors
4538
Benchmark Financial Wealth Advisors
Florida
USD 209 M +USD 26.2 M +14% 5.97% 81.6% 70 15.71% 1.4
Stableford Capital II
4539
Stableford Capital II
Arizona
USD 209 M +USD 11.7 M +6% 7.21% 66.9% 124 12.9% 1.1
Quantedge Capital
4540
Quantedge Capital
Singapore
USD 209 M +USD 82.8 M +65% 11.5% 110% 229 73.8% 0.1
Landmark Financial Advisors
4541
Landmark Financial Advisors
Kentucky
USD 209 M +USD 23.4 M +13% 5.19% 11.8% 77 14.29% 3.8
SLA
4542
Silver Lake Advisory
Utah
USD 209 M +USD 12.5 M +6% 4.61% 76.7% 106 8.49% 3.9
Jupiter Wealth Management
4543
Jupiter Wealth Management
Colorado
USD 209 M +USD 10.9 M +6% 12.5% 99.2% 95 17.89% 1.2
Lowe Wealth Advisors
4544
Lowe Wealth Advisors
Maryland
USD 209 M +USD 10 M +5% 5.99% 63.3% 299 5.35% 4
VST
4545
Van Strum & Towne
California
USD 209 M +USD 10.7 M +5% 6.78% 62.2% 100 6% 3.8
Legacy Financial Strategies
4546
Legacy Financial Strategies
Kansas
USD 209 M +USD 19.6 M +10% 6.56% 76.7% 65 7.69% 2.4
APSP
4547
Asset Planning Services (Pennsylvania)
Pennsylvania
USD 208 M -USD 9.02 M -4% 5.56% 62.1% 76 6.58% 4.8
Ovata Capital Management
4548
Ovata Capital Management
Hong Kong
USD 208 M +USD 47.6 M +30% 0.5% 69.1% 68 50% 0.4
Wells Trecaso Financial Group
4549
Wells Trecaso Financial Group
Ohio
USD 208 M +USD 18.3 M +10% 6.89% 108% 94 12.77% 2.2
RG
4550
Retirement Group
California
USD 208 M -USD 12.5 M -6% 6.1% 33.7% 812 20.07% 1.1