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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)
Wealth Effects
4626
Wealth Effects
Massachusetts
USD 203 M -USD 24.7 M -11% 8.7% 235% 208 8.17% 1.4
Azarias Capital Management
4627
Azarias Capital Management
Pennsylvania
USD 202 M +USD 82.8 M +69% 19% 58.2% 22 9.09% 1.4
Praetorian PR
4628
Praetorian PR
Puerto Rico
USD 202 M +USD 35.6 M +21% 8.68% 80.3% 32 21.88% 0.3
West Oak Capital
4629
West Oak Capital
California
USD 201 M -USD 4.43 M -2% 2.39% 110% 326 2.45% 5.7
WC
4630
Weil Company
California
USD 201 M -USD 23.4 M -10% 4.24% 71.7% 154 19.48% 2.8
Davidson Capital Management
4631
Davidson Capital Management
Texas
USD 201 M +USD 719 k +0.4% 3.06% 79.4% 86 8.14% 2.1
BancFirst Trust & Investment Management
4632
BancFirst Trust & Investment Management
Oklahoma
USD 201 M +USD 29.4 M +17% 1.8% 44.1% 49 16.33% 1.4
TPWM
4633
Twelve Points Wealth Management
Massachusetts
USD 201 M +USD 12.9 M +7% 2.65% 50.7% 176 9.66% 1.5
Finepoint Capital
4634
Finepoint Capital
Massachusetts
USD 201 M -USD 88.3 M -31% 12.5% 27.4% 39 28.21% 1.2
SHFP
4635
Second Half Financial Partners
Florida
USD 201 M -USD 237 M -54% 2.82% 36.8% 157 76.43% 1.1
Allred Capital Management
4636
Allred Capital Management
Texas
USD 201 M -USD 3.08 M -2% 2.52% 73.5% 161 6.83% 3.8
Atlantic Investment Management
4637
Atlantic Investment Management
New York
USD 201 M -USD 2.41 M -1% 2.77% 28.8% 11 36.36% 1.6
Vesey Street Capital Partners
4638
Vesey Street Capital Partners
New York
USD 201 M -USD 52.2 M -21% 20.6% 47.8% 1 0% 1.8
Chase Investment Counsel
4639
Chase Investment Counsel
Virginia
USD 200 M +USD 2.14 M +1% 0.16% 350% 133 45.86% 1.3
Adirondack Trust Company
4640
Adirondack Trust Company
New York
USD 200 M -USD 13.6 M -6% 3.29% 96.7% 496 9.27% 5.4
ABLE Financial Group
4641
ABLE Financial Group
Arizona
USD 200 M +USD 6.86 M +4% 3.39% 64.2% 160 25.63% 0.4
Strong Tower Advisory Services
4642
Strong Tower Advisory Services
Minnesota
USD 200 M -USD 11.2 M -5% 2.24% 155% 91 4.4% 1.7
Intergy Private Wealth
4643
Intergy Private Wealth
Colorado
USD 200 M -USD 4.28 M -2% 3.68% 73.8% 76 10.53% 1.3
HRC
4644
Hoertkorn Richard Charles
USD 200 M -USD 7.74 M -4% 3.29% 172% 86 6.98% 6.7
Colton Groome Financial Advisors
4645
Colton Groome Financial Advisors
North Carolina
USD 200 M -USD 13.6 M -6% 3.77% 65.8% 126 20.63% 1.8
Walled Lake Planning & Wealth Management
4646
Walled Lake Planning & Wealth Management
Illinois
USD 200 M -USD 5.89 M -3% 4.46% 62.6% 104 4.81% 1.4
Long Path Partners
4647
Long Path Partners
Connecticut
USD 200 M -USD 27.8 M -12% 3.79% 9.18% 20 55% 1.2
GoalVest Advisory
4648
GoalVest Advisory
New York
USD 200 M +USD 5.82 M +3% 3.56% 94.8% 486 27.78% 0.9
Rede Wealth
4649
Rede Wealth
Virginia
USD 199 M -USD 11.2 M -5% 0.05% 84.4% 100 21% 2.1
Tempus Wealth Planning
4650
Tempus Wealth Planning
California
USD 199 M -USD 22.2 M -10% 3.29% 95% 196 20.41% 2