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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)
MA
4701
Menlo Advisors
California
USD 189 M +USD 3.69 M +2% 0.53% 108% 42 0% 3.8
Investors Financial Group
4702
Investors Financial Group
Minnesota
USD 189 M +USD 2.74 M +1% 2.41% – 213 11.74% 1.2
Aspen Investment Management
4703
Aspen Investment Management
Michigan
USD 189 M -USD 2.18 M -1% 0.54% 92.6% 153 15.03% 5.1
Mountain Capital Investment Advisors
4704
Mountain Capital Investment Advisors
Colorado
USD 189 M -USD 27.7 M -13% 0.19% 70.1% 129 11.63% 1
C-J Advisory
4705
C-J Advisory
California
USD 189 M +USD 2.45 M +1% 0.84% 39.2% 34 2.94% 3.8
FCP
4706
Fosse Capital Partners
United Kingdom
USD 189 M +USD 7.3 M +4% 2.12% 80% 5 20% 0.8
Sculati Wealth Management
4707
Sculati Wealth Management
Michigan
USD 189 M +USD 5 k +0% 0.15% 80.3% 123 12.2% 1.3
NEGWA
4708
New England Guild Wealth Advisors
Connecticut
USD 189 M +USD 4.37 M +2% 1.85% 6.04% 69 5.8% 2.6
Selective Wealth Management
4709
Selective Wealth Management
Virginia
USD 189 M +USD 63.2 M +50% 4.84% 74.4% 627 23.6% 0.9
First Pacific Financial
4710
First Pacific Financial
Washington
USD 189 M +USD 7.52 M +4% 0.09% 53.6% 97 8.25% 0.8
Reliant Wealth Planning
4711
Reliant Wealth Planning
Kentucky
USD 189 M +USD 1.58 M +0.8% 0.13% 39.4% 5 0% 1.5
Midwest Professional Planners Ltd (MPPL)
4712
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 189 M -USD 3.4 M -2% 0.81% 136% 126 17.46% 2
Algebris (UK)
4713
Algebris (UK)
United Kingdom
USD 188 M +USD 2.22 M +1% 0.24% 17% 37 56.76% 0.5
Townsend Asset Management
4714
Townsend Asset Management
North Carolina
USD 188 M +USD 7.96 M +4% 0.05% 88.5% 214 10.28% 1.4
Otter Creek Advisors
4715
Otter Creek Advisors
Florida
USD 188 M -USD 39.8 M -17% 3.22% 173% 53 47.17% 0.8
Crystal Rock Capital Management
4716
Crystal Rock Capital Management
Illinois
USD 188 M -USD 4.02 M -2% 0.45% 164% 34 2.94% 3
Diversified
4717
Diversified
Delaware
USD 188 M +USD 8.59 M +5% 0.61% 34.4% 109 11.93% 0.6
Broadmark Asset Management
4718
Broadmark Asset Management
California
USD 188 M -USD 870 k -0.5% 0.01% 39.6% 3 33.33% 0.5
FP
4719
Fiduciary Planning
Florida
USD 188 M +USD 72.2 M +62% 1.49% 71.4% 71 19.72% 0.8
Peoples Bank (Ohio)
4720
Peoples Bank (Ohio)
Ohio
USD 188 M -USD 2.52 M -1% 0.28% 78.9% 125 8% 3.3
Fortis Capital Management
4721
Fortis Capital Management
Washington
USD 188 M -USD 10.8 M -5% 0.54% 82% 136 38.97% 0.7
Augustine Asset Management
4722
Augustine Asset Management
Florida
USD 188 M -USD 6.16 M -3% 1.42% 316% 92 7.61% 3.1
Rede Wealth
4723
Rede Wealth
Virginia
USD 188 M +USD 41 k +0% 1.17% 84.4% 114 8.77% 0.7
Wiser Wealth Management
4724
Wiser Wealth Management
Georgia
USD 188 M +USD 23.4 M +14% 0.74% 53% 30 10% 0.7
Vienna Insurance Group
4725
Vienna Insurance Group
Poland
USD 187 M +USD 28.1 M +18% 0.12% 230% 34 32.35% 0.4