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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)
HWC
4751
Hill Winds Capital
New York
USD 189 M +USD 6.05 M +3% 9.53% 8.52% 56 55.36% 0.3
Stonebridge Financial Planning Group
4752
Stonebridge Financial Planning Group
Florida
USD 189 M +USD 17.4 M +10% 8.01% 67.2% 457 10.28% 1.2
BCS Wealth Management
4753
BCS Wealth Management
Tennessee
USD 188 M -USD 22.6 M -11% 3.62% 46.7% 174 21.84% 1
Waycross Partners
4754
Waycross Partners
Kentucky
USD 188 M +USD 8.82 M +5% 10.3% 87.7% 92 11.96% 0.5
WHAM
4755
Windmill Hill Asset Management
United Kingdom
USD 188 M +USD 1.54 M +0.8% 8.11% 97% 14 42.86% 0.4
Fountainhead AM
4756
Fountainhead AM
New Jersey
USD 188 M -USD 9 k -0% 4.72% 65.6% 61 1.64% 0.5
Eos Management LP
4757
Eos Management LP
New York
USD 188 M +USD 17 M +10% 9.15% 152% 29 3.45% 3.5
Detalus Advisors
4758
Detalus Advisors
Missouri
USD 188 M +USD 18.2 M +11% 6.66% 75.7% 124 16.13% 1.1
Tieton Capital Management
4759
Tieton Capital Management
Washington
USD 188 M +USD 14.3 M +8% 7.27% 172% 35 5.71% 3.6
Insight Wealth Partners
4760
Insight Wealth Partners
Texas
USD 188 M -USD 15.3 M -8% 2.21% 63.2% 59 11.86% 1
O'Keefe Stevens Advisory
4761
O'Keefe Stevens Advisory
New York
USD 188 M +USD 28.3 M +18% 11.9% 208% 43 13.95% 2.9
Rede Wealth
4762
Rede Wealth
Virginia
USD 188 M +USD 14.9 M +9% 6.94% 84.4% 110 9.09% 0.4
AIA
4763
Arcadia Investment Advisors
Idaho
USD 187 M +USD 5.25 M +3% 5.78% 56.4% 248 58.06% 0.8
AFC
4764
AFT Forsyth & Company
Florida
USD 187 M +USD 20.5 M +12% 11.9% 135% 165 10.91% 4.4
Bull Street Advisors
4765
Bull Street Advisors
Georgia
USD 187 M +USD 10.1 M +6% 4.49% 48.5% 94 1.06% 1.6
AlphaCore Capital
4766
AlphaCore Capital
California
USD 187 M +USD 37.6 M +25% 6.08% 85.9% 83 45.78% 0.8
Reliant Wealth Planning
4767
Reliant Wealth Planning
Kentucky
USD 187 M +USD 14.6 M +8% 6.95% 39.4% 5 0% 1.3
Selway Asset Management
4768
Selway Asset Management
USD 187 M +USD 14.9 M +9% 6.41% 36.5% 76 10.53% 4
Mark Sheptoff Financial Planning
4769
Mark Sheptoff Financial Planning
Connecticut
USD 187 M +USD 12.3 M +7% 6.69% 92.4% 445 20.45% 3.4
C-J Advisory
4770
C-J Advisory
California
USD 186 M +USD 14.8 M +9% 5.63% 39.2% 34 5.88% 3.7
Wolf Group Capital Advisors
4771
Wolf Group Capital Advisors
Virginia
USD 186 M +USD 12.6 M +7% 5.23% 28.2% 103 4.85% 2.4
Investors Financial Group
4772
Investors Financial Group
Minnesota
USD 186 M +USD 15.4 M +9% 5.73% – 212 13.21% 1
American Trust Investment Advisors
4773
American Trust Investment Advisors
New Hampshire
USD 186 M +USD 14.8 M +9% 7.35% 91% 86 8.14% 2.5
JLP Asset Management
4774
JLP Asset Management
New York
USD 186 M +USD 29.4 M +19% 13.7% 16.1% 34 8.82% 1.7
Algebris (UK)
4775
Algebris (UK)
United Kingdom
USD 186 M -USD 124 M -40% 1.36% 24.5% 40 72.5% 0.5