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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)
MS
4751
Madden Securities
Texas
USD 185 M -USD 6.58 M -3% 3.31% 108% 145 30.34% 1.3
VELT Partners Investimentos
4752
VELT Partners Investimentos
Brazil
USD 185 M +USD 5.6 M +3% 18.4% 19.4% 5 20% 1.2
Asset Allocation & Management Company
4753
Asset Allocation & Management Company
Illinois
USD 185 M -USD 32 M -15% 0.57% 58.5% 47 29.79% 1.5
PYA Waltman Capital
4754
PYA Waltman Capital
Tennessee
USD 184 M -USD 7.56 M -4% 3.36% 62.4% 40 10% 1.4
Members Capital Advisors Inc
4755
Members Capital Advisors Inc
Wisconsin
USD 184 M +USD 22.8 M +14% 1.5% – 65 3.08% 1.1
MTM Investment Management
4756
MTM Investment Management
South Carolina
USD 184 M -USD 6.97 M -4% 0.72% 87.7% 276 7.97% 0.7
WD Rutherford
4757
WD Rutherford
Oregon
USD 184 M +USD 4.35 M +2% 2.53% 189% 133 12.03% 0.7
Weaver Consulting Group
4758
Weaver Consulting Group
California
USD 184 M +USD 6.59 M +4% 0.38% 56.4% 152 7.89% 1.9
Andesa Financial Management
4759
Andesa Financial Management
Pennsylvania
USD 184 M -USD 148 M -45% 0.4% 73.6% 161 20.5% 1.8
TriaGen Wealth Management
4760
TriaGen Wealth Management
California
USD 184 M -USD 10.3 M -5% 0.45% 132% 202 20.79% 0.6
Wealth Advisors of Iowa
4761
Wealth Advisors of Iowa
Iowa
USD 184 M -USD 7.76 M -4% 0.39% 60.9% 62 19.35% 0.9
Tieton Capital Management
4762
Tieton Capital Management
Washington
USD 184 M -USD 4 M -2% 3.21% 172% 34 8.82% 3.7
Ridgecrest Wealth Partners
4763
Ridgecrest Wealth Partners
California
USD 184 M +USD 23.5 M +15% 0.51% 103% 116 7.76% 0.4
Wolf Group Capital Advisors
4764
Wolf Group Capital Advisors
Virginia
USD 184 M -USD 2.86 M -2% 0.29% 28.2% 106 11.32% 2.4
Prosperity Planning
4765
Prosperity Planning
Missouri
USD 183 M +USD 22.2 M +14% 1.8% 43.5% 93 5.38% 0.6
Autonomy Capital (Jersey)
4766
Autonomy Capital (Jersey)
Jersey
USD 183 M -USD 148 M -45% 0.43% 33.4% 43 53.49% 0.6
Boothe Investment Group
4767
Boothe Investment Group
Delaware
USD 183 M -USD 7.22 M -4% 1.97% 75.6% 37 16.22% 1.5
MorganRosel Wealth Management
4768
MorganRosel Wealth Management
Colorado
USD 183 M +USD 4.92 M +3% 0.9% 67.5% 90 16.67% 1.4
Selway Asset Management
4769
Selway Asset Management
USD 183 M -USD 3.54 M -2% 0.64% 36.5% 75 10.67% 4.2
TL Private Wealth
4770
TL Private Wealth
Texas
USD 183 M +USD 11.6 M +7% 1.01% 50.6% 51 9.8% 1.4
TLW Wealth Management
4771
TLW Wealth Management
Florida
USD 183 M +USD 2.87 M +2% 0.73% 98.3% 17 0% 2.5
PK
4772
Pflug Koory
Nebraska
USD 183 M -USD 8.09 M -4% 1.28% – 485 6.8% 3.3
O'Keefe Stevens Advisory
4773
O'Keefe Stevens Advisory
New York
USD 183 M -USD 4.76 M -3% 2.9% 208% 44 9.09% 3.1
EAM
4774
Eukles Asset Management
Ohio
USD 183 M +USD 2.35 M +1% 0.73% 77.2% 243 10.7% 2
KFA Private Wealth Group
4775
KFA Private Wealth Group
Virginia
USD 183 M -USD 463 k -0.3% 0.73% 62.8% 74 6.76% 1.3