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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)
First City Capital Management
4826
First City Capital Management
Georgia
USD 182 M +USD 9.31 M +5% 6.24% 76.5% 175 5.71% 4.2
Curran Financial Partners
4827
Curran Financial Partners
South Carolina
USD 182 M +USD 42.8 M +31% 6.08% 49.4% 65 13.85% 0.4
Deane Retirement Strategies
4828
Deane Retirement Strategies
Louisiana
USD 182 M -USD 3.84 M -2% 5.71% 73.4% 71 30.99% 2
Howard Wealth Management
4829
Howard Wealth Management
Connecticut
USD 182 M +USD 10.7 M +6% 4.74% 60.3% 129 3.88% 1.2
Brendel Financial Advisors
4830
Brendel Financial Advisors
New Hampshire
USD 182 M +USD 32.5 M +22% 8.63% 126% 287 71.08% 0.4
Bennicas & Associates
4831
Bennicas & Associates
California
USD 182 M +USD 7.54 M +4% 4.88% 40.3% 100 2% 5
HR
4832
Hayden Royal
North Carolina
USD 182 M +USD 6.97 M +4% 7.74% 100% 231 21.65% 0.7
PFA
4833
Professional Financial Advisors
Nebraska
USD 182 M +USD 20.6 M +13% 7% 59.2% 440 19.32% 0.7
Dalton Investments
4834
Dalton Investments
Nevada
USD 182 M -USD 1.03 M -0.6% 0.45% 95.1% 30 10% 3.1
Emerson Wealth
4835
Emerson Wealth
Michigan
USD 182 M +USD 13.3 M +8% 7.04% 18.1% 44 18.18% 1.1
Mezzasalma Advisors
4836
Mezzasalma Advisors
New Jersey
USD 181 M +USD 25.5 M +16% 12.6% 203% 102 9.8% 0.4
FCP
4837
Fosse Capital Partners
United Kingdom
USD 181 M -USD 10.5 M -5% 9.53% 80% 6 16.67% 0.5
Cipher Capital
4838
Cipher Capital
New York
USD 181 M -USD 673 M -79% 6.18% – 641 79.88% 0.3
First Pacific Financial
4839
First Pacific Financial
Washington
USD 181 M +USD 20.9 M +13% 7.17% 53.6% 93 3.23% 0.5
AP
4840
Agilis Partners
Massachusetts
USD 181 M -USD 38.7 M -18% 5.86% 8.47% 27 3.7% 2.2
Strategic Financial Partners
4841
Strategic Financial Partners
Oregon
USD 181 M +USD 12.4 M +7% 6.14% 54.8% 68 10.29% 1.2
Hudson Value Partners
4842
Hudson Value Partners
Florida
USD 181 M +USD 15.5 M +9% 6.88% 124% 123 16.26% 0.4
Yaupon Capital Management
4843
Yaupon Capital Management
New York
USD 181 M +USD 63.2 M +54% 5.63% 122% 81 59.26% 0.4
Heron Bay Capital Management
4844
Heron Bay Capital Management
Michigan
USD 181 M +USD 12.6 M +8% 7.61% 58.9% 79 21.52% 0.4
Atwater Malick
4845
Atwater Malick
Pennsylvania
USD 181 M +USD 17.9 M +11% 5.46% 83.4% 51 11.76% 1.7
Plotkin Financial Advisors
4846
Plotkin Financial Advisors
Maryland
USD 181 M +USD 17.3 M +11% 9.62% 95.3% 104 22.12% 0.8
Catalyst Private Wealth
4847
Catalyst Private Wealth
California
USD 181 M +USD 38.4 M +27% 11.5% 120% 75 25.33% 0.6
Clearfield Capital Management
4848
Clearfield Capital Management
New York
USD 181 M -USD 82 M -31% 1.29% 421% 13 76.92% 0.2
EAM
4849
Eukles Asset Management
Ohio
USD 180 M +USD 25.8 M +17% 7.36% 77.2% 249 16.06% 1.6
Running Oak Capital
4850
Running Oak Capital
Minnesota
USD 180 M -USD 148 M -45% 5.83% 32.7% 64 14.06% 1.2