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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)
PCA
4826
Prospect Capital Advisors
California
USD 237 M +USD 12.4 M +5% 3.04% 202% 25 24% 3.2
OLIO Financial Planning
4827
OLIO Financial Planning
Virginia
USD 237 M -USD 551 k -0.2% 0.45% 52.9% 52 0% 2
LI
4828
LHM Inc
Utah
USD 237 M +USD 95.4 M +67% 1.55% – 16 6.25% 0.4
Silver Heights Capital Management
4829
Silver Heights Capital Management
Ontario, Canada
USD 237 M -USD 16.3 M -6% 1.06% 39.8% 5 0% 6.8
Rockport Wealth
4830
Rockport Wealth
Ohio
USD 237 M +USD 87.2 M +58% 5.85% – 69 18.84% 0.2
Ashburton (Jersey)
4831
Ashburton (Jersey)
Jersey
USD 237 M – – 6.64% – 39 – 4.2
DHJJ Financial Advisors
4832
DHJJ Financial Advisors
Illinois
USD 237 M +USD 10.8 M +5% 1.02% 62.5% 848 5.66% 1.1
Brand Asset Management Group
4833
Brand Asset Management Group
Missouri
USD 237 M +USD 4.27 M +2% 1.34% 70.2% 83 9.64% 4.6
LWMM
4834
Legacy Wealth Management (Mississippi)
Mississippi
USD 237 M +USD 14.9 M +7% 5.51% 89.1% 76 11.84% 3.4
Palumbo Wealth Management
4835
Palumbo Wealth Management
New York
USD 237 M +USD 13.3 M +6% 1.89% 115% 157 14.65% 1.8
Hudson Value Partners
4836
Hudson Value Partners
Florida
USD 237 M +USD 1.13 M +0.5% 2.21% 124% 100 15% 2.5
Gold Investment Management
4837
Gold Investment Management
Alberta, Canada
USD 236 M -USD 11 M -4% 0.31% 117% 216 0.93% 0.5
INCA Investments
4838
INCA Investments
Florida
USD 236 M +USD 4.02 M +2% 5.53% 128% 11 9.09% 4.4
Ceera Investments
4839
Ceera Investments
Texas
USD 236 M +USD 8.03 M +4% 0.01% 47.9% 93 8.6% 1.8
Omnia Family Wealth
4840
Omnia Family Wealth
Florida
USD 236 M +USD 22.8 M +11% 2.85% 80.6% 84 19.05% 4
Heathbridge Capital Management
4841
Heathbridge Capital Management
Ontario, Canada
USD 236 M -USD 22.6 M -9% 1.42% 58.7% 32 18.75% 4.8
EFM
4842
Eley Financial Management
Vermont
USD 236 M +USD 3.71 M +2% 2.97% 69.7% 69 2.9% 1.3
Palogic Value Management
4843
Palogic Value Management
Texas
USD 236 M +USD 4.77 M +2% 0.99% 31.3% 170 10.59% 1.3
Naman Capital
4844
Naman Capital
Brazil
USD 236 M -USD 20.6 M -8% 3.93% 89.9% 10 10% 3.2
CAS
4845
CTC Alternative Strategies
Illinois
USD 236 M +USD 75.3 M +47% 2.14% 111% 297 95.96% 0
Forge First Asset Management
4846
Forge First Asset Management
Canada
USD 235 M -USD 83 M -26% 1.4% 112% 65 66.15% 0.4
New Century Financial Group
4847
New Century Financial Group
New Jersey
USD 235 M +USD 91.1 M +63% 2.42% – 307 52.44% 0.2
GPM Growth Investors
4848
GPM Growth Investors
Michigan
USD 235 M – – 4.96% – 43 – 2.7
Watershed Private Wealth
4849
Watershed Private Wealth
Illinois
USD 235 M +USD 9.24 M +4% 3.68% 71.4% 127 10.24% 1
Raleigh Capital Management
4850
Raleigh Capital Management
North Carolina
USD 235 M +USD 3.12 M +1% 2% 71.8% 1,032 11.43% 1.3