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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)
SL
5076
SIB LLC
New York
USD 169 M -USD 7.07 M -4% 3.07% 29.2% 18 0% 8.1
Ameliora Wealth Management
5077
Ameliora Wealth Management
Switzerland
USD 169 M +USD 6.78 M +4% 1.48% 73.9% 221 15.84% 0.8
Armor Investment Advisors
5078
Armor Investment Advisors
North Carolina
USD 169 M +USD 3.57 M +2% 3.31% 62% 169 14.2% 4
Chartist Inc
5079
Chartist Inc
California
USD 169 M -USD 20.4 M -11% 3.38% – 28 14.29% 5.4
WFA Asset Management
5080
WFA Asset Management
Wisconsin
USD 169 M -USD 139 k -0.1% 4.28% 60% 272 19.49% 1.3
Glovista Investments
5081
Glovista Investments
New Jersey
USD 169 M -USD 20.5 M -11% 3.18% 2.48% 42 28.57% 2.6
Worth Venture Partners
5082
Worth Venture Partners
New Jersey
USD 169 M -USD 15.1 M -8% 1.9% 105% 197 32.99% 0.8
Mitchell & Pahl Private Wealth
5083
Mitchell & Pahl Private Wealth
Oklahoma
USD 168 M +USD 2.79 M +2% 1.96% 82.3% 154 4.55% 2.4
Convergence Financial
5084
Convergence Financial
Missouri
USD 168 M +USD 5.74 M +4% 3.58% 70.6% 32 12.5% 1.1
Towerpoint Wealth
5085
Towerpoint Wealth
California
USD 168 M -USD 9.04 M -5% 3.57% 67.7% 84 10.71% 3.5
Amtrust Financial Services
5086
Amtrust Financial Services
New York
USD 168 M -USD 10.4 M -6% 3.39% 61.9% 15 6.67% 2.4
FNY Investment Advisers
5087
FNY Investment Advisers
New York
USD 168 M +USD 89.3 M +113% 2.27% 386% 848 54.83% 0.6
HC Advisors
5088
HC Advisors
Georgia
USD 168 M -USD 4.14 M -2% 2.87% 63.5% 88 11.36% 2.4
Cherrydale Wealth Management
5089
Cherrydale Wealth Management
New Jersey
USD 168 M +USD 24.9 M +17% 3.68% 80.8% 50 22% 1.1
Pinnacle Financial Group
5090
Pinnacle Financial Group
Illinois
USD 168 M -USD 8.05 M -5% 3.83% 59.1% 62 8.06% 1.6
Ruggaard & Associates
5091
Ruggaard & Associates
Ohio
USD 168 M -USD 2.88 M -2% 2.51% 47.6% 115 12.17% 0.5
Newton One Investments
5092
Newton One Investments
Delaware
USD 168 M -USD 6.43 M -4% 3.76% 42% 132 9.85% 2.3
Accretive Wealth Partners
5093
Accretive Wealth Partners
New Jersey
USD 168 M -USD 882 k -0.5% 2.71% 57.3% 123 9.76% 2
Lazari Capital Management
5094
Lazari Capital Management
California
USD 168 M -USD 10.2 M -6% 2.91% 145% 132 9.85% 0.2
Collaborative Wealth Management
5095
Collaborative Wealth Management
Florida
USD 168 M -USD 491 k -0.3% 3.85% 41.6% 177 12.43% 2.1
Your Advocates Ltd
5096
Your Advocates Ltd
Texas
USD 168 M -USD 27.5 M -14% 2.59% 50% 360 38.61% 1.6
IMS Capital Management
5097
IMS Capital Management
Oregon
USD 168 M -USD 12.6 M -7% 4.62% 119% 130 6.15% 4.9
Half Sky Capital (UK)
5098
Half Sky Capital (UK)
United Kingdom
USD 167 M -USD 23.1 M -12% 0.07% 13% 10 10% 1.2
Ironwood Wealth Management (West Virginia)
5099
Ironwood Wealth Management (West Virginia)
West Virginia
USD 167 M -USD 4.28 M -2% 2.16% 38.1% 23 4.35% 2.1
Moseley Investment Management
5100
Moseley Investment Management
Florida
USD 167 M -USD 4.11 M -2% 2.63% 96.6% 152 11.18% 3.1