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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)
Prodigy Asset Management
5151
Prodigy Asset Management
Nebraska
USD 285 M +USD 63.3 M +29% 1.45% – 26 15.38% 0.9
Carmel Capital Partners
5152
Carmel Capital Partners
California
USD 285 M +USD 47.6 M +20% 0.68% 65.9% 119 17.65% 2.1
Rosalind Advisors
5153
Rosalind Advisors
Ontario, Canada
USD 285 M -USD 8.04 M -3% 19.5% – 48 37.5% 0.8
1 North Wealth Services
5154
1 North Wealth Services
Maryland
USD 284 M +USD 40.1 M +16% 2.53% – 281 9.61% 1.5
Revere Asset Management
5155
Revere Asset Management
Texas
USD 284 M +USD 19.1 M +7% 9.75% 592% 53 71.7% 0.4
Wealth Management Resources
5156
Wealth Management Resources
Rhode Island
USD 284 M -USD 24.9 M -8% 1.24% 37.7% 32 12.5% 3.2
Stevens Capital Management
5157
Stevens Capital Management
Pennsylvania
USD 284 M -USD 470 M -62% 0.74% 108% 335 67.16% 0.5
Power Wealth Management
5158
Power Wealth Management
Georgia
USD 284 M +USD 9.39 M +3% 1.4% 41.8% 96 9.38% 1.5
InterCapital
5159
InterCapital
Texas
USD 284 M – – 8.96% – 92 – 0
Sharper & Granite
5160
Sharper & Granite
California
USD 284 M +USD 4.78 M +2% 1.89% 50.8% 108 5.56% 2.5
Wilkerson Advisory Group
5161
Wilkerson Advisory Group
Missouri
USD 284 M – – 2.83% – 581 – 0
Townsend Asset Management
5162
Townsend Asset Management
North Carolina
USD 284 M +USD 2.82 M +1% 3.25% 88.5% 183 11.48% 4.4
Miller Value Partners
5163
Miller Value Partners
Florida
USD 284 M +USD 11.7 M +4% 8.03% 133% 37 10.81% 2.8
Collaborative Wealth Management
5164
Collaborative Wealth Management
Florida
USD 284 M +USD 36.5 M +15% 1.81% 46.6% 244 21.72% 2.7
Sculati Wealth Management
5165
Sculati Wealth Management
Michigan
USD 284 M +USD 85.2 k +0% 2.44% 80.3% 125 8% 3.9
Friday Financial
5166
Friday Financial
Iowa
USD 284 M +USD 44.8 M +19% 1.84% – 95 9.47% 0.8
Enzi Wealth
5167
Enzi Wealth
Texas
USD 284 M -USD 733 k -0.3% 3.12% 77% 74 10.81% 2.3
Highview Capital Management
5168
Highview Capital Management
Illinois
USD 283 M +USD 11.5 M +4% 4.82% 123% 117 19.66% 2.4
Bank OZK
5169
Bank OZK
Arkansas
USD 283 M +USD 567 k +0.2% 2.9% 112% 154 7.14% 6.5
Krensavage Asset Management
5170
Krensavage Asset Management
New York
USD 283 M +USD 48.4 M +21% 21.9% 124% 18 5.56% 2.7
G&S Capital
5171
G&S Capital
Colorado
USD 283 M +USD 12.5 M +5% 3.5% 85.6% 143 17.48% 2.9
Five Oceans Advisors
5172
Five Oceans Advisors
California
USD 283 M +USD 11.2 M +4% 2.92% 85.3% 205 14.15% 2.6
Oxford Asset Management
5173
Oxford Asset Management
United Kingdom
USD 283 M -USD 22.1 M -7% 4.91% – 799 85.73% 0.1
Sims Investment Management
5174
Sims Investment Management
Ohio
USD 283 M +USD 6.56 M +2% 1.72% – 45 11.11% 0.8
P. Schoenfeld Asset Management (PSAM)
5175
P. Schoenfeld Asset Management (PSAM)
New York
USD 283 M -USD 251 M -47% 11.3% 367% 56 51.79% 0.5