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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)
PWM
5276
Prosperity Wealth Management
California
USD 155 M +USD 817 k +0.5% 5.76% 175% 190 42.11% 0.4
Westhampton Capital
5277
Westhampton Capital
North Carolina
USD 155 M +USD 1.31 M +0.8% 4.49% 95.6% 121 11.57% 3.1
1492 Capital Management
5278
1492 Capital Management
Wisconsin
USD 155 M -USD 16.5 M -10% 1.87% 332% 117 39.32% 1.6
DRD
5279
Dennis R. Delaney
USD 155 M -USD 9.08 M -6% 3.01% 84.3% 50 12% 5.9
Alan N. Hoffman Investment Management
5280
Alan N. Hoffman Investment Management
Massachusetts
USD 155 M -USD 13.5 M -8% 6.54% 114% 13 0% 2.1
CC
5281
Codex Capital
New York
USD 155 M -USD 210 k -0.1% 0.41% 84.4% 38 5.26% 2.3
Affinity Investment Advisors
5282
Affinity Investment Advisors
California
USD 155 M -USD 17.8 M -10% 1.8% 189% 202 16.83% 2.7
Camarda Financial Advisors
5283
Camarda Financial Advisors
Florida
USD 155 M -USD 45.4 M -23% 0.2% 196% 86 43.02% 1.3
Members Advisory Group
5284
Members Advisory Group
New York
USD 155 M -USD 5.55 M -3% 5.02% 70.6% 20 0% 1.3
Values First Advisors
5285
Values First Advisors
Tennessee
USD 155 M -USD 10.9 M -7% 3.45% 87.6% 183 18.03% 2.3
Continental Grain Company
5286
Continental Grain Company
New York
USD 155 M -USD 63.2 M -29% 8.17% 5.73% 6 50% 1.3
Medina Value Partners
5287
Medina Value Partners
California
USD 155 M +USD 37.4 M +32% 3.91% 80% 22 54.55% 0.3
Ayrshire Capital Management
5288
Ayrshire Capital Management
Connecticut
USD 155 M -USD 3.18 M -2% 1.95% 84.8% 48 6.25% 2.9
Denver Wealth Management
5289
Denver Wealth Management
Colorado
USD 155 M +USD 11.3 M +8% 3.47% 64.4% 74 8.11% 1.5
Fortress Wealth Management
5290
Fortress Wealth Management
California
USD 155 M +USD 91.7 k +0.1% 2.5% 52.1% 61 4.92% 1.3
Infusive Asset Management
5291
Infusive Asset Management
New York
USD 155 M +USD 23.5 M +18% 6.4% 33.8% 17 29.41% 1.9
BTS Asset Management
5292
BTS Asset Management
Massachusetts
USD 154 M -USD 43.4 M -22% 1.84% 8.8% 43 20.93% 1.5
TA
5293
Tamarack Advisers
California
USD 154 M -USD 169 M -52% 12% 46.5% 39 58.97% 1.7
Silver Oak Advisory Group
5294
Silver Oak Advisory Group
Oregon
USD 154 M +USD 1.44 M +0.9% 3.51% 27% 60 8.33% 1.4
EWA LLC
5295
EWA LLC
Pennsylvania
USD 154 M +USD 8.42 M +6% 3.07% 102% 123 30.08% 0.4
Patrick Mauro Investment Advisor
5296
Patrick Mauro Investment Advisor
Illinois
USD 154 M -USD 7.98 M -5% 4.25% 31.7% 42 4.76% 0.9
Hoxton Planning & Management
5297
Hoxton Planning & Management
West Virginia
USD 154 M -USD 7.6 M -5% 3.51% 77.8% 158 21.52% 0.6
Jupiter Wealth Management
5298
Jupiter Wealth Management
Colorado
USD 154 M +USD 37.8 M +32% 2.8% 99.2% 92 32.61% 1.9
ARIS
5299
Advanced Research Investment Solutions
California
USD 154 M -USD 19.3 M -11% 8.04% 13.1% 35 20% 1.7
MB, Levis & Associates
5300
MB, Levis & Associates
Pennsylvania
USD 154 M -USD 1.88 M -1% 3.66% 43.1% 292 6.16% 0.7