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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)
Joseph Group Capital Management
5401
Joseph Group Capital Management
Ohio
USD 193 M -USD 6.98 M -3% 0.41% 58.4% 85 15.29% 2
I2I
5402
Insight 2811 Inc
Illinois
USD 193 M -USD 2.14 M -1% 0.05% 30.8% 90 11.11% 4.2
Bay Rivers Group
5403
Bay Rivers Group
Virginia
USD 192 M +USD 10.2 M +6% 7.15% 166% 86 13.95% 2.6
Birch Capital Management
5404
Birch Capital Management
Texas
USD 192 M -USD 103 k -0.1% 1.76% 48.4% 92 9.78% 3.6
OneAscent Wealth Management
5405
OneAscent Wealth Management
Alabama
USD 192 M -USD 68.3 M -26% 1.17% 50.6% 185 55.14% 1.2
5th Street Advisors
5406
5th Street Advisors
Connecticut
USD 192 M +USD 15.5 M +9% 0.47% 47.5% 31 0% 1.2
Mountaineer Partners Management
5407
Mountaineer Partners Management
New York
USD 192 M -USD 24.4 M -11% 0.39% 158% 16 0% 1.4
ACT Advisors
5408
ACT Advisors
North Carolina
USD 192 M +USD 9.6 M +5% 3.2% 75.4% 55 29.09% 1.3
SV
5409
Stilwell Value
New York
USD 192 M -USD 1.02 M -0.5% 4.23% 87.9% 36 8.33% 4.7
Norris Financial Group
5410
Norris Financial Group
South Carolina
USD 192 M +USD 9.7 M +5% 5.12% 142% 86 23.26% 1.4
HMS Capital Management
5411
HMS Capital Management
Tennessee
USD 192 M +USD 11.4 M +6% 4.61% 140% 113 9.73% 2.5
BCFD
5412
Boit C.F. David
USD 192 M +USD 8.94 M +5% 0.75% 75.4% 130 10.77% 2.1
Kinloch Capital
5413
Kinloch Capital
Virginia
USD 192 M -USD 2.69 M -1% 1.15% 63.4% 80 10% 2.3
VU
5414
Valence8 US
Massachusetts
USD 192 M +USD 120 k +0.1% 1.88% 69.9% 9 0% 1.2
Cherry Creek Investment Advisors
5415
Cherry Creek Investment Advisors
Colorado
USD 192 M +USD 6.99 M +4% 5.86% 151% 113 14.16% 2
Grunden Financial Advisory
5416
Grunden Financial Advisory
Texas
USD 192 M +USD 3.5 M +2% 0% – 26 7.69% 0.5
Gables Capital Management
5417
Gables Capital Management
Florida
USD 191 M +USD 9.9 M +5% 7.44% 151% 414 9.66% 4
Trust Company of Kansas
5418
Trust Company of Kansas
Kansas
USD 191 M +USD 7.88 M +4% 2.66% 87% 55 16.36% 2.9
Ranch Capital Advisors
5419
Ranch Capital Advisors
Florida
USD 191 M +USD 6.11 M +3% 3.97% 92.6% 162 10.49% 3
Rings Capital Management
5420
Rings Capital Management
Illinois
USD 191 M +USD 8.33 M +5% 6.52% 40.9% 7 0% 2.1
AAM
5421
Ascension Asset Management
New York
USD 191 M +USD 5.57 M +3% 7.35% – 89 6.74% 2.9
PCA Investment Advisory Services
5422
PCA Investment Advisory Services
Ohio
USD 191 M +USD 13 M +7% 2.54% 71.4% 147 13.61% 1
Meredith Wealth Planning
5423
Meredith Wealth Planning
Illinois
USD 191 M +USD 11.6 M +6% 0.25% 66.5% 45 11.11% 1.1
Triad Wealth Partners
5424
Triad Wealth Partners
Kansas
USD 191 M +USD 60.5 M +46% 1.15% – 1,003 93.62% 0
CV Advisors
5425
CV Advisors
Florida
USD 191 M +USD 13.4 M +8% 8.78% 112% 22 9.09% 1.9