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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)
Colorado Capital Management
5601
Colorado Capital Management
Colorado
USD 179 M +USD 6.44 M +4% 1.94% 60.4% 99 11.11% 4.7
Carl P. Sherr & Co
5602
Carl P. Sherr & Co
Massachusetts
USD 179 M +USD 1.93 M +1% 2.59% 68.8% 121 4.13% 3.1
Wealth Advisors of Iowa
5603
Wealth Advisors of Iowa
Iowa
USD 179 M +USD 14.8 M +9% 3.39% 60.9% 70 35.71% 2.1
Walden Wealth Partners
5604
Walden Wealth Partners
Ohio
USD 179 M +USD 6.86 M +4% 2.61% – 93 7.53% 0.5
Renaissance Capital
5605
Renaissance Capital
Connecticut
USD 179 M -USD 13.6 M -7% 3.87% 392% 60 43.33% 1.3
Cordant Inc
5606
Cordant Inc
Oregon
USD 179 M +USD 6.49 M +4% 0.37% 47% 71 2.82% 3.3
Mark Sheptoff Financial Planning
5607
Mark Sheptoff Financial Planning
Connecticut
USD 179 M -USD 1.45 M -0.8% 3.39% 92.4% 443 12.19% 5
New England Capital Financial Advisors
5608
New England Capital Financial Advisors
Connecticut
USD 179 M +USD 1.57 M +0.9% 0.52% 55.6% 415 6.99% 1.3
IVC Wealth Advisors
5609
IVC Wealth Advisors
Pennsylvania
USD 179 M +USD 5.53 M +3% 2.02% 81.9% 172 9.3% 2.5
RP Management
5610
RP Management
New York
USD 179 M -USD 1.32 M -0.7% 24.7% 208% 4 25% 2.4
Financial Council
5611
Financial Council
Maryland
USD 179 M +USD 9.7 M +6% 4.19% 80% 86 9.3% 1.7
CNA Financial
5612
CNA Financial
Illinois
USD 179 M -USD 21.1 M -11% 2.23% 48.6% 18 38.89% 1.5
Nierenberg Investment Management Company
5613
Nierenberg Investment Management Company
Washington
USD 179 M -USD 811 k -0.5% 1.08% 135% 59 35.59% 1.4
Blackston Financial Advisory Group
5614
Blackston Financial Advisory Group
Florida
USD 179 M +USD 28.1 M +19% 4.54% 69.1% 110 68.18% 0.9
CCP
5615
Cunning Capital Partners
North Carolina
USD 179 M -USD 2.12 M -1% 2.62% 268% 82 2.44% 0.7
Magnolia Capital Advisors
5616
Magnolia Capital Advisors
Mississippi
USD 179 M +USD 59.1 M +49% 0.09% 78.7% 169 73.96% 0.8
IC
5617
Immersion Capital
United Kingdom
USD 179 M -USD 73.8 M -29% 3.59% 63.4% 10 20% 2.1
Vivid Wealth Management
5618
Vivid Wealth Management
Iowa
USD 179 M +USD 18.7 M +12% 3.98% – 83 30.12% 0.4
IMPACTfolio
5619
IMPACTfolio
Colorado
USD 179 M +USD 13 M +8% 2.24% 51.2% 44 29.55% 1.3
DFS
5620
Dixon Fnancial Services
California
USD 178 M -USD 2.22 M -1% 0.5% 76.6% 36 0% 1.6
IRON Financial
5621
IRON Financial
Illinois
USD 178 M -USD 1.08 M -0.6% 2.19% 60.6% 103 6.8% 3.2
Cooper/Haims Advisors
5622
Cooper/Haims Advisors
New York
USD 178 M +USD 6.26 M +4% 3.62% 53.1% 85 5.88% 3.7
Lanham O'Dell & Company
5623
Lanham O'Dell & Company
West Virginia
USD 178 M -USD 19.5 M -10% 0.01% 81% 30 20% 1.5
First City Capital Management
5624
First City Capital Management
Georgia
USD 178 M -USD 2.55 M -1% 2.46% 76.5% 172 11.63% 5.9
Significant Wealth Partners
5625
Significant Wealth Partners
Illinois
USD 178 M +USD 25.6 M +17% 2.62% – 163 63.19% 0.4