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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)
Southern Capital Advisors
5876
Southern Capital Advisors
Tennessee
USD 196 M +USD 15.2 M +8% 8.65% 66.8% 84 10.71% 2.2
Melone Private Wealth
5877
Melone Private Wealth
Michigan
USD 195 M +USD 4.32 M +2% 2.74% 30.4% 50 4% 3
Investidor Profissional Gestao de Recursos
5878
Investidor Profissional Gestao de Recursos
Brazil
USD 195 M +USD 39.1 M +25% 15.6% 51.8% 33 33.33% 2.1
Carl Stuart Investment Advisor
5879
Carl Stuart Investment Advisor
Texas
USD 195 M +USD 18.3 M +10% 9.67% 84.4% 18 11.11% 2.1
Peak Financial Advisors
5880
Peak Financial Advisors
Colorado
USD 195 M -USD 1.16 M -0.6% 4.91% 40.1% 115 61.74% 1
Roehl & Yi Investment Advisors
5881
Roehl & Yi Investment Advisors
Oregon
USD 195 M +USD 11 M +6% 5.52% – 164 11.59% 0.4
GEM Asset Management
5882
GEM Asset Management
Michigan
USD 195 M +USD 16.7 M +9% 8.04% 62.9% 105 13.33% 1.8
Birch Capital Management
5883
Birch Capital Management
Texas
USD 195 M +USD 2.95 M +2% 4.5% 62% 83 4.82% 4.2
AFC
5884
AFT Forsyth & Company
Florida
USD 195 M +USD 9.6 M +5% 19.7% 135% 129 14.73% 7.7
BFI Infinity
5885
BFI Infinity
Switzerland
USD 195 M +USD 103 M +111% 15.1% – 67 35.82% 0.3
AFA
5886
Alta Fundamental Advisers
New York
USD 195 M +USD 39.5 M +25% 15.6% 340% 25 32% 2.2
CNA Financial
5887
CNA Financial
Illinois
USD 195 M +USD 38.3 M +24% 4.77% 48.6% 19 52.63% 1.2
Solstein Capital
5888
Solstein Capital
California
USD 195 M +USD 23 M +13% 10.1% 91.4% 495 34.75% 2.2
Solano Wealth Investment Advisors
5889
Solano Wealth Investment Advisors
California
USD 195 M +USD 33.2 M +21% 7.56% – 37 13.51% 0.4
Oxinas Partners Wealth Management
5890
Oxinas Partners Wealth Management
Indiana
USD 195 M +USD 25.5 M +15% 13.8% 91.4% 131 12.98% 2.6
DRD
5891
Dennis R. Delaney
USD 195 M +USD 10.7 M +6% 7.33% 84.3% 51 11.76% 5.9
Signet Investment Advisory Group
5892
Signet Investment Advisory Group
Rhode Island
USD 195 M -USD 3.64 M -2% 5.47% 59.6% 70 5.71% 4.8
Norway Savings Bank
5893
Norway Savings Bank
Maine
USD 195 M +USD 18.8 M +11% 13% 117% 108 8.33% 5.9
PCMK
5894
Paragon Capital Management (Kansas)
Kansas
USD 195 M +USD 19.9 M +11% 7.59% 87.5% 59 16.95% 6.2
GoalFusion Wealth Management
5895
GoalFusion Wealth Management
Texas
USD 195 M +USD 11.9 M +6% 5.61% 47.6% 30 26.67% 2
Richmond Hill Investments
5896
Richmond Hill Investments
New York
USD 195 M -USD 5.5 M -3% 2.38% 55.2% 3 0% 6.6
Fox Hill Wealth Management
5897
Fox Hill Wealth Management
Massachusetts
USD 195 M +USD 25.2 M +15% 23.7% – 140 22.86% 1.2
First Affirmative Financial Network
5898
First Affirmative Financial Network
Colorado
USD 195 M +USD 31.3 M +19% 11% – 300 17.33% 2
Transcendent Capital Group
5899
Transcendent Capital Group
Oklahoma
USD 195 M +USD 16.7 M +9% 11% – 109 28.44% 1.1
Causey Wealth LLC
5900
Causey Wealth LLC
Colorado
USD 195 M +USD 15.7 M +9% 5.95% – 66 6.06% 0.5