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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)
SVG
6301
Sun Valley Gold
Idaho
USD 101 M -USD 55.4 M -35% 10.5% 160% 11 9.09% 3.3
Envision Financial Planning
6302
Envision Financial Planning
Tennessee
USD 101 M – – 3.5% 32.1% 24 – 0
Morling Financial Advisors
6303
Morling Financial Advisors
California
USD 101 M -USD 3.15 M -3% 3.59% 91.2% 75 2.67% 1.4
SRN Advisors
6304
SRN Advisors
Pennsylvania
USD 101 M -USD 11.5 M -10% 4.4% 146% 86 0% 1.9
Perkins Capital Management
6305
Perkins Capital Management
Minnesota
USD 101 M -USD 13.9 M -12% 6.56% 303% 102 8.82% 4.4
Kennon-Green & Company
6306
Kennon-Green & Company
Ohio
USD 101 M -USD 6.74 M -6% 5.16% 58.4% 45 4.44% 0.7
Clay Northam Wealth Management
6307
Clay Northam Wealth Management
California
USD 101 M -USD 4.38 M -4% 2.71% 125% 81 7.41% 1.4
Kolinsky Wealth Management
6308
Kolinsky Wealth Management
New Jersey
USD 101 M -USD 4.68 M -4% 2.56% 44.6% 144 13.19% 1.3
Applied Capital LLC
6309
Applied Capital LLC
Florida
USD 101 M -USD 5.18 M -5% 2.71% 78.3% 78 1.28% 0.7
MY Wealth Management
6310
MY Wealth Management
Maryland
USD 101 M -USD 8.98 M -8% 4.58% 41.2% 29 0% 1.3
4J Wealth Management
6311
4J Wealth Management
Virginia
USD 100 M -USD 2.6 M -3% 1.88% 68.2% 88 6.82% 1.8
Widmann Financial Services
6312
Widmann Financial Services
Maryland
USD 100 M -USD 4.17 M -4% 4.55% 75.2% 88 5.68% 1.6
CMS
6313
Capital Market Strategies
Florida
USD 100 M -USD 7.77 M -7% 2.24% 120% 150 9.33% 0.7
Oppenheimer & Close
6314
Oppenheimer & Close
New York
USD 100 M +USD 3.94 M +4% 1.52% 149% 56 8.93% 4.3
Center For Asset Management
6315
Center For Asset Management
Florida
USD 100 M -USD 5.71 M -5% 3.13% 66.6% 106 16.98% 1.5
Clearfield Capital Management
6316
Clearfield Capital Management
New York
USD 100 M -USD 23.1 M -19% 6.91% 421% 10 80% 0.8
Foundation Wealth Management (Missouri)
6317
Foundation Wealth Management (Missouri)
Missouri
USD 100 M -USD 2.44 M -2% 3.4% 74.9% 40 5% 0.7
Silvia McColl Wealth Management
6318
Silvia McColl Wealth Management
California
USD 100 M -USD 7.75 M -7% 1.94% 82.7% 108 10.19% 0.7
Rip Road Capital Partners
6319
Rip Road Capital Partners
Massachusetts
USD 100 M +USD 16.2 M +19% 2.79% 121% 15 40% 1.5
Brewster Financial Planning
6320
Brewster Financial Planning
New York
USD 100 M -USD 3.64 M -4% 4.21% 44.3% 15 0% 1.5
Fortune 45 LLC
6321
Fortune 45 LLC
Louisiana
USD 100 M +USD 1.76 M +2% 2.62% 85.2% 32 21.88% 1.3
Oaktree Fund Advisors
6322
Oaktree Fund Advisors
California
USD 100 M -USD 18.3 M -15% 6.28% 132% 47 4.26% 0.9
Indie Asset Partners
6323
Indie Asset Partners
Indiana
USD 99.2 M +USD 7.28 M +8% 4.61% 119% 85 10.59% 2.5
Evergreen Wealth Solutions
6324
Evergreen Wealth Solutions
Pennsylvania
USD 99.1 M -USD 70.5 k -0.1% 2.71% 70.9% 109 9.17% 1.3
Atlantic Private Wealth
6325
Atlantic Private Wealth
North Carolina
USD 99 M +USD 686 k +0.7% 2.66% 55.7% 125 24.8% 0.7