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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)
Delta Capital Management
6301
Delta Capital Management
New Jersey
USD 217 M +USD 35.5 M +20% 37.8% 129% 112 10.71% 5.8
Envision Financial
6302
Envision Financial
Wisconsin
USD 217 M +USD 31.3 M +17% 10.3% – 49 8.16% 1.3
OmniStar Financial Group
6303
OmniStar Financial Group
North Carolina
USD 217 M +USD 24.2 M +13% 6.39% 75.6% 125 19.2% 1.3
Essential Partners
6304
Essential Partners
California
USD 217 M -USD 80.1 M -27% 18.4% – 2,990 9.33% 0.8
JKA
6305
Jones Kertz & Associates
Minnesota
USD 217 M +USD 28.6 M +15% 33.2% – 68 5.88% 0.5
GAA
6306
Guardian Asset Advisors
Pennsylvania
USD 217 M +USD 45.7 M +27% 15% 106% 130 26.15% 1.7
Bellevue Asset Management
6307
Bellevue Asset Management
Washington
USD 217 M +USD 16.9 M +8% 13.8% 56.7% 591 39.76% 3.1
Chou Associates Management
6308
Chou Associates Management
Ontario, Canada
USD 217 M +USD 6.33 M +3% 7% 66.4% 31 3.23% 3.8
Friedenthal Financial
6309
Friedenthal Financial
New Jersey
USD 217 M +USD 17.1 M +9% 9.19% 105% 312 40.38% 2
Security National Bank of So Dak
6310
Security National Bank of So Dak
Iowa
USD 217 M +USD 9.09 M +4% 11.4% 67.7% 292 60.96% 2.4
Ballast Rock Private Wealth
6311
Ballast Rock Private Wealth
South Carolina
USD 217 M +USD 35.7 M +20% 14.2% – 195 10.77% 0.4
Tenzing Global Management
6312
Tenzing Global Management
California
USD 216 M +USD 95.9 M +80% 35.4% 273% 23 56.52% 0.6
Omni 360 Wealth
6313
Omni 360 Wealth
New Jersey
USD 216 M +USD 22.6 M +12% 11.1% 59.9% 137 10.22% 1.8
Enstar Group
6314
Enstar Group
Bermuda
USD 216 M -USD 1.01 M -0.5% 0.19% 29.5% 9 0% 4.3
Islay Capital Management
6315
Islay Capital Management
Texas
USD 216 M +USD 19.3 M +10% 6.66% 72% 262 34.35% 3.1
Barnes Wealth Management Group
6316
Barnes Wealth Management Group
California
USD 216 M +USD 19.1 M +10% 10.4% – 205 15.12% 1.1
SWP Financial
6317
SWP Financial
California
USD 216 M +USD 20.1 M +10% 11.9% 58.4% 80 13.75% 1.6
PCMK
6318
Paragon Capital Management (Kansas)
Kansas
USD 216 M +USD 14.1 M +7% 14.8% 87.5% 61 8.2% 6.6
GuidedMoney
6319
GuidedMoney
Wisconsin
USD 216 M +USD 25.6 M +13% 9.45% – 34 14.71% 0.4
PIM
6320
Pullen Investment Management
Florida
USD 216 M +USD 16.8 M +8% 10.9% – 108 18.52% 1.6
Brendel Financial Advisors
6321
Brendel Financial Advisors
New Hampshire
USD 216 M +USD 13.9 M +7% 13.3% 126% 116 31.03% 1.9
Chokshi & Queen Wealth Advisors
6322
Chokshi & Queen Wealth Advisors
California
USD 216 M +USD 28.8 M +15% 17.8% – 69 20.29% 0.9
Planning Directions
6323
Planning Directions
Pennsylvania
USD 216 M +USD 18.3 M +9% 11.1% 46.3% 113 8.85% 3.4
Kennicott Capital Management
6324
Kennicott Capital Management
California
USD 216 M +USD 32.8 M +18% 19.3% 98% 48 8.33% 3.6
Sharp Financial Services
6325
Sharp Financial Services
Pennsylvania
USD 216 M +USD 13.4 M +7% 10.4% – 135 17.04% 1.4