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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)
Channing Global Advisors
6451
Channing Global Advisors
Florida
USD 87.1 M +USD 8.57 M +11% 11.4% 131% 49 20.41% 0.8
Clark Financial Services Group
6452
Clark Financial Services Group
Missouri
USD 87 M -USD 8.02 M -8% 8.03% 116% 69 31.88% 1.7
Regency Capital Management
6453
Regency Capital Management
Hawaii
USD 87 M +USD 5.45 M +7% 5.05% 92.1% 37 16.22% 1.2
Kerntke Otto McGlone Wealth Management Group
6454
Kerntke Otto McGlone Wealth Management Group
Wisconsin
USD 87 M +USD 20.5 M +31% 7.84% 64.9% 129 61.24% 0.7
AIM
6455
Alerce Investment Management
Illinois
USD 86.9 M -USD 16.9 M -16% 7.11% 25.1% 7 14.29% 2
Copperleaf Capital
6456
Copperleaf Capital
North Carolina
USD 86.9 M -USD 5.56 M -6% 6.27% 102% 84 39.29% 1.4
Clay Northam Wealth Management
6457
Clay Northam Wealth Management
California
USD 86.8 M +USD 6.71 M +8% 1.95% 125% 85 15.29% 0.9
Horizon Family Wealth
6458
Horizon Family Wealth
Illinois
USD 86.8 M +USD 4.93 M +6% 7.87% 68.6% 62 24.19% 0.8
American Asset Management
6459
American Asset Management
Florida
USD 86.8 M +USD 4.33 M +5% 5.41% 42.5% 13 53.85% 3
Monetta Financial Services
6460
Monetta Financial Services
Illinois
USD 86.8 M -USD 1.07 M -1% 7.66% 275% 68 36.76% 1.9
Ipsen Advisor Group
6461
Ipsen Advisor Group
Arkansas
USD 86.8 M – – 9.04% – 100 – 0
Diker Management
6462
Diker Management
New York
USD 86.7 M +USD 9.11 M +12% 5.94% 210% 39 25.64% 1.9
Delphia (USA)
6463
Delphia (USA)
Ontario, Canada
USD 86.6 M -USD 935 k -1% 10.5% – 387 57.36% 0.4
KPS Global Asset Management (UK)
6464
KPS Global Asset Management (UK)
United Kingdom
USD 86.5 M -USD 54 M -38% 15.3% 373% 5 0% 2.6
Vanguard Capital Wealth Advisors
6465
Vanguard Capital Wealth Advisors
Colorado
USD 86.3 M +USD 4.03 M +5% 6.83% 234% 133 26.32% 2.5
McDonough Capital Management
6466
McDonough Capital Management
Florida
USD 86.3 M -USD 1.05 M -1% 1.27% 98.1% 43 13.95% 0.9
Apis Capital Advisors
6467
Apis Capital Advisors
New York
USD 86.3 M +USD 19.7 M +30% 21.3% 1,532% 32 37.5% 1.1
Doheny Asset Management
6468
Doheny Asset Management
California
USD 86.2 M -USD 13.6 M -14% 11.1% 135% 76 15.79% 6.1
4J Wealth Management
6469
4J Wealth Management
Virginia
USD 86.1 M +USD 7.96 M +10% 4.04% 68.2% 78 14.1% 1.4
Worth Financial Advisory Group
6470
Worth Financial Advisory Group
North Carolina
USD 86.1 M – – 8.15% 93.3% 106 – 0
Lansing Management
6471
Lansing Management
New York
USD 86 M +USD 5.51 M +7% 10.4% 76.9% 10 40% 2.6
First Community Trust
6472
First Community Trust
Iowa
USD 85.9 M +USD 12.6 M +17% 10.7% 128% 318 8.18% 0.9
CTC Capital Management
6473
CTC Capital Management
Illinois
USD 85.9 M -USD 39.1 M -31% 9.94% – 188 86.17% 0.1
Flower City Capital
6474
Flower City Capital
New York
USD 85.9 M +USD 17.9 M +26% 7.48% 69.5% 30 23.33% 0.8
Vawter Financial
6475
Vawter Financial
Ohio
USD 85.8 M – – 6.62% 48% 48 – 0