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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)
MAM
6501
Marketfield Asset Management
New York
USD 127 M +USD 3.95 M +3% 11.8% 61.5% 37 13.51% 3.8
ROI Financial Advisors
6502
ROI Financial Advisors
Oregon
USD 127 M +USD 6.33 M +5% 15.5% 165% 65 7.69% 0.2
Windham Capital Management
6503
Windham Capital Management
Massachusetts
USD 127 M -USD 145 M -53% 5.72% 8.3% 88 54.55% 3.7
Wealth Forward LLC
6504
Wealth Forward LLC
North Dakota
USD 127 M +USD 8.66 M +7% 4.82% 48.8% 32 9.38% 0.2
Dominguez Wealth Management Solutions
6505
Dominguez Wealth Management Solutions
Virginia
USD 127 M +USD 6.43 M +5% 4.65% 59.7% 57 1.75% 1.2
Wilson & Boucher Capital Management
6506
Wilson & Boucher Capital Management
California
USD 127 M +USD 8.18 M +7% 8.78% 69.8% 111 6.31% 2
English Capital Management
6507
English Capital Management
Michigan
USD 127 M +USD 10.7 M +9% 11% – 34 5.88% 0.2
Aspect Partners
6508
Aspect Partners
Virginia
USD 127 M -USD 28.4 M -18% 5.31% 66.7% 572 8.92% 0.2
Michael S. Ryan Inc
6509
Michael S. Ryan Inc
New York
USD 127 M +USD 6.2 M +5% 5.36% 63.3% 54 22.22% 0.6
Benchmark Investment Advisors
6510
Benchmark Investment Advisors
Illinois
USD 127 M +USD 18.8 M +17% 25% – 96 18.75% 1.5
McDonough Capital Management
6511
McDonough Capital Management
Florida
USD 127 M +USD 10.9 M +9% 10.8% 98.1% 44 2.27% 2
AI
6512
Arrien Investments
Idaho
USD 127 M +USD 12.7 M +11% 4.77% 46% 42 19.05% 0.7
Coalescence Partners Investment Management
6513
Coalescence Partners Investment Management
New York
USD 127 M +USD 14.6 M +13% 7.76% – 21 42.86% 0.3
Shorepath Capital Management
6514
Shorepath Capital Management
Utah
USD 127 M +USD 13.8 M +12% 10% – 22 0% 0.3
AIFAIM
6515
American Institute for Advanced Investment Management
Arizona
USD 127 M +USD 13.3 M +12% 8.75% 79.1% 131 10.69% 2.6
Paladin Advisory Group
6516
Paladin Advisory Group
Iowa
USD 126 M +USD 5.32 M +4% 7.81% 71.9% 229 1.75% 1
Efficient Frontier Advisors
6517
Efficient Frontier Advisors
Connecticut
USD 126 M +USD 7.31 M +6% 5.14% – 13 7.69% 0.2
Thor Investment Management
6518
Thor Investment Management
Ohio
USD 126 M +USD 11.5 M +10% 5.17% 122% 49 16.33% 0.2
Cottonwood Capital Advisors
6519
Cottonwood Capital Advisors
Utah
USD 126 M +USD 4.69 M +4% 8.67% 79% 129 15.5% 1.5
Charter Research & Investment Group
6520
Charter Research & Investment Group
Connecticut
USD 126 M +USD 5.64 M +5% 8.49% 82.3% 90 11.11% 6.1
Better Money Decisions
6521
Better Money Decisions
New Mexico
USD 126 M +USD 5.62 M +5% 4.97% 32.7% 69 15.94% 2
Stonepine Capital Management
6522
Stonepine Capital Management
Oregon
USD 126 M -USD 105 M -45% 15.1% 231% 24 50% 1.1
PWAM
6523
Pinnacle West Asset Management
Wyoming
USD 126 M +USD 9.35 M +8% 9.91% 100% 106 6.6% 0.9
Stadium Capital Management
6524
Stadium Capital Management
Connecticut
USD 126 M +USD 6.68 M +6% 10.3% 10.9% 12 41.67% 1.3
Client First Investment Management
6525
Client First Investment Management
Wisconsin
USD 126 M +USD 23 M +22% 18.5% 243% 33 63.64% 0.1