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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)
GWMI
6501
Guardian Wealth Management (Illinois)
Illinois
USD 169 M +USD 19 M +13% 9.89% 98.1% 65 12.31% 2.9
STAR Financial Bank
6502
STAR Financial Bank
Indiana
USD 169 M +USD 11.4 M +7% 5.85% 53.4% 126 19.84% 1.6
Brown University
6503
Brown University
Rhode Island
USD 169 M +USD 27.1 M +19% 1.22% 37.9% 10 30% 2.7
Jones Road Capital Management
6504
Jones Road Capital Management
New York
USD 169 M -USD 67.4 M -28% 9.3% 88.5% 28 39.29% 1.1
Ledgewood Wealth Advisors
6505
Ledgewood Wealth Advisors
New Hampshire
USD 169 M +USD 10.3 M +6% 6.22% 42.8% 76 10.53% 1.4
BVC
6506
Bright Valley Capital
Hong Kong
USD 169 M +USD 27.3 M +19% 7.96% – 17 58.82% 0.4
Anderson Financial Strategies
6507
Anderson Financial Strategies
Ohio
USD 169 M +USD 12.5 M +8% 5.8% – 46 28.26% 0.5
Bush Investment Group
6508
Bush Investment Group
Georgia
USD 169 M +USD 19.8 M +13% 7.92% – 38 7.89% 1.2
Spahn Wealth & Retirement
6509
Spahn Wealth & Retirement
Arizona
USD 169 M +USD 13.2 M +8% 11.3% – 38 13.16% 0.6
PKO BP Bankowy Universal Pension Society
6510
PKO BP Bankowy Universal Pension Society
Poland
USD 169 M +USD 22.9 M +16% 13.1% – 15 26.67% 0.6
Conscious Wealth Investments
6511
Conscious Wealth Investments
Florida
USD 169 M +USD 12.1 M +8% 6.62% – 58 6.9% 1.3
Shearwater Capital
6512
Shearwater Capital
Colorado
USD 169 M +USD 9.5 M +6% 6.62% 74.4% 50 0% 2.9
Ehrlich Financial Group
6513
Ehrlich Financial Group
California
USD 168 M +USD 14.1 M +9% 6.2% 56.2% 118 14.41% 1.1
Foresight Global Investors
6514
Foresight Global Investors
New York
USD 168 M +USD 27.6 M +20% 3.6% 69.9% 35 74.29% 0.5
Ames National Corp
6515
Ames National Corp
Iowa
USD 168 M +USD 13.8 M +9% 6.48% – 69 5.8% 0.7
Blackston Financial Advisory Group
6516
Blackston Financial Advisory Group
Florida
USD 168 M +USD 8.49 M +5% 7.15% 69.1% 122 25.41% 1.3
Note Advisors
6517
Note Advisors
New York
USD 168 M +USD 23.6 M +16% 5.38% – 83 10.84% 0.6
MPWM Advisory Solutions
6518
MPWM Advisory Solutions
Georgia
USD 168 M +USD 10.1 M +6% 6.91% – 547 9.51% 0.7
Independent Order of Foresters
6519
Independent Order of Foresters
Ontario, Canada
USD 168 M +USD 12.3 M +8% 7.91% 66.3% 2 0% 5.5
Optivise Advisory Services
6520
Optivise Advisory Services
Tennessee
USD 168 M -USD 27.6 M -14% 8.12% – 245 36.33% 0.8
Archon Capital Management
6521
Archon Capital Management
Washington
USD 168 M +USD 45.9 M +38% 31.3% 222% 58 37.93% 1.2
Vienna Asset Management
6522
Vienna Asset Management
California
USD 168 M +USD 22.7 M +16% 14.8% – 64 34.38% 1.4
Objectivity Squared
6523
Objectivity Squared
South Carolina
USD 168 M +USD 22.2 M +15% 7.41% – 56 16.07% 1.3
Michael S. Ryan Inc
6524
Michael S. Ryan Inc
New York
USD 168 M +USD 10.2 M +6% 7% 63.3% 59 28.81% 1.3
PTM Wealth Management
6525
PTM Wealth Management
United States
USD 168 M +USD 16.4 M +11% 6.98% – 54 9.26% 0.4