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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)
Steinberg Asset Management
6526
Steinberg Asset Management
New York
USD 128 M +USD 9.8 M +8% 13% 130% 44 4.55% 3.9
Foundation Wealth Management (Missouri)
6527
Foundation Wealth Management (Missouri)
Missouri
USD 128 M +USD 4.94 M +4% 2.61% 74.9% 46 17.39% 1.1
Mork Capital Management
6528
Mork Capital Management
California
USD 128 M -USD 5.04 M -4% 3.82% 61.9% 109 3.67% 2.9
Thor Investment Management
6529
Thor Investment Management
Ohio
USD 127 M +USD 1.18 M +0.9% 1.08% 122% 44 2.27% 0.5
Forbes Financial Planning
6530
Forbes Financial Planning
Rhode Island
USD 127 M +USD 11.1 M +10% 1.01% 46.7% 32 15.63% 1.7
Eschler Asset Management
6531
Eschler Asset Management
United Kingdom
USD 127 M -USD 27.4 M -18% 1.02% 274% 110 63.64% 0.7
Campion Asset Management
6532
Campion Asset Management
Virginia
USD 127 M -USD 2.14 M -2% 0.75% 70.2% 101 5.94% 2.7
Gerber LLC
6533
Gerber LLC
Ohio
USD 127 M +USD 8.01 M +7% 1.35% 137% 101 8.91% 0.5
Twin Securities
6534
Twin Securities
New York
USD 127 M +USD 26.8 M +27% 1.93% 506% 19 63.16% 0.2
Custom Portfolio Group
6535
Custom Portfolio Group
Colorado
USD 127 M +USD 5.58 M +5% 1.8% – 242 4.55% 0.5
Charter Research & Investment Group
6536
Charter Research & Investment Group
Connecticut
USD 127 M +USD 816 k +0.6% 3.01% 82.3% 84 3.57% 6.6
Lauer Wealth
6537
Lauer Wealth
Indiana
USD 127 M +USD 11.7 M +10% 2.51% 89.4% 48 18.75% 0.9
SFC
6538
Sprinkle Financial Consultants
Colorado
USD 127 M +USD 9.7 M +8% 1.69% 64.1% 71 15.49% 0.4
Taika Capital
6539
Taika Capital
Florida
USD 127 M -USD 67.4 M -35% 7.23% 68.3% 65 60% 0.4
Howard Wealth Management
6540
Howard Wealth Management
Connecticut
USD 127 M +USD 3.82 M +3% 3.21% 60.3% 106 14.15% 2.5
Terra Nova Asset Management
6541
Terra Nova Asset Management
New York
USD 127 M +USD 1.21 M +1% 5.28% 172% 86 6.98% 3.1
Spring Capital Management
6542
Spring Capital Management
Texas
USD 127 M -USD 6.02 M -5% 2.73% 73.6% 34 26.47% 2.2
Basepoint Wealth
6543
Basepoint Wealth
Iowa
USD 127 M -USD 6.2 M -5% 3.78% 113% 116 5.17% 1.8
Ehrlich Financial Group
6544
Ehrlich Financial Group
California
USD 127 M +USD 7.9 M +7% 1.91% 56.2% 118 31.36% 0.4
Discipline Wealth Solutions
6545
Discipline Wealth Solutions
South Carolina
USD 127 M +USD 18.7 M +17% 0.19% 45.9% 29 34.48% 0.3
Shepherd Kaplan Krochuk
6546
Shepherd Kaplan Krochuk
Massachusetts
USD 127 M +USD 1.33 M +1% 1.4% 38.5% 59 10.17% 2.6
Syntax Research
6547
Syntax Research
Florida
USD 126 M -USD 4.53 M -3% 1.74% 42.9% 177 5.65% 0.7
Horizons Wealth Management
6548
Horizons Wealth Management
North Carolina
USD 126 M -USD 26.2 M -17% 0.44% – 187 9.09% 1.7
Sippican Capital Advisors
6549
Sippican Capital Advisors
Massachusetts
USD 126 M -USD 2.23 M -2% 0.49% 81.1% 123 15.45% 5
Newport Capital Group
6550
Newport Capital Group
New Jersey
USD 126 M – – 1.24% – 50 – 0.8