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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)
PCM
7076
Park Capital Management
Wisconsin
USD 170 M +USD 67.2 M +65% 56.2% – 175 65.14% 0.5
Providence Wealth Advisors
7077
Providence Wealth Advisors
Illinois
USD 170 M +USD 12.4 M +8% 15.4% 121% 88 13.64% 5.3
Nicholson Wealth Management Group
7078
Nicholson Wealth Management Group
South Carolina
USD 170 M -USD 2.1 M -1% 5.83% – 120 12.5% 1.4
Community Bank of Raymore
7079
Community Bank of Raymore
Missouri
USD 170 M +USD 20.4 M +14% 14.2% 91.9% 77 5.19% 6.2
Christian Investment Advisors
7080
Christian Investment Advisors
Texas
USD 170 M +USD 11.4 M +7% 8.01% – 15 26.67% 0.9
Nautilus Advisors
7081
Nautilus Advisors
California
USD 170 M +USD 23.8 M +16% 15.9% – 185 15.68% 1.1
Collar Capital Management
7082
Collar Capital Management
Wisconsin
USD 170 M +USD 15.1 M +10% 39.7% – 76 9.21% 1.2
Arsenal Capital Advisors
7083
Arsenal Capital Advisors
Pennsylvania
USD 169 M +USD 31.8 M +23% 14% – 113 17.7% 0.4
RiverTree Advisors
7084
RiverTree Advisors
Florida
USD 169 M +USD 11.4 M +7% 7.58% 25.4% 74 21.62% 1.5
Ellerson Group
7085
Ellerson Group
Maryland
USD 169 M +USD 16.7 M +11% 12.8% 178% 66 10.61% 2.2
Alan N. Hoffman Investment Management
7086
Alan N. Hoffman Investment Management
Massachusetts
USD 169 M +USD 17.7 M +12% 13.1% 114% 14 7.14% 4.1
Wilian Securities
7087
Wilian Securities
Minnesota
USD 169 M +USD 129 M +315% 13.2% – 93 43.01% 0.3
Palacios Wealth Management
7088
Palacios Wealth Management
Florida
USD 169 M +USD 9.41 M +6% 27.6% – 78 6.41% 1.2
JD6
7089
J Digital 6
Illinois
USD 169 M +USD 29 M +21% 6.6% – 3 33.33% 0.5
Foundation Wealth Management (Missouri)
7090
Foundation Wealth Management (Missouri)
Missouri
USD 169 M +USD 21.1 M +14% 15.1% 74.9% 52 21.15% 2.2
Davis Capital Management
7091
Davis Capital Management
Florida
USD 169 M +USD 21.4 M +14% 11.3% – 1,286 55.44% 1.2
DIG
7092
Daniel Investment Group
Michigan
USD 169 M – – 7.08% – 33 – 0
Fairbanks Capital Management
7093
Fairbanks Capital Management
California
USD 169 M +USD 9.09 M +6% 14.8% 81.3% 52 11.54% 5.9
Marshall & Sterling Wealth Advisors
7094
Marshall & Sterling Wealth Advisors
New York
USD 169 M +USD 16 M +10% 11.3% – 356 8.15% 1.3
Processus Wealth & Capital Management
7095
Processus Wealth & Capital Management
Tennessee
USD 169 M +USD 21.5 M +15% 22.2% 160% 36 5.56% 2.2
Somnio Financial Group
7096
Somnio Financial Group
Connecticut
USD 169 M +USD 16.6 M +11% 9.79% – 14 0% 1.9
North Dallas Bank & Trust
7097
North Dallas Bank & Trust
Texas
USD 169 M +USD 20.9 M +14% 17.2% – 119 13.45% 0.8
Granite Group Advisors
7098
Granite Group Advisors
Connecticut
USD 169 M +USD 3.34 M +2% 10.4% 74% 96 22.92% 1.6
AIM
7099
Athena Investment Management
California
USD 169 M -USD 24.1 M -13% 19% 80.6% 156 17.31% 3.6
Bravias Capital Group
7100
Bravias Capital Group
New Jersey
USD 168 M +USD 15.5 M +10% 9.7% – 101 8.91% 1.2