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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)
Willner & Heller
7276
Willner & Heller
California
USD 160 M +USD 25.5 M +19% 30.8% 131% 172 10.47% 2.9
AMG Asset Management Group
7277
AMG Asset Management Group
Georgia
USD 160 M +USD 30.8 M +24% 21.5% – 94 17.02% 0.3
LDIC Inc
7278
LDIC Inc
USD 160 M – – 10.8% – 25 – 0
Aubrey Capital Management
7279
Aubrey Capital Management
United Kingdom
USD 160 M -USD 26.5 M -14% 30.6% 319% 64 60.94% 0.7
Avant Capital
7280
Avant Capital
Louisiana
USD 160 M +USD 17.4 M +12% 14.1% – 87 13.79% 3
Kagan Cocozza Asset Management
7281
Kagan Cocozza Asset Management
New Jersey
USD 160 M +USD 17.5 M +12% 10.1% – 70 5.71% 1.3
Papamarkou Wellner Asset Management
7282
Papamarkou Wellner Asset Management
New York
USD 159 M -USD 4.27 M -3% 9.08% – 91 23.08% 1.2
Sagace Wealth Management
7283
Sagace Wealth Management
Florida
USD 159 M +USD 10.2 M +7% 7.94% – 72 4.17% 1.4
Clark & Stuart Inc
7284
Clark & Stuart Inc
Maine
USD 159 M +USD 11 M +7% 9.09% – 57 14.04% 1.2
Center for Wealth Management Advisory
7285
Center for Wealth Management Advisory
Ohio
USD 159 M +USD 20.4 M +15% 18.4% – 68 17.65% 0.4
Round Hill Asset Management
7286
Round Hill Asset Management
California
USD 159 M +USD 6.58 M +4% 5.63% 43.2% 63 3.17% 5.7
ABS Investment Management
7287
ABS Investment Management
Connecticut
USD 159 M – – 29% – 111 – 0
ABS Direct Equity Fund
7288
ABS Direct Equity Fund
Connecticut
USD 159 M +USD 28.3 M +22% 29% – 151 54.3% 0.4
Constant Guidance Financial
7289
Constant Guidance Financial
Massachusetts
USD 159 M +USD 14.6 M +10% 9.26% 79.6% 75 54.67% 0.6
Argosy-Lionbridge Management
7290
Argosy-Lionbridge Management
New York
USD 159 M +USD 16.6 M +12% 9.04% – 21 38.1% 0.5
46 Peaks LLC
7291
46 Peaks LLC
Pennsylvania
USD 159 M +USD 21.7 M +16% 9.97% – 30 30% 0.4
Opulen Financial Group
7292
Opulen Financial Group
Virginia
USD 159 M +USD 16.9 M +12% 12.2% – 120 8.33% 1.2
SWM
7293
SpringVest Wealth Management
Texas
USD 159 M +USD 12.6 M +9% 7.52% – 76 14.47% 1.2
JAIC
7294
Josh Arnold Investment Consultant
Minnesota
USD 159 M +USD 42 M +36% 108% 272% 25 64% 0.7
Marvin & Palmer Associates
7295
Marvin & Palmer Associates
Delaware
USD 159 M +USD 75.4 M +90% 46.2% 392% 37 67.57% 0.4
Morrissey Wealth Management
7296
Morrissey Wealth Management
Connecticut
USD 159 M – – 9.73% – 30 – 0
Jacobs Asset Management
7297
Jacobs Asset Management
New York
USD 159 M -USD 8.14 M -5% 13.6% 114% 31 35.48% 2.5
JWM
7298
JP Wealth Management
South Carolina
USD 159 M +USD 11.4 M +8% 13% – 15 6.67% 1.3
Comprehensive Money Management Services
7299
Comprehensive Money Management Services
Florida
USD 159 M +USD 6.41 M +4% 3.91% – 207 10.14% 1.3
Lakeside Advisors
7300
Lakeside Advisors
Washington
USD 159 M +USD 9 M +6% 7.7% 83.7% 69 11.59% 3.6