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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)
Tradewinds Capital Management
3276
Tradewinds Capital Management
Washington
USD 122 M -USD 409 k -0.3% 4.29% 96.9% 674 13.95% 0.2
LWM
3277
LBA Wealth Management
Florida
USD 122 M +USD 613 k +0.5% 1.74% 19.2% 278 13.31% 0.2
HughesLittle Investment Management
3278
HughesLittle Investment Management
USD 122 M +USD 7.01 M +6% 2.51% 106% 17 11.76% 0.2
Peloton Wealth Strategists
3279
Peloton Wealth Strategists
Indiana
USD 122 M -USD 1.85 M -1% 1.09% 51.3% 86 20.93% 0.6
Quantitative Systematic Strategies
3280
Quantitative Systematic Strategies
Florida
USD 122 M -USD 1.79 M -1% 4.04% 133% 398 81.91% 0.1
Selkirk Management
3281
Selkirk Management
New Jersey
USD 122 M -USD 11.1 M -8% 5.14% 245% 20 15% 0.7
CCM
3282
CWH Capital Management
Washington
USD 121 M +USD 4.8 M +4% 2.68% 29.9% 49 16.33% 0.2
Graybill Wealth Management
3283
Graybill Wealth Management
Illinois
USD 121 M +USD 7.03 M +6% 3.61% – 50 2% 0.7
Boyle Capital Management
3284
Boyle Capital Management
Iowa
USD 121 M +USD 2.56 M +2% 5.73% 19.5% 25 8% 0.7
WA
3285
Winfield Associates
Ohio
USD 121 M -USD 663 k -0.5% 0.68% 77.8% 321 19.63% 0.2
NewFocus Financial Group
3286
NewFocus Financial Group
Washington
USD 121 M +USD 2.37 M +2% 1.52% 55.4% 40 7.5% 0.2
Kavar Capital Partners Group
3287
Kavar Capital Partners Group
Kansas
USD 121 M +USD 9.2 M +8% 1.31% 77.2% 617 19.29% 0.2
EP
3288
Emrys Partners
New York
USD 121 M -USD 30.7 M -20% 2.49% – 43 60.47% 0.2
KCM
3289
KeyPoint Capital Management
Texas
USD 121 M -USD 15.8 M -12% 5.49% – 35 80% 0.1
ACM
3290
Altalis Capital Management
New York
USD 121 M -USD 4.77 M -4% 1.71% 3.82% 23 21.74% 0.2
Polaris Venture Management Co V
3291
Polaris Venture Management Co V
Massachusetts
USD 120 M – – 32.3% 281% 6 – 0
Orca Investment Management
3292
Orca Investment Management
Oregon
USD 120 M -USD 2.65 M -2% 8.45% 122% 92 13.04% 0.2
Hudock Inc
3293
Hudock Inc
Pennsylvania
USD 120 M +USD 2.34 M +2% 1.42% 69.7% 626 14.38% 0.6
Sequoia Financial Advisors
3294
Sequoia Financial Advisors
Ohio
USD 120 M -USD 756 k -0.6% 2.53% 78.3% 169 20.71% 0.2
Lubar & Co
3295
Lubar & Co
Wisconsin
USD 120 M -USD 8.74 M -7% 0.31% – 39 2.56% 0.7
Archford Capital Strategies
3296
Archford Capital Strategies
Illinois
USD 120 M – – 1.04% 87.4% 877 – 0
Oppenheimer & Close
3297
Oppenheimer & Close
New York
USD 120 M +USD 3.99 M +3% 3.77% 149% 53 5.66% 0.7
Avior Wealth Management
3298
Avior Wealth Management
Nebraska
USD 120 M +USD 14.3 M +14% 2.46% 71.4% 350 82.29% 0
Roaring Blue Lion Capital Management
3299
Roaring Blue Lion Capital Management
Texas
USD 120 M -USD 43.9 M -27% 0.2% – 69 44.93% 0.4
Focused Wealth Management
3300
Focused Wealth Management
New York
USD 120 M +USD 110 k +0.1% 2.05% 73.9% 697 7.89% 0.5