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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)
HIH
3401
HRS Investment Holdings
New York
USD 199 M -USD 7.22 M -4% 0.86% 21.5% 89 24.72% 1.6
Garrison Asset Management
3402
Garrison Asset Management
Arkansas
USD 199 M +USD 19.9 M +11% 2.25% 52.1% 106 9.43% 3.4
VM
3403
VPR Management
Texas
USD 198 M -USD 8.92 M -4% 3.97% 54.5% 14 0% 0.9
LFR
3404
Lehman Financial Resources
Pennsylvania
USD 198 M +USD 3.17 M +2% 4.65% 58.2% 88 9.09% 2.5
Patton Albertson Miller Group
3405
Patton Albertson Miller Group
Tennessee
USD 198 M -USD 24.3 M -11% 2% 109% 124 16.13% 3.2
Ruggie Capital Group
3406
Ruggie Capital Group
Florida
USD 198 M +USD 12.6 M +7% 1.13% 22% 363 24.79% 1.1
BRC
3407
Bell Rock Capital
Delaware
USD 198 M +USD 9.29 M +5% 5.4% – 480 9.79% 1.2
Mountain Lake Investment Management
3408
Mountain Lake Investment Management
Florida
USD 198 M +USD 5 M +3% 4.07% 64% 26 34.62% 1.2
Malaga Cove Capital
3409
Malaga Cove Capital
California
USD 198 M +USD 11.4 M +6% 6.72% 88.1% 171 18.71% 1.1
Financial Consulate
3410
Financial Consulate
Maryland
USD 197 M +USD 8.67 M +5% 1.92% 53.3% 124 13.71% 1.7
Starfire Investment Advisers
3411
Starfire Investment Advisers
Michigan
USD 197 M +USD 5.44 M +3% 3.16% 19.2% 143 8.39% 0.8
Fiducient Advisors
3412
Fiducient Advisors
Illinois
USD 197 M +USD 1.99 M +1% 1.62% 52.3% 20 5% 0.3
Plante Moran Financial Advisors
3413
Plante Moran Financial Advisors
Michigan
USD 197 M +USD 13.2 M +7% 2.49% 62.8% 1,034 26.98% 2.8
Slow Capital
3414
Slow Capital
California
USD 197 M -USD 25.4 M -11% 4.4% 124% 208 35.1% 0.5
Enterprise Financial Services Corp (EFSC)
3415
Enterprise Financial Services Corp (EFSC)
Missouri
USD 197 M +USD 2.97 M +2% 3.58% 100% 1,014 10.55% 3.6
KA
3416
Kaizen Advisory
Illinois
USD 197 M +USD 95.5 M +94% 5.49% – 591 3.72% 0.5
NG
3417
Northstar Group
New York
USD 196 M +USD 4 M +2% 0.63% 63.9% 125 5.6% 2.7
Zhang Financial
3418
Zhang Financial
Michigan
USD 196 M +USD 5.23 M +3% 2.42% 67.9% 80 8.75% 3.6
Holloway Wealth Management
3419
Holloway Wealth Management
Florida
USD 196 M +USD 11.8 M +6% 2.74% 50.7% 202 0% 1.3
Wind River Trust Company
3420
Wind River Trust Company
Wyoming
USD 196 M +USD 248 k +0.1% 0.68% 62.1% 8 0% 4.7
Twin Focus Capital Partners
3421
Twin Focus Capital Partners
Massachusetts
USD 196 M -USD 5.58 M -3% 0.21% 92.5% 111 10.81% 2.4
Shine Investment Advisory Services
3422
Shine Investment Advisory Services
Colorado
USD 196 M +USD 7.23 M +4% 5.13% 29% 684 10.67% 1
MA
3423
Minerva Advisors
Pennsylvania
USD 195 M +USD 5.84 M +3% 3.98% 166% 78 2.56% 3.7
TSP Capital Management Group
3424
TSP Capital Management Group
New Jersey
USD 195 M -USD 14.2 M -7% 2.33% 186% 57 3.51% 3.1
Soapstone Management
3425
Soapstone Management
Maryland
USD 195 M +USD 28.7 M +17% 2.4% 30.3% 17 11.76% 0.4