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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)
JT Stratford LLC
3751
JT Stratford LLC
Georgia
USD 153 M -USD 1.22 M -0.8% 6.75% 103% 112 13.39% 0.8
First United Bank & Trust
3752
First United Bank & Trust
Maryland
USD 153 M +USD 3.85 M +3% 5.53% 69.2% 115 11.3% 2.9
Morris Capital Advisors
3753
Morris Capital Advisors
Pennsylvania
USD 153 M +USD 3.67 M +2% 7.81% 72.9% 81 14.81% 1.5
Springowl Associates
3754
Springowl Associates
New York
USD 153 M +USD 2.19 M +1% 10.2% 101% 32 34.38% 1
Acorn Advisory Capital
3755
Acorn Advisory Capital
New York
USD 153 M – – 4.6% – 44 – 0
WIM
3756
Wilen Investment Management
Florida
USD 153 M -USD 11.4 M -7% 4.34% 79.9% 64 10.94% 3.6
PW
3757
Price Wealth
Texas
USD 153 M – – 4.31% 17.5% 333 – 0
Sound Income Strategies
3758
Sound Income Strategies
Florida
USD 153 M – – 0.92% 31.4% 614 – 0
SC
3759
Sawyer & Company
Massachusetts
USD 152 M – – 6.89% 111% 188 – 0
Hayek Kallen Investment Management
3760
Hayek Kallen Investment Management
Alabama
USD 152 M +USD 6.41 M +4% 7.07% 71.9% 66 6.06% 3.3
Bain Capital Life Sciences Investors
3761
Bain Capital Life Sciences Investors
Massachusetts
USD 152 M – – 48.7% 507% 3 – 0
PenderFund Capital Management
3762
PenderFund Capital Management
British Columbia, Canada
USD 152 M – – 2.72% 129% 35 – 0
GCM
3763
Garland Capital Management
Washington
USD 152 M -USD 3.97 M -3% 6.02% 55.7% 34 5.88% 2.9
Cue Advisory Services
3764
Cue Advisory Services
Arizona
USD 152 M +USD 8.18 M +6% 5.7% 52.3% 167 11.98% 1.9
Covenant Multifamily Offices
3765
Covenant Multifamily Offices
Texas
USD 152 M +USD 2.54 M +2% 5.59% 38.3% 131 74.81% 0.4
Berkeley Capital Partners
3766
Berkeley Capital Partners
Georgia
USD 152 M +USD 2.28 M +2% 3.85% 62.8% 128 17.97% 1.4
MayTech Global Investments
3767
MayTech Global Investments
New York
USD 152 M – – 6.61% 158% 27 – 0
Spectrum Asset Management (Connecticut)
3768
Spectrum Asset Management (Connecticut)
Connecticut
USD 152 M -USD 4 M -3% 0.7% 0.74% 8 50% 3
Eliot Finkel Investment Counsel
3769
Eliot Finkel Investment Counsel
California
USD 152 M +USD 11.6 M +8% 7% 88.9% 37 8.11% 1.5
Willow Creek Wealth Management
3770
Willow Creek Wealth Management
California
USD 152 M -USD 1.63 M -1% 0.39% 36.5% 21 14.29% 2.3
HM
3771
Harvest Management
New York
USD 151 M -USD 7.66 M -5% 11.3% 610% 109 69.72% 0.5
Murphy Pohlad Asset Management
3772
Murphy Pohlad Asset Management
Minnesota
USD 151 M +USD 7.51 M +5% 7.09% 75.1% 93 9.68% 3.3
CMH Wealth Management
3773
CMH Wealth Management
New Hampshire
USD 151 M +USD 16.4 M +12% 5.04% 76.6% 59 27.12% 0.7
Vantage Financial Partners (Illinois)
3774
Vantage Financial Partners (Illinois)
Illinois
USD 151 M +USD 8.23 M +6% 5.98% 13.1% 86 38.37% 0.5
Johanson Financial Advisors
3775
Johanson Financial Advisors
California
USD 151 M +USD 14.3 M +10% 6.97% 101% 87 5.75% 0.8