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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)
Fort Sheridan Advisors
3776
Fort Sheridan Advisors
Illinois
USD 173 M +USD 20.1 M +13% 7.65% 109% 107 9.35% 0.4
Smithbridge Asset Management
3777
Smithbridge Asset Management
Pennsylvania
USD 173 M +USD 6.29 M +4% 3.51% – 83 7.23% 3.6
Jacobson & Schmitt Advisors
3778
Jacobson & Schmitt Advisors
Wisconsin
USD 173 M +USD 12 M +7% 7.3% 70.3% 33 9.09% 3.3
Blue Pool Management
3779
Blue Pool Management
Hong Kong
USD 172 M +USD 24.4 M +17% 4.63% 72.8% 26 34.62% 0.8
WealthShield Partners
3780
WealthShield Partners
North Carolina
USD 172 M -USD 6.42 M -4% 2.96% 71% 293 31.06% 1.1
Context Capital Management
3781
Context Capital Management
California
USD 172 M +USD 8.41 M +5% 1.34% 3.38% 107 32.71% 0.5
Cook & Bynum Capital Management
3782
Cook & Bynum Capital Management
Alabama
USD 172 M +USD 5.22 M +3% 1.85% 46.8% 5 0% 3.4
Bourgeon Capital Management
3783
Bourgeon Capital Management
Connecticut
USD 172 M +USD 1.8 M +1% 4.23% 121% 80 17.5% 2.5
Stevens First Principles Investment Advisors
3784
Stevens First Principles Investment Advisors
California
USD 172 M +USD 4.28 M +3% 3.7% 44% 176 14.77% 2.9
Weybosset Research & Management
3785
Weybosset Research & Management
Rhode Island
USD 172 M +USD 2.13 M +1% 5.25% 74.8% 60 15% 3.5
Sycomore Asset Management
3786
Sycomore Asset Management
France
USD 172 M -USD 32.5 M -16% 5.41% 151% 39 28.21% 0.4
RAG
3787
Roof Advisory Group
Pennsylvania
USD 172 M +USD 17.2 M +11% 1.8% – 33 9.09% 1.1
PhiloSmith Capital
3788
PhiloSmith Capital
Connecticut
USD 172 M +USD 18.9 M +12% 9.03% 54% 39 10.26% 2.2
Accuvest Global Advisors
3789
Accuvest Global Advisors
Utah
USD 172 M -USD 13.3 M -7% 3.69% 130% 127 44.09% 0.9
Bison Wealth
3790
Bison Wealth
Georgia
USD 172 M +USD 8.7 M +5% 3.32% 37.4% 243 12.76% 2.4
Jackson Grant Investment Advisers
3791
Jackson Grant Investment Advisers
Connecticut
USD 172 M +USD 4.94 M +3% 3.04% 54.3% 229 5.24% 2.4
CWM
3792
Cordatus Wealth Management
Pennsylvania
USD 171 M -USD 10.8 M -6% 8.16% 108% 144 35.42% 0.4
Growth Interface Management
3793
Growth Interface Management
Florida
USD 171 M +USD 49.1 M +40% 7.97% 12% 10 10% 0.5
Ellenbecker Investment Group
3794
Ellenbecker Investment Group
Wisconsin
USD 171 M +USD 14.7 M +9% 2.88% 56.3% 58 17.24% 1.2
WA
3795
Wealthstar Advisors
Texas
USD 171 M +USD 7.9 M +5% 3.75% – 71 18.31% 0.9
Summit Wealth & Retirement Planning
3796
Summit Wealth & Retirement Planning
California
USD 171 M +USD 2.61 M +2% 2.2% 67.6% 140 13.57% 0.4
Union Bancaire Privee Asset Management
3797
Union Bancaire Privee Asset Management
New York
USD 171 M +USD 74 M +77% 7.69% – 45 13.33% 0.4
SM
3798
Saya Management
New York
USD 171 M +USD 13.9 M +9% 4.9% 34.8% 13 38.46% 0.6
Concorde Asset Management
3799
Concorde Asset Management
Michigan
USD 171 M +USD 16.1 M +10% 4.26% – 232 20.26% 1.3
ShawSpring Partners
3800
ShawSpring Partners
Massachusetts
USD 171 M +USD 11.7 M +7% 12.3% 3.53% 5 20% 0.4