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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)
Sycale Advisors
3801
Sycale Advisors
New York
USD 331 M -USD 40.8 M -11% 7.17% 31.5% 23 30.43% 1.1
Corrigan Financial
3802
Corrigan Financial
Rhode Island
USD 330 M +USD 36 M +12% 8.31% 9.54% 38 2.63% 5
Noble Family Wealth
3803
Noble Family Wealth
Florida
USD 330 M +USD 33.6 M +11% 10.1% 60% 60 0% 0.7
Monarch Capital Management
3804
Monarch Capital Management
Indiana
USD 330 M +USD 18.9 M +6% 9.68% 77% 113 4.42% 7.6
Castle Rock Wealth Management
3805
Castle Rock Wealth Management
California
USD 330 M +USD 32 M +11% 8.04% 115% 242 18.18% 2.2
Rock Point Advisors
3806
Rock Point Advisors
Vermont
USD 330 M +USD 40.8 M +14% 15.8% 82.8% 105 10.48% 4.5
tru Independence
3807
tru Independence
Oregon
USD 329 M +USD 40.4 M +14% 12.6% 67.4% 123 17.07% 2.3
Spinnaker Investment Group
3808
Spinnaker Investment Group
California
USD 329 M +USD 31.9 M +11% 9.15% 56.9% 94 22.34% 1.5
Raffa Wealth Management
3809
Raffa Wealth Management
District of Columbia
USD 329 M +USD 35.2 M +12% 8.1% 35.8% 1,078 2.97% 3.5
Valicenti Advisory Services
3810
Valicenti Advisory Services
New York
USD 329 M +USD 36.1 M +12% 12.6% 134% 89 21.35% 4.5
Vantage Financial Partners (Illinois)
3811
Vantage Financial Partners (Illinois)
Illinois
USD 329 M +USD 155 M +89% 10% 13.1% 109 24.77% 2.9
CSC
3812
Cook Street Consulting
Colorado
USD 329 M +USD 29.8 M +10% 8.43% – 2 0% 2
Dorsey Wright & Associates
3813
Dorsey Wright & Associates
California
USD 329 M +USD 7.33 M +2% 13.8% 311% 311 65.92% 0.7
Aspen Grove Capital
3814
Aspen Grove Capital
Colorado
USD 328 M +USD 59 M +22% 13% 90% 201 19.9% 0.7
Peddock Capital Advisors
3815
Peddock Capital Advisors
Massachusetts
USD 328 M +USD 28.3 M +9% 8.43% 113% 152 7.89% 5.5
Sovereign Financial Group
3816
Sovereign Financial Group
Connecticut
USD 328 M +USD 47 M +17% 9.24% 90.7% 256 16.02% 2
Whitegate Investment Counselors
3817
Whitegate Investment Counselors
New Hampshire
USD 328 M +USD 29.2 M +10% 9.29% 51% 62 4.84% 6.3
AGUR Provident & Training Funds Management
3818
AGUR Provident & Training Funds Management
Israel
USD 328 M +USD 10.1 M +3% 13% – 27 14.81% 1.4
MSD Capital
3819
MSD Capital
New York
USD 328 M -USD 12.5 M -4% 13.6% 11.5% 5 40% 4
Takeda Pharmaceutical Company
3820
Takeda Pharmaceutical Company
Japan
USD 327 M – – 19.9% – 14 – 0
First Pacific Financial
3821
First Pacific Financial
Washington
USD 327 M +USD 103 M +46% 10.1% 53.6% 389 38.3% 0.9
Denali Advisors
3822
Denali Advisors
California
USD 327 M +USD 42.5 M +15% 21.5% 106% 530 26.6% 1.4
OCM
3823
Ogborne Capital Management
California
USD 327 M +USD 134 M +70% 14.8% 251% 18 55.56% 0.5
Cove Street Capital
3824
Cove Street Capital
California
USD 327 M +USD 31.3 M +11% 11.9% 84.2% 85 22.35% 3.7
Morgan Dempsey Capital Management
3825
Morgan Dempsey Capital Management
Wisconsin
USD 327 M +USD 5.53 M +2% 6.55% 52.1% 127 11.02% 3