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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)
FWP
3826
Fiduciary Wealth Partners
Massachusetts
USD 95.2 M -USD 19.3 M -17% 0.24% – 15 13.33% 0.2
Cornerstone Advisors (Washington)
3827
Cornerstone Advisors (Washington)
Washington
USD 95 M +USD 3.93 M +4% 3.1% 24.3% 1,001 23.48% 1.5
WCM
3828
Weyland Capital Management
New Hampshire
USD 95 M -USD 14.8 M -13% 1.38% 25.7% 9 11.11% 2.3
RWM
3829
Rezny Wealth Management
Florida
USD 94.8 M -USD 1.55 M -2% 0.22% 99.6% 47 70.21% 0.9
SIAM
3830
Sterling Investment Advisors (Missouri)
Missouri
USD 94.8 M +USD 2.05 M +2% 2.09% 37.8% 29 0% 1.2
Towercrest Capital Management
3831
Towercrest Capital Management
Pennsylvania
USD 94.5 M +USD 1.91 M +2% 1.08% 39.1% 24 4.17% 1.1
TFCM
3832
Taylor Frigon Capital Management
Arizona
USD 94.5 M +USD 5.61 M +6% 1.93% 131% 98 18.37% 0.9
Engine Capital Management
3833
Engine Capital Management
New York
USD 94.2 M -USD 13 M -12% 7.02% 21.1% 41 17.07% 0.2
WCM
3834
Wesley Capital Management
New York
USD 93.9 M -USD 20.6 M -18% 3.95% 6.19% 24 58.33% 1.1
TAA
3835
TB Alternative Assets
Cayman Islands
USD 93.8 M -USD 8.82 M -9% 8.92% 312% 19 57.89% 0.8
NA
3836
NS Advisors
Connecticut
USD 93.5 M +USD 4.1 M +5% 11.5% 16.3% 18 16.67% 1.5
MCM
3837
Millie Capital Management
California
USD 93.3 M -USD 2.45 M -3% 2.69% 24.5% 71 25.35% 1
Cassaday & Co
3838
Cassaday & Co
Virginia
USD 92.9 M -USD 115 M -55% 3.3% 62.5% 33 24.24% 0.9
Orrstown Financial Services
3839
Orrstown Financial Services
Pennsylvania
USD 92.6 M +USD 171 k +0.2% 2.06% 73.7% 265 36.6% 1.7
BCIM
3840
Bishop & Co Investment Management
Pennsylvania
USD 92.6 M +USD 557 k +0.6% 1.19% 47.6% 15 0% 0.3
NR
3841
Newfound Research
Massachusetts
USD 92.4 M +USD 8.69 M +10% 5.32% 54.6% 84 36.9% 0.2
JIC
3842
JRM Investment Counsel
Nebraska
USD 92.3 M +USD 8.19 M +10% 0.72% 65.5% 36 41.67% 0.9
SG
3843
Somerset Group
Minnesota
USD 92 M -USD 2.39 M -3% 1.63% 84.6% 70 11.43% 2.2
Capital Asset Advisory Services
3844
Capital Asset Advisory Services
Michigan
USD 91.8 M +USD 20.4 M +29% 0.06% 51% 78 28.21% 0.2
DI
3845
Diligent Investors
California
USD 91.7 M +USD 3.03 M +3% 1.52% 71.9% 147 6.8% 1.1
IACCA
3846
IDG-Accel China Capital Associates
Hong Kong
USD 90.9 M -USD 78 M -46% 34.3% 43% 2 0% 1.8
PM
3847
Penbrook Management
New York
USD 90.8 M -USD 6.68 M -7% 1.09% 107% 118 12.71% 1.7
MC
3848
Marcus Capital
Illinois
USD 90.8 M -USD 3.32 M -4% 6.03% 101% 54 14.81% 0.2
KCM
3849
Key Colony Management
Arkansas
USD 90.6 M +USD 8.77 M +11% 17.4% 113% 13 30.77% 1.2
SCM
3850
Stellar Capital Management
Arizona
USD 90.4 M +USD 7.46 M +9% 1.91% 23.4% 65 12.31% 1.8