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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)
MPS Loria Financial Planners
3901
MPS Loria Financial Planners
Illinois
USD 139 M -USD 20.5 M -13% 14.2% 80% 80 15% 1.3
Westwind Capital
3902
Westwind Capital
New Mexico
USD 139 M -USD 19.2 M -12% 14.8% 87.6% 49 16.33% 0.8
Peak Capital Management
3903
Peak Capital Management
Colorado
USD 139 M +USD 3.22 M +2% 5.64% 9.52% 75 56% 1.3
Callodine Capital Management
3904
Callodine Capital Management
Massachusetts
USD 139 M – – 13% 53.8% 33 – 0
Biechele Royce Advisors
3905
Biechele Royce Advisors
Indiana
USD 139 M -USD 20.7 M -13% 15.3% 39.2% 51 17.65% 0.8
CWM
3906
Cedar Wealth Management
California
USD 139 M -USD 51.2 M -27% 14.4% 68.1% 199 25.63% 1.5
Bedel Financial Consulting
3907
Bedel Financial Consulting
Indiana
USD 139 M -USD 10.9 M -7% 5.82% 104% 749 8.14% 0.7
GA
3908
Greytown Advisors
Florida
USD 139 M -USD 12.4 M -8% 11.8% 14.1% 81 14.81% 1.6
Cincinnati Specialty Underwriters Insurance
3909
Cincinnati Specialty Underwriters Insurance
Ohio
USD 139 M -USD 19.6 M -12% 11% 115% 34 5.88% 3.7
CRA Financial Services
3910
CRA Financial Services
New Jersey
USD 139 M – – 13.7% 91.9% 133 – 0
Jacobson & Schmitt Advisors
3911
Jacobson & Schmitt Advisors
Wisconsin
USD 139 M -USD 21.6 M -13% 10.7% 70.3% 40 7.5% 2.6
FFL Partners
3912
FFL Partners
California
USD 138 M -USD 205 M -60% 51.4% 36.1% 2 0% 1.5
GCM
3913
Garland Capital Management
Washington
USD 138 M -USD 9.33 M -6% 8.08% 55.7% 40 15% 3
Venor Capital Management
3914
Venor Capital Management
New York
USD 138 M -USD 78 M -36% 18.5% – 7 0% 1
SimpliFi Inc
3915
SimpliFi Inc
California
USD 138 M -USD 5.49 M -4% 6.3% 26.7% 17 5.88% 0.7
NGA
3916
New Generation Advisors
Massachusetts
USD 138 M -USD 29.5 M -18% 23.9% 45.1% 34 32.35% 1.5
Mainstay Capital Management
3917
Mainstay Capital Management
Michigan
USD 138 M -USD 20 M -13% 9.15% 131% 440 81.36% 0.9
Bain Capital Credit
3918
Bain Capital Credit
Massachusetts
USD 138 M -USD 131 M -49% 35.7% 14.4% 21 38.1% 0.5
Chubb Ltd
3919
Chubb Ltd
Switzerland
USD 138 M -USD 12.9 M -9% 7.04% 64.2% 14 7.14% 2.6
Creative Financial Designs
3920
Creative Financial Designs
Indiana
USD 138 M -USD 36.1 M -21% 12.9% 56.2% 820 29.76% 1.4
Courant Investment Management
3921
Courant Investment Management
Tennessee
USD 138 M -USD 29.4 M -18% 17.6% 35.2% 15 26.67% 1.2
Riggs Asset Management
3922
Riggs Asset Management
Pennsylvania
USD 138 M -USD 66.6 M -33% 11.5% 207% 267 14.98% 2.8
GYL Financial Synergies
3923
GYL Financial Synergies
Connecticut
USD 138 M – – 13.2% 36% 143 – 0
Bison Wealth
3924
Bison Wealth
Georgia
USD 138 M -USD 15.2 M -10% 11% 37.4% 239 19.67% 2.4
Physicians Financial Services
3925
Physicians Financial Services
North Carolina
USD 138 M -USD 7.9 M -5% 11.2% 100% 118 18.64% 2.5