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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)
MKC
3901
M. Kraus & Co
Vermont
USD 297 M -USD 17.1 M -5% 4.42% 65.9% 78 15.38% 4.1
Quattro Financial Advisors
3902
Quattro Financial Advisors
Texas
USD 297 M +USD 14.1 M +5% 5.01% 77.6% 111 36.94% 1
BHZ Capital Management
3903
BHZ Capital Management
California
USD 297 M +USD 2.58 M +0.9% 1.23% 3.24% 150 16% 2.5
Element Pointe Advisors
3904
Element Pointe Advisors
Florida
USD 297 M -USD 27.2 M -8% 1.48% 75.1% 117 33.33% 1.7
Trinity Legacy Partners
3905
Trinity Legacy Partners
Texas
USD 296 M +USD 1.24 M +0.4% 1.57% 63.3% 122 25.41% 1.5
Curtis Advisory Group
3906
Curtis Advisory Group
California
USD 296 M -USD 8.46 M -3% 5.25% 79.8% 88 9.09% 1.6
TSP Capital Management Group
3907
TSP Capital Management Group
New Jersey
USD 296 M -USD 3.24 M -1% 6.65% 186% 53 0% 2.5
CIM
3908
CIM Investment Management
Pennsylvania
USD 296 M -USD 38 M -11% 5.89% 123% 319 28.21% 2.6
Schwarz Dygos Wheeler Investment Advisors
3909
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 296 M +USD 738 k +0.2% 0.24% 74% 146 14.38% 2
Whetstone Capital Advisors
3910
Whetstone Capital Advisors
Kansas
USD 296 M -USD 192 M -39% 18% 282% 30 33.33% 1.7
WPI
3911
Walter Public Investments
Canada
USD 296 M – – 5.19% 72.7% 27 – 0
Advisors Management Group
3912
Advisors Management Group
Wisconsin
USD 296 M -USD 37.6 M -11% 4.08% 125% 150 18.67% 3.3
Daniels + Tansey
3913
Daniels + Tansey
Delaware
USD 296 M -USD 27.8 M -9% 5.46% 21.1% 37 16.22% 1.3
Eldridge Investment Advisors
3914
Eldridge Investment Advisors
New Hampshire
USD 296 M -USD 7.11 M -2% 4.25% 50.9% 139 18.71% 2.6
Tennessee Valley Asset Management Partners
3915
Tennessee Valley Asset Management Partners
Tennessee
USD 295 M -USD 4 M -1% 3.18% 65.7% 93 7.53% 1
Summit Financial Group
3916
Summit Financial Group
West Virginia
USD 295 M -USD 11.8 M -4% 2.67% 26.1% 224 12.05% 2.7
Curated Wealth Partners
3917
Curated Wealth Partners
California
USD 295 M -USD 14.1 M -5% 5.36% 39.9% 143 2.8% 1.1
Patient Capital Management
3918
Patient Capital Management
Maryland
USD 295 M -USD 51.8 M -15% 0.79% 131% 50 24% 0.2
Elgethun Capital Management
3919
Elgethun Capital Management
South Dakota
USD 295 M +USD 8.83 M +3% 0.55% 61.5% 113 5.31% 3.4
Ayalon Insurance Company
3920
Ayalon Insurance Company
Israel
USD 295 M +USD 2.37 M +0.8% 2.77% 99.6% 144 14.58% 2.7
Sentinel Pension Advisors
3921
Sentinel Pension Advisors
Massachusetts
USD 295 M -USD 22.8 M -7% 4.5% 46.5% 108 23.15% 1.4
MP
3922
Mediatel Partners
Texas
USD 295 M -USD 21.3 M -7% 6.75% 11.6% 2 0% 8.8
Walter & Keenan Wealth Management
3923
Walter & Keenan Wealth Management
Indiana
USD 295 M -USD 13.1 M -4% 3.23% 92% 150 5.33% 3.1
Analog Century Management
3924
Analog Century Management
New York
USD 295 M -USD 72.6 M -20% 16.2% 785% 21 14.29% 1.1
White Pine Investment Company
3925
White Pine Investment Company
Michigan
USD 294 M -USD 6.11 M -2% 0.01% 73.3% 60 5% 4.2