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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)
Atlantic Investment Management
4026
Atlantic Investment Management
New York
USD 221 M -USD 42.5 M -16% 10.1% 28.8% 12 25% 2.8
Rhino Investment Partners
4027
Rhino Investment Partners
Pennsylvania
USD 221 M -USD 1.3 M -0.6% 2.42% 110% 48 22.92% 0.9
Heathbridge Capital Management
4028
Heathbridge Capital Management
Ontario, Canada
USD 221 M -USD 22 M -9% 11.4% 58.7% 27 11.11% 5.3
WA
4029
WP Advisors
California
USD 221 M -USD 9.2 M -4% 1.92% 113% 109 7.34% 2.7
Round Rock Advisors
4030
Round Rock Advisors
Connecticut
USD 221 M -USD 1.18 M -0.5% 5.26% 87.4% 149 10.07% 1
Financial Strategies Group
4031
Financial Strategies Group
Michigan
USD 221 M -USD 18.1 M -8% 5.97% 44.9% 89 19.1% 1.9
Jeppson Wealth Management
4032
Jeppson Wealth Management
California
USD 221 M -USD 11.9 M -5% 5.64% 107% 210 16.67% 1.4
Perennial Investment Advisors
4033
Perennial Investment Advisors
California
USD 220 M -USD 35.5 M -14% 4.38% 84.3% 232 25.43% 1.6
Boyd Watterson Asset Management
4034
Boyd Watterson Asset Management
Ohio
USD 220 M -USD 14.4 M -6% 4.82% 101% 136 5.15% 5.2
NovaPoint Capital
4035
NovaPoint Capital
Georgia
USD 220 M -USD 9.9 M -4% 4.63% 94% 128 7.81% 2
Holderness Investments Company
4036
Holderness Investments Company
North Carolina
USD 220 M -USD 19.6 M -8% 6.01% 144% 201 10.95% 4.8
AlphaCore Capital
4037
AlphaCore Capital
California
USD 220 M +USD 4.45 M +2% 7.25% 85.9% 169 18.93% 1
Stelac Advisory Services
4038
Stelac Advisory Services
New York
USD 220 M -USD 29 M -12% 6.13% 84.9% 172 10.47% 2.7
Morton Capital Management
4039
Morton Capital Management
California
USD 220 M -USD 9.9 M -4% 7.17% 75.4% 86 9.3% 0.7
Ten Capital Wealth Advisors
4040
Ten Capital Wealth Advisors
Washington
USD 220 M -USD 10.1 M -4% 5.51% 25% 652 30.83% 1
D.B. Root & Company
4041
D.B. Root & Company
Pennsylvania
USD 220 M -USD 13.6 M -6% 4.2% 57.3% 172 12.79% 3.4
Onyx Bridge Wealth Group
4042
Onyx Bridge Wealth Group
New York
USD 219 M -USD 5.08 M -2% 4.24% 74.6% 203 31.53% 1
Coston McIsaac & Partners
4043
Coston McIsaac & Partners
Maine
USD 219 M +USD 53.6 M +32% 4.43% 34.3% 792 34.72% 0.2
Guidance Point Advisors
4044
Guidance Point Advisors
Massachusetts
USD 219 M -USD 12.7 M -5% 5.81% 71.8% 84 1.19% 2.9
Astoria Strategic Wealth
4045
Astoria Strategic Wealth
Texas
USD 219 M -USD 8.52 M -4% 5.97% 42.1% 32 6.25% 2.1
Wolff Financial Management
4046
Wolff Financial Management
Michigan
USD 219 M -USD 5.7 M -3% 5.01% 56.7% 102 5.88% 1.5
Chesapeake Wealth Management
4047
Chesapeake Wealth Management
Virginia
USD 219 M -USD 14.8 M -6% 5.32% 65.9% 173 12.14% 3.6
SR One Capital Management
4048
SR One Capital Management
Pennsylvania
USD 219 M +USD 14.4 M +7% 9.64% 656% 4 0% 0.6
Avalon Global Asset Management
4049
Avalon Global Asset Management
California
USD 219 M -USD 110 M -33% 5% 278% 49 53.06% 3.2
Retirement Capital Strategies
4050
Retirement Capital Strategies
California
USD 219 M -USD 4.36 M -2% 0.66% 59% 70 48.57% 2.3