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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)
Keystone Wealth Services
4026
Keystone Wealth Services
California
USD 321 M +USD 13.7 M +4% 3.2% 80.1% 237 9.7% 1.7
G2 Capital Management
4027
G2 Capital Management
Ohio
USD 321 M +USD 10.4 M +3% 1.36% 55.1% 65 1.54% 1.6
ACM
4028
AIGH Capital Management
Maryland
USD 321 M -USD 12 M -4% 3.38% 3,007% 50 36% 0.9
Whitcomb & Hess
4029
Whitcomb & Hess
Ohio
USD 321 M +USD 9.8 M +3% 0.3% 54% 55 12.73% 1.9
Prevatt Capital
4030
Prevatt Capital
Bahamas
USD 321 M +USD 24.3 M +8% 3.61% – 15 0% 0.5
Outlook Wealth Advisors
4031
Outlook Wealth Advisors
Texas
USD 320 M -USD 3.33 M -1% 3.27% 76% 301 29.24% 1.7
Muhlenkamp & Co
4032
Muhlenkamp & Co
Pennsylvania
USD 320 M -USD 23.8 M -7% 2.22% 107% 30 6.67% 4.5
Guidance Point Advisors
4033
Guidance Point Advisors
Massachusetts
USD 320 M +USD 13.8 M +4% 1.05% 71.8% 89 11.24% 3.3
Boltwood Capital Management
4034
Boltwood Capital Management
California
USD 320 M -USD 2.7 M -0.8% 0.81% 63% 173 6.36% 5.9
SWK
4035
Stephen W. Kidder
USD 320 M +USD 6.69 M +2% 3.72% 94.7% 75 9.33% 6.8
Little House Capital
4036
Little House Capital
Massachusetts
USD 320 M +USD 17.8 M +6% 5.63% 108% 132 18.94% 2.2
Citizens & Northern Corp
4037
Citizens & Northern Corp
Pennsylvania
USD 320 M +USD 24 M +8% 2.41% 73.3% 120 10.83% 5.3
Olympus Wealth Management
4038
Olympus Wealth Management
Utah
USD 320 M +USD 151 M +90% 1.23% 43.1% 17 17.65% 1.7
SVF Sponsor III
4039
SVF Sponsor III
California
USD 320 M -USD 89.4 M -22% 21.9% 133% 1 0% 1.5
Kerrisdale Advisers
4040
Kerrisdale Advisers
Florida
USD 320 M +USD 1.29 M +0.4% 4.31% 78.8% 101 21.78% 1.2
ETF Portfolio Partners
4041
ETF Portfolio Partners
Kansas
USD 319 M +USD 3.89 M +1% 0.79% 50.2% 62 17.74% 4.2
Peak Financial Management
4042
Peak Financial Management
Massachusetts
USD 319 M +USD 3.98 M +1% 1.62% 58.2% 102 13.73% 3.6
SR One Capital Management
4043
SR One Capital Management
Pennsylvania
USD 319 M -USD 44.7 M -12% 19.3% 656% 9 33.33% 1.1
Redwood Grove Capital
4044
Redwood Grove Capital
California
USD 319 M -USD 1.65 M -0.5% 0.14% 79.8% 28 10.71% 2.4
Xcel Wealth Management
4045
Xcel Wealth Management
Florida
USD 319 M -USD 509 k -0.2% 0.59% 98.8% 131 9.16% 3.3
GTC
4046
Ghost Tree Capital
New York
USD 319 M -USD 42 M -12% 7.53% 265% 86 43.02% 0.6
Hiddenite Capital Partners
4047
Hiddenite Capital Partners
New York
USD 319 M +USD 59 M +23% 10.7% 523% 59 72.88% 0.5
TSP Capital Management Group
4048
TSP Capital Management Group
New Jersey
USD 319 M +USD 8.29 M +3% 11.6% 186% 48 0% 4.5
Grant Street Asset Management
4049
Grant Street Asset Management
Pennsylvania
USD 319 M +USD 11 M +4% 0.45% 47.2% 75 13.33% 2
KS
4050
Karpas Strategies
Connecticut
USD 319 M -USD 2.89 M -0.9% 1.45% 16.1% 117 2.56% 7.4