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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)
Sterling Investment Advisors (Missouri)
4101
Sterling Investment Advisors (Missouri)
Missouri
USD 121 M +USD 236 k +0.2% 1.01% 45.1% 28 0% 2.8
Wildcat Capital Management
4102
Wildcat Capital Management
New York
USD 121 M +USD 27.2 M +29% 15.3% 77.7% 15 33.33% 1.2
Wheatland Advisors
4103
Wheatland Advisors
Pennsylvania
USD 121 M -USD 2.46 M -2% 1.39% 30.5% 100 6% 3.4
Glen Eagle Advisors
4104
Glen Eagle Advisors
New Jersey
USD 121 M +USD 6.14 M +5% 0.67% 68.5% 709 13.96% 1
Providence First Trust
4105
Providence First Trust
Arizona
USD 121 M +USD 9.9 M +9% 1.77% 64.1% 71 11.27% 0.6
Peterson Wealth Advisors
4106
Peterson Wealth Advisors
Utah
USD 121 M +USD 10.4 M +9% 1.14% 50.9% 49 12.24% 0.2
Kayak Investment Partners
4107
Kayak Investment Partners
California
USD 121 M -USD 84.1 M -41% 21.4% 27% 20 45% 0.8
Castleview Partners
4108
Castleview Partners
Texas
USD 121 M – – 1.71% 61.3% 115 – 0
Golden Gate Private Equity
4109
Golden Gate Private Equity
California
USD 121 M +USD 2 M +2% 4.56% 8.72% 24 20.83% 1.3
Premier Fund Managers
4110
Premier Fund Managers
United Kingdom
USD 121 M -USD 15.8 M -12% 0.48% 56.6% 43 6.98% 1.6
Ellenbecker Investment Group
4111
Ellenbecker Investment Group
Wisconsin
USD 121 M +USD 1.06 M +0.9% 1.52% 56.3% 48 8.33% 0.2
LFWA
4112
LBJ Family Wealth Advisors
Texas
USD 121 M -USD 819 k -0.7% 1.04% 64.9% 17 0% 3.3
LA
4113
LFL Advisers
Illinois
USD 121 M +USD 16.5 M +16% 1.28% 83% 10 10% 1.3
MI
4114
Moneywise Inc
Virginia
USD 120 M -USD 13.2 M -10% 1.56% 60.8% 41 9.76% 1.2
Unio Capital
4115
Unio Capital
New Jersey
USD 120 M +USD 164 k +0.1% 0.32% 97.8% 89 23.6% 0.2
Ayalon Insurance Company
4116
Ayalon Insurance Company
Israel
USD 120 M -USD 2.66 M -2% 0.84% 99.6% 49 10.2% 1.6
SCA
4117
Sander Capital Advisors
Washington
USD 120 M +USD 7.61 M +7% 11.2% 113% 22 40.91% 0.3
Venator Capital Management
4118
Venator Capital Management
Ontario, Canada
USD 120 M +USD 2.98 M +3% 12.3% 154% 42 40.48% 0.7
Holistic Financial Partners
4119
Holistic Financial Partners
Indiana
USD 120 M -USD 1.74 M -1% 0.89% 95.7% 475 11.16% 0.2
Donald L. Hagan LLC
4120
Donald L. Hagan LLC
Florida
USD 120 M +USD 1.72 M +1% 3.21% 47.9% 86 25.58% 1.7
PI
4121
Pachira Investments
California
USD 120 M +USD 426 k +0.4% 0.63% 82.3% 11 9.09% 0.9
OptiFour Integrated Wealth Management
4122
OptiFour Integrated Wealth Management
Virginia
USD 120 M +USD 205 k +0.2% 1.64% – 63 11.11% 0.2
SV
4123
Stilwell Value
New York
USD 120 M -USD 9.14 M -7% 3.39% 87.9% 37 5.41% 2.2
Engadine Partners
4124
Engadine Partners
United Kingdom
USD 120 M -USD 13.6 M -10% 8.86% – 5 40% 0.3
Seneca House Advisors
4125
Seneca House Advisors
Virginia
USD 120 M +USD 2.68 M +2% 1.77% 58.2% 101 12.87% 0.2