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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)
SCA
4126
Sander Capital Advisors
Washington
USD 166 M +USD 15 M +10% 12.5% 113% 9 22.22% 1.8
Global Trust Asset Management
4127
Global Trust Asset Management
Florida
USD 166 M +USD 15.4 M +10% 7.91% 178% 440 15.23% 1.5
Woodard & Company Asset Management Group
4128
Woodard & Company Asset Management Group
North Carolina
USD 166 M +USD 8.78 M +6% 8.58% 84.8% 79 26.58% 0.7
DeDora Capital
4129
DeDora Capital
California
USD 166 M +USD 21.6 M +15% 9.1% 91.2% 127 36.22% 1.2
ELCO Management
4130
ELCO Management
New York
USD 166 M -USD 177 k -0.1% 3.76% 98.3% 162 16.67% 1.9
HM Capital Management
4131
HM Capital Management
Missouri
USD 166 M +USD 7.56 M +5% 7.88% 29.6% 43 0% 3.7
SLA
4132
Silver Lake Advisory
Utah
USD 166 M +USD 10.9 M +7% 5.48% 76.7% 84 10.71% 3.8
Ayalon Insurance Company
4133
Ayalon Insurance Company
Israel
USD 166 M +USD 17.3 M +12% 9.85% 99.6% 129 14.73% 1.6
Leonard Rickey Investment Advisors
4134
Leonard Rickey Investment Advisors
Washington
USD 166 M +USD 15.3 M +10% 6.17% 55.9% 90 20% 1.3
Sonata Capital Group
4135
Sonata Capital Group
Washington
USD 166 M +USD 18.1 M +12% 7.06% 66.5% 115 8.7% 3.4
Hapanowicz & Associates Financial Services
4136
Hapanowicz & Associates Financial Services
Pennsylvania
USD 166 M +USD 8.9 M +6% 4.18% 58.5% 23 30.43% 1.7
Augustine Asset Management
4137
Augustine Asset Management
Florida
USD 165 M +USD 16.9 M +11% 13.3% 316% 81 22.22% 2.4
Mokosak Advisory Group
4138
Mokosak Advisory Group
Iowa
USD 165 M +USD 14 M +9% 5.95% 59.2% 27 18.52% 1.1
Fortis Advisors
4139
Fortis Advisors
Pennsylvania
USD 165 M -USD 47.4 M -22% 5.86% 72.8% 342 16.37% 1.5
RV Capital
4140
RV Capital
Switzerland
USD 165 M +USD 25.7 M +18% 12.3% 250% 5 20% 0.8
Single Point Partners
4141
Single Point Partners
Massachusetts
USD 165 M – – 5.8% 56.4% 63 – 0
SV Health Investors
4142
SV Health Investors
Massachusetts
USD 165 M +USD 22.7 M +16% 30.5% 97.4% 10 0% 2.6
RCM
4143
Ratan Capital Management
Florida
USD 165 M -USD 24.1 M -13% 8.04% 616% 39 46.15% 0.5
QGA
4144
Q Global Advisors
Texas
USD 165 M +USD 24.3 M +17% 11.4% 79% 32 15.63% 0.8
Cheyne Capital Management (UK)
4145
Cheyne Capital Management (UK)
United Kingdom
USD 165 M +USD 6.58 M +4% 10.1% 35.6% 46 21.74% 1
Fairmount Funds Management
4146
Fairmount Funds Management
Pennsylvania
USD 165 M – – 53.7% 2,136% 15 – 0
Ullmann Wealth Partners Group
4147
Ullmann Wealth Partners Group
Florida
USD 165 M +USD 2.53 M +2% 7.47% 62.2% 68 13.24% 2.1
AlphaCore Capital
4148
AlphaCore Capital
California
USD 165 M – – 7.22% 85.9% 132 – 0
JRM Investment Counsel
4149
JRM Investment Counsel
Nebraska
USD 165 M +USD 13.8 M +9% 5.86% 65.5% 29 10.34% 3.4
Financial Life Advisors
4150
Financial Life Advisors
Texas
USD 165 M +USD 6.91 M +4% 4.01% 47% 47 6.38% 1.9