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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)
Tennessee Valley Asset Management Partners
4151
Tennessee Valley Asset Management Partners
Tennessee
USD 153 M +USD 20.3 M +15% 17.7% 65.7% 65 23.08% 1.1
Shorepoint Capital Partners
4152
Shorepoint Capital Partners
Massachusetts
USD 153 M +USD 28.7 M +23% 17.8% – 87 24.14% 0.9
Modus Advisors
4153
Modus Advisors
Minnesota
USD 153 M +USD 45.5 M +42% 19.7% 89.5% 230 70.87% 0.1
CH
4154
Canton Hathaway
Rhode Island
USD 153 M +USD 12.8 M +9% 10.3% 87.8% 169 27.81% 1.2
Schwarz Dygos Wheeler Investment Advisors
4155
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 153 M +USD 35.1 M +30% 23.8% 74% 100 20% 1.1
Landmark Financial Advisors
4156
Landmark Financial Advisors
Kentucky
USD 153 M +USD 7.4 M +5% 15.5% 11.8% 66 10.61% 3.8
ECM
4157
EII Capital Management
New York
USD 153 M +USD 2.11 M +1% 12.7% 46.9% 214 14.49% 2.6
Black Diamond Financial
4158
Black Diamond Financial
Maryland
USD 153 M +USD 21.4 M +16% 19.2% 68.3% 75 12% 1.2
Stolper & Co
4159
Stolper & Co
Oklahoma
USD 153 M +USD 13.8 M +10% 16.7% 77.1% 90 14.44% 0.2
Washington State Investment Board
4160
Washington State Investment Board
Washington
USD 153 M – – 58.4% 567% 1 – 0
HM Capital Management
4161
HM Capital Management
Missouri
USD 153 M +USD 17.4 M +13% 19.1% 29.6% 39 20.51% 4.4
Affinity Capital Advisors
4162
Affinity Capital Advisors
California
USD 153 M +USD 16.2 M +12% 20.2% 72.7% 102 9.8% 0.5
Verde Capital Management
4163
Verde Capital Management
Michigan
USD 153 M +USD 11.6 M +8% 13.6% 80.3% 43 30.23% 0.4
Access Financial Services
4164
Access Financial Services
Minnesota
USD 152 M +USD 26.9 M +21% 14% 44.8% 74 18.92% 2.1
Tri-Star Advisors
4165
Tri-Star Advisors
Texas
USD 152 M – – 10.9% 3.07% 55 – 0
Vontobel Swiss Wealth Advisors
4166
Vontobel Swiss Wealth Advisors
Switzerland
USD 152 M +USD 21 M +16% 20.1% 70.1% 90 16.67% 1.7
Engine Capital Management
4167
Engine Capital Management
New York
USD 152 M -USD 39.9 M -21% 23.7% 21.1% 49 42.86% 0.8
LM
4168
Lasry Marc
USD 152 M +USD 30.1 M +25% 21.1% 14.8% 7 28.57% 2
Northwestern University
4169
Northwestern University
Illinois
USD 152 M +USD 4.97 M +3% 5.68% 28.2% 6 0% 2.3
HA
4170
HYA Advisors
Missouri
USD 152 M +USD 30.7 M +25% 19.9% – 116 12.07% 0.4
Fairhaven Wealth Management
4171
Fairhaven Wealth Management
Illinois
USD 152 M +USD 41.7 M +38% 20.3% – 104 30.77% 0.9
MCM
4172
McMillion Capital Management
North Carolina
USD 152 M +USD 4.94 M +3% 22.2% 59.3% 305 78.36% 4.3
LI
4173
Leap Investments
Illinois
USD 152 M +USD 83.6 M +122% 41.6% – 663 89.14% 0.1
SCM
4174
Smith Capital Management
Arkansas
USD 152 M +USD 19.8 M +15% 16.1% – 87 11.49% 1.3
Atticus Wealth Management
4175
Atticus Wealth Management
Florida
USD 151 M +USD 27.4 M +22% 19.8% 73.9% 341 20.82% 0.4