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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)
MilWealth Group
4326
MilWealth Group
Wisconsin
USD 230 M +USD 21.8 M +10% 4.18% 36.8% 66 15.15% 1.9
AMJ Financial Wealth Management
4327
AMJ Financial Wealth Management
Virginia
USD 230 M +USD 22.8 M +11% 10.5% 167% 105 36.19% 0.6
Atticus Wealth Management
4328
Atticus Wealth Management
Florida
USD 230 M +USD 19.8 M +9% 6.79% 73.9% 403 16.13% 1.1
SV Health Investors
4329
SV Health Investors
Massachusetts
USD 230 M -USD 37.4 M -14% 10.5% 97.4% 8 12.5% 3
DeDora Capital
4330
DeDora Capital
California
USD 229 M +USD 18.1 M +9% 9.59% 81.7% 99 5.05% 2.4
Oxler Private Wealth
4331
Oxler Private Wealth
New York
USD 229 M +USD 32 M +16% 8.15% 119% 128 10.16% 0.4
Pacific Center for Financial Services
4332
Pacific Center for Financial Services
California
USD 229 M +USD 20.2 M +10% 7.87% 60.1% 360 5% 3.3
TMD Wealth Management
4333
TMD Wealth Management
Arizona
USD 229 M +USD 18.7 M +9% 4.7% 2.41% 43 16.28% 0.4
Marathon Asset Management (New York)
4334
Marathon Asset Management (New York)
New York
USD 229 M +USD 143 M +166% 0.39% 490% 40 70% 0.4
Voleon Capital Management
4335
Voleon Capital Management
California
USD 229 M +USD 69 M +43% 21.1% – 12 100% 0
Long Road Investment Counsel
4336
Long Road Investment Counsel
Michigan
USD 229 M +USD 7.1 M +3% 7.48% 53.8% 74 4.05% 5.1
Pinnacle Family Advisors
4337
Pinnacle Family Advisors
Missouri
USD 229 M +USD 38.3 M +20% 7.62% 85.8% 150 34.67% 0.9
Palouse Capital Management
4338
Palouse Capital Management
Washington
USD 229 M +USD 2.16 M +1% 5.92% 67.8% 104 15.38% 2.1
Abbot Financial Management
4339
Abbot Financial Management
Massachusetts
USD 229 M +USD 8.37 M +4% 4.86% 102% 135 3.7% 2.8
Bison Wealth
4340
Bison Wealth
Georgia
USD 229 M -USD 4.52 M -2% 6.65% 37.4% 506 16.6% 2.2
Chou Associates Management
4341
Chou Associates Management
Ontario, Canada
USD 229 M +USD 7.35 M +3% 6.32% 66.4% 20 5% 4.6
CNBT
4342
Cornerstone National Bank & Trust
Illinois
USD 229 M +USD 15.5 M +7% 3.41% 38.5% 62 4.84% 1.3
Arthedge Capital Management
4343
Arthedge Capital Management
New York
USD 228 M +USD 45.4 M +25% 22.6% 80.7% 19 26.32% 0.4
Tinicum
4344
Tinicum
New York
USD 228 M -USD 3.69 M -2% 0.15% 21.1% 2 0% 5.1
HM Capital Management
4345
HM Capital Management
Missouri
USD 228 M +USD 13.1 M +6% 6.58% 29.6% 46 10.87% 4.3
Castleview Partners
4346
Castleview Partners
Texas
USD 228 M – – 7.2% 61.3% 921 – 0.3
Otter Creek Advisors
4347
Otter Creek Advisors
Florida
USD 228 M +USD 76.1 M +50% 8.43% 173% 62 56.45% 0.8
Diker Management
4348
Diker Management
New York
USD 228 M +USD 14.5 M +7% 16.1% 210% 44 34.09% 1.8
Nixon Capital
4349
Nixon Capital
Texas
USD 228 M +USD 28.2 M +14% 6.88% 118% 25 12% 0.4
SM
4350
Salzhauer Michael
USD 228 M +USD 32.9 M +17% 5.67% 107% 135 16.3% 2.7