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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)
WA
4351
WP Advisors
California
USD 243 M +USD 2.78 M +1% 0.01% 113% 116 9.48% 2.2
Valley Forge Investment Consultants
4352
Valley Forge Investment Consultants
Pennsylvania
USD 243 M +USD 16.6 M +7% 4.88% 61.9% 89 14.61% 1
MSH Capital Advisors
4353
MSH Capital Advisors
Arizona
USD 242 M +USD 19 M +8% 3.13% 66.5% 205 16.1% 0.2
SGH
4354
Sivik Global Healthcare
Connecticut
USD 242 M +USD 8.86 M +4% 2.88% 83.8% 60 43.33% 1.2
Compton Financial Group
4355
Compton Financial Group
Maryland
USD 242 M -USD 3.71 M -2% 4.08% 37.7% 36 22.22% 0.9
IP
4356
Isomer Partners
New York
USD 242 M -USD 63.3 M -21% 8.3% 57.2% 20 45% 0.9
Windward Private Wealth Management
4357
Windward Private Wealth Management
Kansas
USD 242 M -USD 17 M -7% 4.49% 35.5% 49 12.24% 1.2
PWP
4358
Pursue Wealth Partners
California
USD 242 M -USD 16.4 M -6% 10.2% 108% 254 49.61% 0.1
Horiko Capital Management
4359
Horiko Capital Management
New York
USD 242 M -USD 50.2 M -17% 10.2% 275% 28 17.86% 2
SCM
4360
Stormborn Capital Management
Connecticut
USD 242 M -USD 28.3 M -10% 12.7% 256% 43 51.16% 0.5
DI
4361
Disciplined Investments
Oklahoma
USD 242 M +USD 15.1 M +7% 2.06% 51.4% 1,704 71.77% 0.5
OFCM
4362
One Fin Capital Management
California
USD 242 M +USD 1.7 M +0.7% 8.28% 92% 31 64.52% 0.5
Westbourne Investment Advisors
4363
Westbourne Investment Advisors
Maryland
USD 242 M -USD 12.8 M -5% 3.23% 107% 104 9.62% 2.5
Silverarc Capital Management
4364
Silverarc Capital Management
Massachusetts
USD 242 M -USD 5.1 M -2% 0.84% 2,765% 86 37.21% 0.7
BCS Wealth Management
4365
BCS Wealth Management
Tennessee
USD 241 M -USD 37.2 M -13% 2.79% 46.7% 213 18.78% 1.3
Pinpoint Asset Management
4366
Pinpoint Asset Management
Hong Kong
USD 241 M +USD 132 M +120% 9.44% 185% 38 50% 0.6
Copperwynd Financial
4367
Copperwynd Financial
Arizona
USD 241 M -USD 22.1 M -8% 2.52% 90% 131 19.85% 2.4
Financial Life Advisors
4368
Financial Life Advisors
Texas
USD 241 M -USD 12.7 M -5% 6.2% 47% 55 3.64% 2.5
Stonepine Capital Management
4369
Stonepine Capital Management
Oregon
USD 241 M +USD 23.2 M +11% 0.53% 231% 31 35.48% 0.9
ZCM
4370
Zenyatta Capital Management
Delaware
USD 241 M -USD 25.4 M -10% 4.89% – 58 65.52% 0.2
AH Equity Partners III (Parallel)
4371
AH Equity Partners III (Parallel)
California
USD 241 M -USD 182 M -43% 25.7% 33.1% 3 0% 0.6
Levy Wealth Management Group
4372
Levy Wealth Management Group
Pennsylvania
USD 241 M +USD 20.5 M +9% 4.49% 21.1% 81 11.11% 1
RIT Capital Partners
4373
RIT Capital Partners
United Kingdom
USD 241 M -USD 41.6 M -15% 15.1% 71.4% 13 30.77% 0.5
MBM Wealth Consultants
4374
MBM Wealth Consultants
Missouri
USD 241 M -USD 219 k -0.1% 4.13% 57.1% 326 12.27% 2.1
Veracity Capital
4375
Veracity Capital
Georgia
USD 241 M -USD 8.49 M -3% 0.95% 149% 263 22.81% 1.4