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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)
AIA
4376
AIMZ Investment Advisors
California
USD 225 M -USD 7.86 M -3% 1.55% 81.3% 116 6.03% 6.4
SIM
4377
SW Investment Management
Colorado
USD 225 M -USD 45.1 M -17% 13.2% 143% 13 38.46% 1.4
Acima Private Wealth
4378
Acima Private Wealth
Virginia
USD 225 M +USD 15.8 M +8% 3.43% 51.1% 262 5.34% 3.5
Webs Creek Capital Management
4379
Webs Creek Capital Management
Texas
USD 224 M +USD 79.4 M +55% 17.9% 133% 14 50% 0.4
LPC
4380
Lion Point Capital
New York
USD 224 M +USD 3.13 M +1% 4.4% 319% 37 32.43% 1.2
Vienna Insurance Group
4381
Vienna Insurance Group
Poland
USD 224 M +USD 8.61 M +4% 4.34% 188% 92 5.43% 0.8
Robinson Capital Management
4382
Robinson Capital Management
Michigan
USD 224 M -USD 960 k -0.4% 8.72% 7.8% 306 33.66% 0.9
First Pacific Financial
4383
First Pacific Financial
Washington
USD 224 M -USD 11.3 M -5% 4.15% 53.6% 258 15.12% 1.1
DL
4384
DOHJ LLC
Washington
USD 224 M -USD 8.96 M -4% 3.53% 51.5% 87 4.6% 2.8
SSCM
4385
Summit Street Capital Management
New York
USD 224 M +USD 11.9 M +6% 7.96% 217% 31 0% 4.9
USAdvisors Wealth Management
4386
USAdvisors Wealth Management
Minnesota
USD 224 M +USD 12.9 M +6% 3.4% 59.6% 109 9.17% 2.4
EisnerAmper Wealth Management Corporate Benefits
4387
EisnerAmper Wealth Management Corporate Benefits
New Jersey
USD 224 M +USD 15.1 M +7% 3.08% 13% 62 19.35% 3.8
First National Advisers
4388
First National Advisers
Nebraska
USD 224 M +USD 115 M +106% 2.95% 87.9% 152 25% 0.8
Verum Partners
4389
Verum Partners
North Carolina
USD 224 M +USD 114 M +103% 2.83% 57.7% 152 44.08% 0.4
Passive Capital Management
4390
Passive Capital Management
Maryland
USD 224 M -USD 11.9 M -5% 4.1% 37.7% 55 7.27% 1.4
Rivermont Capital Management
4391
Rivermont Capital Management
New York
USD 224 M +USD 6.46 M +3% 0.57% 555% 25 44% 0.5
Syverson Strege & Co
4392
Syverson Strege & Co
Iowa
USD 223 M -USD 10.1 M -4% 3.33% 66.8% 62 3.23% 2.4
Nicollet Investment Management
4393
Nicollet Investment Management
Minnesota
USD 223 M -USD 1.15 M -0.5% 1.95% 104% 62 3.23% 4.2
RIA Advisory Group
4394
RIA Advisory Group
Iowa
USD 223 M -USD 9.05 M -4% 0.58% – 141 28.37% 0.5
WA
4395
Wealth Advisors
California
USD 223 M -USD 11.2 M -5% 3.77% 40% 71 14.08% 2.3
Guidance Capital
4396
Guidance Capital
Kentucky
USD 223 M -USD 6.69 M -3% 1.9% 62.6% 159 9.43% 0.2
Hayek Kallen Investment Management
4397
Hayek Kallen Investment Management
Alabama
USD 223 M -USD 11.8 M -5% 3.14% 71.9% 90 6.67% 5.7
Next Capital Management
4398
Next Capital Management
New York
USD 223 M +USD 7.16 M +3% 1.07% 61.3% 126 15.87% 2.6
G2 Capital Management
4399
G2 Capital Management
Ohio
USD 223 M -USD 6.71 M -3% 3.45% 55.1% 44 2.27% 1.5
Carmel Capital Partners
4400
Carmel Capital Partners
California
USD 223 M +USD 28.8 M +15% 2.89% 65.1% 782 48.59% 0.4