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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)
ICMP
4426
Integrated Capital Management (Pennsylvania)
Pennsylvania
USD 116 M +USD 9.13 M +9% 8.47% 39.7% 23 8.7% 0.2
Congress Park Capital
4427
Congress Park Capital
New York
USD 116 M +USD 24.9 M +27% 15.9% 99.9% 91 10.99% 1.1
Beaton Management Company
4428
Beaton Management Company
Massachusetts
USD 116 M +USD 13.8 M +14% 12.7% 95.9% 116 6.03% 1.6
Exeter Financial
4429
Exeter Financial
Arizona
USD 116 M +USD 9.5 M +9% 13.3% 59.1% 69 7.25% 1.1
Guardian Investment Management
4430
Guardian Investment Management
California
USD 115 M +USD 7.28 M +7% 11.4% 103% 58 6.9% 3.6
AFC
4431
AFT Forsyth & Company
Florida
USD 115 M +USD 15 M +15% 15% 135% 144 9.72% 3.9
Armor Investment Advisors
4432
Armor Investment Advisors
North Carolina
USD 115 M +USD 16.9 M +17% 11.8% 62% 157 16.56% 1.7
Julex Capital Management
4433
Julex Capital Management
Massachusetts
USD 115 M -USD 38.5 M -25% 14.3% – 194 57.22% 0.1
Harborview Advisors
4434
Harborview Advisors
Maine
USD 115 M +USD 30 M +35% 10.3% 27.1% 84 39.29% 0.7
MC
4435
Miles Capital
Iowa
USD 115 M +USD 14 M +14% 13% 15.4% 185 28.11% 1.7
Donald L. Hagan LLC
4436
Donald L. Hagan LLC
Florida
USD 115 M +USD 7.17 M +7% 10.5% 47.9% 101 33.66% 1.8
Tiller Private Wealth
4437
Tiller Private Wealth
Pennsylvania
USD 115 M +USD 1.46 M +1% 13.5% 60.2% 39 23.08% 2.1
Foresight Wealth Management
4438
Foresight Wealth Management
Utah
USD 115 M +USD 21 M +22% 11.8% 19.1% 116 29.31% 0.2
Gunderson Capital Management
4439
Gunderson Capital Management
South Carolina
USD 115 M +USD 92.2 M +401% 24.7% 961% 67 91.04% 0
Seneca House Advisors
4440
Seneca House Advisors
Virginia
USD 115 M +USD 8.91 M +8% 12.1% 58.2% 97 12.37% 1.1
Cerebellum
4441
Cerebellum
California
USD 115 M -USD 29.3 M -20% 14.2% – 576 48.26% 0.5
RCA
4442
Restructuring Capital Associates
Connecticut
USD 115 M -USD 25.2 M -18% 8.31% 71.2% 18 44.44% 1.5
Clare Market Investments
4443
Clare Market Investments
Texas
USD 115 M +USD 38 M +49% 19.6% – 89 29.21% 0.2
HCM
4444
Hall Capital Management
Rhode Island
USD 115 M +USD 14.3 M +14% 12.2% – 85 10.59% 3.3
KCS Wealth Advisory
4445
KCS Wealth Advisory
California
USD 115 M +USD 19.9 M +21% 12.5% 45.3% 158 12.66% 1
Deane Retirement Strategies
4446
Deane Retirement Strategies
Louisiana
USD 115 M +USD 4.68 M +4% 5.25% 73.4% 57 14.04% 2
BI
4447
Bredin Investment
Delaware
USD 115 M +USD 8.44 M +8% 9.86% – 77 6.49% 1.2
Valtinson Bruner Financial Planning
4448
Valtinson Bruner Financial Planning
Minnesota
USD 115 M +USD 18.9 M +20% 4.92% 36.2% 45 15.56% 0.2
Northern Right Capital Management
4449
Northern Right Capital Management
Connecticut
USD 115 M +USD 25.8 M +29% 26.8% 187% 23 56.52% 1.2
Smart Money Group
4450
Smart Money Group
Texas
USD 114 M +USD 17.9 M +19% 11.6% 58.9% 81 46.91% 0.7