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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)
Bourne Lent Asset Management
4501
Bourne Lent Asset Management
New York
USD 246 M +USD 19.4 M +9% 13.2% 95.1% 62 4.84% 6.1
Modus Advisors
4502
Modus Advisors
Minnesota
USD 246 M +USD 17.1 M +7% 10.9% 89.5% 108 19.44% 2.7
Millstreet Capital Management
4503
Millstreet Capital Management
Massachusetts
USD 246 M – – 50.6% – 4 – 0
Passive Capital Management
4504
Passive Capital Management
Maryland
USD 246 M +USD 22.6 M +10% 10.1% 37.7% 57 10.53% 1.6
TRV GP IV
4505
TRV GP IV
Massachusetts
USD 246 M -USD 19.3 M -7% 5.37% 1,102% 3 0% 3.3
Atlantic Edge Private Wealth Management
4506
Atlantic Edge Private Wealth Management
Florida
USD 246 M – – 10.5% 84.4% 468 – 0
Kaydan Wealth Management
4507
Kaydan Wealth Management
Michigan
USD 246 M -USD 4.53 M -2% 6.97% 58% 101 10.89% 1.6
Weaver Consulting Group
4508
Weaver Consulting Group
California
USD 246 M +USD 24.6 M +11% 7.95% 56.4% 199 8.04% 2.9
McElhenny Sheffield Capital Management
4509
McElhenny Sheffield Capital Management
Texas
USD 246 M +USD 49.1 M +25% 12.7% 86.3% 104 26.92% 1.4
BCGM Wealth Management
4510
BCGM Wealth Management
Indiana
USD 246 M +USD 27.9 M +13% 8.73% 54.9% 137 14.6% 1.7
Martin Capital Partners
4511
Martin Capital Partners
Oregon
USD 245 M +USD 7.67 M +3% 6.84% 42.3% 73 5.48% 3.9
Nicollet Investment Management
4512
Nicollet Investment Management
Minnesota
USD 245 M +USD 21.8 M +10% 12.1% 104% 66 7.58% 4.2
RA
4513
Rovida Advisors
Florida
USD 245 M -USD 17.9 M -7% 12.3% 24.8% 21 33.33% 2.1
HI
4514
Handelsinvest Investeringsforvaltning
Denmark
USD 245 M -USD 43 M -15% 14.2% 37.9% 369 85.09% 0.4
Glass Jacobson Investment Advisors
4515
Glass Jacobson Investment Advisors
Maryland
USD 245 M +USD 26.7 M +12% 9.48% 63.1% 844 21.8% 0.9
Westmount Partners
4516
Westmount Partners
California
USD 245 M +USD 17.9 M +8% 12% 101% 214 14.49% 0.9
Rivermont Capital Management
4517
Rivermont Capital Management
New York
USD 245 M +USD 21.2 M +9% 17.3% 555% 26 42.31% 0.5
Forager Capital Management
4518
Forager Capital Management
Alabama
USD 245 M +USD 11.8 M +5% 12% 52.6% 14 7.14% 1.8
Zimmermann Investment Management & Planning
4519
Zimmermann Investment Management & Planning
Pennsylvania
USD 244 M +USD 35.9 M +17% 11.3% 31.6% 127 25.2% 1
Alfreton Capital
4520
Alfreton Capital
United Kingdom
USD 244 M +USD 33.8 M +16% 16.2% 22.2% 5 20% 1.3
RFG
4521
RFP Financial Group
Georgia
USD 244 M +USD 16.9 M +7% 9.28% 53.2% 1,044 27.97% 0.7
Drake & Associates
4522
Drake & Associates
Wisconsin
USD 244 M +USD 23.5 M +11% 8.63% 47.9% 83 26.51% 1
Lion Street Advisors
4523
Lion Street Advisors
Texas
USD 244 M -USD 62.2 M -20% 8.32% 38% 273 19.05% 1.1
Flagstone Financial Management
4524
Flagstone Financial Management
Nebraska
USD 244 M +USD 25.5 M +12% 8.29% 46.2% 44 15.91% 0.8
Argonautica Private Wealth Management
4525
Argonautica Private Wealth Management
Massachusetts
USD 244 M +USD 21.4 M +10% 12% 167% 182 1.65% 0.8