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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)
Nicollet Investment Management
4526
Nicollet Investment Management
Minnesota
USD 225 M -USD 23.5 M -9% 3.22% 104% 67 13.43% 3.4
Founders Financial Alliance
4527
Founders Financial Alliance
North Carolina
USD 225 M -USD 23.5 M -9% 2.09% 84.9% 493 12.98% 1.3
Abacus Wealth Partners
4528
Abacus Wealth Partners
California
USD 225 M -USD 58 M -20% 2.75% 46% 128 35.16% 1
Investment Management Associates
4529
Investment Management Associates
Colorado
USD 225 M +USD 4.76 M +2% 3.23% 50.4% 53 18.87% 1.1
Invus Financial Advisors
4530
Invus Financial Advisors
New York
USD 225 M -USD 104 M -32% 27.3% 29.5% 9 22.22% 1.3
Hollow Brook Wealth Management
4531
Hollow Brook Wealth Management
New York
USD 225 M +USD 29.6 M +15% 3.62% 97.8% 90 27.78% 2.8
Wells Trecaso Financial Group
4532
Wells Trecaso Financial Group
Ohio
USD 225 M -USD 5.53 M -2% 2.04% 108% 102 15.69% 2.7
Insight Folios
4533
Insight Folios
North Carolina
USD 224 M +USD 11 M +5% 8.68% 32.9% 149 26.17% 1
Rhino Investment Partners
4534
Rhino Investment Partners
Pennsylvania
USD 224 M +USD 13.1 M +6% 1.26% 110% 51 35.29% 0.6
FCP
4535
Fosse Capital Partners
United Kingdom
USD 224 M +USD 19.5 M +10% 6.08% 80% 4 0% 1.3
Cardinal Point Wealth Management Partners
4536
Cardinal Point Wealth Management Partners
California
USD 224 M -USD 6.36 M -3% 5.07% – 55 18.18% 0.2
ION Crossover Partners
4537
ION Crossover Partners
Israel
USD 224 M -USD 161 M -42% 39.7% – 4 0% 0.6
CTC (Chicago Trading Company)
4538
CTC (Chicago Trading Company)
Illinois
USD 224 M -USD 10.3 M -4% 7.52% 192% 316 31.96% 0.9
Wilshire Advisors
4539
Wilshire Advisors
California
USD 224 M -USD 37.1 M -14% 5.14% 118% 15 40% 1.2
LA
4540
LFL Advisers
Illinois
USD 224 M -USD 18.6 M -8% 7.82% 83% 11 0% 3.8
Virtus ETF Advisers
4541
Virtus ETF Advisers
New York
USD 223 M -USD 41.4 M -16% 4.68% 177% 420 21.67% 1.9
Silverleafe Capital Partners
4542
Silverleafe Capital Partners
Tennessee
USD 223 M -USD 55.4 M -20% 0.12% 87.7% 101 42.57% 1.6
Accurate Wealth Management
4543
Accurate Wealth Management
Florida
USD 223 M +USD 101 M +82% 1.55% 101% 199 40.7% 0.5
Owls Nest Partners IA
4544
Owls Nest Partners IA
Pennsylvania
USD 223 M -USD 38.9 M -15% 14.4% 105% 17 17.65% 1
Geo Capital Gestora de Recursos
4545
Geo Capital Gestora de Recursos
Brazil
USD 223 M +USD 13.1 M +6% 4.58% 30.7% 45 0% 1.6
Cambridge Financial Group
4546
Cambridge Financial Group
Ohio
USD 223 M -USD 31.7 M -12% 2.61% – 36 22.22% 3.7
TA
4547
TrueWealth Advisors
Alabama
USD 223 M USD 0 0% 3.46% 60.9% 178 0% 0.9
NewGen Asset Management
4548
NewGen Asset Management
Ontario, Canada
USD 223 M +USD 57.9 M +35% 10.9% 402% 54 77.78% 0.3
Long Road Investment Counsel
4549
Long Road Investment Counsel
Michigan
USD 223 M -USD 29.4 M -12% 7.71% 53.8% 80 17.5% 6
SC
4550
Sawyer & Company
Massachusetts
USD 222 M -USD 9.41 M -4% 1.74% 111% 187 11.76% 3.2