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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)
PL
4551
Polianta Ltd
Jersey
USD 216 M -USD 2.97 M -1% 3.06% 31.6% 116 78.45% 0.4
Jackson Grant Investment Advisers
4552
Jackson Grant Investment Advisers
Connecticut
USD 215 M +USD 2.63 M +1% 4.57% 54.3% 480 17.29% 2.9
Robinswood Financial
4553
Robinswood Financial
Washington
USD 215 M – – 2.52% 43.2% 231 – 0
Zimmermann Investment Management & Planning
4554
Zimmermann Investment Management & Planning
Pennsylvania
USD 215 M +USD 23.6 M +12% 7.93% 31.6% 123 23.58% 0.9
SC
4555
Schulhoff & Co
Ohio
USD 215 M -USD 94 k -0% 1.96% 51.8% 122 2.46% 7
Prostatis Group
4556
Prostatis Group
Maryland
USD 215 M +USD 25.5 M +13% 4.78% 72.9% 253 62.45% 0.5
Eos Management LP
4557
Eos Management LP
New York
USD 215 M +USD 24.6 M +13% 13.1% 152% 53 20.75% 3.1
SWMG
4558
Signature Wealth Management Group
Georgia
USD 215 M +USD 3.92 M +2% 1.51% – 97 5.15% 2.7
Copperwynd Financial
4559
Copperwynd Financial
Arizona
USD 215 M +USD 18.9 M +10% 7.84% 90% 152 22.37% 2.7
Stonebridge Capital Management
4560
Stonebridge Capital Management
California
USD 215 M +USD 6.61 M +3% 7.98% – 90 5.56% 7.5
David Kennon
4561
David Kennon
Florida
USD 215 M +USD 9.8 M +5% 3.99% 52.4% 33 21.21% 0.6
Bloom Tree Partners
4562
Bloom Tree Partners
New York
USD 215 M +USD 9.02 M +4% 5.14% 20.4% 54 27.78% 1.3
Long Road Investment Counsel
4563
Long Road Investment Counsel
Michigan
USD 215 M +USD 6.96 M +3% 6.54% 53.8% 69 4.35% 7.2
Varenne Capital Partners
4564
Varenne Capital Partners
France
USD 215 M -USD 83.9 M -28% 4.01% 212% 14 57.14% 0.2
FACT Capital
4565
FACT Capital
New York
USD 215 M +USD 29.5 M +16% 13.3% 227% 17 41.18% 0.3
Elmwood Wealth Management
4566
Elmwood Wealth Management
California
USD 215 M +USD 2.88 M +1% 1.9% 42.1% 121 6.61% 3.4
RBA Wealth Management
4567
RBA Wealth Management
California
USD 214 M +USD 13.6 M +7% 7.53% 77.7% 96 9.38% 1.6
Gitterman Wealth Management
4568
Gitterman Wealth Management
New Jersey
USD 214 M +USD 4.16 M +2% 0.61% 33% 107 43.93% 1
Calton & Associates
4569
Calton & Associates
Florida
USD 214 M -USD 1.11 M -0.5% 4.98% 73.9% 249 21.29% 3.1
Adirondack Trust Company
4570
Adirondack Trust Company
New York
USD 214 M +USD 16.6 M +8% 7.52% 96.7% 497 9.86% 5.4
Madison Wealth Partners
4571
Madison Wealth Partners
Wisconsin
USD 214 M +USD 15.7 M +8% 6.91% 66.9% 94 11.7% 1.6
Avalon Capital Management
4572
Avalon Capital Management
California
USD 214 M +USD 18.7 M +10% 8.56% 151% 60 23.33% 2
Juncture Wealth Strategies
4573
Juncture Wealth Strategies
Arizona
USD 214 M +USD 10.7 M +5% 4.42% 76.5% 122 21.31% 2.8
Colton Groome Financial Advisors
4574
Colton Groome Financial Advisors
North Carolina
USD 213 M +USD 3.64 M +2% 4.79% 65.8% 126 10.32% 1.6
Clark Asset Management
4575
Clark Asset Management
New Hampshire
USD 213 M +USD 46.1 M +28% 5.09% 51.8% 82 29.27% 0.4