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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)
First Bankers Trust
4576
First Bankers Trust
Kentucky
USD 205 M -USD 33.9 M -14% 6.7% 78.9% 122 11.48% 5.4
Norway Savings Bank
4577
Norway Savings Bank
Maine
USD 205 M +USD 15.5 M +8% 5.8% 117% 325 5.54% 3.1
TLCM
4578
Tiger Legatus Capital Management
New York
USD 205 M +USD 95.5 M +87% 0.25% 19.1% 19 36.84% 1
RP Management
4579
RP Management
New York
USD 205 M -USD 61.3 M -23% 22.7% 208% 5 20% 2
NIA Impact Advisors
4580
NIA Impact Advisors
California
USD 205 M +USD 20.2 M +11% 9.53% – 54 1.85% 0.5
Mountain Lake Investment Management
4581
Mountain Lake Investment Management
Florida
USD 205 M +USD 26.4 M +15% 22.8% 64% 32 21.88% 1.8
US Financial Advisors
4582
US Financial Advisors
Massachusetts
USD 205 M -USD 155 M -43% 5.04% 12.6% 146 49.32% 1.7
Eads & Heald Wealth Management
4583
Eads & Heald Wealth Management
Georgia
USD 205 M +USD 10.3 M +5% 7.2% 93.3% 139 2.88% 5.4
Peachtree Investment Partners
4584
Peachtree Investment Partners
Florida
USD 205 M +USD 30.9 M +18% 9.38% 92.2% 99 13.13% 1.5
Addison Capital
4585
Addison Capital
Pennsylvania
USD 205 M +USD 24.9 M +14% 8.42% 59.7% 117 4.27% 3.5
Ellsworth Advisors
4586
Ellsworth Advisors
Ohio
USD 205 M +USD 38.4 M +23% 6.98% 131% 173 33.53% 0.5
Keeler Thomas Management
4587
Keeler Thomas Management
Utah
USD 205 M +USD 14.6 M +8% 6.87% 52.1% 74 1.35% 2
Hickory Lane Capital Management
4588
Hickory Lane Capital Management
New York
USD 204 M +USD 50.5 M +33% 6.63% – 57 49.12% 0.3
NFP
4589
Novak Financial Planning
Maryland
USD 204 M +USD 22.2 M +12% 4.93% – 122 7.38% 0.5
Rainey & Randall Wealth Advisors
4590
Rainey & Randall Wealth Advisors
Florida
USD 204 M +USD 18.9 M +10% 4.76% 52.3% 56 8.93% 1.2
Financial & Tax Architects
4591
Financial & Tax Architects
Missouri
USD 204 M +USD 25.8 M +14% 4.53% 50.2% 108 21.3% 0.2
Round Hill Asset Management
4592
Round Hill Asset Management
California
USD 204 M +USD 15 M +8% 8.91% 43.2% 59 5.08% 3.4
Q3 Asset Management
4593
Q3 Asset Management
Michigan
USD 204 M +USD 16 M +8% 9.23% 96.2% 65 66.15% 0.3
AlpInvest Partners
4594
AlpInvest Partners
Netherlands
USD 204 M +USD 2.6 M +1% 5.57% 138% 25 68% 0.2
HIS
4595
Horizon Investment Services
Indiana
USD 204 M +USD 17.6 M +9% 8.07% 250% 126 25.4% 2.4
Bishop & Co Investment Management
4596
Bishop & Co Investment Management
Pennsylvania
USD 204 M +USD 10.9 M +6% 5.4% 47.6% 22 0% 4
BM
4597
Bislett Management
California
USD 204 M +USD 5.25 M +3% 5.72% 19.8% 15 0% 5.5
Pennsylvania Capital Management
4598
Pennsylvania Capital Management
Pennsylvania
USD 204 M +USD 33.3 M +20% 10.3% 70.6% 74 8.11% 0.8
West Branch Capital
4599
West Branch Capital
Massachusetts
USD 204 M +USD 32.6 M +19% 9.94% 156% 453 80.13% 0.4
Lorne Steinberg Wealth Management
4600
Lorne Steinberg Wealth Management
Canada
USD 203 M +USD 14.5 M +8% 6.98% 83.4% 69 18.84% 0.4