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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)
Congress Park Capital
4676
Congress Park Capital
New York
USD 370 M +USD 44.8 M +14% 20.5% 99.9% 146 18.49% 3.7
Next Capital Management
4677
Next Capital Management
New York
USD 370 M +USD 40.3 M +12% 11.4% 61.3% 148 16.22% 3.2
Veracity Capital
4678
Veracity Capital
Georgia
USD 370 M +USD 90.5 M +32% 22.7% 149% 237 21.1% 3
B.O.S.S. Retirement Advisors
4679
B.O.S.S. Retirement Advisors
Utah
USD 370 M +USD 42.3 M +13% 13.8% 78.2% 195 30.26% 1.3
Gunderson Capital Management
4680
Gunderson Capital Management
South Carolina
USD 370 M +USD 131 M +55% 89.8% 961% 59 33.9% 0.5
Cypress Capital
4681
Cypress Capital
Tennessee
USD 370 M +USD 18.4 M +5% 7.73% 43.6% 115 19.13% 2.6
MLCM
4682
M & L Capital Management
United Kingdom
USD 370 M -USD 36.9 M -9% 102% – 27 66.67% 0.5
AYAL Capital Advisors
4683
AYAL Capital Advisors
Ontario, Canada
USD 370 M +USD 830 k +0.2% 22.8% – 78 71.79% 0.5
BC
4684
Bruce & Co
Illinois
USD 369 M +USD 19.8 M +6% 13.8% 94.5% 41 0% 7
Evexia Wealth
4685
Evexia Wealth
Wisconsin
USD 369 M +USD 5.74 M +2% 10.5% 95% 85 10.59% 1.9
Ceeto Capital Group
4686
Ceeto Capital Group
Florida
USD 369 M +USD 43.6 M +13% 17.6% 94.4% 183 15.3% 4.7
Odyssey Group
4687
Odyssey Group
Pennsylvania
USD 369 M – – 10.6% – 61 – 0
Wealth Advisors of Iowa
4688
Wealth Advisors of Iowa
Iowa
USD 369 M +USD 46 M +14% 10.2% 60.9% 92 7.61% 2.3
Alta Wealth Advisors
4689
Alta Wealth Advisors
Massachusetts
USD 369 M +USD 61 M +20% 27.5% 120% 180 16.11% 2.2
General Electric
4690
General Electric
Ohio
USD 369 M +USD 60.6 M +20% 28.1% 23.2% 2 0% 2.1
Gold Investment Management
4691
Gold Investment Management
Alberta, Canada
USD 369 M +USD 45.9 M +14% 23.2% 117% 205 3.41% 2.4
Joule Financial
4692
Joule Financial
Kentucky
USD 369 M +USD 25.5 M +7% 10.1% 55.5% 122 11.48% 2.5
Symmetry Peak Management
4693
Symmetry Peak Management
Pennsylvania
USD 369 M +USD 10.1 M +3% 35.6% 320% 148 81.76% 0.2
Global Financial Private Client
4694
Global Financial Private Client
Florida
USD 369 M +USD 63 M +21% 18.9% 100% 259 13.9% 4
Commonwealth Retirement Investments
4695
Commonwealth Retirement Investments
Virginia
USD 368 M +USD 45.2 M +14% 13.9% 96.7% 419 70.88% 0.6
Battery Management Corp
4696
Battery Management Corp
Massachusetts
USD 368 M -USD 57.5 M -14% 0.92% 45.1% 5 0% 3.4
PhiloSmith Capital
4697
PhiloSmith Capital
Connecticut
USD 368 M +USD 17.6 M +5% 5.01% 47% 23 4.35% 7.6
Millstreet Capital Management
4698
Millstreet Capital Management
Massachusetts
USD 368 M -USD 49.5 M -12% 11% – 2 0% 1.5
Missouri Trust & Investment Company
4699
Missouri Trust & Investment Company
Missouri
USD 368 M +USD 27.2 M +8% 12% 81.6% 412 64.81% 4.1
Bain Capital Credit
4700
Bain Capital Credit
Massachusetts
USD 368 M +USD 64.9 M +21% 1.15% 14.4% 6 0% 3.2