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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)
MCP
4701
Moab Capital Partners
New York
USD 114 M -USD 126 M -53% 10.6% 89.3% 29 68.97% 1.8
VV Manager
4702
VV Manager
Massachusetts
USD 114 M +USD 25.5 M +29% 80.4% – 4 0% 1.2
YRHAM
4703
Yong Rong (HK) Asset Management
Hong Kong
USD 114 M +USD 53 M +87% 27.4% 2,310% 25 88% 0.1
Okabena Investment Services
4704
Okabena Investment Services
Minnesota
USD 114 M +USD 26.1 M +30% 21.6% 72.4% 94 47.87% 0.3
Northwest Capital Management
4705
Northwest Capital Management
Oregon
USD 114 M +USD 13.9 M +14% 14.3% 57% 58 17.24% 1.6
Monetta Financial Services
4706
Monetta Financial Services
Illinois
USD 114 M +USD 16.3 M +17% 26.5% 275% 46 32.61% 2.1
Adaptive Financial Consulting
4707
Adaptive Financial Consulting
Ohio
USD 114 M +USD 16.5 M +17% 13.6% 33.4% 22 18.18% 0.5
Successful Portfolios
4708
Successful Portfolios
Florida
USD 114 M +USD 14.8 M +15% 16.5% 110% 173 17.34% 1.8
CNB Bank
4709
CNB Bank
Pennsylvania
USD 114 M +USD 20.8 M +22% 20.6% 91.6% 442 17.19% 1.6
First Reserve GP XIII
4710
First Reserve GP XIII
Connecticut
USD 114 M -USD 1.23 M -1% 1.07% 5.56% 1 0% 2.5
Mendel Money Management
4711
Mendel Money Management
Illinois
USD 114 M – – 23.1% 88.8% 56 – 3.3
Davidson Capital Management
4712
Davidson Capital Management
Texas
USD 114 M +USD 43.4 M +62% 26.8% 79.4% 82 8.54% 0.4
Walkner Condon Financial Advisors
4713
Walkner Condon Financial Advisors
Wisconsin
USD 114 M +USD 19.9 M +21% 13.3% 62.6% 67 32.84% 0.4
Core Wealth Advisors (Florida)
4714
Core Wealth Advisors (Florida)
Florida
USD 114 M -USD 17.8 M -14% 18.5% 59.7% 172 36.05% 0.4
ABP
4715
Arthur B. Page
USD 113 M +USD 12.6 M +13% 20.4% 40.4% 58 6.9% 5
DRH Investments
4716
DRH Investments
California
USD 113 M +USD 6.87 M +6% 33.6% 81.2% 19 42.11% 0.3
A.D. Beadell Investment Counsel
4717
A.D. Beadell Investment Counsel
Wisconsin
USD 113 M +USD 20.7 M +22% 15.4% 83.3% 86 24.42% 3.7
H&H Retirement Design & Management
4718
H&H Retirement Design & Management
Nevada
USD 113 M +USD 7.59 M +7% 13.4% 38.4% 51 15.69% 0.2
Boothe Investment Group
4719
Boothe Investment Group
Delaware
USD 113 M – – 32.2% 75.6% 31 – 0.7
Prudent Man Advisors
4720
Prudent Man Advisors
Illinois
USD 113 M – – 17.6% 92.5% 150 – 0
Financial Insights
4721
Financial Insights
Washington
USD 113 M +USD 17.7 M +19% 15.7% 82.1% 90 27.78% 1
Foresite Capital Management III
4722
Foresite Capital Management III
California
USD 112 M +USD 49.7 M +79% 60.7% 444% 11 45.45% 1.6
Columbia Trust
4723
Columbia Trust
Oregon
USD 112 M +USD 21 M +23% 19.8% 36% 132 19.7% 0.4
Andesa Financial Management
4724
Andesa Financial Management
Pennsylvania
USD 112 M +USD 23.1 M +26% 19.9% 73.6% 123 39.02% 1.1
Atlas Private Wealth Advisors
4725
Atlas Private Wealth Advisors
New Jersey
USD 112 M – – 16.4% 57.8% 724 – 0