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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)
Robertson Opportunity Capital
4701
Robertson Opportunity Capital
Texas
USD 162 M -USD 2.3 M -1% 0.1% 93.4% 26 0% 5.3
Heritage Investment Group
4702
Heritage Investment Group
Florida
USD 162 M -USD 11.1 M -6% 4.52% 51.2% 82 13.41% 0.7
Burrus Financial Services
4703
Burrus Financial Services
Utah
USD 162 M -USD 11.9 M -7% 5.82% 31.3% 10 20% 0.4
Vista Investment Management
4704
Vista Investment Management
Pennsylvania
USD 162 M -USD 3.11 M -2% 3.84% 54.4% 164 6.1% 3.5
NIA Impact Advisors
4705
NIA Impact Advisors
California
USD 162 M -USD 4.4 M -3% 0.24% – 67 10.45% 1.3
CCC
4706
Chelsea Counsel Company
California
USD 162 M -USD 32.5 M -17% 6.16% 106% 101 22.77% 4.8
Whetstone Capital Advisors
4707
Whetstone Capital Advisors
Kansas
USD 162 M -USD 8.47 M -5% 1.63% 282% 29 41.38% 1.5
PFA
4708
Professional Financial Advisors
Nebraska
USD 162 M -USD 17 M -9% 5.1% 59.2% 522 9.2% 1.5
Valtinson Bruner Financial Planning
4709
Valtinson Bruner Financial Planning
Minnesota
USD 162 M -USD 2.07 M -1% 4.06% 36.2% 106 12.26% 1.8
Horan Securities
4710
Horan Securities
United States
USD 162 M -USD 4.09 M -2% 5.47% 50.1% 837 33.33% 1.6
Eagle Bay Advisors
4711
Eagle Bay Advisors
New York
USD 162 M -USD 3.34 M -2% 3.73% 85% 1,155 19.31% 0.5
Bell & Brown Wealth Advisors
4712
Bell & Brown Wealth Advisors
California
USD 162 M -USD 25.1 M -13% 3.71% 125% 74 13.51% 3.9
1C
4713
1623 Capital
Virginia
USD 162 M +USD 1.51 M +0.9% 2.64% 11.9% 51 23.53% 1.8
Madrona Financial Services
4714
Madrona Financial Services
Washington
USD 162 M -USD 8.82 M -5% 3.87% 85.1% 78 7.69% 2.9
ARIS
4715
Advanced Research Investment Solutions
California
USD 162 M -USD 18.1 M -10% 10.7% 13.1% 188 42.02% 0.9
Heron Financial Group
4716
Heron Financial Group
New York
USD 162 M -USD 3.01 M -2% 4.3% 47.5% 141 8.51% 2.4
Cribstone Capital Management
4717
Cribstone Capital Management
Maine
USD 162 M -USD 903 k -0.6% 4.71% 22.4% 551 21.23% 3.1
Addison Capital
4718
Addison Capital
Pennsylvania
USD 162 M -USD 9.27 M -5% 1.29% 59.7% 133 7.52% 4.1
EPIQ Partners
4719
EPIQ Partners
Minnesota
USD 162 M -USD 1.59 M -1% 1.58% 49.6% 85 7.06% 2.1
Manhattan West Asset Management
4720
Manhattan West Asset Management
California
USD 162 M -USD 3.86 M -2% 3.98% 65.6% 109 14.68% 0.5
True Wind Capital Management
4721
True Wind Capital Management
California
USD 161 M -USD 38.4 M -19% 18.9% 119% 3 0% 0.8
Addison Advisors
4722
Addison Advisors
Vermont
USD 161 M -USD 3.73 M -2% 5.02% 50.2% 791 10.11% 1.1
TL Private Wealth
4723
TL Private Wealth
Texas
USD 161 M -USD 10.5 M -6% 4.41% 50.6% 42 4.76% 2.5
West Branch Capital
4724
West Branch Capital
Massachusetts
USD 161 M -USD 12 M -7% 5.85% 156% 486 10.29% 1.5
Client 1st Advisory Group
4725
Client 1st Advisory Group
Florida
USD 161 M -USD 7.26 M -4% 6.08% 64.5% 83 15.66% 1.7