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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)
Flynn Zito Capital Management
4701
Flynn Zito Capital Management
New York
USD 368 M +USD 54.8 M +17% 23.7% 109% 176 15.91% 2
11 Capital Partners
4702
11 Capital Partners
Connecticut
USD 368 M +USD 19.2 M +6% 28.2% 101% 25 32% 1.6
Promethos Capital
4703
Promethos Capital
Massachusetts
USD 368 M -USD 4.39 M -1% 16.3% – 60 33.33% 1.3
Sterling Financial Planning
4704
Sterling Financial Planning
New Jersey
USD 368 M +USD 30.4 M +9% 9.53% 59.3% 125 8% 3.9
Fortress Private Ledger
4705
Fortress Private Ledger
North Carolina
USD 368 M +USD 47.5 M +15% 17.2% – 303 25.08% 0.9
New Wave Wealth Advisors
4706
New Wave Wealth Advisors
Arkansas
USD 367 M +USD 79.3 M +28% 16.6% – 239 34.31% 1
One Advisory Partners
4707
One Advisory Partners
Kansas
USD 367 M +USD 42.9 M +13% 15% 58.3% 77 18.18% 2.4
Whelan Financial
4708
Whelan Financial
California
USD 367 M +USD 45.1 M +14% 15.8% 64.6% 103 16.5% 1.8
Storen Legacy Partners
4709
Storen Legacy Partners
Indiana
USD 367 M +USD 47.8 M +15% 13.4% – 118 15.25% 0.4
VST
4710
Van Strum & Towne
California
USD 367 M +USD 24.3 M +7% 12.1% 62.2% 114 5.26% 6.4
Silverleafe Capital Partners
4711
Silverleafe Capital Partners
Tennessee
USD 367 M +USD 28.2 M +8% 24.4% 87.7% 112 19.64% 2.3
First International Bank of Israel
4712
First International Bank of Israel
USD 367 M +USD 26.7 M +8% 9.27% – 79 37.97% 0.5
Impact Capital Partners
4713
Impact Capital Partners
Colorado
USD 367 M +USD 35.9 M +11% 17.8% – 318 24.21% 1.1
Waterford Advisors
4714
Waterford Advisors
New York
USD 366 M +USD 51.2 M +16% 11.5% 50.5% 67 19.4% 1.8
ACA
4715
Acorn Capital Advisors
New York
USD 366 M +USD 14.6 M +4% 48.3% – 23 17.39% 1.2
Concord Investment Counsel
4716
Concord Investment Counsel
California
USD 366 M +USD 69.4 M +23% 25.8% – 50 18% 1.5
SA
4717
SAM Advisors
California
USD 366 M +USD 47.3 M +15% 12.4% 57.5% 50 8% 2.5
Pillsbury Lake Capital
4718
Pillsbury Lake Capital
California
USD 366 M +USD 145 M +66% 42.4% – 51 52.94% 0.2
Empirical Capital Management
4719
Empirical Capital Management
Tennessee
USD 366 M +USD 199 M +119% 21.7% 205% 28 50% 1.6
Capco Asset Management
4720
Capco Asset Management
Florida
USD 366 M -USD 729 k -0.2% 3.84% 46.1% 27 3.7% 5.1
ITIM
4721
Indiana Trust & Investment Management
Indiana
USD 366 M +USD 42.1 M +13% 18.5% 114% 502 9.16% 3.9
Wright Investors Service
4722
Wright Investors Service
Connecticut
USD 366 M +USD 48 M +15% 27.8% 161% 162 17.28% 4.5
Range Financial Group
4723
Range Financial Group
Oregon
USD 366 M +USD 67.8 M +23% 36.4% 195% 218 18.35% 1.8
AIM
4724
Aigen Investment Management
New York
USD 366 M -USD 23.5 M -6% 15.8% 55.5% 841 79.55% 0.2
Lynch Asset Management
4725
Lynch Asset Management
Pennsylvania
USD 366 M +USD 67.5 M +23% 30.5% 214% 52 1.92% 3.3