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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)
Pelion Inc
4776
Pelion Inc
Utah
USD 190 M -USD 27.6 M -13% 11.8% 16.9% 4 0% 1.8
EnerVest
4777
EnerVest
Texas
USD 190 M +USD 16.7 M +10% 9.62% 20.5% 1 0% 4.8
Mill Road Capital Management
4778
Mill Road Capital Management
Connecticut
USD 190 M +USD 5.27 M +3% 7.37% 85.1% 28 14.29% 2.5
IP
4779
Investment Partners
Ohio
USD 190 M -USD 1.87 M -1% 3.4% 83.2% 136 8.09% 5.1
Engine No 1 LLC
4780
Engine No 1 LLC
California
USD 190 M -USD 15.2 M -7% 3.44% 536% 18 50% 0.7
West Tower Group
4781
West Tower Group
Virginia
USD 190 M +USD 49.9 M +36% 0.3% 120% 860 64.88% 0.1
Nebula Research & Development
4782
Nebula Research & Development
New York
USD 190 M +USD 57.8 M +44% 6.2% – 699 85.98% 0.1
Lunt Capital Management
4783
Lunt Capital Management
Utah
USD 190 M +USD 4.37 M +2% 0.74% 36.9% 87 21.84% 0.2
Whelan Financial
4784
Whelan Financial
California
USD 190 M -USD 1.7 M -0.9% 3.86% 64.6% 34 5.88% 1.3
Beacon Bridge Wealth Partners
4785
Beacon Bridge Wealth Partners
Pennsylvania
USD 189 M -USD 6.12 M -3% 3.8% 52% 104 19.23% 0.6
EAM
4786
Eukles Asset Management
Ohio
USD 189 M -USD 6.2 M -3% 3.34% 77.2% 258 7.75% 3.3
Exeter Financial
4787
Exeter Financial
Arizona
USD 189 M -USD 4.55 M -2% 2.76% 59.1% 88 1.14% 4.5
Beacon Wealthcare LLC
4788
Beacon Wealthcare LLC
North Carolina
USD 189 M -USD 6.82 M -3% 3.87% 47% 16 0% 1.7
1776 Wealth
4789
1776 Wealth
Georgia
USD 189 M -USD 672 k -0.4% 1.61% 90.4% 161 34.16% 2
Sandbox Financial Partners
4790
Sandbox Financial Partners
Maryland
USD 189 M -USD 2.37 M -1% 4.01% 69.6% 96 12.5% 1.9
Client 1st Advisory Group
4791
Client 1st Advisory Group
Florida
USD 189 M -USD 683 k -0.4% 2.99% 64.5% 106 13.21% 2.1
Bull Street Advisors
4792
Bull Street Advisors
Georgia
USD 189 M -USD 5.98 M -3% 1.87% 48.5% 91 2.2% 3.8
Keystone Financial Services (Colorado)
4793
Keystone Financial Services (Colorado)
Colorado
USD 189 M -USD 6.9 M -4% 3.34% 66% 83 25.3% 1.3
OPL
4794
Orland Properties Ltd
British Virgin Islands
USD 189 M -USD 4.57 M -2% 6.18% 77.6% 14 14.29% 0.9
Root Financial Partners
4795
Root Financial Partners
California
USD 189 M +USD 20.8 M +12% 3.34% 62.5% 71 15.49% 0.4
CCM
4796
Consolidated Capital Management
California
USD 189 M -USD 14.8 M -7% 3.65% 166% 49 2.04% 3.1
Reliant Wealth Planning
4797
Reliant Wealth Planning
Kentucky
USD 189 M +USD 22.8 M +14% 3.25% 39.4% 20 55% 0.8
Enzi Wealth
4798
Enzi Wealth
Texas
USD 188 M -USD 8.07 M -4% 2.51% 77% 61 22.95% 0.8
Brick & Kyle Associates
4799
Brick & Kyle Associates
Pennsylvania
USD 188 M +USD 1.64 M +0.9% 1.94% 97.4% 60 10% 5.3
STF Management
4800
STF Management
Texas
USD 188 M +USD 95.5 M +103% 2.01% 208% 102 15.69% 0.6