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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)
Mezzasalma Advisors
4826
Mezzasalma Advisors
New Jersey
USD 178 M -USD 3.5 M -2% 6.29% 203% 104 9.62% 0.7
TA
4827
TrueWealth Advisors
Alabama
USD 178 M +USD 6.44 M +4% 0.3% 60.9% 147 16.33% 0.6
Shelter Insurance Retirement Plan
4828
Shelter Insurance Retirement Plan
Missouri
USD 178 M +USD 3.73 M +2% 1.22% 60.5% 8 0% 0.9
Bennicas & Associates
4829
Bennicas & Associates
California
USD 178 M -USD 4.03 M -2% 2.01% 40.3% 102 5.88% 5.1
Kelly Financial Services
4830
Kelly Financial Services
Massachusetts
USD 178 M +USD 1.38 M +0.8% 0.55% 64.3% 671 7.9% 1.9
American Trust Investment Advisors
4831
American Trust Investment Advisors
New Hampshire
USD 178 M -USD 8.61 M -5% 0.31% 91% 92 15.22% 2.6
First City Capital Management
4832
First City Capital Management
Georgia
USD 178 M -USD 4.3 M -2% 1.34% 86.4% 174 4.6% 4.5
John W. Brooker & Co
4833
John W. Brooker & Co
California
USD 178 M +USD 6.19 M +4% 0.29% 43.4% 207 13.04% 1.3
Moneda SA Administradora General de Fondos
4834
Moneda SA Administradora General de Fondos
Chile
USD 177 M -USD 56.4 M -24% 6.51% 34.5% 46 17.39% 1.2
JNE Partners
4835
JNE Partners
United Kingdom
USD 177 M +USD 41.1 M +30% 5.05% 100% 14 28.57% 0.5
Madison Wealth Partners
4836
Madison Wealth Partners
Wisconsin
USD 177 M +USD 2.64 M +2% 0.09% 66.9% 74 4.05% 0.6
WFA
4837
Wade Financial Advisory
California
USD 177 M -USD 5.2 M -3% 1.3% 15.9% 74 5.41% 1.5
Hickory Lane Capital Management
4838
Hickory Lane Capital Management
New York
USD 177 M -USD 27.3 M -13% 4.24% – 50 40% 0.4
Lakehouse Capital
4839
Lakehouse Capital
Australia
USD 177 M +USD 5.57 M +3% 0.38% 87.4% 12 0% 1.5
SFI
4840
Sonic Fund II
Hawaii
USD 177 M -USD 42.4 M -19% 2.04% 119% 32 25% 1
Bouvel Investment Partners
4841
Bouvel Investment Partners
Pennsylvania
USD 177 M -USD 264 k -0.1% 0.41% 199% 66 6.06% 0.7
Silverarc Capital Management
4842
Silverarc Capital Management
Massachusetts
USD 177 M -USD 47.3 M -21% 12.1% 2,765% 117 47.86% 0.4
Kabouter Management
4843
Kabouter Management
Illinois
USD 177 M +USD 1.23 M +0.7% 2.9% 12.9% 7 14.29% 0.6
Wescott Financial Advisory Group
4844
Wescott Financial Advisory Group
Pennsylvania
USD 177 M +USD 7.12 M +4% 0.95% 55.5% 75 21.33% 0.6
Key Financial Inc
4845
Key Financial Inc
Pennsylvania
USD 177 M -USD 2.23 M -1% 1.39% 55.5% 964 9.34% 0.7
LDR Capital Management
4846
LDR Capital Management
New York
USD 177 M +USD 17.5 M +11% 5.39% 28.4% 39 12.82% 0.7
Tempus Wealth Planning
4847
Tempus Wealth Planning
California
USD 177 M +USD 25.9 M +17% 1.3% 95% 163 10.43% 0.8
VeraBank
4848
VeraBank
Texas
USD 177 M +USD 8.5 M +5% 0.32% 60.6% 130 10.77% 2
DP
4849
DSAM Partners
United Kingdom
USD 176 M -USD 419 M -70% 1.6% 343% 48 68.75% 0.7
Bordeaux Wealth Advisors
4850
Bordeaux Wealth Advisors
California
USD 176 M +USD 2.39 M +1% 2.16% 141% 72 6.94% 0.7