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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)
MFC
4826
Mechanics Financial Corp
Ohio
USD 153 M -USD 13.2 M -8% 6.83% 81.6% 236 5.08% 0.7
Convergence Investment Partners
4827
Convergence Investment Partners
Florida
USD 153 M -USD 12.1 M -7% 4.2% 284% 258 44.57% 2.7
Carmel Capital Management
4828
Carmel Capital Management
California
USD 153 M -USD 8.22 M -5% 5.13% 265% 37 8.11% 0.7
Madison Wealth Partners
4829
Madison Wealth Partners
Wisconsin
USD 153 M -USD 4.56 M -3% 5.12% 66.9% 78 12.82% 1.3
Missouri Trust & Investment Company
4830
Missouri Trust & Investment Company
Missouri
USD 153 M -USD 430 k -0.3% 0.45% 65.1% 378 8.47% 0.7
HCM
4831
Hawkeye Capital Management
Florida
USD 153 M -USD 30.3 M -17% 7.8% – 33 15.15% 0.7
SCA
4832
Sander Capital Advisors
Washington
USD 153 M +USD 49 M +47% 3.47% 113% 16 31.25% 2.2
EAM
4833
Eukles Asset Management
Ohio
USD 153 M -USD 5.34 M -3% 3.94% 77.2% 226 1.77% 2.7
KLC
4834
Kent Lake Capital
Nevada
USD 153 M -USD 29.2 M -16% 16.9% 92.1% 57 52.63% 0.6
TCM
4835
Tao Capital Management
California
USD 153 M +USD 8.04 M +6% 11.5% 314% 17 0% 1.5
Eclectic Associates
4836
Eclectic Associates
California
USD 152 M +USD 3.65 M +2% 5.52% 53.8% 68 5.88% 1.5
Powell Investment Advisors
4837
Powell Investment Advisors
Florida
USD 152 M -USD 12.5 M -8% 5.25% 82.4% 146 17.12% 1.9
St. Johns Investment Management
4838
St. Johns Investment Management
Florida
USD 152 M -USD 4.97 M -3% 4.61% 80.9% 184 4.89% 5.2
Operose Advisors
4839
Operose Advisors
Wisconsin
USD 152 M +USD 10.1 M +7% 6.22% 68.8% 351 16.24% 0.6
PFG Private Wealth Management
4840
PFG Private Wealth Management
Florida
USD 152 M -USD 26 M -15% 4.42% 52.6% 380 23.68% 0.9
Augustine Asset Management
4841
Augustine Asset Management
Florida
USD 152 M -USD 10.7 M -7% 5.54% 316% 94 11.7% 3.4
Sitrin Capital Management
4842
Sitrin Capital Management
California
USD 152 M -USD 4.93 M -3% 3.94% 139% 38 7.89% 2.9
Logan Stone Capital
4843
Logan Stone Capital
Illinois
USD 152 M +USD 15.9 M +12% 5.22% 43.9% 189 56.61% 0.3
FirstPurpose Wealth
4844
FirstPurpose Wealth
Utah
USD 152 M +USD 2.98 M +2% 4.51% – 165 21.21% 0.5
Legacy CG
4845
Legacy CG
Texas
USD 152 M +USD 6.48 M +4% 3.53% 61.2% 130 70.77% 0.4
First City Capital Management
4846
First City Capital Management
Georgia
USD 152 M -USD 10.8 M -7% 6.41% 76.5% 166 10.24% 5.4
Comprehensive Financial Consultants Institutional
4847
Comprehensive Financial Consultants Institutional
Indiana
USD 152 M +USD 11 M +8% 4.15% 78% 159 9.43% 0.7
Verger Capital Management
4848
Verger Capital Management
North Carolina
USD 152 M +USD 17.2 M +13% 5.57% 58.3% 30 13.33% 2.8
CL
4849
COWA LLC
Oklahoma
USD 152 M -USD 22.3 M -13% 5.75% 65.5% 358 67.6% 0.5
Kinloch Capital
4850
Kinloch Capital
Virginia
USD 152 M -USD 3.64 M -2% 4.98% 63.4% 74 14.86% 1.3