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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)
Chase Investment Counsel
4826
Chase Investment Counsel
Virginia
USD 181 M +USD 17.4 M +11% 14.4% 350% 111 31.53% 1.7
Transatlantique Private Wealth
4827
Transatlantique Private Wealth
New York
USD 181 M +USD 13.7 M +8% 7.44% 88.6% 211 18.01% 0.6
Cerro Pacific Wealth Advisors
4828
Cerro Pacific Wealth Advisors
California
USD 181 M -USD 7.64 M -4% 6.89% – 167 20.96% 1.5
Harbour Investment Management
4829
Harbour Investment Management
Washington
USD 181 M +USD 7.15 M +4% 5.62% 58.8% 73 4.11% 7
venBio Partners
4830
venBio Partners
California
USD 180 M -USD 142 M -44% 23.5% 564% 7 14.29% 2
Aegon USA Investment Management
4831
Aegon USA Investment Management
Iowa
USD 180 M +USD 6.8 M +4% 3.23% 44.9% 46 13.04% 1.9
Whelan Financial
4832
Whelan Financial
California
USD 180 M +USD 14.6 M +9% 5.32% 64.6% 30 6.67% 1
ACM
4833
Altium Capital Management
New York
USD 180 M -USD 16.6 M -8% 8.33% – 128 55.47% 0.6
SLA
4834
Silver Lake Advisory
Utah
USD 180 M +USD 16.1 M +10% 1.51% 76.7% 94 43.62% 3.5
Greencape Capital
4835
Greencape Capital
Australia
USD 180 M +USD 102 M +131% 79.4% 98.1% 2 0% 3.3
Corbin Capital Partners
4836
Corbin Capital Partners
New York
USD 180 M -USD 149 M -45% 9.2% 87.7% 109 35.78% 1.1
Bill Few Associates
4837
Bill Few Associates
Pennsylvania
USD 180 M +USD 10.6 M +6% 6.22% 91.5% 138 10.14% 1
Axiom Financial Strategies
4838
Axiom Financial Strategies
Indiana
USD 180 M +USD 20.6 M +13% 3.61% 54.5% 40 17.5% 2.3
Landmark Wealth Management (New York)
4839
Landmark Wealth Management (New York)
New York
USD 180 M +USD 41.5 M +30% 4.55% 42.7% 72 12.5% 0.7
DGS Capital Management
4840
DGS Capital Management
New Jersey
USD 180 M +USD 26.8 M +18% 22.7% 177% 235 12.34% 0.9
FSB Premier Wealth Management
4841
FSB Premier Wealth Management
Iowa
USD 180 M -USD 2.82 M -2% 3.47% 53.9% 160 18.13% 1.5
Powell Investment Advisors
4842
Powell Investment Advisors
Florida
USD 180 M +USD 7.42 M +4% 4.85% 82.4% 142 14.79% 2.1
Lightspeed Opportunity Fund
4843
Lightspeed Opportunity Fund
California
USD 179 M – – 23.1% – 2 – 0
PCM
4844
Perritt Capital Management
Illinois
USD 179 M +USD 4.08 M +2% 9.68% 80.9% 303 6.6% 2.8
West Branch Capital
4845
West Branch Capital
Massachusetts
USD 179 M +USD 17.6 M +11% 14.9% 156% 471 7.01% 2
SWMG LLC
4846
SWMG LLC
Texas
USD 179 M +USD 14 M +8% 5.55% 68.7% 97 27.84% 1
SV
4847
Stilwell Value
New York
USD 179 M +USD 46.2 M +35% 3.61% 87.9% 46 23.91% 3.6
E Fund Management (HK)
4848
E Fund Management (HK)
Hong Kong
USD 179 M +USD 61.6 M +52% 8.7% 163% 31 32.26% 1.7
Zoom Communications
4849
Zoom Communications
California
USD 179 M +USD 39.2 M +28% 31.9% 10.7% 3 0% 1.1
BNC Wealth Management
4850
BNC Wealth Management
Oregon
USD 179 M +USD 9.9 M +6% 12.8% 204% 125 32% 1.4