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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)
Axis Capital Holdings
4876
Axis Capital Holdings
USD 101 M -USD 13.1 M -11% 19.7% 67% 3 33.33% 5.6
Royal Harbor Partners
4877
Royal Harbor Partners
Texas
USD 101 M +USD 14.8 M +17% 18.3% 49.5% 87 32.18% 0.3
Eliot Finkel Investment Counsel
4878
Eliot Finkel Investment Counsel
California
USD 101 M +USD 9.31 M +10% 13.9% 88.9% 28 17.86% 3.2
Garrison Point Advisors
4879
Garrison Point Advisors
California
USD 101 M +USD 19.2 M +23% 21.6% 81.5% 128 15.63% 1.2
Values First Advisors
4880
Values First Advisors
Tennessee
USD 101 M +USD 17.7 M +21% 27.4% 87.6% 146 19.18% 0.4
Shone Asset Management
4881
Shone Asset Management
California
USD 101 M +USD 16.5 M +19% 19.5% – 37 16.22% 0.2
Fortis Advisors
4882
Fortis Advisors
Pennsylvania
USD 101 M -USD 48.4 M -32% 16.4% 72.8% 351 54.42% 2
Daily Journal Corp
4883
Daily Journal Corp
California
USD 101 M +USD 1.24 M +1% 2.46% 108% 4 0% 6.5
Carl P. Sherr & Co
4884
Carl P. Sherr & Co
Massachusetts
USD 101 M +USD 16.4 M +19% 17.6% 68.8% 107 13.08% 0.5
Venrock Partners Management V
4885
Venrock Partners Management V
California
USD 101 M – – 50.4% – 3 – 0
Peterson Wealth Management
4886
Peterson Wealth Management
Nevada
USD 101 M +USD 18.5 M +23% 15.3% 78% 54 33.33% 0.4
SCIM
4887
Spring Creek Investment Management
Pennsylvania
USD 100 M -USD 4.35 M -4% 25.9% 45.9% 11 36.36% 1.1
SC
4888
Steph & Co
Wisconsin
USD 100 M +USD 12.5 M +14% 18.1% 61.6% 273 21.25% 0.4
AlphaCore Capital
4889
AlphaCore Capital
California
USD 100 M -USD 26.8 M -21% 21.9% 85.9% 349 79.94% 0.5
Cypress Capital Management (Wyoming)
4890
Cypress Capital Management (Wyoming)
Wyoming
USD 100 M +USD 29.1 M +41% 28.5% 161% 214 22.43% 2.6
AUA Capital Management
4891
AUA Capital Management
Pennsylvania
USD 100 M -USD 5.55 M -5% 15.7% 70.2% 193 15.54% 3.1
SCA
4892
Strategic Capital Advisers
Colorado
USD 100 M +USD 16.9 M +20% 20.6% 51.4% 54 20.37% 1.8
DI
4893
DAGCO Inc
Ohio
USD 100 M +USD 7.54 M +8% 19.8% 75% 98 15.31% 1.3
Beam Wealth Advisors
4894
Beam Wealth Advisors
Louisiana
USD 99.3 M -USD 1.61 M -2% 18% 59.7% 172 36.05% 0.3
Vienna Insurance Group
4895
Vienna Insurance Group
Poland
USD 99.2 M +USD 19.9 M +25% 33.6% 188% 13 7.69% 0.7
KLC
4896
Knowledge Leaders Capital
Colorado
USD 98.8 M +USD 67.5 M +216% 25.5% 51.6% 118 84.75% 0.1
Portland Hill Asset Management
4897
Portland Hill Asset Management
United Kingdom
USD 98.8 M +USD 21.6 M +28% 43.8% 30.2% 23 4.35% 2.6
Harbor Advisory Corp
4898
Harbor Advisory Corp
New Hampshire
USD 98.7 M +USD 5.44 M +6% 15.9% 63.2% 35 2.86% 2.3
Concentrum Wealth Management
4899
Concentrum Wealth Management
California
USD 98.6 M +USD 24.1 M +32% 32.4% 174% 44 38.64% 0.9
Turim 21 Investimentos
4900
Turim 21 Investimentos
Brazil
USD 98.6 M +USD 50.2 M +104% 34.6% 62.1% 36 38.89% 1