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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)
CWAG
4951
Compton Wealth Advisory Group
Virginia
USD 93.9 M +USD 16.8 M +22% 21.5% 76.1% 63 19.05% 1.2
CWM
4952
Capital Wealth Management
Rhode Island
USD 93.9 M +USD 14.1 M +18% 17.3% 46.7% 33 9.09% 1.6
Mangham Associates
4953
Mangham Associates
Virginia
USD 93.8 M +USD 7.1 M +8% 18.9% 24.4% 5 0% 1.4
DIS
4954
Diversified Investment Strategies
Louisiana
USD 93.7 M +USD 19.1 M +26% 27.6% 86% 40 12.5% 3
VERITY Wealth Advisors
4955
VERITY Wealth Advisors
United States
USD 93.6 M +USD 20 M +27% 16% 59.9% 49 12.24% 1.3
Atlas Venture Associates IX
4956
Atlas Venture Associates IX
Massachusetts
USD 93.5 M +USD 46.2 M +98% 126% 89.8% 6 0% 2.7
Capital Square
4957
Capital Square
Tennessee
USD 93.5 M +USD 7.74 M +9% 21% 62.5% 313 57.83% 0.4
AWM
4958
Aberdeen Wealth Management
Illinois
USD 93.3 M +USD 11.1 M +13% 19.7% 73.1% 143 27.27% 0.4
Horizon Bancorp
4959
Horizon Bancorp
Indiana
USD 93.1 M +USD 28.4 M +44% 10.6% 33.4% 279 15.05% 0.4
Security National Bank of Sioux City Iowa
4960
Security National Bank of Sioux City Iowa
Iowa
USD 93 M +USD 15.7 M +20% 19.6% 61% 86 9.3% 4
First National Bank of South Miami
4961
First National Bank of South Miami
Florida
USD 92.6 M +USD 13.3 M +17% 16.2% 35.2% 304 8.55% 1.2
VCA
4962
VIEX Capital Advisors
Florida
USD 92.4 M +USD 9.14 M +11% 13.1% 30.6% 17 70.59% 0.6
TMC
4963
Trellus Management Company
Florida
USD 92.4 M +USD 36.6 M +66% 72.7% 268% 86 61.63% 1.6
TCM
4964
Taal Capital Management
Massachusetts
USD 92.3 M +USD 14.7 M +19% 15.4% – 21 42.86% 0.2
Jess S. Morgan & Co
4965
Jess S. Morgan & Co
California
USD 92.1 M +USD 15.2 M +20% 26.1% 69.3% 41 9.76% 0.4
Beacon Financial Advisory
4966
Beacon Financial Advisory
Ohio
USD 91.9 M +USD 13.3 M +17% 17% 76.8% 155 19.35% 0.4
Gemsstock Ltd
4967
Gemsstock Ltd
United Kingdom
USD 91.8 M -USD 59.7 M -39% 23.6% 149% 17 64.71% 0.3
Private Harbour Investment Management & Counsel
4968
Private Harbour Investment Management & Counsel
Ohio
USD 91.8 M +USD 6.89 M +8% 19.8% 82.6% 62 14.52% 4
Cruiser Capital Advisors
4969
Cruiser Capital Advisors
Connecticut
USD 91.7 M +USD 12.7 M +16% 34.1% 192% 32 46.88% 1.1
RICHC
4970
Renaissance Investment Consultants Holding Company
Pennsylvania
USD 91.6 M +USD 19.8 M +28% 22.1% – 97 30.93% 0.4
Hilltop Wealth Advisors
4971
Hilltop Wealth Advisors
North Carolina
USD 91.3 M +USD 9.43 M +12% 18.4% 58.3% 30 20% 0.4
White Square Capital
4972
White Square Capital
United Kingdom
USD 91.3 M -USD 142 M -61% 48.4% 542% 28 85.71% 0.1
Ellsworth Advisors
4973
Ellsworth Advisors
Ohio
USD 91.3 M – – 14.2% 131% 76 – 0
FP
4974
Factorial Partners
New York
USD 91.3 M +USD 16.3 M +22% 24.1% 88.7% 111 21.62% 1.4
Copernicus Capital Management
4975
Copernicus Capital Management
California
USD 91.2 M +USD 8.59 M +10% 39.9% 126% 27 81.48% 0.3