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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)
Sittner & Nelson
4976
Sittner & Nelson
Oregon
USD 164 M +USD 14.6 M +10% 10.2% 88.1% 472 4.87% 1.7
Chase Investment Counsel
4977
Chase Investment Counsel
Virginia
USD 163 M +USD 5.37 M +3% 12.1% 350% 101 21.78% 1.7
Lincoln Capital Corp
4978
Lincoln Capital Corp
Rhode Island
USD 163 M +USD 14.5 M +10% 8.52% 82% 73 21.92% 2.5
Tenzing Global Management
4979
Tenzing Global Management
California
USD 163 M -USD 46.7 M -22% 1% 273% 19 57.89% 1.6
Zullo Investment Group
4980
Zullo Investment Group
Pennsylvania
USD 163 M +USD 8.45 M +5% 7.54% 143% 791 4.17% 1
Taylor Hoffman Wealth Management
4981
Taylor Hoffman Wealth Management
Virginia
USD 163 M -USD 27.4 M -14% 9.59% 47.8% 134 27.61% 3.7
Peninsula Asset Management
4982
Peninsula Asset Management
Florida
USD 163 M +USD 6.63 M +4% 9.58% 44.1% 44 2.27% 7.3
First Financial Corp
4983
First Financial Corp
Indiana
USD 163 M +USD 14.1 M +9% 8.88% 95.3% 384 2.86% 5.9
Black Diamond Capital Management
4984
Black Diamond Capital Management
Connecticut
USD 163 M -USD 986 k -0.6% 23% 28.3% 12 0% 2.3
United Bank (Georgia)
4985
United Bank (Georgia)
Georgia
USD 163 M +USD 12.7 M +8% 10.1% 81.2% 87 4.6% 4.2
Investment Advisory Group
4986
Investment Advisory Group
Massachusetts
USD 163 M +USD 18.8 M +13% 7.72% 61.6% 141 14.18% 0.8
Brookmont Capital Management
4987
Brookmont Capital Management
Texas
USD 163 M +USD 18.8 M +13% 14.8% 32.2% 48 6.25% 6.5
Hudson Value Partners
4988
Hudson Value Partners
Florida
USD 163 M +USD 14.2 M +10% 10.5% 124% 105 6.67% 1.6
Visa Foundation
4989
Visa Foundation
California
USD 163 M -USD 3.54 M -2% 4.69% 58.1% 1 0% 1
Running Point Capital Advisors
4990
Running Point Capital Advisors
California
USD 163 M +USD 11.9 M +8% 5.91% 52.1% 240 19.17% 1.2
CC
4991
Claybrook Capital
Massachusetts
USD 163 M +USD 5.12 M +3% 6.66% 7.15% 144 14.58% 1.3
Cassady Schiller Wealth Management
4992
Cassady Schiller Wealth Management
Ohio
USD 163 M -USD 10.6 M -6% 10.1% 21.8% 471 77.92% 0.2
Weinberger Asset Management
4993
Weinberger Asset Management
California
USD 163 M +USD 18.1 M +13% 10.3% 89.6% 75 13.33% 0.7
NAH
4994
Neumann Advisory (HK)
Hong Kong
USD 163 M -USD 123 M -43% 30.8% 77.3% 16 12.5% 2.9
CJM Wealth Advisers
4995
CJM Wealth Advisers
Virginia
USD 163 M +USD 22.1 M +16% 9.6% 76.8% 58 15.52% 0.8
City State Bank
4996
City State Bank
Iowa
USD 163 M +USD 19.6 M +14% 8.82% 79.1% 713 10.1% 0.9
RAM Investment Partners
4997
RAM Investment Partners
Washington
USD 163 M – – 6.83% 61.9% 49 – 0
Acuta Capital Partners
4998
Acuta Capital Partners
California
USD 163 M -USD 69.7 M -30% 17.7% 7,269% 55 52.73% 1.3
WR Wealth Planners
4999
WR Wealth Planners
Missouri
USD 162 M +USD 20.3 M +14% 8.88% 22.1% 548 12.96% 0.7
True Wind Capital Management
5000
True Wind Capital Management
California
USD 162 M +USD 929 k +0.6% 2.23% 59.6% 3 0% 1