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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)
GECH
4976
Garnet Equity Capital Holdings
New York
USD 176 M -USD 104 M -37% 22.4% 302% 43 44.19% 0.7
Red Spruce Capital
4977
Red Spruce Capital
Pennsylvania
USD 176 M -USD 9.5 M -5% 1.93% 98.4% 94 11.7% 3
I2I
4978
Insight 2811 Inc
Illinois
USD 176 M -USD 7.65 M -4% 1.76% 30.8% 100 24% 4
Corundum Group
4979
Corundum Group
Colorado
USD 176 M -USD 24.5 M -12% 3.87% 89.5% 116 12.07% 3.8
Burrus Financial Services
4980
Burrus Financial Services
Utah
USD 176 M -USD 5.81 M -3% 2.94% 31.3% 9 22.22% 1.1
Landmark Wealth Management (New York)
4981
Landmark Wealth Management (New York)
New York
USD 176 M +USD 63.1 M +56% 4.42% 37.9% 74 48.65% 0.8
Hillcrest Wealth Advisors
4982
Hillcrest Wealth Advisors
New Jersey
USD 176 M +USD 6.2 M +4% 3.75% 58.7% 48 4.17% 3.8
NERM
4983
New England Research & Management
Illinois
USD 175 M +USD 3.1 M +2% 5.8% 65% 176 39.77% 3.5
Weinberger Asset Management
4984
Weinberger Asset Management
California
USD 175 M -USD 6.17 M -3% 4.18% 89.6% 78 6.41% 1.3
LFP
4985
Lakeshore Financial Planning
Michigan
USD 175 M – – 3.02% 65.4% 62 – 0
Tyler-Stone Wealth Management
4986
Tyler-Stone Wealth Management
Ohio
USD 175 M -USD 1.74 M -1% 1.96% – 971 8.03% 1.4
GS Investments
4987
GS Investments
Minnesota
USD 175 M -USD 8.08 M -4% 3.14% 94.1% 141 2.84% 2.9
Kennicott Capital Management
4988
Kennicott Capital Management
California
USD 175 M -USD 19.7 M -10% 5.16% 98% 41 12.2% 2.2
St. Johns Investment Management
4989
St. Johns Investment Management
Florida
USD 175 M -USD 8.8 M -5% 3.48% 91.9% 207 9.66% 5.3
Harbour Investment Management
4990
Harbour Investment Management
Washington
USD 175 M -USD 14.9 M -8% 3.13% 58.8% 79 12.66% 6.8
Cypress Financial Planning
4991
Cypress Financial Planning
New Jersey
USD 175 M -USD 1.61 M -0.9% 4.19% 41.2% 63 14.29% 1
Thames Capital Management
4992
Thames Capital Management
New Jersey
USD 175 M -USD 12.8 M -7% 3.37% 1,177% 30 36.67% 1.9
Highview Capital Management
4993
Highview Capital Management
Illinois
USD 175 M -USD 10.9 M -6% 2.42% 123% 110 20% 1.2
Demars Financial Group
4994
Demars Financial Group
Washington
USD 175 M -USD 5.24 M -3% 2.97% 69.1% 86 31.4% 1.9
CC
4995
Claybrook Capital
Massachusetts
USD 175 M -USD 12.7 M -7% 3.79% 7.15% 142 3.52% 1.9
Briggs Advisory Group
4996
Briggs Advisory Group
Rhode Island
USD 175 M -USD 4.37 M -2% 4.38% – 60 6.67% 1.4
GAMC
4997
Garner Asset Management Corp
Texas
USD 175 M -USD 4.72 M -3% 3.15% 103% 156 3.85% 4.7
Olympus Wealth Management
4998
Olympus Wealth Management
Utah
USD 175 M -USD 11 M -6% 3.3% 43.1% 12 0% 1.8
TL Private Wealth
4999
TL Private Wealth
Texas
USD 175 M -USD 5.42 M -3% 3.01% 50.6% 42 16.67% 3.1
Sterling Investment Counsel
5000
Sterling Investment Counsel
New York
USD 175 M -USD 10.7 M -6% 3.55% 93.8% 164 13.41% 1.4