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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)
Walnut Level Capital
4976
Walnut Level Capital
Colorado
USD 239 M +USD 13.8 M +6% 3.72% – 53 49.06% 0.5
Pinion Investment Advisors
4977
Pinion Investment Advisors
Kansas
USD 239 M +USD 37.8 M +19% 6.28% 75.4% 157 12.1% 2.9
Gold Investment Management
4978
Gold Investment Management
Alberta, Canada
USD 239 M +USD 2.4 M +1% 9.16% 117% 215 3.26% 0.7
Aragon Global Management
4979
Aragon Global Management
Florida
USD 239 M +USD 4.38 M +2% 5.18% – 16 18.75% 0.7
FC
4980
Fore Capital
New York
USD 239 M +USD 81.4 M +52% 4.38% 25.4% 57 43.86% 0.7
Wafra Inc
4981
Wafra Inc
New York
USD 239 M +USD 881 k +0.4% 2.31% 45.9% 2 0% 2.5
Davis Investment Partners
4982
Davis Investment Partners
North Carolina
USD 239 M -USD 4.55 M -2% 5.92% 88.9% 126 14.29% 1.3
Hassell Wealth Management
4983
Hassell Wealth Management
Louisiana
USD 239 M +USD 15.4 M +7% 5.51% 49.7% 27 0% 1.3
Commonwealth Retirement Investments
4984
Commonwealth Retirement Investments
Virginia
USD 238 M +USD 20.1 M +9% 7.69% 96.7% 94 5.32% 1.2
G&S Capital
4985
G&S Capital
Colorado
USD 238 M +USD 8.41 M +4% 6.85% 85.6% 132 19.7% 2.5
Wills Financial Group
4986
Wills Financial Group
Virginia
USD 238 M +USD 21.3 M +10% 9.11% 57.5% 66 6.06% 5.1
Kings Path Partners
4987
Kings Path Partners
Texas
USD 238 M +USD 26.1 M +12% 5.96% – 312 13.78% 0.2
Hanover Advisors
4988
Hanover Advisors
South Carolina
USD 238 M +USD 13.1 M +6% 5.13% – 95 6.32% 0.7
AFP
4989
Advus Financial Partners
Florida
USD 238 M +USD 13.4 M +6% 5.63% 56.5% 63 7.94% 2
Sentry Investment Management
4990
Sentry Investment Management
Wisconsin
USD 238 M +USD 12.9 M +6% 7.37% 103% 499 12.63% 5.3
WIM
4991
WIM Investment Management
Hong Kong
USD 238 M – – 9.09% – 14 – 0
Bennett Selby Investments
4992
Bennett Selby Investments
Maine
USD 238 M +USD 15.1 M +7% 6.61% 82.1% 76 7.89% 2.4
Lynch Asset Management
4993
Lynch Asset Management
Pennsylvania
USD 238 M +USD 3.49 M +1% 2.07% 214% 43 2.33% 2.5
OLIO Financial Planning
4994
OLIO Financial Planning
Virginia
USD 238 M +USD 551 k +0.2% 6.48% 52.9% 52 0% 2.2
WorthPointe
4995
WorthPointe
California
USD 238 M +USD 18.3 M +8% 6.52% 59.7% 85 23.53% 1.3
Jacobsen Capital Management
4996
Jacobsen Capital Management
Utah
USD 238 M +USD 13.8 M +6% 6.54% 97.3% 106 12.26% 2
Seneca House Advisors
4997
Seneca House Advisors
Virginia
USD 237 M +USD 6.85 M +3% 6.5% 58.2% 89 11.24% 3.8
One Degree Advisors
4998
One Degree Advisors
California
USD 237 M +USD 30 M +14% 5.76% – 65 24.62% 0.6
Castellan Group
4999
Castellan Group
Kentucky
USD 237 M +USD 27.2 M +13% 13.7% 184% 67 23.88% 1.7
Unique Wealth Strategies
5000
Unique Wealth Strategies
Illinois
USD 237 M +USD 23.8 M +11% 7.47% 96.9% 704 76.28% 0.5