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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)
Godshalk Welsh Capital Management
5051
Godshalk Welsh Capital Management
Pennsylvania
USD 160 M -USD 1.03 M -0.6% 0.7% 61.1% 117 2.56% 4.9
Colony Family Offices
5052
Colony Family Offices
North Carolina
USD 160 M -USD 3.57 M -2% 0.88% 53.9% 24 16.67% 0.7
LI
5053
Latash Investments
Alaska
USD 160 M +USD 2.37 M +2% 0.63% 110% 22 13.64% 1.4
Arbor Trust Wealth Advisors
5054
Arbor Trust Wealth Advisors
Michigan
USD 160 M +USD 812 k +0.5% 0.02% 63.8% 100 3% 1.5
Ranch Capital Advisors
5055
Ranch Capital Advisors
Florida
USD 160 M -USD 6.12 M -4% 0.34% 92.6% 836 41.63% 1.2
Millrace Asset Group
5056
Millrace Asset Group
Pennsylvania
USD 160 M -USD 31.6 M -16% 3.63% 113% 90 26.67% 1.1
Newbridge Financial Services Group
5057
Newbridge Financial Services Group
Florida
USD 160 M -USD 3.22 M -2% 1.5% 189% 1,688 30.04% 0.7
Newman & Schimel
5058
Newman & Schimel
Illinois
USD 160 M +USD 857 k +0.5% 1.29% – 48 6.25% 0.7
Blue Square Asset Management
5059
Blue Square Asset Management
New York
USD 160 M -USD 2.88 M -2% 1.01% 117% 85 9.41% 1.3
Mendel Money Management
5060
Mendel Money Management
Illinois
USD 160 M +USD 761 k +0.5% 1.33% 88.8% 72 6.94% 3.5
Woodward Diversified Capital
5061
Woodward Diversified Capital
California
USD 159 M -USD 15.8 M -9% 1.68% 118% 233 27.9% 0.6
AH Equity Partners IV (Parallel)
5062
AH Equity Partners IV (Parallel)
California
USD 159 M -USD 112 M -41% 22.4% – 2 50% 1
Armor Investment Advisors
5063
Armor Investment Advisors
North Carolina
USD 159 M -USD 6.17 M -4% 1.53% 62% 169 8.88% 3.4
AA
5064
AF Advisors
California
USD 159 M -USD 40.9 M -20% 19.6% 14.8% 25 12% 0.8
Brown Miller Wealth Management
5065
Brown Miller Wealth Management
Virginia
USD 159 M +USD 2.78 M +2% 0.24% 121% 128 12.5% 0.6
Muzinich & Co
5066
Muzinich & Co
New York
USD 159 M -USD 26.9 M -14% 0.33% 13.5% 52 28.85% 4.5
Masterton Capital Management
5067
Masterton Capital Management
New York
USD 159 M +USD 4.39 M +3% 5.13% 1.94% 26 57.69% 0.3
Concentrum Wealth Management
5068
Concentrum Wealth Management
California
USD 159 M +USD 3.43 M +2% 0.74% 174% 61 13.11% 1.4
Lebenthal Global Advisors
5069
Lebenthal Global Advisors
New York
USD 159 M -USD 27 M -15% 1.86% 57.2% 174 36.78% 0.5
Resource Planning Group
5070
Resource Planning Group
Georgia
USD 159 M -USD 13.6 M -8% 1.11% 1.9% 88 6.82% 1.7
FIM
5071
FWL Investment Management
Texas
USD 159 M -USD 5.72 M -3% 1.29% 165% 55 25.45% 0.6
Waycross Partners
5072
Waycross Partners
Kentucky
USD 159 M -USD 29.2 M -16% 0.36% 98.4% 102 35.29% 0.5
Tandem Capital Management
5073
Tandem Capital Management
New Jersey
USD 159 M +USD 38 k +0% 0.18% 128% 91 8.79% 1.4
FRM
5074
Fox Run Management
Connecticut
USD 159 M +USD 48.9 M +44% 4.12% 64% 673 84.55% 0.1
Catawba River Capital
5075
Catawba River Capital
South Carolina
USD 159 M -USD 211 k -0.1% 0.04% 89.5% 29 13.79% 1