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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)
CFG
5151
CMC Financial Group
Georgia
USD 185 M +USD 13.7 M +8% 6.85% 102% 32 34.38% 1.5
Ferguson Shapiro
5152
Ferguson Shapiro
Georgia
USD 185 M +USD 14.7 M +9% 6.46% 42.7% 38 31.58% 0.7
Tempus Wealth Planning
5153
Tempus Wealth Planning
California
USD 185 M +USD 8.78 M +5% 6.17% 95% 160 7.5% 1.1
SummerHaven Investment Management
5154
SummerHaven Investment Management
Connecticut
USD 185 M +USD 14.5 M +8% 14% 150% 200 1.5% 0.5
MCM
5155
McMillion Capital Management
North Carolina
USD 185 M +USD 14.9 M +9% 10.1% 59.3% 84 7.14% 4.8
Compass Advisory Group
5156
Compass Advisory Group
New York
USD 185 M +USD 15 M +9% 3.93% 49.2% 67 28.36% 0.7
EMJ Capital
5157
EMJ Capital
Ontario, Canada
USD 185 M -USD 221 M -54% 15.5% – 52 82.69% 0.3
AH Equity Partners LSV II
5158
AH Equity Partners LSV II
California
USD 184 M – – 51.8% – 4 – 0
Vista Investment Management
5159
Vista Investment Management
Pennsylvania
USD 184 M +USD 13.8 M +8% 5.56% 54.4% 167 8.38% 3
Seelaus Asset Management
5160
Seelaus Asset Management
New Jersey
USD 184 M +USD 13.3 M +8% 7.86% 134% 303 21.45% 1.5
Fundsmith Investment Services
5161
Fundsmith Investment Services
Mauritius
USD 184 M +USD 19.5 M +12% 11.1% 53.6% 29 0% 0.5
EDBI Pte Ltd
5162
EDBI Pte Ltd
Singapore
USD 184 M – – 22.4% 6.21% 19 – 0
Successful Portfolios
5163
Successful Portfolios
Florida
USD 184 M +USD 16.5 M +10% 8.56% 110% 219 8.68% 2.5
Briaud Financial Planning
5164
Briaud Financial Planning
Texas
USD 184 M +USD 31.8 M +21% 3.75% 113% 27 33.33% 1
Mountaineer Partners Management
5165
Mountaineer Partners Management
New York
USD 184 M +USD 30.7 M +20% 8.45% 158% 19 26.32% 0.8
Garrison Asset Management
5166
Garrison Asset Management
Arkansas
USD 184 M +USD 19 M +12% 13.1% 52.1% 107 6.54% 5.4
CCP
5167
Cunning Capital Partners
North Carolina
USD 184 M -USD 6.12 M -3% 13.5% 268% 42 33.33% 1
RCI
5168
Ridgeback Capital Investments
Florida
USD 184 M – – 29.2% – 3 – 0
Norwood Investment Partners
5169
Norwood Investment Partners
California
USD 183 M – – 11.4% 25.2% 10 – 0
Sequent Asset Management
5170
Sequent Asset Management
Texas
USD 183 M +USD 8.72 M +5% 5.13% 51.3% 71 7.04% 2.8
Bertram Growth Capital III
5171
Bertram Growth Capital III
California
USD 183 M – – 11.2% – 1 – 0
CC
5172
Coann Capital
Connecticut
USD 183 M +USD 79.5 M +77% 10.4% – 29 75.86% 0.1
IAS
5173
Investment Advisory Services
Texas
USD 183 M +USD 19.9 M +12% 13% 74.9% 99 11.11% 1.6
FAC
5174
Forrestal Agricultural Corporation
New Jersey
USD 183 M – – 6.6% – 1 – 0
ForthRight Wealth Management
5175
ForthRight Wealth Management
Georgia
USD 183 M +USD 18.2 M +11% 8.81% 50.4% 46 17.39% 0.7