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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)
Cypress Financial Planning
5226
Cypress Financial Planning
New Jersey
USD 150 M +USD 8.82 M +6% 6.51% 41.2% 57 19.3% 0.4
JLP Asset Management
5227
JLP Asset Management
New York
USD 150 M +USD 9.41 M +7% 3.04% 16.1% 25 32% 2.1
Ibex Investors
5228
Ibex Investors
Colorado
USD 149 M -USD 45 M -23% 12.5% 16.6% 65 78.46% 0.4
Regimen Wealth
5229
Regimen Wealth
Georgia
USD 149 M – – 6.23% 34.4% 61 – 0
Lindenwold Advisors
5230
Lindenwold Advisors
Pennsylvania
USD 149 M +USD 14.2 M +10% 9.17% 75% 121 17.36% 0.8
Leicht Financial Planning & Wealth Management
5231
Leicht Financial Planning & Wealth Management
New Jersey
USD 149 M +USD 9.27 M +7% 7.61% 46.3% 29 37.93% 1.2
Beaton Management Company
5232
Beaton Management Company
Massachusetts
USD 149 M +USD 16.8 M +13% 13.9% 95.9% 128 5.47% 4.2
Beta Wealth Group
5233
Beta Wealth Group
California
USD 149 M +USD 10.2 M +7% 5.8% 45.4% 104 19.23% 1.2
Blue Water Life Science Advisors
5234
Blue Water Life Science Advisors
California
USD 149 M -USD 98.9 M -40% 0.91% 503% 11 45.45% 0.8
Financial Freedom LLC
5235
Financial Freedom LLC
Ohio
USD 149 M – – 6.43% 72% 408 – 0
GoodHaven Capital Management
5236
GoodHaven Capital Management
New Jersey
USD 149 M +USD 10.5 M +8% 9.91% 80.7% 29 6.9% 4
Cordant Inc
5237
Cordant Inc
Oregon
USD 148 M +USD 11.5 M +8% 6.43% 47% 78 15.38% 1.8
Sequent Asset Management
5238
Sequent Asset Management
Texas
USD 148 M +USD 15.2 M +11% 9.41% 51.3% 76 19.74% 3
Concorde Financial
5239
Concorde Financial
Texas
USD 148 M +USD 318 +0% 13.9% 81.3% 58 0% 0.6
Islet Management
5240
Islet Management
New York
USD 148 M -USD 231 M -61% 5.19% 75.3% 101 72.28% 0.6
GA
5241
Gagnon Advisors
New York
USD 148 M -USD 6.27 M -4% 13.5% 129% 32 9.38% 4.4
Lagoda Investment Management
5242
Lagoda Investment Management
New York
USD 148 M +USD 7.5 M +5% 21.4% 250% 41 9.76% 4.6
Concord Asset Management (Virginia)
5243
Concord Asset Management (Virginia)
Virginia
USD 148 M +USD 18.8 M +15% 6.21% 64.7% 67 46.27% 0.5
Key Client Fiduciary Advisors
5244
Key Client Fiduciary Advisors
New Jersey
USD 148 M +USD 37.6 M +34% 8.13% 107% 162 33.95% 0.6
Alta Wealth Advisors
5245
Alta Wealth Advisors
Massachusetts
USD 148 M +USD 8.27 M +6% 6.56% 120% 151 16.56% 1.5
Westhampton Capital
5246
Westhampton Capital
North Carolina
USD 148 M +USD 15.3 M +11% 11.7% 105% 118 11.02% 2.7
YC
5247
Yunqi Capital
Hong Kong
USD 148 M +USD 56.7 M +62% 44.1% 71.4% 7 57.14% 0.4
DA
5248
DCF Advisers
Connecticut
USD 148 M -USD 6.81 M -4% 8.21% 372% 85 34.12% 1.5
Eudaimonia Advisors
5249
Eudaimonia Advisors
Tennessee
USD 148 M +USD 2.82 M +2% 9.48% – 159 10.06% 0.8
MG
5250
Meditor Group
Bermuda
USD 148 M -USD 2.43 M -2% 0.75% 41.1% 4 0% 7