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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)
Missouri Trust & Investment Company
5226
Missouri Trust & Investment Company
Missouri
USD 155 M -USD 11.8 M -7% 3.73% 81.6% 373 11.53% 1.1
Members Advisory Group
5227
Members Advisory Group
New York
USD 155 M +USD 7.57 M +5% 4.85% 70.6% 19 5.26% 1
Center Lake Capital Management
5228
Center Lake Capital Management
Florida
USD 155 M +USD 87.3 M +129% 17.7% 98.3% 9 33.33% 1.1
MI
5229
Moneywise Inc
Virginia
USD 155 M +USD 20.9 M +16% 4.06% 60.8% 51 9.8% 3.4
Five Oceans Advisors
5230
Five Oceans Advisors
California
USD 155 M +USD 10.1 M +7% 7.03% 85.3% 162 14.2% 1
Mitsubishi UFJ Asset Management (UK)
5231
Mitsubishi UFJ Asset Management (UK)
United Kingdom
USD 155 M +USD 11.3 M +8% 9.49% 151% 100 31% 1.7
AllSquare Wealth Management
5232
AllSquare Wealth Management
New York
USD 155 M +USD 8.67 M +6% 5.58% 62.4% 568 7.92% 4.3
Sterling Investment Advisors (Missouri)
5233
Sterling Investment Advisors (Missouri)
Missouri
USD 155 M +USD 8.26 M +6% 5.02% 45.1% 29 13.79% 6
Wynnefield Capital
5234
Wynnefield Capital
New York
USD 154 M -USD 19.5 M -11% 1.06% 52.1% 21 19.05% 3.9
Moseley Investment Management
5235
Moseley Investment Management
Florida
USD 154 M +USD 14.6 M +10% 12.4% 96.6% 149 9.4% 2.8
Yorktown Energy Partners XI
5236
Yorktown Energy Partners XI
New York
USD 154 M +USD 9.01 M +6% 9.42% 105% 4 0% 2.4
Cordant Inc
5237
Cordant Inc
Oregon
USD 154 M +USD 5.59 M +4% 4.07% 47% 83 15.66% 2.1
TL
5238
TowerView LLC
New York
USD 154 M -USD 1.04 M -0.7% 0.42% 16.3% 26 11.54% 3.6
Watchtower Advisors
5239
Watchtower Advisors
Connecticut
USD 154 M -USD 15.2 M -9% 15.5% 384% 18 50% 0.4
WorthPointe
5240
WorthPointe
California
USD 154 M +USD 6.35 M +4% 3.78% 59.7% 60 30% 0.7
NWK Group
5241
NWK Group
California
USD 154 M +USD 18 M +13% 26.2% 268% 82 35.37% 2
BCK Partners
5242
BCK Partners
New York
USD 154 M +USD 6.28 M +4% 4.22% 46% 29 10.34% 1.8
Greenfield Savings Bank
5243
Greenfield Savings Bank
Massachusetts
USD 154 M +USD 2.59 M +2% 5.8% 108% 141 9.22% 0.7
FFG
5244
Fortem Financial Group
California
USD 154 M -USD 17.1 M -10% 5.45% 183% 166 18.07% 1.8
Invus Financial Advisors
5245
Invus Financial Advisors
New York
USD 154 M -USD 34.4 M -18% 1.62% 29.5% 9 11.11% 1.9
Summit Rock Advisors
5246
Summit Rock Advisors
New York
USD 153 M +USD 6.62 M +5% 0.88% – 3 66.67% 0.5
ABLE Financial Group
5247
ABLE Financial Group
Arizona
USD 153 M – – 5.09% 64.2% 129 – 0
Goodwin Investment Advisory
5248
Goodwin Investment Advisory
Georgia
USD 153 M +USD 12.4 M +9% 10% 60.8% 223 66.82% 1.3
Omega Fund Management
5249
Omega Fund Management
Massachusetts
USD 153 M -USD 143 M -48% 0.53% 106% 16 12.5% 3.1
Coulter & Justus Financial Services
5250
Coulter & Justus Financial Services
Tennessee
USD 153 M +USD 6.09 M +4% 4.62% – 53 15.09% 0.6