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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)
RCM
5226
Ratan Capital Management
Florida
USD 269 M -USD 94.2 M -26% 3.79% 616% 44 34.09% 2.4
ML
5227
MTCO Ltd
USD 269 M +USD 22.1 M +9% 6.37% – 2 0% 0.5
Union Heritage Capital
5228
Union Heritage Capital
Michigan
USD 269 M -USD 26 M -9% 2.65% 82.1% 65 12.31% 4
Summit Investment Advisory Services
5229
Summit Investment Advisory Services
Minnesota
USD 269 M +USD 4.23 M +2% 2.46% 74.2% 85 8.24% 1.4
Stableford Capital II
5230
Stableford Capital II
Arizona
USD 269 M -USD 7.64 M -3% 2.68% 66.9% 162 21.6% 1.9
HIC
5231
Harbor Island Capital
Massachusetts
USD 269 M +USD 8.37 M +3% 4.36% 218% 16 6.25% 6.8
Martin Capital Partners
5232
Martin Capital Partners
Oregon
USD 269 M +USD 3.25 M +1% 7.35% 42.3% 72 8.33% 4.4
Holistic Financial Partners
5233
Holistic Financial Partners
Indiana
USD 269 M -USD 6.73 M -2% 3.02% 95.7% 152 14.47% 3.4
Wittenberg Investment Management
5234
Wittenberg Investment Management
Massachusetts
USD 269 M +USD 8.31 M +3% 2.13% 89.9% 77 10.39% 5.5
Spectrum Wealth Advisory Group
5235
Spectrum Wealth Advisory Group
California
USD 269 M -USD 3.09 M -1% 2.77% 76.1% 61 11.48% 3
Breakwater Investment Management
5236
Breakwater Investment Management
Washington
USD 269 M -USD 7.45 M -3% 1.77% – 575 25.57% 1.2
Power Wealth Management
5237
Power Wealth Management
Georgia
USD 269 M -USD 15.3 M -5% 2.06% 41.8% 104 17.31% 1.6
Strait & Sound Wealth Management
5238
Strait & Sound Wealth Management
California
USD 269 M -USD 118 k -0% 3.3% 74% 177 18.64% 1.9
Northstar Advisory Group
5239
Northstar Advisory Group
New Jersey
USD 269 M -USD 12.9 M -5% 1.97% 141% 137 35.77% 1.8
Untitled Investments
5240
Untitled Investments
New York
USD 269 M -USD 64.3 M -19% 6.67% 79.6% 20 35% 1.6
National Wealth Management Group
5241
National Wealth Management Group
Ohio
USD 269 M -USD 20 M -7% 0.73% 128% 262 24.81% 1.5
Prosperitas Financial
5242
Prosperitas Financial
California
USD 268 M +USD 11.2 M +4% 2.67% 118% 102 32.35% 1.2
Nvest Financial
5243
Nvest Financial
New Hampshire
USD 268 M +USD 27.9 M +12% 1.53% 92.8% 142 12.68% 1.8
Foursixthree Capital
5244
Foursixthree Capital
New York
USD 268 M +USD 10.9 M +4% 2.58% – 22 45.45% 0.8
AIP LLC
5245
AIP LLC
New York
USD 268 M -USD 100 M -27% 25.8% 54.9% 3 0% 1.9
Persistent Asset Partners
5246
Persistent Asset Partners
Hong Kong
USD 268 M +USD 45.6 M +20% 35.4% – 508 65.35% 0.3
BCU Wealth Advisors
5247
BCU Wealth Advisors
Illinois
USD 268 M +USD 6.91 M +3% 0.47% 57.7% 64 10.94% 1.6
VarCov Co
5248
VarCov Co
Connecticut
USD 268 M +USD 14.9 M +6% 0.71% – 695 85.04% 0.1
Worth Asset Management
5249
Worth Asset Management
Texas
USD 268 M +USD 32.4 M +14% 1.8% 115% 209 37.8% 1.2
Colorado Capital Management
5250
Colorado Capital Management
Colorado
USD 268 M +USD 1.84 M +0.7% 1.67% 60.4% 110 9.09% 5.3