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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)
SIP
5251
Scott Investment Partners
United Kingdom
USD 146 M +USD 3.38 M +2% 0.92% 44% 45 0% 0.7
BCFD
5252
Boit C.F. David
USD 146 M +USD 14.3 M +11% 0.55% 84.2% 115 12.17% 0.2
High Pines Wealth Management
5253
High Pines Wealth Management
Massachusetts
USD 146 M +USD 13.1 M +10% 0.01% 28.3% 44 15.91% 0.7
Ciovacco Capital Management
5254
Ciovacco Capital Management
Georgia
USD 146 M +USD 6.35 M +5% 0.22% 88.5% 30 26.67% 0.6
TWS
5255
Thomas W. Smith
USD 145 M -USD 9.27 M -6% 2.93% – 8 0% 6.4
Omnia Family Wealth
5256
Omnia Family Wealth
Florida
USD 145 M -USD 11 M -7% 1.54% 80.6% 75 18.67% 3.3
Midwest Wealth Management
5257
Midwest Wealth Management
Indiana
USD 145 M +USD 5.28 M +4% 0.82% – 102 8.82% 0.7
Cassia Capital Partners
5258
Cassia Capital Partners
North Carolina
USD 145 M +USD 12.3 M +9% 0.82% 55% 137 92.7% 0
Solitude Financial Services
5259
Solitude Financial Services
Virginia
USD 145 M +USD 7.29 M +5% 2.2% 62.4% 43 11.63% 0.7
JVL Associates
5260
JVL Associates
Michigan
USD 145 M +USD 89 k +0.1% 0.57% 81% 37 0% 3
IVC Wealth Advisors
5261
IVC Wealth Advisors
Pennsylvania
USD 145 M +USD 2.85 M +2% 0.08% 81.9% 147 10.2% 0.6
PHM
5262
Prospect Hill Management
New Jersey
USD 145 M +USD 6.69 M +5% 4.93% 85.1% 17 0% 0.7
New Potomac Partners
5263
New Potomac Partners
Maryland
USD 145 M -USD 2.14 M -1% 0.7% 37.2% 65 3.08% 3
First Dallas Securities
5264
First Dallas Securities
Texas
USD 145 M -USD 7.7 M -5% 4.08% 163% 126 14.29% 2.9
Clarus Group
5265
Clarus Group
Texas
USD 145 M +USD 11.2 M +8% 1.74% 67.5% 115 9.57% 0.7
Green Alpha Advisors
5266
Green Alpha Advisors
Colorado
USD 145 M -USD 2.08 M -1% 2.93% 316% 130 5.38% 0.6
Purus Wealth Management
5267
Purus Wealth Management
California
USD 145 M +USD 5.74 M +4% 0.16% 174% 108 20.37% 0.6
Attestor
5268
Attestor
United Kingdom
USD 145 M -USD 6.66 M -4% 8.69% 55.7% 3 33.33% 0.3
Truvvo Partners
5269
Truvvo Partners
New York
USD 144 M -USD 1.54 M -1% 2.57% 21.1% 32 25% 1.9
St. Clair Advisors
5270
St. Clair Advisors
Ohio
USD 144 M +USD 10.9 M +8% 0.19% 77.5% 51 21.57% 0.6
CoreFirst Bank & Trust
5271
CoreFirst Bank & Trust
Kansas
USD 144 M -USD 2.65 M -2% 1.11% 61.4% 453 3.09% 0.7
Pointe Capital Management
5272
Pointe Capital Management
Michigan
USD 144 M +USD 2.03 M +1% 0.23% 62.6% 153 7.19% 3.2
Profit Investment Management
5273
Profit Investment Management
Maryland
USD 144 M -USD 45.4 M -24% 1.27% 101% 90 3.33% 5.1
Providence Wealth Advisors
5274
Providence Wealth Advisors
Illinois
USD 144 M -USD 2.76 M -2% 0.83% 121% 100 9% 2.5
Solas Capital Management
5275
Solas Capital Management
Connecticut
USD 144 M +USD 1.18 M +0.8% 4.14% 62.5% 27 18.52% 1.2