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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)
Hahn Capital Management
5251
Hahn Capital Management
California
USD 228 M +USD 72.9 M +47% 0.36% 71.7% 30 6.67% 6.8
Family Office Research
5252
Family Office Research
Maryland
USD 228 M – – 3.67% – 75 – 0
Sensible Money
5253
Sensible Money
Arizona
USD 228 M -USD 784 k -0.3% 2.11% 69.1% 87 6.9% 1.7
Ruggaard & Associates
5254
Ruggaard & Associates
Ohio
USD 228 M -USD 1.71 M -0.7% 0.18% 47.6% 118 8.47% 1.5
Harbour Investment Management
5255
Harbour Investment Management
Washington
USD 228 M +USD 2.28 M +1% 0.25% 58.8% 99 9.09% 5.9
BNMT
5256
Bawa N Mallick Trust
New York
USD 228 M – – 4.06% – 68 – 0
Orion Capital Management
5257
Orion Capital Management
California
USD 228 M +USD 21.7 M +11% 3.58% 75.3% 482 72.41% 0.8
ANB Bank
5258
ANB Bank
Colorado
USD 228 M – – 0.68% – 115 – 0
RP Management
5259
RP Management
New York
USD 228 M USD 0 0% 18.9% 208% 4 0% 2.9
Hanwha Asset Management
5260
Hanwha Asset Management
South Korea
USD 228 M – – 24.2% – 1 – 2
OGF
5261
Orin Green Financial
California
USD 228 M -USD 4.25 M -2% 0.86% 59.1% 85 97.65% 0
Buttonwood Financial Advisors
5262
Buttonwood Financial Advisors
Maryland
USD 227 M -USD 1.79 M -0.8% 0.89% 73.4% 98 3.06% 2.2
MY.Alpha Management HK Advisors
5263
MY.Alpha Management HK Advisors
Hong Kong
USD 227 M -USD 52.8 M -19% 12.4% 423% 22 59.09% 0.7
PHM
5264
Prospect Hill Management
New Jersey
USD 227 M +USD 28.2 M +14% 16.8% 85.1% 16 0% 3.1
SLA
5265
Silver Lake Advisory
Utah
USD 227 M -USD 16.7 M -7% 1.2% 76.7% 101 6.93% 4.1
Waterway Wealth Management
5266
Waterway Wealth Management
Texas
USD 227 M -USD 5.44 M -2% 1.9% 52.2% 80 15% 0.7
DQRIM
5267
Dale Q Rice Investment Management
Washington
USD 227 M – – 7.09% – 64 – 0
NKCFO LLC
5268
NKCFO LLC
Illinois
USD 227 M +USD 18 M +9% 10.5% 237% 136 64.71% 0.7
Gullane Capital
5269
Gullane Capital
Tennessee
USD 227 M – – 19.5% – 5 – 0
Squire Investment Management Company
5270
Squire Investment Management Company
Utah
USD 227 M +USD 17 M +8% 1.99% 62.4% 66 6.06% 0.8
SI
5271
Saxon Interests
Texas
USD 227 M +USD 7.59 M +3% 1.58% 81.2% 199 11.56% 1
Sharper & Granite
5272
Sharper & Granite
California
USD 227 M +USD 2.99 M +1% 1.34% 50.8% 105 4.76% 1.8
Key Client Fiduciary Advisors
5273
Key Client Fiduciary Advisors
New Jersey
USD 227 M +USD 3.4 M +2% 1.98% 107% 207 9.66% 1.9
Ashburton (Jersey)
5274
Ashburton (Jersey)
Jersey
USD 227 M -USD 49.1 M -18% 4.59% – 58 27.59% 3.1
OIA
5275
Optimum Investment Advisors
Illinois
USD 227 M -USD 4.71 M -2% 2.8% 125% 649 6.78% 6