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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)
Ascension Capital Advisors
5251
Ascension Capital Advisors
Texas
USD 239 M +USD 20.5 M +9% 10.9% 59.3% 42 21.43% 2.9
Gunderson Capital Management
5252
Gunderson Capital Management
South Carolina
USD 239 M +USD 83.9 M +54% 35.7% 961% 54 59.26% 0.5
Trueblood Wealth Management
5253
Trueblood Wealth Management
Ohio
USD 239 M +USD 23.6 M +11% 8.43% 89.9% 251 7.17% 1.2
Lightspeed Management Company
5254
Lightspeed Management Company
California
USD 239 M +USD 102 M +75% 17.2% – 10 50% 0.4
Phoenix Wealth Advisors
5255
Phoenix Wealth Advisors
North Carolina
USD 239 M +USD 9.29 M +4% 8.2% 60.1% 131 9.92% 2.7
Evergreen Private Wealth
5256
Evergreen Private Wealth
Colorado
USD 239 M +USD 24.7 M +12% 8.79% – 295 37.97% 0.9
Centennial Bank
5257
Centennial Bank
Arkansas
USD 239 M +USD 28.4 M +14% 9.76% 69.9% 357 12.04% 1.9
Robinson Capital Management
5258
Robinson Capital Management
Michigan
USD 238 M -USD 7.47 M -3% 3.15% 7.8% 126 24.6% 1.2
Raleigh Capital Management
5259
Raleigh Capital Management
North Carolina
USD 238 M +USD 17.6 M +8% 7.15% 79.9% 717 32.64% 1.7
Mullooly Asset Management
5260
Mullooly Asset Management
New Jersey
USD 238 M +USD 17.9 M +8% 8.1% – 48 4.17% 0.2
Valor Management
5261
Valor Management
Illinois
USD 238 M -USD 2.44 M -1% 0.49% 14.5% 4 0% 2
Union Square Park Capital Management
5262
Union Square Park Capital Management
New York
USD 238 M +USD 85.5 M +56% 30.2% 75.8% 62 46.77% 0.6
Intrepid Financial Planning Group
5263
Intrepid Financial Planning Group
Indiana
USD 238 M +USD 22 M +10% 10.7% 92.5% 126 8.73% 2.1
CAM
5264
CPA Asset Management
Florida
USD 238 M +USD 10.7 M +5% 4.83% 53.3% 86 5.81% 2
Aspen Investment Management
5265
Aspen Investment Management
Michigan
USD 238 M +USD 20.9 M +10% 9.82% 84.9% 157 13.38% 6.7
Cumberland Advisors
5266
Cumberland Advisors
Florida
USD 238 M +USD 17.1 M +8% 11% 73.5% 51 7.84% 4.8
WorthPointe
5267
WorthPointe
California
USD 238 M +USD 14.1 M +6% 7.69% 59.7% 106 23.58% 1.6
RFMS
5268
RWQ Financial Management Services
Florida
USD 238 M +USD 86.6 M +57% 41.1% 446% 32 59.38% 1.2
Sagil Capital
5269
Sagil Capital
United Kingdom
USD 238 M -USD 15.2 M -6% 11.4% 104% 26 65.38% 0.4
VU
5270
Valence8 US
Massachusetts
USD 238 M +USD 24.3 M +11% 10.6% 69.9% 14 42.86% 1.5
Dow Chemical Company
5271
Dow Chemical Company
Michigan
USD 238 M -USD 448 M -65% 9.64% 29.4% 4 0% 2.9
Flynn Zito Capital Management
5272
Flynn Zito Capital Management
New York
USD 238 M +USD 19.7 M +9% 10.4% 97.3% 133 9.02% 1.8
MP
5273
Mediatel Partners
Texas
USD 237 M -USD 6.26 M -3% 2.53% 11.6% 3 0% 9
PCA Investment Advisory Services
5274
PCA Investment Advisory Services
Ohio
USD 237 M +USD 48.2 M +25% 8.35% 71.4% 51 9.8% 1.8
SST
5275
S Squared Technology
New York
USD 237 M +USD 41.9 M +21% 41.1% 223% 36 11.11% 3.3