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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)
LI
5351
Latigo Investments
Florida
USD 195 M +USD 255 k +0.1% 0.25% 56.6% 20 0% 2.1
Mudita Advisors
5352
Mudita Advisors
United Kingdom
USD 195 M +USD 27.4 M +16% 3.35% 143% 19 21.05% 1.8
JPLA
5353
Joseph P. Lucia & Associates
New York
USD 195 M +USD 8.55 M +5% 2.97% 74.3% 129 10.08% 3.5
Pine Brook Road Advisors
5354
Pine Brook Road Advisors
New York
USD 195 M -USD 51.5 M -21% 12% – 3 0% 0.5
WA1
5355
Wimmer Associates 1
California
USD 195 M +USD 4.91 M +3% 4.36% 78.9% 113 6.19% 6.5
Seeds Investor
5356
Seeds Investor
New York
USD 195 M +USD 86.6 M +80% 2.85% – 230 34.78% 0.3
Slagle Financial
5357
Slagle Financial
Illinois
USD 195 M +USD 10.7 M +6% 3.8% 77.9% 122 18.85% 0.9
Deane Retirement Strategies
5358
Deane Retirement Strategies
Louisiana
USD 195 M -USD 2.05 M -1% 3.05% 73.4% 94 40.43% 2.4
Burkett Financial Services
5359
Burkett Financial Services
South Carolina
USD 195 M +USD 914 k +0.5% 1.73% 63.6% 206 5.83% 0.5
Rockingstone Advisors
5360
Rockingstone Advisors
Massachusetts
USD 195 M +USD 1.13 M +0.6% 4.08% 114% 110 10.91% 1.3
Peak XV Partners Operations
5361
Peak XV Partners Operations
Mauritius
USD 195 M -USD 82.2 M -30% 29.4% – 3 0% 0.4
Sonata Capital Group
5362
Sonata Capital Group
Washington
USD 195 M -USD 24.9 M -11% 2.43% 66.5% 116 24.14% 6.1
FOCUS Wealth Advisors
5363
FOCUS Wealth Advisors
Texas
USD 195 M +USD 8.02 M +4% 1.24% 68.7% 59 1.69% 2
Sagil Capital
5364
Sagil Capital
United Kingdom
USD 195 M +USD 11.7 M +6% 7.98% 104% 32 62.5% 0.5
Lavaca Capital
5365
Lavaca Capital
Texas
USD 195 M +USD 23.4 M +14% 3.96% 46.5% 94 21.28% 2.4
Straight Path Wealth Management
5366
Straight Path Wealth Management
Michigan
USD 195 M +USD 16.6 M +9% 1.95% 70.4% 99 12.12% 1.3
MFC
5367
Mechanics Financial Corp
Ohio
USD 195 M +USD 2.44 M +1% 1.25% 81.6% 232 9.91% 2.2
Greenfield Savings Bank
5368
Greenfield Savings Bank
Massachusetts
USD 195 M +USD 4.29 M +2% 3.23% 108% 155 9.03% 1.6
First County Bank
5369
First County Bank
Connecticut
USD 194 M -USD 10.2 M -5% 3.55% 101% 168 7.74% 1.4
Bridger Management
5370
Bridger Management
New York
USD 194 M -USD 27.5 M -12% 5.93% 103% 33 21.21% 1.6
Cora Capital Advisors
5371
Cora Capital Advisors
New Jersey
USD 194 M +USD 6.9 M +4% 1.53% 70.5% 100 9% 1.3
TSM
5372
Two Star Manager
Florida
USD 194 M +USD 2.57 M +1% 3.11% – 18 27.78% 0.3
Hazlett, Burt & Watson
5373
Hazlett, Burt & Watson
West Virginia
USD 194 M +USD 27.3 M +16% 2.68% 97.1% 745 9.13% 1.7
DA
5374
DCF Advisers
Connecticut
USD 194 M -USD 8.89 M -4% 3.79% 372% 105 31.43% 1.8
Claris Advisors
5375
Claris Advisors
Missouri
USD 194 M -USD 4.24 M -2% 0.58% 65.7% 58 6.9% 1.6