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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)
Horizon Financial Services
5401
Horizon Financial Services
North Carolina
USD 138 M +USD 23.8 M +21% 4.23% 39.5% 172 52.91% 0.4
Fure Financial Corporation
5402
Fure Financial Corporation
Minnesota
USD 138 M +USD 10.2 M +8% 5.73% 59.5% 87 77.01% 0.7
Amtrust Financial Services
5403
Amtrust Financial Services
New York
USD 137 M -USD 20.1 M -13% 4.1% 61.9% 96 48.96% 0.6
Rainwater Charitable Foundation
5404
Rainwater Charitable Foundation
Texas
USD 137 M +USD 7.28 M +6% 8.04% 44% 2 0% 1.4
Mountaineer Partners Management
5405
Mountaineer Partners Management
New York
USD 137 M -USD 5.41 M -4% 5.06% 158% 19 47.37% 1
ASI
5406
Advisory Services & Investments
Oregon
USD 137 M +USD 14.1 M +11% 6.26% 19.9% 23 4.35% 0.2
Round Rock Advisors
5407
Round Rock Advisors
Connecticut
USD 137 M +USD 11.4 M +9% 6.14% 87.4% 71 9.86% 0.4
Pinnacle Wealth Management Group
5408
Pinnacle Wealth Management Group
Michigan
USD 137 M – – 5.67% 64.3% 120 – 0
Moulton Wealth Management
5409
Moulton Wealth Management
Washington
USD 137 M +USD 4.51 M +3% 5.31% 47.8% 42 33.33% 0.5
Planning Directions
5410
Planning Directions
Pennsylvania
USD 137 M +USD 9.8 M +8% 3.65% 46.3% 71 14.08% 1.2
CWM
5411
Capital Wealth Management
Rhode Island
USD 137 M +USD 10.5 M +8% 5.57% 46.7% 37 16.22% 2.1
Bank of Marin
5412
Bank of Marin
California
USD 137 M +USD 10.3 M +8% 8.86% 80.3% 129 5.43% 1.2
EMJ Capital
5413
EMJ Capital
Ontario, Canada
USD 136 M -USD 317 M -70% 4.02% – 39 74.36% 0.2
Alta Wealth Advisors
5414
Alta Wealth Advisors
Massachusetts
USD 136 M +USD 16.8 M +14% 9.75% 120% 146 12.33% 0.4
Cairn Investment Group
5415
Cairn Investment Group
Washington
USD 136 M +USD 16.2 M +13% 5.57% 61.3% 77 15.58% 1.2
JNE Partners
5416
JNE Partners
United Kingdom
USD 136 M -USD 22.4 M -14% 0.41% 100% 14 57.14% 0.4
MRCP
5417
Manor Road Capital Partners
New York
USD 136 M +USD 1.49 M +1% 13.7% 78.3% 9 0% 1.8
HighMark Wealth Management
5418
HighMark Wealth Management
Minnesota
USD 136 M +USD 10.6 M +8% 6.4% 110% 539 15.77% 1
Summit Place Financial Advisors
5419
Summit Place Financial Advisors
New Jersey
USD 136 M +USD 11.8 M +9% 6.87% 111% 106 8.49% 0.8
Wealth Enhancement & Preservation of GA
5420
Wealth Enhancement & Preservation of GA
Georgia
USD 136 M +USD 6 M +5% 9.06% 82.2% 59 25.42% 0.9
Capital Square
5421
Capital Square
Tennessee
USD 136 M +USD 1.13 M +0.8% 6.56% 62.5% 160 20% 1.1
PM
5422
Parametrica Management
Hong Kong
USD 135 M -USD 72.6 M -35% 13% 584% 205 75.61% 0.3
Range Financial Group
5423
Range Financial Group
Oregon
USD 135 M +USD 25.5 M +23% 9.04% 195% 184 36.41% 0.2
Vaughan & Co Securities
5424
Vaughan & Co Securities
New Jersey
USD 135 M +USD 11.4 M +9% 5.98% 70.7% 54 5.56% 1.2
MAS
5425
Madden Advisory Services
Florida
USD 135 M +USD 7.48 M +6% 6.68% 52.3% 69 1.45% 4.6