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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)
BCFD
5401
Boit C.F. David
USD 140 M +USD 17.3 M +14% 15.3% 84.2% 109 1.83% 1.4
Albert D. Mason Inc
5402
Albert D. Mason Inc
Massachusetts
USD 140 M +USD 15.4 M +12% 10.6% 83.4% 161 10.56% 4.9
Zoom Communications
5403
Zoom Communications
California
USD 140 M +USD 10.1 M +8% 8.04% 10.7% 3 0% 0.8
Pinnacle Family Advisors
5404
Pinnacle Family Advisors
Missouri
USD 140 M +USD 24.5 M +21% 4.16% 85.8% 97 24.74% 1.6
Keyframe Capital Partners
5405
Keyframe Capital Partners
New York
USD 140 M +USD 39.1 M +39% 7.8% 6.45% 8 0% 0.2
Ferguson Shapiro
5406
Ferguson Shapiro
Georgia
USD 140 M -USD 26.6 M -16% 1.66% 42.7% 50 34% 0.9
Safeguard Financial
5407
Safeguard Financial
Wisconsin
USD 140 M +USD 31.7 M +29% 7.87% 21.9% 68 29.41% 0.4
Beacon Financial Advisory
5408
Beacon Financial Advisory
Ohio
USD 140 M -USD 636 k -0.5% 8.66% 76.8% 209 16.75% 2.1
Yorktown Energy Partners VIII
5409
Yorktown Energy Partners VIII
New York
USD 140 M -USD 29.4 M -17% 0.84% 15.2% 2 0% 4.1
Brooklyn FI
5410
Brooklyn FI
New York
USD 140 M +USD 22.3 M +19% 7.83% 54.7% 42 9.52% 0.9
Moseley Investment Management
5411
Moseley Investment Management
Florida
USD 140 M +USD 3.41 M +3% 6.85% 96.6% 150 10.67% 2.5
Macellum Advisors
5412
Macellum Advisors
New York
USD 139 M -USD 7.55 M -5% 1.17% – 5 40% 0.6
AllGen Financial Advisors
5413
AllGen Financial Advisors
Florida
USD 139 M +USD 11 M +9% 7.04% 39.7% 45 35.56% 1.3
1776 Wealth
5414
1776 Wealth
Georgia
USD 139 M +USD 7.55 M +6% 3.72% 90.4% 124 12.9% 2.1
WHGC
5415
Wealth High Governance Capital
Brazil
USD 139 M – – 10.8% 622% 10 – 0
NorthLanding Financial Partners
5416
NorthLanding Financial Partners
New York
USD 139 M +USD 12.6 M +10% 9.2% 54.7% 66 9.09% 0.2
Spectrum Asset Management (Connecticut)
5417
Spectrum Asset Management (Connecticut)
Connecticut
USD 139 M +USD 14.4 M +12% 1.52% 0.74% 7 14.29% 3.9
Clark Asset Management
5418
Clark Asset Management
New Hampshire
USD 139 M – – 6.6% 51.8% 59 – 0
Members Capital Advisors Inc
5419
Members Capital Advisors Inc
Wisconsin
USD 139 M +USD 12.1 M +10% 14.7% – 75 10.67% 1.9
McGinn Penninger Investment Management
5420
McGinn Penninger Investment Management
Virginia
USD 139 M +USD 22.7 M +20% 14.3% 51.9% 30 16.67% 1.8
Exor N.V.
5421
Exor N.V.
Netherlands
USD 139 M – – 11.2% 8.34% 1 – 0
Applied Fundamental Research
5422
Applied Fundamental Research
Massachusetts
USD 139 M +USD 15.7 M +13% 8.41% 44.6% 12 16.67% 1.5
Benchmark Wealth Management
5423
Benchmark Wealth Management
Connecticut
USD 139 M +USD 11.4 M +9% 7.45% 42.7% 55 16.36% 2.2
BM
5424
Bislett Management
California
USD 139 M -USD 6.88 M -5% 8.06% 19.8% 15 13.33% 5.6
Decatur Capital Management
5425
Decatur Capital Management
Georgia
USD 139 M +USD 6.65 M +5% 5.44% 135% 61 13.11% 2.9