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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)
WCM
5401
Westerly Capital Management
California
USD 217 M +USD 38.6 M +22% 18% 116% 53 39.62% 1.3
Searcy Financial Services
5402
Searcy Financial Services
Kansas
USD 217 M +USD 3.42 M +2% 2.18% 60.2% 26 0% 2.8
WestBridge Capital Management
5403
WestBridge Capital Management
Mauritius
USD 216 M +USD 62.7 M +41% 40.9% 21.9% 1 0% 2.5
PCA Investment Advisory Services
5404
PCA Investment Advisory Services
Ohio
USD 216 M +USD 3.65 M +2% 1.22% 71.4% 163 15.34% 1.3
Luken Investment Analytics
5405
Luken Investment Analytics
Tennessee
USD 216 M -USD 1.86 M -0.9% 0.12% 51% 143 14.69% 2.7
Powell Investment Advisors
5406
Powell Investment Advisors
Florida
USD 216 M +USD 1.76 M +0.8% 2.71% 82.4% 167 17.37% 2.8
Discipline Wealth Solutions
5407
Discipline Wealth Solutions
South Carolina
USD 216 M +USD 26.5 M +14% 1.45% 45.9% 83 26.51% 0.4
Peoples Financial Services Corp
5408
Peoples Financial Services Corp
Pennsylvania
USD 216 M -USD 4.83 M -2% 1.13% 104% 263 5.7% 8.1
Whitebark Investors
5409
Whitebark Investors
Nevada
USD 216 M – – 13.7% – 9 – 0
IMS Capital Management
5410
IMS Capital Management
Oregon
USD 216 M -USD 6.82 M -3% 1.1% 119% 148 12.16% 5.4
Maryland Capital Advisors
5411
Maryland Capital Advisors
Maryland
USD 216 M +USD 9.8 M +5% 1.51% – 284 23.24% 2.2
FC
5412
Franchise Capital
Cayman Islands
USD 216 M -USD 61.8 M -22% 3.39% 537% 18 55.56% 0.8
Strait & Sound Wealth Management
5413
Strait & Sound Wealth Management
California
USD 216 M +USD 9.8 M +5% 4.23% 74% 152 11.18% 1.3
SVF Sponsor III
5414
SVF Sponsor III
California
USD 216 M -USD 6.18 M -3% 2.79% 133% 1 0% 2
Midwest Heritage Bank
5415
Midwest Heritage Bank
Iowa
USD 216 M +USD 1.8 M +0.8% 1.06% 52.2% 62 19.35% 2.2
Leslie Global Wealth
5416
Leslie Global Wealth
Illinois
USD 215 M +USD 9.6 M +5% 0.33% – 79 20.25% 0.4
MAS
5417
Madden Advisory Services
Florida
USD 215 M -USD 2.95 M -1% 0.63% 52.3% 104 8.65% 5.3
OM
5418
OV Management
Minnesota
USD 215 M +USD 64.8 M +43% 3.32% – 58 5.17% 0.9
Aspen Investment Management
5419
Aspen Investment Management
Michigan
USD 215 M +USD 1 M +0.5% 0.67% 92.6% 151 9.27% 6.7
Mad River Investors
5420
Mad River Investors
Massachusetts
USD 215 M +USD 34.9 M +19% 25.2% 169% 27 7.41% 3.7
CNB Bank
5421
CNB Bank
Pennsylvania
USD 215 M -USD 1.01 M -0.5% 3.42% 91.6% 534 6.93% 4.1
CAM
5422
CPA Asset Management
Florida
USD 215 M +USD 8.04 M +4% 2.61% 53.3% 81 8.64% 1.7
William Marsh Rice University
5423
William Marsh Rice University
Texas
USD 215 M +USD 129 M +151% 0.05% 1.81% 4 75% 2.7
Forefront Analytics
5424
Forefront Analytics
Pennsylvania
USD 215 M +USD 2.98 M +1% 4.23% 50.9% 71 15.49% 4.4
Flynn Zito Capital Management
5425
Flynn Zito Capital Management
New York
USD 215 M +USD 8.41 M +4% 1.75% 109% 129 9.3% 1.4