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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)
Kaleidoscope Capital
5401
Kaleidoscope Capital
Massachusetts
USD 262 M -USD 88.2 M -25% 17.2% – 11 0% 2.8
Heathbridge Capital Management
5402
Heathbridge Capital Management
Ontario, Canada
USD 262 M +USD 1.19 M +0.5% 4.07% 73.6% 30 10% 5.2
Wills Financial Group
5403
Wills Financial Group
Virginia
USD 262 M +USD 17.8 M +7% 2.28% 57.5% 76 15.79% 5.1
Twin Securities
5404
Twin Securities
New York
USD 262 M +USD 60.4 M +30% 30.8% 506% 26 76.92% 0.2
True Wind Capital Management
5405
True Wind Capital Management
California
USD 262 M -USD 11.2 M -4% 3.76% 59.6% 2 0% 4
BCU Wealth Advisors
5406
BCU Wealth Advisors
Illinois
USD 261 M +USD 14.1 M +6% 2.24% 57.7% 63 6.35% 1.4
Kondo Wealth Advisors
5407
Kondo Wealth Advisors
California
USD 261 M +USD 13.4 M +5% 2.54% – 73 9.59% 0.9
Landmark Wealth Management (New York)
5408
Landmark Wealth Management (New York)
New York
USD 261 M +USD 9.47 M +4% 1.41% 42.7% 89 5.62% 2.1
1492 Capital Management
5409
1492 Capital Management
Wisconsin
USD 261 M +USD 13.9 M +6% 7.38% 332% 136 33.82% 1.4
Richards, Merrill & Peterson
5410
Richards, Merrill & Peterson
Washington
USD 261 M +USD 29.3 M +13% 2.62% – 280 25.71% 0.7
AC
5411
Athos Capital
Hong Kong
USD 261 M +USD 101 M +63% 7.57% 110% 44 43.18% 0.9
Fedenia Advisers
5412
Fedenia Advisers
Wisconsin
USD 261 M +USD 9.17 M +4% 7% – 185 27.03% 0.6
HIC
5413
Harbor Island Capital
Massachusetts
USD 261 M +USD 27.2 M +12% 13.4% 218% 15 0% 7
Smith Shellnut Wilson
5414
Smith Shellnut Wilson
Mississippi
USD 261 M +USD 455 k +0.2% 1.48% 98.6% 155 16.13% 4.8
Wittenberg Investment Management
5415
Wittenberg Investment Management
Massachusetts
USD 261 M +USD 8.67 M +3% 7.8% 89.9% 78 11.54% 5.7
GAMC
5416
Garner Asset Management Corp
Texas
USD 261 M +USD 12.5 M +5% 2.64% 103% 426 63.85% 1.9
Murphy Pohlad Asset Management
5417
Murphy Pohlad Asset Management
Minnesota
USD 260 M +USD 5.57 M +2% 5.23% 83% 130 6.92% 6.4
Compass Capital Corp
5418
Compass Capital Corp
Massachusetts
USD 260 M +USD 31.1 M +14% 2.99% – 201 29.85% 0.7
DI
5419
Disciplined Investments
Oklahoma
USD 260 M +USD 8.71 M +3% 2.76% 51.4% 138 11.59% 3.9
TW
5420
Titan Wealth
USD 260 M – – 3% – 66 – 0
Green Court Capital Management
5421
Green Court Capital Management
Hong Kong
USD 260 M +USD 40.2 M +18% 16% 33.4% 4 0% 1.1
Decagon Asset Management
5422
Decagon Asset Management
United Kingdom
USD 260 M +USD 62 M +31% 17.8% – 84 61.9% 0.3
Phoenix Wealth Advisors
5423
Phoenix Wealth Advisors
North Carolina
USD 260 M -USD 200 k -0.1% 1.22% 68.8% 135 8.89% 3
Applied Capital
5424
Applied Capital
Arkansas
USD 260 M +USD 11.7 M +5% 2.11% 52.6% 53 11.32% 2.6
TL Private Wealth
5425
TL Private Wealth
Texas
USD 260 M +USD 10.5 M +4% 1.1% 50.6% 46 6.52% 4