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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)
AAM
5426
Ascension Asset Management
New York
USD 139 M +USD 11.2 M +9% 11.6% – 86 6.98% 1.7
CCM
5427
Compton Capital Management
Rhode Island
USD 139 M -USD 10.7 M -7% 7.55% 75.6% 83 10.84% 7
1C
5428
1623 Capital
Virginia
USD 139 M -USD 23.3 M -14% 4.99% 11.9% 47 55.32% 2.3
Loudon Investment Management
5429
Loudon Investment Management
New Hampshire
USD 139 M +USD 12.9 M +10% 10.9% 61.6% 91 4.4% 4.9
Roth Financial Partners
5430
Roth Financial Partners
Texas
USD 138 M +USD 13.7 M +11% 10.4% 61% 25 16% 1.9
Landmark Wealth Management (New York)
5431
Landmark Wealth Management (New York)
New York
USD 138 M +USD 6.27 M +5% 7.14% 42.7% 66 6.06% 0.5
Harrington Investments
5432
Harrington Investments
California
USD 138 M +USD 9.7 M +8% 8.61% 109% 80 10% 4.3
SMP
5433
Santa Monica Partners
Florida
USD 138 M +USD 4.81 M +4% 19.6% 102% 22 13.64% 4
IDG China Venture Capital Fund V Associates
5434
IDG China Venture Capital Fund V Associates
Hong Kong
USD 138 M +USD 75.1 M +119% 119% 7.34% 1 0% 1
New Leaf Venture Partners
5435
New Leaf Venture Partners
New York
USD 138 M -USD 30.4 M -18% 14.4% 3.91% 20 20% 3.3
First National Bank Sioux Falls
5436
First National Bank Sioux Falls
South Dakota
USD 138 M +USD 42.4 M +44% 9.06% 70.3% 114 12.28% 3.8
Byrne Asset Management
5437
Byrne Asset Management
New Jersey
USD 138 M +USD 8.28 M +6% 7.98% 126% 581 22.55% 0.8
Hapanowicz & Associates Financial Services
5438
Hapanowicz & Associates Financial Services
Pennsylvania
USD 138 M +USD 29.6 M +27% 8.29% 65% 31 16.13% 2.7
Blackston Financial Advisory Group
5439
Blackston Financial Advisory Group
Florida
USD 138 M -USD 4.2 M -3% 7.31% 79.8% 96 13.54% 0.8
Applied Capital
5440
Applied Capital
Arkansas
USD 138 M -USD 7.66 M -5% 8.57% 52.6% 54 40.74% 1.1
Security National Bank of So Dak
5441
Security National Bank of So Dak
Iowa
USD 138 M +USD 26.4 M +24% 12.2% 67.7% 99 13.13% 5
HIS
5442
Horizon Investment Services
Indiana
USD 138 M -USD 393 k -0.3% 7.78% 250% 114 28.95% 2.8
Sound Financial Strategies Group
5443
Sound Financial Strategies Group
Mississippi
USD 138 M +USD 71.1 M +107% 8.13% 27.1% 69 71.01% 0.6
Cahill Wealth Management
5444
Cahill Wealth Management
Michigan
USD 138 M +USD 25.6 M +23% 7.83% 24.7% 52 28.85% 0.5
Fourpath Capital Management
5445
Fourpath Capital Management
Oklahoma
USD 138 M -USD 8.69 M -6% 8.99% 82.1% 125 14.4% 0.8
Beacon Bridge Wealth Partners
5446
Beacon Bridge Wealth Partners
Pennsylvania
USD 138 M – – 6.28% 52% 93 – 0
Gables Capital Management
5447
Gables Capital Management
Florida
USD 137 M +USD 12.8 M +10% 13.6% 173% 369 8.94% 3.5
Maltin Wealth Management
5448
Maltin Wealth Management
New Jersey
USD 137 M +USD 10.8 M +9% 8.72% 58.2% 115 19.13% 1.9
West Michigan Advisors
5449
West Michigan Advisors
Michigan
USD 137 M +USD 22.6 M +20% 8.63% 86.6% 129 18.6% 0.8
Etesian Wealth Advisors
5450
Etesian Wealth Advisors
Oregon
USD 137 M – – 8.89% 60.6% 104 – 0