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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)
Choice Wealth Advisors
5526
Choice Wealth Advisors
Maine
USD 123 M -USD 15.9 M -11% 0.25% 60.3% 30 23.33% 0.5
SC
5527
Schiavi & Co
Delaware
USD 123 M +USD 1.7 M +1% 1.5% 41.4% 11 0% 0.6
BC
5528
Belmont Capital
California
USD 123 M +USD 26.2 M +27% 1.89% 182% 79 26.58% 1
Antonetti Capital Management
5529
Antonetti Capital Management
Florida
USD 123 M – – 1.22% – 421 – 1.1
Verger Capital Management
5530
Verger Capital Management
North Carolina
USD 123 M +USD 491 k +0.4% 0.95% 58.3% 12 0% 5.1
AllGen Financial Advisors
5531
AllGen Financial Advisors
Florida
USD 123 M -USD 7.77 M -6% 0.46% 39.7% 36 16.67% 0.6
Salvus Wealth Management
5532
Salvus Wealth Management
New Jersey
USD 123 M +USD 3.92 M +3% 0.43% 108% 103 8.74% 0.6
Fairbanks Capital Management
5533
Fairbanks Capital Management
California
USD 122 M -USD 4.38 M -3% 0.9% 81.3% 51 3.92% 2.7
Johnson Midwest Financial
5534
Johnson Midwest Financial
Iowa
USD 122 M +USD 20.7 M +20% 0.58% 58.6% 340 17.06% 0.6
WIM
5535
Wilen Investment Management
Florida
USD 122 M +USD 5.92 M +5% 4.22% 79.9% 94 41.49% 3.3
ICMP
5536
Integrated Capital Management (Pennsylvania)
Pennsylvania
USD 122 M -USD 5.4 M -4% 0.74% 39.7% 84 25% 1.3
Cook & Bynum Capital Management
5537
Cook & Bynum Capital Management
Alabama
USD 122 M -USD 6.87 M -5% 7.41% 46.8% 5 0% 4.2
Index Venture Associates III
5538
Index Venture Associates III
Jersey
USD 122 M -USD 77.8 M -39% 13.9% – 1 0% 0.8
Cruiser Capital Advisors
5539
Cruiser Capital Advisors
Connecticut
USD 122 M +USD 3.84 M +3% 0.83% 192% 83 54.22% 0.6
Relaxing Retirement Coach
5540
Relaxing Retirement Coach
Massachusetts
USD 122 M +USD 4.39 M +4% 1.43% 28.6% 49 10.2% 3
Prairiewood Capital
5541
Prairiewood Capital
North Dakota
USD 122 M +USD 4.79 M +4% 1.08% 42.6% 78 28.21% 0.6
CAMG Solamere Management
5542
CAMG Solamere Management
North Carolina
USD 122 M +USD 5.96 M +5% 0.15% 51.7% 86 9.3% 2.8
BC
5543
Breakline Capital
New York
USD 122 M +USD 72.4 M +147% 1.01% – 33 63.64% 0.4
Aufman Associates
5544
Aufman Associates
Pennsylvania
USD 122 M -USD 8.09 M -6% 2.91% 136% 51 13.73% 1.3
STC
5545
Sarah T. Connolly
USD 122 M -USD 896 k -0.7% 1.46% 35% 96 5.21% 0.7
Brown Financial Advisory
5546
Brown Financial Advisory
Alabama
USD 121 M +USD 1.41 M +1% 1.24% 66.3% 26 0% 0.8
Better Money Decisions
5547
Better Money Decisions
New Mexico
USD 121 M +USD 9.5 M +9% 0.6% 32.7% 668 11.68% 0.4
Diamant Asset Management
5548
Diamant Asset Management
Connecticut
USD 121 M – – 0.27% 66.9% 67 – 3.1
FTV Management Company
5549
FTV Management Company
California
USD 121 M – – 46.8% 15.1% 1 – 0
AlphaSimPlex Group
5550
AlphaSimPlex Group
Massachusetts
USD 121 M -USD 79.4 M -40% 0.79% 35.5% 279 46.95% 0.8