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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)
Members Capital Advisors Inc
5526
Members Capital Advisors Inc
Wisconsin
USD 138 M -USD 601 k -0.4% 2.28% – 74 5.41% 2.1
VFG
5527
V2 Financial group
Illinois
USD 138 M +USD 12.4 M +10% 11.8% 63.3% 65 18.46% 1.7
Cox Capital Management
5528
Cox Capital Management
Massachusetts
USD 138 M -USD 15.3 M -10% 0.34% 106% 87 17.24% 3.3
SA
5529
Stonebridge Advisors
Connecticut
USD 138 M -USD 27.4 M -17% 0.16% 0.03% 5 40% 0.9
IGYL
5530
I.G.Y. Ltd
United Kingdom
USD 138 M +USD 1.37 M +1% 11.1% 80.5% 3 0% 3
Leading Edge Financial Planning
5531
Leading Edge Financial Planning
Tennessee
USD 138 M +USD 22.6 M +20% 4.83% 48.6% 68 8.82% 0.2
Sandy Cove Advisors
5532
Sandy Cove Advisors
Massachusetts
USD 138 M +USD 13.9 M +11% 6.92% 78% 94 19.15% 1
Jones Road Capital Management
5533
Jones Road Capital Management
New York
USD 138 M +USD 26.2 M +23% 18.7% 88.5% 54 42.59% 0.9
MJB
5534
Mark J. Bradley
USD 138 M +USD 25.4 M +23% 9.07% – 46 13.04% 1.9
Berkeley Inc
5535
Berkeley Inc
Idaho
USD 138 M +USD 5.34 M +4% 1.99% 49.4% 79 3.8% 1.8
LAM
5536
LifePro Asset Management
California
USD 138 M +USD 943 k +0.7% 3.13% 49% 106 1.89% 1
S.A. Mason
5537
S.A. Mason
Michigan
USD 138 M +USD 4.91 M +4% 6.97% 116% 321 4.67% 2.8
Flynn Zito Capital Management
5538
Flynn Zito Capital Management
New York
USD 138 M +USD 18 M +15% 6.57% 109% 80 12.5% 0.6
Varde Management
5539
Varde Management
Minnesota
USD 138 M -USD 105 M -43% 0.14% 149% 9 33.33% 1.3
Mountaineer Partners Management
5540
Mountaineer Partners Management
New York
USD 138 M +USD 32.3 M +31% 6.79% 158% 17 70.59% 0.5
Muzinich & Co
5541
Muzinich & Co
New York
USD 138 M +USD 3.81 M +3% 1.58% 13.5% 68 42.65% 4.1
ELCO Management
5542
ELCO Management
New York
USD 138 M +USD 4.5 M +3% 3.29% 98.3% 146 11.64% 3.3
Choice Wealth Advisors
5543
Choice Wealth Advisors
Maine
USD 138 M +USD 4.27 M +3% 6.38% 60.3% 26 15.38% 0.7
CM
5544
Crystalline Management
Canada
USD 137 M -USD 61.5 M -31% 1.03% – 163 48.47% 0.2
CoreFirst Bank & Trust
5545
CoreFirst Bank & Trust
Kansas
USD 137 M +USD 5.56 M +4% 3.02% 61.4% 403 11.17% 1.9
UG Investment Advisers
5546
UG Investment Advisers
Taiwan
USD 137 M -USD 30.2 M -18% 12.5% 183% 26 26.92% 0.8
Financial Freedom LLC
5547
Financial Freedom LLC
Ohio
USD 137 M -USD 11.5 M -8% 6.03% 76.9% 423 8.27% 0.2
Pelion Inc
5548
Pelion Inc
Utah
USD 137 M -USD 26.9 M -16% 18.6% 16.9% 4 0% 1.3
Concorde Financial
5549
Concorde Financial
Texas
USD 137 M -USD 11.1 M -7% 0.4% 81.3% 59 45.76% 0.8
Caldwell Sutter Capital
5550
Caldwell Sutter Capital
California
USD 137 M +USD 23.8 M +21% 1.71% 79.5% 570 45.09% 0.1