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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)
MKT Advisors
5551
MKT Advisors
California
USD 133 M +USD 17.7 M +15% 9.27% 55.5% 148 16.22% 0.8
Moser Wealth Advisors
5552
Moser Wealth Advisors
Washington
USD 133 M +USD 4.68 M +4% 7.87% – 158 21.52% 2.4
HighMark Wealth Management
5553
HighMark Wealth Management
Minnesota
USD 133 M +USD 15.5 M +13% 12.1% 110% 573 9.25% 2
AWM
5554
Aberdeen Wealth Management
Illinois
USD 133 M +USD 19 M +17% 11.7% 73.1% 168 4.17% 2.2
Renasant Bank
5555
Renasant Bank
Mississippi
USD 132 M +USD 19.1 M +17% 9.16% 65% 194 17.53% 1.4
Berkeley Inc
5556
Berkeley Inc
Idaho
USD 132 M +USD 13.7 M +12% 10.8% 49.4% 82 10.98% 1.6
CTC (Chicago Trading Company)
5557
CTC (Chicago Trading Company)
Illinois
USD 132 M -USD 27.2 M -17% 5.32% 192% 312 14.1% 1.5
VU
5558
Valence8 US
Massachusetts
USD 132 M – – 12.8% 69.9% 12 – 0
FIM
5559
FWL Investment Management
Texas
USD 132 M +USD 18.9 M +17% 6.22% 165% 197 72.59% 0.3
CoreFirst Bank & Trust
5560
CoreFirst Bank & Trust
Kansas
USD 132 M +USD 15.9 M +14% 12.1% 61.4% 418 12.44% 1.6
Dynamo Administracao de Recursos
5561
Dynamo Administracao de Recursos
Brazil
USD 132 M -USD 74 M -36% 12.1% 350% 9 33.33% 2.5
Watershed Private Wealth
5562
Watershed Private Wealth
Illinois
USD 132 M – – 7.69% 80.3% 78 – 0
Kennicott Capital Management
5563
Kennicott Capital Management
California
USD 132 M +USD 7.48 M +6% 4.58% 98% 42 9.52% 1.5
Privium Fund Management (UK)
5564
Privium Fund Management (UK)
United Kingdom
USD 132 M +USD 53.4 M +68% 11.2% 37.1% 91 75.82% 0.3
Tranquilli Financial Advisor
5565
Tranquilli Financial Advisor
New Jersey
USD 132 M +USD 5.55 M +4% 4.89% 55.1% 84 22.62% 1.1
Wisconsin Capital Management
5566
Wisconsin Capital Management
Wisconsin
USD 132 M +USD 3.91 M +3% 13.5% 153% 51 21.57% 4.1
Carl P. Sherr & Co
5567
Carl P. Sherr & Co
Massachusetts
USD 132 M +USD 6.34 M +5% 7.72% 68.8% 121 16.53% 2.1
Ridgecrest Wealth Partners
5568
Ridgecrest Wealth Partners
California
USD 132 M +USD 9.06 M +7% 9.32% 103% 104 15.38% 1.5
Altus Wealth Group
5569
Altus Wealth Group
Colorado
USD 132 M +USD 31.1 M +31% 8.08% 76.7% 159 43.4% 1.3
Mountain Lake Investment Management
5570
Mountain Lake Investment Management
Florida
USD 132 M +USD 14.1 M +12% 16% 64% 38 34.21% 1.7
Alan N. Hoffman Investment Management
5571
Alan N. Hoffman Investment Management
Massachusetts
USD 131 M -USD 15.8 M -11% 8.12% 114% 10 0% 1.9
ADE LLC
5572
ADE LLC
Maryland
USD 131 M +USD 42.2 M +47% 7.72% 59.8% 82 31.71% 1.4
Fortis Advisors
5573
Fortis Advisors
Pennsylvania
USD 131 M -USD 8.79 M -6% 7.61% 72.8% 277 14.8% 2.5
Warner Financial
5574
Warner Financial
Maryland
USD 131 M +USD 6.89 M +6% 9.11% 62.1% 92 13.04% 0.8
Paradigm Operations
5575
Paradigm Operations
California
USD 131 M -USD 108 M -45% 45.1% 230% 1 0% 1