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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)
Oxbow Capital Management (HK)
5551
Oxbow Capital Management (HK)
Hong Kong
USD 141 M +USD 15.6 M +12% 12.9% 2,244% 5 60% 0.3
Hapanowicz & Associates Financial Services
5552
Hapanowicz & Associates Financial Services
Pennsylvania
USD 141 M -USD 8.78 M -6% 3.87% 58.5% 33 12.12% 3.1
Beam Wealth Advisors
5553
Beam Wealth Advisors
Louisiana
USD 141 M -USD 3.39 M -2% 3.55% 59.7% 111 18.92% 2.2
CEDRUS
5554
CEDRUS
Colorado
USD 141 M -USD 1.06 M -0.7% 3.11% 19.8% 155 14.84% 1.3
NewGen Asset Management
5555
NewGen Asset Management
Ontario, Canada
USD 141 M -USD 40.9 M -23% 5.29% 402% 34 67.65% 0.4
AllGen Financial Advisors
5556
AllGen Financial Advisors
Florida
USD 141 M -USD 18.2 M -11% 4.72% 39.7% 35 17.14% 2.1
CAM
5557
Crown Advisors Management
California
USD 141 M -USD 12.9 M -8% 0.64% 284% 56 25% 2
Rye Brook Capital
5558
Rye Brook Capital
Connecticut
USD 141 M -USD 71.2 M -34% 4.65% 77.2% 30 20% 1.2
NCM
5559
NCM Capital Management
New Jersey
USD 141 M -USD 3.38 M -2% 1.85% 105% 156 8.97% 1.5
Summit Place Financial Advisors
5560
Summit Place Financial Advisors
New Jersey
USD 141 M -USD 13.9 M -9% 5.13% 111% 92 6.52% 2.4
22NW LP
5561
22NW LP
Washington
USD 140 M -USD 19.8 M -12% 11.7% 138% 15 13.33% 2.4
Castle Wealth Management
5562
Castle Wealth Management
Florida
USD 140 M -USD 3.09 M -2% 3.65% 53.6% 114 13.16% 1.1
Legacy Bridge
5563
Legacy Bridge
Iowa
USD 140 M -USD 9.5 M -6% 2.3% 236% 294 2.72% 3.8
PCA Investment Advisory Services
5564
PCA Investment Advisory Services
Ohio
USD 140 M -USD 27.3 M -16% 3.65% 71.4% 444 75% 0.5
Harbert Fund Advisors
5565
Harbert Fund Advisors
Alabama
USD 140 M -USD 38.1 M -21% 9.53% 70.8% 55 38.18% 1.3
MRA Advisory Group
5566
MRA Advisory Group
New Jersey
USD 140 M -USD 5.22 M -4% 2.7% 86.8% 148 28.38% 1.6
Herbst Group
5567
Herbst Group
Connecticut
USD 140 M -USD 4.62 M -3% 1.1% 142% 76 13.16% 1.4
Tilt Investment Management Holdings
5568
Tilt Investment Management Holdings
New York
USD 140 M -USD 11.2 M -7% 5.37% – 148 10.81% 0.7
Independent Order of Foresters
5569
Independent Order of Foresters
Ontario, Canada
USD 140 M -USD 5.72 M -4% 3.91% 66.3% 17 0% 2.5
LAI
5570
Legal Advantage Investments
California
USD 140 M -USD 10 M -7% 5.66% 116% 94 6.38% 1.8
Jetstream Capital
5571
Jetstream Capital
Tennessee
USD 140 M +USD 88.3 M +172% 14.1% – 24 79.17% 0.2
Melone Private Wealth
5572
Melone Private Wealth
Michigan
USD 140 M -USD 1.91 M -1% 4.88% 30.4% 53 5.66% 1.7
ETF Store
5573
ETF Store
Kansas
USD 140 M -USD 2.8 M -2% 2.99% 61% 99 8.08% 1.4
AIM
5574
Athena Investment Management
California
USD 140 M -USD 5.62 M -4% 2.86% 80.6% 139 4.32% 1.4
American Securities
5575
American Securities
New York
USD 140 M -USD 35.8 M -20% 5.03% – 1 0% 6.8