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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)
FRM
5701
Fox Run Management
Connecticut
USD 110 M +USD 54.5 M +98% 6.67% 64% 472 88.77% 0.1
ADE LLC
5702
ADE LLC
Maryland
USD 110 M +USD 9.11 M +9% 5.38% 52.2% 270 18.15% 0.4
AWH Capital
5703
AWH Capital
Texas
USD 110 M +USD 8.05 M +8% 18.5% 183% 34 26.47% 1.2
Navigation Wealth Management
5704
Navigation Wealth Management
Colorado
USD 110 M +USD 13.3 M +14% 3.74% 9.65% 91 40.66% 0.2
CFS Investment Advisory Services
5705
CFS Investment Advisory Services
New Jersey
USD 110 M – – 6.08% 59.7% 27 – 0.2
SFMG
5706
Sage Financial Management Group
Virginia
USD 110 M -USD 20.2 M -16% 6.08% 47.3% 123 78.05% 0.5
CNO Financial Group
5707
CNO Financial Group
Indiana
USD 110 M -USD 15.3 M -12% 0.91% – 14 57.14% 0.8
Essex Private Wealth Management
5708
Essex Private Wealth Management
Massachusetts
USD 110 M +USD 4.74 M +5% 6.15% 29.3% 66 7.58% 1.3
Mount Vernon Associates
5709
Mount Vernon Associates
Maryland
USD 109 M +USD 7.38 M +7% 7.88% 136% 57 1.75% 5
Farley Capital
5710
Farley Capital
New York
USD 109 M +USD 6.76 M +7% 5.12% 105% 19 21.05% 3.8
Dean Capital Management
5711
Dean Capital Management
Kansas
USD 109 M -USD 39.1 M -26% 1.85% 89.7% 87 26.44% 0.9
Tsai Capital
5712
Tsai Capital
New York
USD 109 M +USD 7.66 M +8% 7.96% 29.2% 18 0% 0.4
HPM
5713
Hudson Portfolio Management
New York
USD 109 M +USD 4.95 M +5% 5.48% – 103 13.59% 0.2
Heartland Bank & Trust
5714
Heartland Bank & Trust
Illinois
USD 109 M -USD 771 k -0.7% 11.5% 105% 162 62.96% 0.3
AWM
5715
Aberdeen Wealth Management
Illinois
USD 108 M -USD 17.3 M -14% 7.67% 73.1% 160 28.13% 1.3
HFAS
5716
Hummer Financial Advisory Services
Illinois
USD 108 M +USD 5.32 M +5% 6.32% 71.8% 110 9.09% 1.2
Oppenheimer & Close
5717
Oppenheimer & Close
New York
USD 108 M +USD 19.1 M +22% 11% 149% 58 13.79% 3.4
L2 Asset Management
5718
L2 Asset Management
Massachusetts
USD 108 M +USD 10.8 M +11% 6.84% 128% 107 34.58% 0.7
JD Financial Services
5719
JD Financial Services
Pennsylvania
USD 108 M +USD 28.9 M +37% 4.58% – 47 36.17% 0.4
Greenhouse Wealth Management
5720
Greenhouse Wealth Management
Connecticut
USD 108 M +USD 7.02 M +7% 7.45% 87.2% 53 5.66% 0.5
17 Capital Partners
5721
17 Capital Partners
Arizona
USD 108 M – – 10.1% – 99 – 0
Piper Sandler & Co
5722
Piper Sandler & Co
Minnesota
USD 108 M -USD 12.8 M -11% 0.02% 0.05% 18 16.67% 0.4
Tenret Company
5723
Tenret Company
Florida
USD 108 M – – 5% – 25 – 0
Opal Wealth Advisors
5724
Opal Wealth Advisors
New York
USD 107 M +USD 15.5 M +17% 7.73% 62.3% 94 22.34% 0.4
Aristotle Pacific Capital
5725
Aristotle Pacific Capital
California
USD 107 M -USD 46.8 M -30% 3.24% 1.84% 22 22.73% 0.5