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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)
Vista Investment Partners II
5701
Vista Investment Partners II
Indiana
USD 207 M +USD 26.5 M +15% 13.3% – 143 16.08% 0.4
Cordant Inc
5702
Cordant Inc
Oregon
USD 207 M +USD 15.2 M +8% 6.07% 47% 115 45.22% 3.8
Lynx Capital Group
5703
Lynx Capital Group
Ohio
USD 207 M +USD 13 M +7% 7.7% – 83 10.84% 1.3
Red Tortoise LLC
5704
Red Tortoise LLC
Georgia
USD 207 M +USD 13.5 M +7% 7.93% 43.7% 657 21.16% 1.9
Montz Harcus Wealth Management
5705
Montz Harcus Wealth Management
Louisiana
USD 207 M +USD 24.2 M +13% 10.8% 84.1% 86 11.63% 2.2
Sightline Wealth Advisors
5706
Sightline Wealth Advisors
Connecticut
USD 207 M +USD 17.4 M +9% 6.57% 48.5% 93 18.28% 2.3
FSA
5707
Financial Services Advisory
Maryland
USD 207 M -USD 57.3 M -22% 9.05% 82.5% 63 52.38% 1.2
Whitebark Investors
5708
Whitebark Investors
Nevada
USD 207 M +USD 16.4 M +9% 14.2% – 9 0% 0.4
Burns Matteson Capital Management
5709
Burns Matteson Capital Management
New York
USD 207 M +USD 21.1 M +11% 10.1% 137% 221 36.65% 1.5
Lloyd Advisory Services
5710
Lloyd Advisory Services
Georgia
USD 207 M +USD 7.87 M +4% 7.23% 47.7% 122 38.52% 0.8
Savoir Faire Capital Management
5711
Savoir Faire Capital Management
Connecticut
USD 207 M +USD 92.7 M +81% 6.94% 1.22% 48 8.33% 1
Rings Capital Management
5712
Rings Capital Management
Illinois
USD 207 M +USD 10.5 M +5% 6.57% 40.9% 8 12.5% 3
Dravo Bay
5713
Dravo Bay
Delaware
USD 207 M +USD 18.1 M +10% 7.92% 45.2% 48 4.17% 2.3
S.A. Mason
5714
S.A. Mason
Michigan
USD 207 M +USD 17.4 M +9% 11.8% 116% 366 6.01% 3.9
Cary Street Partners Investment Advisory
5715
Cary Street Partners Investment Advisory
Virginia
USD 207 M +USD 33.2 M +19% 10.3% 84.1% 616 12.18% 2.5
Arrow Capital
5716
Arrow Capital
Australia
USD 207 M +USD 127 M +158% 22.3% – 37 75.68% 0.1
State Insurance Fund
5717
State Insurance Fund
New York
USD 206 M +USD 20.5 M +11% 11% 77.9% 1 0% 1.5
Compass Financial Services
5718
Compass Financial Services
Iowa
USD 206 M +USD 16 M +8% 6.11% – 328 19.21% 0.4
CIA
5719
Citadel Investment Advisory
Ohio
USD 206 M +USD 2.67 M +1% 5.72% 66.1% 84 3.57% 3.9
Silver Oak Advisory Group
5720
Silver Oak Advisory Group
Oregon
USD 206 M +USD 18.1 M +10% 4% 27% 73 10.96% 2.5
Mendon Capital Advisors
5721
Mendon Capital Advisors
Florida
USD 206 M -USD 9.7 M -4% 2.64% – 60 28.33% 2.1
Values Added Financial
5722
Values Added Financial
District of Columbia
USD 206 M +USD 25.9 M +14% 8.43% 65.9% 126 11.11% 1.4
Revere Asset Management
5723
Revere Asset Management
Texas
USD 206 M +USD 113 M +122% 32.3% 592% 33 78.79% 0.3
Financial Guidance Group
5724
Financial Guidance Group
Florida
USD 206 M +USD 20.7 M +11% 7.35% 58.7% 84 14.29% 2
Pinnacle Family Advisors
5725
Pinnacle Family Advisors
Missouri
USD 206 M +USD 21.8 M +12% 11.6% 85.8% 134 26.12% 2.2