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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)
Salvus Wealth Management
5726
Salvus Wealth Management
New Jersey
USD 112 M -USD 19.2 M -15% 14% 108% 104 12.5% 1.3
YAVAPFMC
5727
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
USD 112 M -USD 18.2 M -14% 16.2% 201% 57 1.75% 0.7
Birchcreek Wealth Management
5728
Birchcreek Wealth Management
Ohio
USD 111 M -USD 1.45 M -1% 11.2% 80.7% 123 17.07% 1.2
RHDIC
5729
R.H. Dinel Investment Counsel
California
USD 111 M -USD 18.9 M -15% 11.8% 55.9% 55 5.45% 6.6
Diamant Asset Management
5730
Diamant Asset Management
Connecticut
USD 111 M -USD 19.5 M -15% 11.9% 66.9% 68 4.41% 3.8
Matrix China Management IV
5731
Matrix China Management IV
Cayman Islands
USD 111 M +USD 14.5 M +15% 15% – 1 0% 0.5
Walker Asset Management
5732
Walker Asset Management
Missouri
USD 111 M -USD 13.6 M -11% 10.4% 87.6% 96 10.42% 0.4
Buttonwood Financial Advisors
5733
Buttonwood Financial Advisors
Maryland
USD 111 M +USD 4 k +0% 13.7% 73.4% 75 16% 0.4
Wells Financial Advisors
5734
Wells Financial Advisors
Massachusetts
USD 111 M -USD 9.02 M -8% 13.4% 54% 58 3.45% 1.4
Cottonwood Capital Advisors
5735
Cottonwood Capital Advisors
Utah
USD 111 M -USD 15.7 M -12% 12.6% 79% 107 16.82% 0.5
Midwest Heritage Bank
5736
Midwest Heritage Bank
Iowa
USD 111 M -USD 16.9 M -13% 12.5% 50% 73 21.92% 0.4
Visa Inc
5737
Visa Inc
California
USD 111 M -USD 40.4 M -27% 26.7% – 4 0% 0.5
Apogem Capital
5738
Apogem Capital
New York
USD 111 M -USD 35.7 M -24% 18.9% – 213 47.89% 0.7
MAS Advisors
5739
MAS Advisors
Florida
USD 111 M -USD 20.4 M -16% 14.6% 47.9% 104 27.88% 0.4
Bluegrass Capital Partners
5740
Bluegrass Capital Partners
Florida
USD 110 M -USD 34.6 M -24% 15.1% 60.1% 14 14.29% 1.2
MJB
5741
Mark J. Bradley
USD 110 M -USD 29.8 M -21% 16.9% – 49 8.16% 1.4
Pavadi Capital
5742
Pavadi Capital
New York
USD 110 M -USD 3.18 M -3% 10.5% – 26 19.23% 0.4
Crown Wealth Group
5743
Crown Wealth Group
North Carolina
USD 110 M -USD 33.3 M -23% 13.3% 98.2% 105 41.9% 0.3
Disciplined Equity Management
5744
Disciplined Equity Management
Florida
USD 110 M +USD 10.4 M +10% 11.8% 72.3% 66 37.88% 0.3
Atmos Advisory
5745
Atmos Advisory
Pennsylvania
USD 110 M -USD 10.4 M -9% 10.2% 31.9% 21 0% 0.5
Sandy Cove Advisors
5746
Sandy Cove Advisors
Massachusetts
USD 110 M -USD 10.2 M -9% 13.1% 78% 427 82.44% 0.5
CI
5747
Carroll Investors
South Carolina
USD 110 M -USD 46.4 M -30% 27.6% 241% 182 82.97% 0.5
MV Management XI
5748
MV Management XI
California
USD 110 M -USD 34 M -24% 21% – 4 0% 0.5
OF
5749
Outfitter Financial
Maine
USD 110 M -USD 20.7 M -16% 12.7% 97.6% 90 5.56% 1.5
Magnolia Capital Advisors
5750
Magnolia Capital Advisors
Mississippi
USD 110 M -USD 145 M -57% 12.8% 78.7% 201 38.31% 1.3