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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)
Candelo Capital Management
5776
Candelo Capital Management
New York
USD 179 M +USD 30.5 M +20% 16.4% – 45 62.22% 0.3
VCM
5777
Viewpoint Capital Management
Washington
USD 179 M +USD 15.5 M +9% 8.31% 127% 145 7.59% 2.2
Econ Financial Services
5778
Econ Financial Services
Pennsylvania
USD 179 M +USD 17.4 M +11% 3.98% 16.9% 111 53.15% 0.8
CWM
5779
CCG Wealth Management
California
USD 179 M +USD 1.38 M +0.8% 6.28% 82.6% 76 13.16% 2.9
Prosperity Financial Group
5780
Prosperity Financial Group
California
USD 179 M +USD 20.1 M +13% 5.57% 121% 166 19.88% 1.1
Old North State Wealth Management
5781
Old North State Wealth Management
North Carolina
USD 179 M +USD 26.7 M +18% 11% 91.5% 115 20.87% 1.5
Krensavage Asset Management
5782
Krensavage Asset Management
New York
USD 178 M -USD 39.3 M -18% 6.37% 124% 14 14.29% 3.3
Peak XV Partners Operations
5783
Peak XV Partners Operations
Mauritius
USD 178 M -USD 16.5 M -8% 8.18% – 3 0% 0.7
Spectrum Wealth Advisory Group
5784
Spectrum Wealth Advisory Group
California
USD 178 M +USD 84.8 M +91% 5.12% 76.1% 47 27.66% 2.5
Burns Matteson Capital Management
5785
Burns Matteson Capital Management
New York
USD 178 M +USD 19.2 M +12% 9.16% 137% 203 44.83% 1.3
Granite Bay Wealth Management
5786
Granite Bay Wealth Management
New Hampshire
USD 178 M -USD 8.41 M -5% 4.65% – 75 53.33% 1.4
Pharo Management
5787
Pharo Management
New York
USD 178 M +USD 144 M +420% 5.74% – 2 50% 0.4
Chaney Capital Management
5788
Chaney Capital Management
Washington
USD 178 M +USD 27.3 M +18% 4.73% – 38 10.53% 0.6
Lanham O'Dell & Company
5789
Lanham O'Dell & Company
West Virginia
USD 178 M +USD 82.1 k +0% 10.9% 81% 29 31.03% 1.7
Aspect Partners
5790
Aspect Partners
Virginia
USD 178 M +USD 10.2 M +6% 7.59% 66.7% 594 10.77% 0.7
Sound Stewardship
5791
Sound Stewardship
Kansas
USD 178 M +USD 13.6 M +8% 5.69% 45.9% 61 9.84% 1.4
WCM
5792
Westerly Capital Management
California
USD 178 M -USD 22.9 M -11% 5.79% 116% 52 42.31% 1.3
Sterling Investment Advisors (Missouri)
5793
Sterling Investment Advisors (Missouri)
Missouri
USD 178 M +USD 14 M +9% 5.9% 45.1% 34 2.94% 6.1
Carl Stuart Investment Advisor
5794
Carl Stuart Investment Advisor
Texas
USD 178 M +USD 17.9 M +11% 7.1% 84.4% 17 17.65% 1.6
Southern Capital Advisors
5795
Southern Capital Advisors
Tennessee
USD 178 M +USD 15.2 M +9% 6.79% 66.8% 82 17.07% 1.7
Cincinnati Casualty Company
5796
Cincinnati Casualty Company
Ohio
USD 177 M -USD 5.09 M -3% 8.58% 56% 26 7.69% 8.5
RE Dickinson Investment Advisors
5797
RE Dickinson Investment Advisors
Iowa
USD 177 M +USD 12.9 M +8% 7.37% 2.24% 254 13.78% 2.1
Seldon Capital
5798
Seldon Capital
California
USD 177 M -USD 5.74 M -3% 7.78% 604% 70 20% 1.6
Family CFO
5799
Family CFO
California
USD 177 M +USD 14.9 M +9% 6.61% 84% 74 14.86% 2.1
Grand Wealth Management
5800
Grand Wealth Management
Michigan
USD 177 M +USD 8.8 M +5% 6.13% 54.1% 66 12.12% 1.8