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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)
Lederer & Associates Investment Counsel
5801
Lederer & Associates Investment Counsel
California
USD 133 M +USD 2.89 M +2% 9.02% 92.7% 88 3.41% 5.3
SMART Wealth
5802
SMART Wealth
Nebraska
USD 132 M +USD 19.1 M +17% 1.87% 77.7% 85 22.35% 0.4
GIM
5803
Greenwich Investment Management
Connecticut
USD 132 M +USD 2.34 M +2% 2.29% – 49 10.2% 3.2
Wells Financial Advisors
5804
Wells Financial Advisors
Massachusetts
USD 132 M +USD 6.91 M +6% 4.1% 54% 71 16.9% 1.9
Pointe Capital Management
5805
Pointe Capital Management
Michigan
USD 132 M -USD 6.65 M -5% 5.4% 62.6% 411 64.48% 4.3
GBI
5806
GP Brinson Investments
Illinois
USD 132 M +USD 6.61 M +5% 5.52% 51.2% 15 0% 2
Aspire Wealth Management
5807
Aspire Wealth Management
Massachusetts
USD 132 M +USD 9.06 M +7% 6.1% 26% 196 6.63% 1.2
Caldwell Investment Management
5808
Caldwell Investment Management
Ontario, Canada
USD 132 M +USD 31.4 M +31% 9.42% 162% 31 32.26% 0.8
Koesten Hirschmann & Crabtree
5809
Koesten Hirschmann & Crabtree
Kansas
USD 132 M +USD 1.99 M +2% 5.32% 68.7% 257 36.96% 0.5
Essex Woodlands Management
5810
Essex Woodlands Management
Texas
USD 132 M -USD 40.7 M -24% 98.6% 55% 7 14.29% 5.6
ACM
5811
Altium Capital Management
New York
USD 132 M -USD 48 M -27% 45.5% – 110 55.45% 0.8
Arrowroot Family Office
5812
Arrowroot Family Office
California
USD 132 M +USD 15 M +13% 4.87% – 137 25.55% 0.2
BC
5813
Bowman & Company
Wisconsin
USD 132 M -USD 4.28 M -3% 5.21% 59.7% 93 9.68% 1.2
Western Pacific Wealth Management
5814
Western Pacific Wealth Management
Illinois
USD 132 M +USD 1.21 M +0.9% 1.13% 91.4% 316 16.14% 1.1
Nebula Research & Development
5815
Nebula Research & Development
New York
USD 132 M +USD 75.3 M +133% 3.43% – 478 86.19% 0.1
Norwood Investment Partners
5816
Norwood Investment Partners
California
USD 132 M -USD 13.2 M -9% 11.4% 25.2% 11 0% 1.2
Beaumont Asset Management
5817
Beaumont Asset Management
Texas
USD 132 M -USD 4.47 M -3% 7.55% 73.1% 78 21.79% 2
Midwest Heritage Bank
5818
Midwest Heritage Bank
Iowa
USD 132 M +USD 7.58 M +6% 3.81% 50% 55 9.09% 1.3
Piedmont Capital Management (Montana)
5819
Piedmont Capital Management (Montana)
Montana
USD 132 M +USD 6.86 M +5% 3.77% 94% 52 28.85% 1.6
Lightspeed Opportunity Fund
5820
Lightspeed Opportunity Fund
California
USD 132 M -USD 47.7 M -27% 22% – 2 0% 0.3
Aspen Wealth Strategies
5821
Aspen Wealth Strategies
Colorado
USD 132 M +USD 2.72 M +2% 5.18% 65.8% 92 33.7% 0.4
Longitude (Cayman)
5822
Longitude (Cayman)
Cayman Islands
USD 132 M +USD 17.9 M +16% 25.5% – 74 32.43% 1.1
Mills Wealth Advisors
5823
Mills Wealth Advisors
Texas
USD 132 M +USD 7.43 M +6% 1.64% 37.9% 50 16% 0.4
Brooktree Capital Management
5824
Brooktree Capital Management
Michigan
USD 132 M +USD 3.11 M +2% 8.23% 82.9% 32 3.13% 2.7
Asset Planning Corporation
5825
Asset Planning Corporation
Tennessee
USD 132 M +USD 7.07 M +6% 2.33% 44.5% 41 9.76% 1.8