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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)
Forte Asset Management
5801
Forte Asset Management
New York
USD 165 M +USD 18.7 M +13% 6.68% 57.7% 63 20.63% 1.2
Dalton Investments
5802
Dalton Investments
Nevada
USD 165 M +USD 13.9 M +9% 23.1% 125% 28 10.71% 3.1
Sound Stewardship
5803
Sound Stewardship
Kansas
USD 165 M +USD 13.8 M +9% 3.57% 45.9% 69 17.39% 1
Southern Capital Advisors
5804
Southern Capital Advisors
Tennessee
USD 165 M +USD 23.9 M +17% 6.62% 66.8% 80 26.25% 1.4
Coombe, Bender & Co
5805
Coombe, Bender & Co
New York
USD 165 M +USD 4.59 M +3% 7.32% – 84 15.48% 1.5
Everpar Advisors
5806
Everpar Advisors
Oklahoma
USD 164 M -USD 50.4 M -23% 11.5% – 290 24.83% 0.2
Wealth Advisors of Iowa
5807
Wealth Advisors of Iowa
Iowa
USD 164 M +USD 15.4 M +10% 8.62% 60.9% 65 12.31% 2.2
Marmo Financial Group
5808
Marmo Financial Group
Tennessee
USD 164 M +USD 32.7 M +25% 7.17% 47.5% 28 32.14% 0.7
SA
5809
Stonebridge Advisors
Connecticut
USD 164 M -USD 3.22 M -2% 1.14% 0.03% 5 20% 1.9
Regis Acquisition
5810
Regis Acquisition
Colorado
USD 164 M -USD 96.6 M -37% 5.97% – 48 25% 0.8
HealthInvest Partners
5811
HealthInvest Partners
Sweden
USD 164 M +USD 36.6 M +29% 18.4% – 50 22% 0.9
Patron Partners
5812
Patron Partners
Texas
USD 164 M +USD 13.5 M +9% 9.03% 90.2% 180 10.56% 2.3
Peak Financial Advisors
5813
Peak Financial Advisors
Colorado
USD 164 M +USD 14.6 M +10% 5.45% 39.1% 88 42.05% 0.9
ELCO Management
5814
ELCO Management
New York
USD 164 M +USD 12.4 M +8% 8.62% 98.3% 161 16.15% 3.4
Whitefort Capital Management
5815
Whitefort Capital Management
New York
USD 164 M +USD 7.31 M +5% 4.47% 243% 21 9.52% 1.4
Phoenix Wealth Advisors
5816
Phoenix Wealth Advisors
North Carolina
USD 164 M +USD 20.6 M +14% 9.31% 68.8% 121 15.7% 1.9
Equitec Proprietary Markets
5817
Equitec Proprietary Markets
Illinois
USD 164 M +USD 28.8 M +21% 22.8% 352% 130 51.54% 0.9
SM
5818
Sciencast Management
New Jersey
USD 164 M -USD 19.2 M -10% 9.34% 72.5% 342 78.95% 0.1
Armor Advisors
5819
Armor Advisors
New York
USD 164 M +USD 60.4 M +58% 17.9% 78.5% 15 26.67% 1.3
Arthedge Capital Management
5820
Arthedge Capital Management
New York
USD 164 M +USD 10 M +6% 5.24% 80.7% 12 0% 2.5
Glass Wealth Management
5821
Glass Wealth Management
Texas
USD 164 M – – 10.6% – 62 – 0
13D Management
5822
13D Management
New York
USD 164 M -USD 6.14 M -4% 3.85% 157% 33 27.27% 1.5
Painted Porch Advisors
5823
Painted Porch Advisors
California
USD 164 M +USD 33.9 M +26% 7.19% – 66 28.79% 0.2
SP
5824
Saranac Partners
USD 164 M +USD 12 M +8% 11.8% 69% 90 16.67% 0.9
Iams Wealth Management
5825
Iams Wealth Management
Nebraska
USD 164 M +USD 8.96 M +6% 5.25% 57.7% 130 29.23% 0.4