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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)
Zeno Equity Partners
5801
Zeno Equity Partners
United Kingdom
USD 215 M -USD 16.8 M -7% 0.47% – 11 18.18% 1.4
Boulder Wealth Advisors
5802
Boulder Wealth Advisors
Colorado
USD 215 M – – 7.28% – 28 – 1.8
Sterneck Capital Management
5803
Sterneck Capital Management
Missouri
USD 215 M +USD 17.9 M +9% 8.45% 61.5% 108 10.19% 4.5
NME
5804
Notis-McConarty Edward
USD 215 M +USD 9.7 M +5% 6.98% 91.2% 78 3.85% 7.6
Heritage Family Offices
5805
Heritage Family Offices
Arizona
USD 215 M +USD 17.1 M +9% 5.95% – 209 19.14% 1
Tandem Capital Management
5806
Tandem Capital Management
New Jersey
USD 215 M +USD 17.2 M +9% 8.99% 128% 122 11.48% 3.3
MWM
5807
MTC Wealth Management
Florida
USD 215 M +USD 6.65 M +3% 4.5% 30.5% 14 14.29% 3.3
Roubaix Capital
5808
Roubaix Capital
Colorado
USD 215 M +USD 6.37 M +3% 12.3% 174% 75 69.33% 0.5
Woodward Diversified Capital
5809
Woodward Diversified Capital
California
USD 215 M +USD 17 M +9% 11% 118% 193 16.58% 2.3
UFAC
5810
Urban Financial Advisory Corp
Illinois
USD 215 M +USD 15.7 M +8% 5.82% – 52 5.77% 1.2
Ergawealth Advisors
5811
Ergawealth Advisors
Illinois
USD 215 M -USD 7.58 M -3% 5.68% 50% 82 39.02% 1.7
Watchtower Advisors
5812
Watchtower Advisors
Connecticut
USD 214 M +USD 45.4 M +27% 10.4% 384% 21 38.1% 0.8
Vista Investment Partners II
5813
Vista Investment Partners II
Indiana
USD 214 M +USD 6.98 M +3% 5.82% – 155 20.65% 0.6
Avos Capital Management
5814
Avos Capital Management
Washington
USD 214 M +USD 38.9 M +22% 3.99% – 59 30.51% 0.4
Bull Street Advisors
5815
Bull Street Advisors
Georgia
USD 214 M +USD 6.24 M +3% 4.4% 48.5% 89 0% 5.5
Beech Hill Advisors
5816
Beech Hill Advisors
New York
USD 214 M -USD 8.11 M -4% 9.62% 105% 100 8% 5
SA
5817
Sunesis Advisors
Kansas
USD 214 M – – 5.8% – 51 – 2.9
Cooper/Haims Advisors
5818
Cooper/Haims Advisors
New York
USD 214 M +USD 11 M +5% 5.9% 58.8% 91 9.89% 4.2
Unison Asset Management
5819
Unison Asset Management
Florida
USD 214 M +USD 15.6 M +8% 9.7% 81.4% 32 12.5% 3.2
ERFOTCOFW
5820
Employees Retirement Fund of the City of Fort Worth
Texas
USD 214 M -USD 5.06 M -2% 3.04% 30.5% 19 31.58% 1.5
Constitution Capital
5821
Constitution Capital
Connecticut
USD 214 M +USD 17.9 M +9% 7% 91.1% 62 11.29% 3.3
CastleKeep Investment Advisors
5822
CastleKeep Investment Advisors
Connecticut
USD 214 M +USD 9.36 M +5% 5.03% – 89 4.49% 1.3
Old North State Wealth Management
5823
Old North State Wealth Management
North Carolina
USD 214 M +USD 21.8 M +11% 9.29% 91.5% 129 11.63% 2.1
Kieckhefer Group
5824
Kieckhefer Group
Wisconsin
USD 214 M +USD 29.2 M +16% 18.8% – 57 21.05% 0.6
Fox Hill Wealth Management
5825
Fox Hill Wealth Management
Massachusetts
USD 214 M +USD 19.1 M +10% 11.7% – 136 20.59% 1.3