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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)
Ivy Lane Capital Management
5876
Ivy Lane Capital Management
Florida
USD 129 M -USD 13.2 M -9% 7.97% 101% 11 36.36% 0.9
Lowery Thomas LLC
5877
Lowery Thomas LLC
California
USD 129 M -USD 16.1 M -11% 6.33% 74.7% 56 23.21% 0.2
Robinson Value Management
5878
Robinson Value Management
Texas
USD 129 M +USD 7.13 M +6% 2.44% 79.3% 80 20% 2.6
Morris Capital Advisors
5879
Morris Capital Advisors
Pennsylvania
USD 129 M -USD 7.27 M -5% 2.17% 72.9% 53 3.77% 4.4
WPA
5880
Winning Points Advisors
Florida
USD 129 M -USD 8.95 M -6% 1.9% – 85 48.24% 3.4
Forum Private Client Group
5881
Forum Private Client Group
Indiana
USD 129 M – – 4.89% 47.9% 64 – 0
Guardian Investment Management
5882
Guardian Investment Management
California
USD 129 M -USD 15.1 M -10% 0.1% 103% 61 18.03% 4.7
Aldebaran Financial
5883
Aldebaran Financial
USD 129 M -USD 6.73 M -5% 3.86% 89.7% 92 5.43% 4.6
Fi3 Financial Advisors
5884
Fi3 Financial Advisors
Indiana
USD 129 M -USD 24.1 M -16% 5.88% 83.1% 53 9.43% 0.8
Lanham O'Dell & Company
5885
Lanham O'Dell & Company
West Virginia
USD 129 M +USD 1.96 M +2% 3.9% 81% 24 25% 0.2
Wavelength Capital Management
5886
Wavelength Capital Management
Connecticut
USD 129 M +USD 907 k +0.7% 5.06% – 14 0% 0.3
Sagil Capital
5887
Sagil Capital
United Kingdom
USD 128 M -USD 66 M -34% 18.6% 104% 27 55.56% 0.8
Twenty Acre Capital
5888
Twenty Acre Capital
Pennsylvania
USD 128 M – – 9.21% 196% 24 – 0
ABP
5889
Arthur B. Page
USD 128 M -USD 17.5 M -12% 5.38% 40.4% 62 12.9% 5.6
FirstPurpose Wealth
5890
FirstPurpose Wealth
Utah
USD 128 M -USD 31 M -19% 6.78% – 166 29.52% 0.2
Montis Financial
5891
Montis Financial
Massachusetts
USD 128 M -USD 9.8 M -7% 1.23% 46% 90 31.11% 1.1
Totem Point Management
5892
Totem Point Management
New York
USD 128 M -USD 23.2 M -15% 10.6% 577% 17 23.53% 1.5
Astoria Portfolio Advisors
5893
Astoria Portfolio Advisors
New York
USD 128 M +USD 1.85 M +1% 0.71% 75.4% 177 46.33% 0.2
Financial Futures
5894
Financial Futures
New Jersey
USD 128 M +USD 5.78 M +5% 4.29% 48.5% 64 31.25% 0.2
Mid-American Wealth Advisory Group
5895
Mid-American Wealth Advisory Group
Missouri
USD 128 M +USD 3.3 M +3% 3% 14.4% 82 31.71% 0.2
Susquehanna International Securities
5896
Susquehanna International Securities
Ireland
USD 128 M -USD 37.6 M -23% 7.63% 2.8% 33 60.61% 0.5
Rosenthal Henry Capital Advisors
5897
Rosenthal Henry Capital Advisors
Indiana
USD 128 M -USD 5.14 M -4% 4.38% 91.9% 50 30% 2.3
Verger Capital Management
5898
Verger Capital Management
North Carolina
USD 128 M -USD 2.23 M -2% 0.7% 58.3% 12 0% 5.6
Kaizen Financial Strategies
5899
Kaizen Financial Strategies
California
USD 128 M -USD 5.99 M -4% 5.95% 126% 152 21.71% 0.9
Echo45 Advisors
5900
Echo45 Advisors
California
USD 128 M +USD 2.66 M +2% 2.43% 53.6% 90 16.67% 0.3