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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)
Strategic Financial Planning
5901
Strategic Financial Planning
Texas
USD 96 M -USD 7.84 M -8% 7.63% 47.5% 35 17.14% 2.2
A
5902
Atomvest
Hong Kong
USD 95.9 M -USD 27.1 M -22% 8.55% 90% 4 0% 1.1
Sippican Capital Advisors
5903
Sippican Capital Advisors
Massachusetts
USD 95.9 M -USD 4.9 M -5% 4.06% 81.1% 103 5.83% 4.9
Trust Investment Advisors
5904
Trust Investment Advisors
Indiana
USD 95.8 M -USD 8.25 M -8% 3.54% 178% 105 28.57% 3.5
New Vernon Capital Holdings II
5905
New Vernon Capital Holdings II
New Jersey
USD 95.8 M -USD 28.1 M -23% 0.01% 114% 70 21.43% 0.5
M28 Capital Management
5906
M28 Capital Management
Connecticut
USD 95.8 M +USD 6.59 M +7% 7.35% 200% 13 7.69% 0.7
United Community Bank
5907
United Community Bank
South Carolina
USD 95.8 M +USD 2.9 M +3% 5.32% 66.2% 269 13.01% 0.6
ABP
5908
Arthur B. Page
USD 95.7 M -USD 9.7 M -9% 3.36% 40.4% 53 9.43% 6.3
First National Bank Sioux Falls
5909
First National Bank Sioux Falls
South Dakota
USD 95.6 M +USD 17.3 M +22% 5.83% 70.3% 115 13.04% 3.6
Midwest Heritage Bank
5910
Midwest Heritage Bank
Iowa
USD 95.6 M -USD 15 M -14% 6% 50% 68 7.35% 0.6
Mach-1 Financial Group
5911
Mach-1 Financial Group
Arkansas
USD 95.6 M -USD 52.5 M -35% 0.61% 83.4% 450 11.11% 0.5
San Luis Wealth Advisors
5912
San Luis Wealth Advisors
California
USD 95.5 M +USD 8.44 M +10% 5.31% 61.9% 86 33.72% 0.9
Gainplan
5913
Gainplan
Michigan
USD 95.5 M -USD 55.1 M -37% 6.33% 103% 41 41.46% 1.8
Darrow Company
5914
Darrow Company
Massachusetts
USD 95.4 M -USD 5.69 M -6% 4.19% 44.5% 82 70.73% 0.6
IF
5915
Integrity Financial
Wyoming
USD 95.4 M -USD 9.9 M -9% 5.13% 66.3% 225 14.22% 0.7
IFS
5916
Intelligent Financial Strategies
Minnesota
USD 95.4 M -USD 3.03 M -3% 4.74% 63.5% 96 5.21% 0.7
Maryland Capital Advisors
5917
Maryland Capital Advisors
Maryland
USD 95.3 M +USD 526 k +0.6% 5.73% – 260 14.23% 0.6
Palladiem
5918
Palladiem
Pennsylvania
USD 95.2 M -USD 5.44 M -5% 6.18% – 58 18.97% 2.2
Rather & Kittrell
5919
Rather & Kittrell
Tennessee
USD 95.2 M +USD 3.96 M +4% 5.02% 41.1% 62 14.52% 0.6
Medina Value Partners
5920
Medina Value Partners
California
USD 95.2 M -USD 21.9 M -19% 2% 80% 21 47.62% 0.5
Eos Management LP
5921
Eos Management LP
New York
USD 95.1 M -USD 36.2 M -28% 12.4% 152% 29 20.69% 5
Clark Financial Services Group
5922
Clark Financial Services Group
Missouri
USD 95.1 M – – 4.44% 116% 59 – 1.6
Aufman Associates
5923
Aufman Associates
Pennsylvania
USD 95 M -USD 10.2 M -10% 7.35% 136% 44 9.09% 2
AH Equity Partners Bio III
5924
AH Equity Partners Bio III
California
USD 95 M +USD 4.99 M +6% 5.54% – 1 0% 0.8
EDBI Pte Ltd
5925
EDBI Pte Ltd
Singapore
USD 95 M -USD 12.9 M -12% 0.6% 6.21% 26 3.85% 0.6