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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)
Copperleaf Capital
5901
Copperleaf Capital
North Carolina
USD 209 M +USD 11 M +6% 9.45% 102% 130 25.38% 1.9
Cambridge Capital Management
5902
Cambridge Capital Management
Illinois
USD 209 M +USD 22.2 M +12% 5.86% 55.9% 43 6.98% 1.4
LCM Capital Management
5903
LCM Capital Management
Illinois
USD 208 M +USD 16 M +8% 11.1% 128% 114 12.28% 3.2
Sitrin Capital Management
5904
Sitrin Capital Management
California
USD 208 M +USD 12.4 M +6% 10.6% 139% 42 2.38% 4.4
Sound Stewardship
5905
Sound Stewardship
Kansas
USD 208 M +USD 14.5 M +7% 5.78% 45.9% 66 6.06% 2
Udine Wealth Management
5906
Udine Wealth Management
Florida
USD 208 M +USD 19 M +10% 23% 141% 40 20% 1.5
SM
5907
Salzhauer Michael
USD 208 M +USD 37.5 M +22% 8.13% 98% 96 19.79% 4
Peak Financial Advisors
5908
Peak Financial Advisors
Colorado
USD 208 M +USD 13.1 M +7% 4.3% 39.1% 109 42.2% 1.2
JW Asset Management
5909
JW Asset Management
Florida
USD 208 M +USD 5.49 M +3% 7.87% 251% 21 28.57% 1.6
Signet Investment Advisory Group
5910
Signet Investment Advisory Group
Rhode Island
USD 208 M +USD 13.4 M +7% 6.17% 68.2% 70 4.29% 4.9
TBBL
5911
True Blue (BVI) Ltd
USD 208 M +USD 36 M +21% 22.8% – 4 0% 0.8
FOCUS Wealth Advisors
5912
FOCUS Wealth Advisors
Texas
USD 208 M +USD 15.6 M +8% 7.37% 68.7% 58 3.45% 2.9
Galilei Investment Office
5913
Galilei Investment Office
United Kingdom
USD 208 M +USD 11.4 M +6% 6.33% – 27 0% 0.7
WA1
5914
Wimmer Associates 1
California
USD 208 M +USD 12.4 M +6% 9.07% 78.9% 113 6.19% 7.2
C.M. Bidwell & Associates
5915
C.M. Bidwell & Associates
Hawaii
USD 208 M +USD 15.2 M +8% 6.71% 70.6% 537 26.07% 3.1
Hippocratic Financial Advisors
5916
Hippocratic Financial Advisors
California
USD 208 M +USD 20.6 M +11% 4.65% – 28 17.86% 0.6
Forte Asset Management
5917
Forte Asset Management
New York
USD 208 M +USD 11.5 M +6% 6.08% 57.7% 73 9.59% 1.9
Chou Associates Management
5918
Chou Associates Management
Ontario, Canada
USD 208 M +USD 24.9 M +14% 11.5% 66.4% 31 0% 3.3
Midwest Capital Advisors
5919
Midwest Capital Advisors
Michigan
USD 207 M +USD 17.7 M +9% 7.5% – 216 15.28% 0.6
Solano Wealth Investment Advisors
5920
Solano Wealth Investment Advisors
California
USD 207 M +USD 12.5 M +6% 5.94% – 37 10.81% 0.7
Grand Wealth Management
5921
Grand Wealth Management
Michigan
USD 207 M +USD 12.7 M +7% 6.55% 54.1% 75 8% 2.4
Kennicott Capital Management
5922
Kennicott Capital Management
California
USD 207 M +USD 31.9 M +18% 8.08% 98% 52 11.54% 2.9
Mitsubishi UFJ Asset Management (UK)
5923
Mitsubishi UFJ Asset Management (UK)
United Kingdom
USD 207 M +USD 15.1 M +8% 9.28% 151% 121 28.1% 2.2
PCMK
5924
Paragon Capital Management (Kansas)
Kansas
USD 207 M +USD 12.4 M +6% 8.54% 87.5% 58 0% 6.5
EnCap Energy Capital Fund X
5925
EnCap Energy Capital Fund X
Texas
USD 207 M +USD 19.2 M +10% 10.2% – 1 0% 1