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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)
Donald L. Hagan LLC
5976
Donald L. Hagan LLC
Florida
USD 204 M +USD 3.43 M +2% 4.17% 47.9% 93 12.9% 3.6
Peregrine Investment Management
5977
Peregrine Investment Management
Ontario, Canada
USD 204 M +USD 47.1 M +30% 32% – 26 34.62% 0.6
CE
5978
Cornerstone Enterprises
Wisconsin
USD 203 M +USD 17.6 M +9% 6.95% 85.7% 33 6.06% 1.2
White Mountains Insurance Group
5979
White Mountains Insurance Group
New Hampshire
USD 203 M +USD 7.68 M +4% 3.93% 105% 1 0% 4.8
Cascade Wealth Advisors
5980
Cascade Wealth Advisors
Washington
USD 203 M +USD 26.1 M +15% 3.78% – 63 15.87% 1
MFG
5981
MTM Financial Group
Pennsylvania
USD 203 M +USD 18.7 M +10% 4.21% 36.5% 88 13.64% 2
Beaconlight Capital
5982
Beaconlight Capital
New York
USD 203 M +USD 27.5 M +16% 26.7% 282% 39 51.28% 1.3
Rockingstone Advisors
5983
Rockingstone Advisors
Massachusetts
USD 203 M +USD 12.5 M +7% 6.36% 114% 108 3.7% 2.2
Topel & Distasi Wealth Management
5984
Topel & Distasi Wealth Management
California
USD 203 M +USD 11.9 M +6% 5.11% 40% 62 4.84% 3.2
Breach Inlet Capital Management
5985
Breach Inlet Capital Management
South Carolina
USD 203 M -USD 1.16 M -0.6% 3.12% – 10 30% 1.1
FCFC
5986
First Citizens Financial Corp
Iowa
USD 202 M +USD 20.5 M +11% 7.36% 72.9% 137 10.22% 3.2
Plotkin Financial Advisors
5987
Plotkin Financial Advisors
Maryland
USD 202 M +USD 21 M +12% 8.16% 95.3% 104 10.58% 3.1
Pelham Capital
5988
Pelham Capital
United Kingdom
USD 202 M -USD 12.9 M -6% 6.61% 135% 18 44.44% 1.2
5th Street Advisors
5989
5th Street Advisors
Connecticut
USD 202 M +USD 603 k +0.3% 6.03% 52.2% 34 29.41% 2.2
GS Investments
5990
GS Investments
Minnesota
USD 202 M -USD 23.7 M -11% 5.7% 94.1% 119 7.56% 4.3
Sterling Investment Advisors (Missouri)
5991
Sterling Investment Advisors (Missouri)
Missouri
USD 202 M +USD 9.8 M +5% 7.08% 45.1% 40 10% 6.2
Meritas Wealth Management
5992
Meritas Wealth Management
California
USD 202 M +USD 20 M +11% 7.35% 69.4% 59 11.86% 2
WMS
5993
Wealth Management Strategies
Pennsylvania
USD 202 M +USD 15.8 M +9% 5.75% – 42 14.29% 0.7
Sterling Group Wealth Management
5994
Sterling Group Wealth Management
California
USD 202 M +USD 21.2 M +12% 6.55% 75.9% 56 12.5% 1.2
Lipe & Dalton
5995
Lipe & Dalton
New York
USD 202 M +USD 16.8 M +9% 11.2% 101% 96 9.38% 6.3
Fairfield University
5996
Fairfield University
Connecticut
USD 202 M +USD 20.7 M +11% 7.18% 61.9% 3 0% 8.1
DCM
5997
Dilation Capital Management
New York
USD 202 M +USD 14.1 M +7% 18.9% – 26 42.31% 0.4
TCM
5998
TAM Capital Management
Connecticut
USD 202 M +USD 74.7 M +59% 13.4% 4.15% 11 72.73% 0.2
Massachusetts Wealth Management
5999
Massachusetts Wealth Management
Massachusetts
USD 202 M +USD 24.2 M +14% 8.73% 110% 98 6.12% 2
BostonPremier Wealth
6000
BostonPremier Wealth
Massachusetts
USD 201 M +USD 21 M +12% 8.64% – 74 16.22% 0.6