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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)
Interchange Capital Partners
6001
Interchange Capital Partners
Pennsylvania
USD 91.2 M +USD 2.24 M +3% 6.2% 79.6% 176 29.55% 0.8
Richwood Investment Advisors
6002
Richwood Investment Advisors
Ohio
USD 91.1 M -USD 8 M -8% 5.41% 66% 106 3.77% 0.7
Aldebaran Financial
6003
Aldebaran Financial
USD 91 M -USD 3.52 M -4% 5.81% 89.7% 78 7.69% 5.1
Tenret Company
6004
Tenret Company
Florida
USD 90.8 M -USD 5.18 M -5% 6.25% – 27 3.7% 1.1
Signature Wealth Management Partners
6005
Signature Wealth Management Partners
New Jersey
USD 90.8 M -USD 6.82 M -7% 4.93% 97.9% 110 11.82% 1.5
Montz Harcus Wealth Management
6006
Montz Harcus Wealth Management
Louisiana
USD 90.8 M -USD 4.1 M -4% 5.04% 84.1% 53 7.55% 0.7
New Millennium Group
6007
New Millennium Group
Utah
USD 90.7 M -USD 7.01 M -7% 4.43% 176% 426 8.45% 0.3
Vetamer Capital Management
6008
Vetamer Capital Management
California
USD 90.7 M -USD 29.1 M -24% 0.02% – 65 47.69% 0.4
Corriente Advisors
6009
Corriente Advisors
Texas
USD 90.5 M -USD 146 M -62% – – 4 0% 0.3
InTrack Investment Management
6010
InTrack Investment Management
Vermont
USD 90.5 M -USD 7.27 M -7% 6.44% 99.2% 120 21.67% 1.2
Momentum Advisors
6011
Momentum Advisors
New York
USD 90.5 M +USD 1.5 M +2% 4.79% – 80 32.5% 0.2
AAM
6012
Artha Asset Management
New Jersey
USD 90.3 M -USD 18.2 M -17% 11.1% – 33 75.76% 0.2
Widmann Financial Services
6013
Widmann Financial Services
Maryland
USD 90.3 M -USD 6.37 M -7% 6.68% 75.2% 83 4.82% 0.7
Carson Advisory
6014
Carson Advisory
Georgia
USD 90.2 M +USD 702 k +0.8% 7.07% 68.6% 134 14.18% 0.7
Wavelength Capital Management
6015
Wavelength Capital Management
Connecticut
USD 90.2 M -USD 11.1 M -11% 4.41% – 14 14.29% 0.7
Insight Inv LLC
6016
Insight Inv LLC
California
USD 90.2 M -USD 8.9 M -9% 5.2% 136% 165 41.21% 0.7
Divisadero Street Capital Management
6017
Divisadero Street Capital Management
Florida
USD 90.2 M -USD 40.9 M -31% 17.2% 718% 68 76.47% 0.2
Tsai Capital
6018
Tsai Capital
New York
USD 90.2 M +USD 5.86 M +7% 6.23% 29.2% 22 18.18% 1
Deep Field Asset Management
6019
Deep Field Asset Management
California
USD 90 M +USD 29.6 M +49% 0.3% 20.1% 14 42.86% 1.8
Greenhouse Wealth Management
6020
Greenhouse Wealth Management
Connecticut
USD 90 M -USD 3.13 M -3% 5.37% 87.2% 53 9.43% 1.6
VeriStar Capital Management
6021
VeriStar Capital Management
New York
USD 90 M -USD 19.1 M -18% 11.4% 41% 12 16.67% 0.6
David J. Yvars Group
6022
David J. Yvars Group
Florida
USD 90 M +USD 16.5 M +22% 5.06% 143% 67 8.96% 1.4
MSCM
6023
Marlin Sams Capital Management
New York
USD 89.9 M +USD 23.1 M +35% 7.98% 53.1% 3 66.67% 0.3
Erickson Financial Group
6024
Erickson Financial Group
Pennsylvania
USD 89.9 M -USD 3.4 M -4% 4.65% 63.3% 24 8.33% 0.7
Linse Capital Management PR
6025
Linse Capital Management PR
Puerto Rico
USD 89.9 M -USD 14.7 M -14% 7.82% – 1 0% 0.8