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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)
Shearwater Capital
6051
Shearwater Capital
Colorado
USD 88.6 M -USD 4.27 M -5% 6.42% 74.4% 37 8.11% 0.7
Twenty Acre Capital
6052
Twenty Acre Capital
Pennsylvania
USD 88.6 M -USD 11.8 M -12% 7.13% 196% 24 8.33% 0.4
GWMI
6053
Guardian Wealth Management (Illinois)
Illinois
USD 88.3 M -USD 4.58 M -5% 5.25% 103% 248 8.87% 0.7
LWM Advisory Services
6054
LWM Advisory Services
Florida
USD 88.3 M +USD 4.87 M +6% 4.08% 64.9% 124 20.97% 0.5
Aletheian Wealth Advisors
6055
Aletheian Wealth Advisors
Washington
USD 88.1 M -USD 10.4 M -11% 6.4% – 56 8.93% 0.7
HCVG
6056
H Capital V GP
Cayman Islands
USD 88 M -USD 2.72 M -3% 2.82% – 2 0% 0.8
Generali Powszechne Towarzystwo Emerytalne
6057
Generali Powszechne Towarzystwo Emerytalne
Poland
USD 88 M -USD 5.76 M -6% 5.88% 140% 28 0% 0.7
Monetta Financial Services
6058
Monetta Financial Services
Illinois
USD 87.8 M -USD 7.68 M -8% 1.49% 275% 73 43.84% 1.8
Redwood Financial Network
6059
Redwood Financial Network
Ohio
USD 87.7 M -USD 4.06 M -4% 3.74% 74.1% 137 9.49% 0.5
Unionview LLC
6060
Unionview LLC
Washington
USD 87.6 M -USD 1.91 M -2% 5.34% 21.2% 79 12.66% 0.7
Kennedy Lewis Management
6061
Kennedy Lewis Management
New York
USD 87.6 M -USD 3.36 M -4% 15.2% 70.2% 20 0% 0.7
Broadcrest Asset Management
6062
Broadcrest Asset Management
Florida
USD 87.6 M -USD 7.99 M -8% 12.6% 54.1% 8 12.5% 0.7
Delphia (USA)
6063
Delphia (USA)
Ontario, Canada
USD 87.6 M -USD 57.8 M -40% 2.3% – 462 56.93% 0.3
Geneva Partners
6064
Geneva Partners
Wisconsin
USD 87.5 M -USD 14.2 M -14% 3.47% 401% 66 36.36% 2.3
Western Standard LLC
6065
Western Standard LLC
California
USD 87.4 M -USD 44.5 M -34% 10.5% 83.7% 43 53.49% 1.2
McDonough Capital Management
6066
McDonough Capital Management
Florida
USD 87.3 M -USD 3.09 M -3% 2.09% 98.1% 39 5.13% 0.7
PCM
6067
Potomac Capital Management
New York
USD 87.3 M +USD 837 k +1% 4.71% – 85 31.76% 1.4
Life Planning Partners
6068
Life Planning Partners
Florida
USD 87.3 M -USD 1.63 M -2% 6.37% – 190 3.68% 0.7
KCM
6069
Key Colony Management
Arkansas
USD 87.3 M -USD 13.9 M -14% 8.81% 113% 15 53.33% 1
NuWave Investment Management
6070
NuWave Investment Management
New Jersey
USD 87.2 M +USD 12.4 M +17% 10.8% 26.4% 398 68.59% 0.3
Pariax
6071
Pariax
California
USD 87.1 M -USD 3.42 M -4% 5.4% – 29 6.9% 0.7
Claris Advisors
6072
Claris Advisors
Missouri
USD 87 M -USD 5.42 M -6% 5.85% 65.7% 44 9.09% 0.7
Gibson Wealth Advisors
6073
Gibson Wealth Advisors
Texas
USD 87 M -USD 2.74 M -3% 5.69% – 135 11.85% 0.6
Antonetti Capital Management
6074
Antonetti Capital Management
Florida
USD 86.8 M -USD 8.38 M -9% 4.56% – 364 9.34% 2.1
Future Financial Wealth Management
6075
Future Financial Wealth Management
Ohio
USD 86.8 M -USD 15.6 M -15% 7.03% 65.2% 143 24.48% 1.4