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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)
Mendel Capital Management
6051
Mendel Capital Management
Arkansas
USD 139 M +USD 17.4 M +14% 11.7% – 94 7.45% 1.5
Once Capital Management
6052
Once Capital Management
New York
USD 139 M +USD 34 M +32% 30.5% 627% 24 8.33% 1.7
Blue Creek Capital Management
6053
Blue Creek Capital Management
Hong Kong
USD 139 M +USD 10.5 M +8% 19.4% – 6 16.67% 0.8
First National Bank of Hutchinson
6054
First National Bank of Hutchinson
Kansas
USD 139 M +USD 7.1 M +5% 12.4% 121% 104 14.42% 4.1
Peak Planning Group
6055
Peak Planning Group
Colorado
USD 139 M +USD 11.3 M +9% 11.4% 105% 75 9.33% 2.5
Little Harbor Advisors
6056
Little Harbor Advisors
Massachusetts
USD 139 M +USD 15.2 M +12% 9.97% 59% 9 33.33% 0.7
LI
6057
Latash Investments
Alaska
USD 139 M +USD 21.8 M +19% 19.8% 110% 21 9.52% 3.4
JPL Wealth Management
6058
JPL Wealth Management
Colorado
USD 139 M – – 10.3% – 100 – 0
Green Alpha Advisors
6059
Green Alpha Advisors
Colorado
USD 139 M +USD 8.55 M +7% 19.2% 316% 163 11.66% 2
Equinox Partners Investment Management
6060
Equinox Partners Investment Management
Connecticut
USD 139 M -USD 42 M -23% 18% 241% 14 21.43% 2.1
Brightlight Capital Management
6061
Brightlight Capital Management
Connecticut
USD 139 M -USD 3.77 M -3% 1.94% 202% 11 18.18% 2.4
Applied Fundamental Research
6062
Applied Fundamental Research
Massachusetts
USD 139 M +USD 1.01 M +0.7% 8.66% 44.6% 12 8.33% 2.4
BWG
6063
Boomfish Wealth Group
Georgia
USD 139 M – – 13.2% 86% 83 – 0
Walker Asset Management
6064
Walker Asset Management
Missouri
USD 138 M +USD 26.1 M +23% 8.17% 87.6% 134 32.84% 1.2
Fee-Only Financial Planning
6065
Fee-Only Financial Planning
South Carolina
USD 138 M +USD 14.3 M +12% 11.5% 72.6% 42 7.14% 0.9
KIA
6066
KLR Investment Advisors
Rhode Island
USD 138 M +USD 28.3 M +26% 9.21% – 211 33.65% 0.7
4Thought Financial Group
6067
4Thought Financial Group
New York
USD 138 M +USD 14 M +11% 8.9% 40.8% 116 25% 1.9
Lakeridge Wealth Management
6068
Lakeridge Wealth Management
Ohio
USD 138 M – – 11.2% – 130 – 0
Invenio Wealth Partners
6069
Invenio Wealth Partners
Florida
USD 138 M +USD 28.4 M +26% 8.59% 55.5% 101 20.79% 0.4
Keeler & Nadler Financial Planning & Wealth Management
6070
Keeler & Nadler Financial Planning & Wealth Management
Ohio
USD 138 M – – 10.4% 72.1% 56 – 1.4
LCM Capital Management
6071
LCM Capital Management
Illinois
USD 138 M +USD 15.7 M +13% 12.2% 128% 90 3.33% 2.4
SPI
6072
Sutton Place Investors
New York
USD 138 M +USD 61.3 M +80% 9.49% 84% 119 40.34% 0.7
Alcosta Capital Management
6073
Alcosta Capital Management
California
USD 138 M +USD 18.1 M +15% 17.8% 175% 33 15.15% 1.7
Pantechnicon Advisors
6074
Pantechnicon Advisors
United Kingdom
USD 138 M -USD 93.4 M -40% 13.4% – 19 47.37% 0.6
Ravenstone Capital Management
6075
Ravenstone Capital Management
USD 138 M +USD 17.6 M +15% 12.6% 63% 34 5.88% 2.2