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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)
Ciovacco Capital Management
6076
Ciovacco Capital Management
Georgia
USD 149 M +USD 13.7 M +10% 10.6% 88.5% 25 12% 1.2
BFM
6077
Blacksheep Fund Management
Ireland
USD 149 M -USD 104 M -41% 5.96% 71.5% 6 33.33% 2.3
GEM Asset Management
6078
GEM Asset Management
Michigan
USD 149 M +USD 4.65 M +3% 8.5% 62.9% 85 8.24% 1
Fortitude Family Office
6079
Fortitude Family Office
Arizona
USD 149 M +USD 14.3 M +11% 4.54% 81.1% 1,110 22.25% 0.2
LDR Capital Management
6080
LDR Capital Management
New York
USD 149 M -USD 30.3 M -17% 1.82% 28.4% 43 11.63% 1.7
BWG
6081
Boomfish Wealth Group
Georgia
USD 149 M +USD 10.1 M +7% 9.68% 86% 89 8.99% 0.2
DIS
6082
Diversified Investment Strategies
Louisiana
USD 149 M +USD 12.1 M +9% 11.7% 93.8% 50 10% 4.2
Emprise Bank
6083
Emprise Bank
Kansas
USD 149 M – – 9.72% – 108 – 0
TFG
6084
Team Financial Group
California
USD 149 M +USD 9.22 M +7% 6.8% 46% 222 84.68% 0.5
Fox Hill Wealth Management
6085
Fox Hill Wealth Management
Massachusetts
USD 149 M +USD 18.2 M +14% 16.8% – 157 21.02% 0.2
Granite Group Advisors
6086
Granite Group Advisors
Connecticut
USD 149 M +USD 7.15 M +5% 19.8% 74% 94 1.06% 0.2
Interchange Capital Partners
6087
Interchange Capital Partners
Pennsylvania
USD 148 M +USD 14.8 M +11% 9.4% 106% 175 18.86% 1.4
David J. Yvars Group
6088
David J. Yvars Group
Florida
USD 148 M +USD 24 M +19% 17% 143% 81 14.81% 2
HM
6089
Harvest Management
New York
USD 148 M +USD 40.2 M +37% 22.8% 610% 72 70.83% 0.3
Mid-American Wealth Advisory Group
6090
Mid-American Wealth Advisory Group
Missouri
USD 148 M +USD 13.5 M +10% 1.24% 14.4% 56 35.71% 1.3
Income Research & Management
6091
Income Research & Management
Massachusetts
USD 148 M +USD 3.96 M +3% 0% 1.19% 18 44.44% 1.4
Aegon USA Investment Management
6092
Aegon USA Investment Management
Iowa
USD 148 M +USD 8.17 M +6% 5.94% 44.9% 41 19.51% 2
Sebold Capital Management
6093
Sebold Capital Management
Illinois
USD 148 M +USD 12.8 M +9% 6.34% – 72 6.94% 1.1
Fee-Only Financial Planning
6094
Fee-Only Financial Planning
South Carolina
USD 148 M +USD 9.7 M +7% 8.57% 72.6% 42 4.76% 1.1
Lynx Capital Group
6095
Lynx Capital Group
Ohio
USD 148 M +USD 10.9 M +8% 7.95% 65.6% 82 4.88% 0.2
Catalys Pacific
6096
Catalys Pacific
Japan
USD 148 M +USD 41.5 M +39% 41.5% 189% 3 0% 0.3
River Street Advisors
6097
River Street Advisors
Illinois
USD 148 M +USD 22.8 M +18% 10.3% 93.5% 136 19.12% 1
F/M Investments
6098
F/M Investments
District of Columbia
USD 148 M -USD 28 M -16% 11.3% 101% 101 32.67% 0.9
Objective Capital Management
6099
Objective Capital Management
Ohio
USD 148 M +USD 16.9 M +13% 9.74% – 141 17.73% 1.4
Twin Lakes Capital Management
6100
Twin Lakes Capital Management
California
USD 148 M +USD 1.87 M +1% 3.9% 131% 244 0% 2.1