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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)
Lowery Thomas LLC
6101
Lowery Thomas LLC
California
USD 85.5 M -USD 19.1 M -18% 3.87% 74.7% 45 11.11% 0.7
Technology Crossover Management VII
6102
Technology Crossover Management VII
California
USD 85.4 M +USD 22 M +35% 34.6% 35.2% 1 0% 8
Oder Investment Management
6103
Oder Investment Management
California
USD 85.2 M +USD 3.85 M +5% 1.9% 97.5% 82 10.98% 1.2
Mendel Capital Management
6104
Mendel Capital Management
Arkansas
USD 85.2 M -USD 4.19 M -5% 6.46% – 66 6.06% 0.7
Camarda Financial Advisors
6105
Camarda Financial Advisors
Florida
USD 85.1 M -USD 15.8 M -16% 2.55% 196% 89 48.31% 1.3
Sightline Wealth Advisors
6106
Sightline Wealth Advisors
Connecticut
USD 85.1 M -USD 17.3 M -17% 5.42% 48.5% 54 12.96% 1.4
HFAS
6107
Hummer Financial Advisory Services
Illinois
USD 85.1 M -USD 3.22 M -4% 4.13% 71.8% 94 9.57% 2.5
Benefit Street Partners
6108
Benefit Street Partners
New York
USD 85.1 M -USD 82.7 M -49% 0.5% – 19 21.05% 1.7
Sinecera Capital
6109
Sinecera Capital
Texas
USD 84.9 M -USD 4.6 M -5% 6% 13.7% 30 13.33% 0.7
Mangham Associates
6110
Mangham Associates
Virginia
USD 84.8 M -USD 9.24 M -10% 4.22% 24.4% 20 10% 1
BC
6111
Belmont Capital
California
USD 84.8 M +USD 2.21 M +3% 6.22% 182% 124 41.13% 1.1
NPAM
6112
Noble Path Asset Management
New York
USD 84.8 M -USD 8.8 M -9% 1.49% – 24 16.67% 0.6
SWG
6113
Summit Wealth Group
Vermont
USD 84.8 M +USD 129 k +0.2% 4.27% 53% 24 8.33% 1.4
HC
6114
Hoese & Co
Minnesota
USD 84.7 M -USD 4.4 M -5% 4.43% 51% 206 6.8% 1.2
HPM
6115
Hudson Portfolio Management
New York
USD 84.6 M -USD 12 M -12% 7.13% – 106 8.49% 1.3
Invesco Senior Secured Management
6116
Invesco Senior Secured Management
New York
USD 84.6 M -USD 14.7 M -15% 12.4% 18.1% 11 0% 2.4
Del-Sette Capital Management
6117
Del-Sette Capital Management
New York
USD 84.6 M -USD 3.37 M -4% 4.58% 112% 31 35.48% 0.5
BSWA
6118
Bromfield Sneider Wealth Advisors
Massachusetts
USD 84.6 M +USD 2.33 M +3% 4.55% – 95 8.42% 0.5
EFEM
6119
Eos Focused Equity Management
New York
USD 84.5 M -USD 14.4 M -15% 4.04% 55.7% 28 25% 1.8
Symmetry Peak Management
6120
Symmetry Peak Management
Pennsylvania
USD 84.5 M -USD 66.6 M -44% 1.85% 320% 74 85.14% 0.1
Peregrine Asset Advisers
6121
Peregrine Asset Advisers
Oregon
USD 84.5 M -USD 52.9 M -39% 0.42% 182% 87 41.38% 3.6
Alan B. Lancz & Associates
6122
Alan B. Lancz & Associates
Ohio
USD 84.3 M -USD 16.8 M -17% 6.84% – 185 14.59% 0.7
Alterna Wealth Management
6123
Alterna Wealth Management
Texas
USD 84.3 M -USD 14.2 M -14% 4.36% 52.9% 109 38.53% 1.6
Islay Capital Management
6124
Islay Capital Management
Texas
USD 84.2 M -USD 11.8 M -12% 3.76% 72% 297 18.52% 1.8
Axiom Advisory
6125
Axiom Advisory
California
USD 84.1 M -USD 6.04 M -7% 5.27% 16.4% 28 7.14% 0.7