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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)
Four Tree Island Advisory
6201
Four Tree Island Advisory
New Hampshire
USD 198 M +USD 17 M +9% 10.1% – 24 8.33% 1.1
Lugano Financial Advisors SA (LFA)
6202
Lugano Financial Advisors SA (LFA)
Switzerland
USD 198 M +USD 4.43 M +2% 0.61% 51.3% 239 8.37% 2.5
TLC
6203
True Light Capital
USD 198 M -USD 23.8 M -11% 8.49% – 8 0% 0.3
Comprehensive Wealth Management
6204
Comprehensive Wealth Management
Washington
USD 198 M +USD 28.3 M +17% 0.16% 40.6% 43 16.28% 2
Spring Capital Management
6205
Spring Capital Management
Texas
USD 198 M +USD 220 k +0.1% 6.44% 73.6% 49 0% 2.6
Holos Integrated Wealth
6206
Holos Integrated Wealth
Pennsylvania
USD 198 M +USD 18.5 M +10% 0.76% – 420 28.1% 0.9
Planning Directions
6207
Planning Directions
Pennsylvania
USD 198 M -USD 846 k -0.4% 0.08% 46.3% 110 11.82% 3.3
AmeriFlex Group
6208
AmeriFlex Group
Nevada
USD 198 M +USD 5.04 M +3% 0.47% – 1,225 15.67% 0.9
Alpha Zero
6209
Alpha Zero
Florida
USD 198 M +USD 14.5 M +8% 3.11% – 81 23.46% 0.9
Clarity Asset Management
6210
Clarity Asset Management
Iowa
USD 198 M +USD 15.8 M +9% 1.12% 51.8% 309 26.54% 1.3
Everest Management Corp
6211
Everest Management Corp
California
USD 197 M +USD 18.1 M +10% 5.36% – 75 20% 0.9
CSI
6212
Cross Staff Investments
New York
USD 197 M +USD 15.9 M +9% 1.14% 80.3% 137 10.22% 3.3
Privium Fund Management (UK)
6213
Privium Fund Management (UK)
United Kingdom
USD 197 M +USD 63.5 M +47% 9.53% 34.4% 26 96.15% 0
Enterprise Financial Services Corp (EFSC)
6214
Enterprise Financial Services Corp (EFSC)
Missouri
USD 197 M +USD 348 k +0.2% 0.46% 112% 179 15.08% 7.1
SCM
6215
Stonehill Capital Management
New York
USD 197 M -USD 137 M -41% 1.89% 117% 24 50% 0.7
Steelhead Wealth Management
6216
Steelhead Wealth Management
Virginia
USD 197 M – – 1.5% – 84 – 0
Gildi lifeyrissjodur
6217
Gildi lifeyrissjodur
USD 197 M -USD 23.9 M -11% 0.62% – 2 0% 0.3
ECP
6218
Elwood Capital Partners
New York
USD 197 M +USD 29.1 M +17% 6.63% – 37 43.24% 0.6
Socha Financial Group
6219
Socha Financial Group
New York
USD 197 M -USD 7.79 M -4% 3.4% 88.4% 15 6.67% 2.3
Brucke Financial
6220
Brucke Financial
Indiana
USD 197 M +USD 14.2 M +8% 0.72% – 204 35.78% 0.8
Barnes Wealth Management Group
6221
Barnes Wealth Management Group
California
USD 197 M +USD 10.2 M +5% 0.52% – 196 15.82% 1
Islay Capital Management
6222
Islay Capital Management
Texas
USD 197 M +USD 26.9 M +16% 2.67% 72% 244 28.28% 3.5
Fort Vancouver Investment Management
6223
Fort Vancouver Investment Management
Washington
USD 197 M +USD 9.8 M +5% 1.77% – 64 28.13% 1.2
SIAIK
6224
Summit Investment Advisors, Inc.\KS
Kansas
USD 197 M +USD 10.3 M +6% 2.18% – 103 9.71% 0.2
RLH Capital
6225
RLH Capital
New York
USD 197 M – – 0.72% – 108 – 0