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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)
CE
6226
Cornerstone Enterprises
Wisconsin
USD 222 M +USD 21.1 M +10% 18.2% 85.7% 43 20.93% 1.3
PTM Wealth Management
6227
PTM Wealth Management
United States
USD 222 M +USD 33.4 M +18% 16.2% – 63 11.11% 1
17 Capital Partners
6228
17 Capital Partners
Arizona
USD 222 M +USD 27.8 M +14% 17.5% – 184 10.87% 2.2
Sylvest Advisors
6229
Sylvest Advisors
Texas
USD 222 M +USD 33.8 M +18% 12.2% – 83 21.69% 1.1
LCM
6230
Lionhunter Capital Management
New York
USD 222 M – – 13.5% – 109 – 0
HCA
6231
Hyperion Capital Advisors
New York
USD 222 M +USD 14.1 M +7% 22.8% 86.1% 73 15.07% 3.3
Ampersand Capital Group
6232
Ampersand Capital Group
California
USD 222 M +USD 38.9 M +21% 8.01% – 7 0% 1.5
First Community Trust
6233
First Community Trust
Iowa
USD 221 M +USD 85.9 M +63% 28.3% 128% 370 12.97% 3.2
Monolith Management
6234
Monolith Management
Hong Kong
USD 221 M -USD 111 M -33% 68.7% – 41 73.17% 0.3
American Financial & Tax Strategies
6235
American Financial & Tax Strategies
New York
USD 221 M +USD 15.6 M +8% 8.8% 46.9% 102 4.9% 2.2
MWA Asset Management
6236
MWA Asset Management
Massachusetts
USD 221 M +USD 38.7 M +21% 37.1% 174% 135 11.11% 2.1
WA1
6237
Wimmer Associates 1
California
USD 221 M +USD 16.6 M +8% 13.8% 78.9% 116 7.76% 7.3
Estate Planners Group
6238
Estate Planners Group
Pennsylvania
USD 221 M +USD 13 M +6% 11.1% – 86 33.72% 0.4
Ausbil Investment Management
6239
Ausbil Investment Management
Australia
USD 221 M +USD 20 M +10% 8.53% 115% 77 33.77% 1.3
Ryan Investment Management
6240
Ryan Investment Management
Colorado
USD 221 M +USD 43.1 M +24% 12% – 33 48.48% 0.5
Ameraudi Asset Management
6241
Ameraudi Asset Management
New York
USD 221 M +USD 36.8 M +20% 8.88% 47.1% 49 22.45% 3.3
RCS
6242
R2 Capital Strategies
Nebraska
USD 221 M – – 12.6% – 115 – 0
EV
6243
EJMK Ventures
Illinois
USD 220 M +USD 41.3 M +23% 17.5% – 190 26.84% 0.4
CIA
6244
Citadel Investment Advisory
Ohio
USD 220 M +USD 10.7 M +5% 7.46% 66.1% 78 2.56% 4.9
PCA
6245
Prospect Capital Advisors
California
USD 220 M +USD 40.4 M +22% 38.5% 202% 32 18.75% 3.9
MLTEF
6246
Metatron Long Term Equity Fund
USD 220 M – – 31.7% – 65 – 0
Deepwater Asset Management
6247
Deepwater Asset Management
Minnesota
USD 220 M +USD 62.4 M +40% 60.4% 142% 43 27.91% 1
Yardley Wealth Management
6248
Yardley Wealth Management
Pennsylvania
USD 220 M +USD 25 M +13% 9.73% – 37 2.7% 1.6
H&H Retirement Design & Management
6249
H&H Retirement Design & Management
Nevada
USD 220 M +USD 7.25 M +3% 8.47% 38.4% 121 27.27% 2
Lake Hills Wealth Management
6250
Lake Hills Wealth Management
Texas
USD 220 M +USD 41.2 M +23% 15.8% 83.7% 86 55.81% 0.9