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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)
Pacific Wealth Strategies Group
6301
Pacific Wealth Strategies Group
California
USD 71.8 M -USD 5.85 M -8% 4.37% 75.5% 46 15.22% 4.2
Grand Central Investment Group
6302
Grand Central Investment Group
Florida
USD 71.7 M +USD 2.3 M +3% 4.78% – 36 11.11% 1.5
KPCB DGF Associates
6303
KPCB DGF Associates
California
USD 71.7 M -USD 20.5 M -22% 22.3% – 2 0% 0.8
EMJ Capital
6304
EMJ Capital
Ontario, Canada
USD 71.4 M -USD 18.4 M -20% 39.2% – 24 54.17% 0.3
LCH
6305
Lee Capital Holdings
New York
USD 71.3 M -USD 56.4 M -44% 2.77% 34.4% 60 51.67% 2.3
Gunderson Capital Management
6306
Gunderson Capital Management
South Carolina
USD 71 M -USD 46.4 M -40% 9.32% 961% 48 72.92% 0.6
Mayfair Advisory Group
6307
Mayfair Advisory Group
Alabama
USD 70.8 M -USD 5.16 M -7% 4.21% 71.5% 127 19.69% 1.4
Davide Leone & Partners Investment Company
6308
Davide Leone & Partners Investment Company
United Kingdom
USD 70.8 M +USD 48.2 M +214% 5.53% 64.1% 5 80% 1.6
Nvest Financial
6309
Nvest Financial
New Hampshire
USD 70.7 M -USD 24.6 M -26% 4.6% 92.8% 52 11.54% 0.5
SBB Research Group
6310
SBB Research Group
Illinois
USD 70.6 M -USD 179 M -72% 5.75% – 74 55.41% 0.5
Lane Generational
6311
Lane Generational
Massachusetts
USD 70.6 M -USD 4.19 M -6% 2.77% 148% 36 22.22% 0.6
Montchanin Asset Management
6312
Montchanin Asset Management
Delaware
USD 70.6 M -USD 1.64 M -2% 2.77% – 53 16.98% 0.2
Meridian Financial Partners
6313
Meridian Financial Partners
Virginia
USD 70.6 M -USD 76.9 M -52% 5.17% 73.1% 89 51.69% 2.1
Evergreen Wealth Solutions
6314
Evergreen Wealth Solutions
Pennsylvania
USD 70.5 M -USD 11 M -14% 4.37% 70.9% 105 17.14% 0.6
Cypress Capital Management (Wyoming)
6315
Cypress Capital Management (Wyoming)
Wyoming
USD 70.3 M -USD 7.1 M -9% 3.93% 161% 188 16.49% 3.3
Covalent Partners
6316
Covalent Partners
Massachusetts
USD 70.2 M -USD 10.1 M -13% 0.08% 36.6% 53 16.98% 1
CCM
6317
Composite Capital Management
Hong Kong
USD 70.1 M +USD 3.41 M +5% 5.12% – 1 0% 1.3
Sozo Ventures GP II
6318
Sozo Ventures GP II
California
USD 70 M +USD 19 M +37% 37.2% 8.44% 1 0% 0.8
Tinicum
6319
Tinicum
New York
USD 69.9 M -USD 9 M -11% 11.4% 21.1% 1 0% 7.5
White Knight Strategic Wealth Advisors
6320
White Knight Strategic Wealth Advisors
New Jersey
USD 69.9 M -USD 2.53 M -3% 3.79% 111% 67 13.43% 0.7
Lionsbridge Wealth Management
6321
Lionsbridge Wealth Management
Florida
USD 69.8 M -USD 16.7 M -19% 0.48% 66% 42 30.95% 1.6
Caprin Asset Management
6322
Caprin Asset Management
Virginia
USD 69.6 M -USD 27.9 M -29% 3.69% 7.87% 17 0% 5.2
QP Wealth Management
6323
QP Wealth Management
New Jersey
USD 69.5 M -USD 3.5 M -5% 2.41% – 76 23.68% 1.9
Ramsey Quantitative Systems
6324
Ramsey Quantitative Systems
Kentucky
USD 69.4 M -USD 1.57 M -2% 5.32% 51.1% 5 80% 2.8
Iron Horse Wealth Management
6325
Iron Horse Wealth Management
Iowa
USD 69.3 M -USD 106 M -61% 5.88% 29.1% 315 52.06% 1.3