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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)
MRP Capital Investments
6426
MRP Capital Investments
Georgia
USD 91.1 M +USD 715 k +0.8% 9.27% 222% 277 39.71% 0.2
Chicago Capital Management
6427
Chicago Capital Management
Illinois
USD 91.1 M -USD 19.1 M -17% 26.8% 270% 33 57.58% 0.3
Trustco Bank (New York)
6428
Trustco Bank (New York)
New York
USD 91 M +USD 517 k +0.6% 4.62% 131% 67 5.97% 6.1
McAlister Sweet & Associates
6429
McAlister Sweet & Associates
Texas
USD 90.9 M +USD 23.5 M +35% 9.8% 83.6% 31 29.03% 0.7
Lanham O'Dell & Company
6430
Lanham O'Dell & Company
West Virginia
USD 90.9 M +USD 45.1 M +98% 0.73% 81% 22 36.36% 0.8
Channing Global Advisors
6431
Channing Global Advisors
Florida
USD 90.9 M +USD 3.82 M +4% 12.6% 128% 50 20% 0.9
Future Financial Wealth Management
6432
Future Financial Wealth Management
Ohio
USD 90.7 M +USD 2.9 M +3% 3.45% 65.2% 126 21.43% 1.7
WPA
6433
Winning Points Advisors
Florida
USD 90.7 M +USD 12.2 M +16% 10.1% – 45 6.67% 4.1
Lowery Thomas LLC
6434
Lowery Thomas LLC
California
USD 90.7 M +USD 7.41 M +9% 6.24% 74.7% 46 23.91% 0.9
Touchstone Capital
6435
Touchstone Capital
Pennsylvania
USD 90.6 M +USD 4.97 M +6% 11.6% – 19 10.53% 1.7
Echo Wealth Management
6436
Echo Wealth Management
Minnesota
USD 90.6 M -USD 3.31 M -4% 6.99% 42.9% 45 17.78% 1.4
Courant Investment Management
6437
Courant Investment Management
Tennessee
USD 90.4 M -USD 12.3 M -12% 1.03% 35.2% 9 0% 4.7
Soditic Asset Management
6438
Soditic Asset Management
United Kingdom
USD 90.3 M +USD 9.6 M +12% 3.06% 23.4% 10 10% 1.9
SFG Wealth Management
6439
SFG Wealth Management
Maryland
USD 90.3 M +USD 9.27 M +11% 7.79% 86.3% 95 31.58% 0.9
CWMGP
6440
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
USD 90.2 M -USD 2.72 M -3% 6.75% 85.4% 66 22.73% 1
Bluegrass Capital Partners
6441
Bluegrass Capital Partners
Florida
USD 90.1 M +USD 9.7 M +12% 7.9% 60.1% 14 21.43% 1.5
Wealth CMT
6442
Wealth CMT
New Jersey
USD 89.9 M -USD 98.4 M -52% 4.44% 25% 37 45.95% 0.9
Wavelength Capital Management
6443
Wavelength Capital Management
Connecticut
USD 89.8 M +USD 5.44 M +6% 2.26% – 13 7.69% 1.1
Pitti Group Wealth Management
6444
Pitti Group Wealth Management
New York
USD 89.6 M +USD 5.8 M +7% 8.92% 65.3% 72 11.11% 0.9
EDBI Pte Ltd
6445
EDBI Pte Ltd
Singapore
USD 89.3 M +USD 10.8 M +14% 14.6% 6.21% 20 5% 1.1
HPM
6446
Hudson Portfolio Management
New York
USD 89.3 M -USD 1.11 M -1% 4.24% – 108 10.19% 1.6
Rosenthal Henry Capital Advisors
6447
Rosenthal Henry Capital Advisors
Indiana
USD 89 M -USD 22.6 M -20% 13.2% 80.2% 50 18% 2.7
Alpha Financial Partners
6448
Alpha Financial Partners
Kentucky
USD 88.9 M +USD 6.43 M +8% 4.33% 61.8% 92 15.22% 0.2
KCM
6449
KRS Capital Management
Michigan
USD 88.8 M +USD 15.7 M +21% 24.1% 272% 115 12.17% 1
Private Harbour Investment Management & Counsel
6450
Private Harbour Investment Management & Counsel
Ohio
USD 88.8 M -USD 1.89 M -2% 7.32% 82.6% 47 6.38% 5.7