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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)
SIA
6451
Schear Investment Advisers
Ohio
USD 94.6 M +USD 11 M +13% 12.3% 241% 88 12.5% 0.5
Sanctuary Wealth Management
6452
Sanctuary Wealth Management
Idaho
USD 94.5 M – – 8.29% – 288 – 0.7
Founders Circle Capital
6453
Founders Circle Capital
California
USD 94.5 M -USD 13.8 M -13% 9.73% 28% 10 10% 1.6
Touchstone Capital
6454
Touchstone Capital
Pennsylvania
USD 94.5 M +USD 3.84 M +4% 5.84% – 20 20% 1.8
Seed Wealth Management
6455
Seed Wealth Management
Illinois
USD 94.3 M +USD 6 M +7% 4.67% 62% 147 15.65% 0.4
Templeton & Phillips Capital Management
6456
Templeton & Phillips Capital Management
Tennessee
USD 94.2 M -USD 1.27 M -1% 6.98% 74.3% 22 9.09% 0.5
FMB Wealth Management
6457
FMB Wealth Management
California
USD 94.2 M +USD 10.4 M +12% 5.93% 71.1% 54 5.56% 0.5
Mount Vernon Associates
6458
Mount Vernon Associates
Maryland
USD 94.1 M +USD 9.5 M +11% 12% 119% 52 5.77% 6.9
Lancaster Investment Management
6459
Lancaster Investment Management
United Kingdom
USD 94 M -USD 3.9 M -4% 1.49% 0.78% 4 25% 1.8
Sinecera Capital
6460
Sinecera Capital
Texas
USD 94 M +USD 846 k +0.9% 1.2% 13.7% 29 10.34% 1.3
LGT Financial Advisors
6461
LGT Financial Advisors
Texas
USD 94 M +USD 40.2 M +75% 3.92% 63.3% 215 59.07% 0.2
Alpha Financial Partners
6462
Alpha Financial Partners
Kentucky
USD 93.9 M +USD 5 M +6% 5.59% 61.8% 104 25.96% 0.4
Cypress Point Wealth Management
6463
Cypress Point Wealth Management
Texas
USD 93.9 M +USD 22.9 M +32% 26.5% 226% 45 20% 1
Lesa Sroufe & Co
6464
Lesa Sroufe & Co
Washington
USD 93.7 M -USD 5.24 M -5% 2.15% – 71 5.63% 4.5
Piper Sandler & Co
6465
Piper Sandler & Co
Minnesota
USD 93.6 M -USD 52.4 M -36% 0.04% 0.04% 25 32% 0.6
Repertoire Partners
6466
Repertoire Partners
New York
USD 93.6 M -USD 253 M -73% 8.34% 37.5% 33 63.64% 1.1
Twenty Acre Capital
6467
Twenty Acre Capital
Pennsylvania
USD 93.6 M +USD 5.92 M +7% 11.5% 196% 20 25% 1
Columbia Advisory Partners
6468
Columbia Advisory Partners
Washington
USD 93.5 M -USD 12.5 M -12% 3.17% 69.7% 65 21.54% 0.8
Alethea Capital Management
6469
Alethea Capital Management
Washington
USD 93.5 M -USD 1.2 M -1% 6.54% 275% 72 48.61% 3.6
Alan B. Lancz & Associates
6470
Alan B. Lancz & Associates
Ohio
USD 93.5 M -USD 2.99 M -3% 7.08% – 184 31.52% 1.3
Arbiter Partners Capital Management
6471
Arbiter Partners Capital Management
New York
USD 93.4 M -USD 13.6 M -13% 2.94% 378% 51 27.45% 2.7
Long Corridor Asset Management
6472
Long Corridor Asset Management
Hong Kong
USD 93.2 M +USD 10 M +12% 0.16% 73.6% 18 27.78% 1.1
Clifford Group
6473
Clifford Group
Massachusetts
USD 93.1 M +USD 10.6 M +13% 5.26% 67.9% 72 9.72% 0.4
Wall Capital Group
6474
Wall Capital Group
Arizona
USD 93.1 M +USD 10.9 M +13% 5.91% – 29 27.59% 0.9
Yorktown Management & Research Company
6475
Yorktown Management & Research Company
Virginia
USD 93 M +USD 311 k +0.3% 9.6% 223% 218 18.81% 1.6