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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)
Muzinich & Co
6451
Muzinich & Co
New York
USD 131 M -USD 19.5 M -13% 1.57% 13.5% 70 48.57% 5.8
Lewis Asset Management
6452
Lewis Asset Management
California
USD 131 M +USD 9.46 M +8% 7.88% 142% 121 6.61% 0.5
Objectivity Squared
6453
Objectivity Squared
South Carolina
USD 131 M +USD 17 M +15% 0.64% – 50 10% 0.4
GWMI
6454
Guardian Wealth Management (Illinois)
Illinois
USD 131 M +USD 975 k +0.8% 0.45% 103% 256 11.33% 2
Waypoint Wealth Counsel
6455
Waypoint Wealth Counsel
Georgia
USD 131 M +USD 993 k +0.8% 3.95% 111% 98 11.22% 1.3
Main Line Retirement Advisors
6456
Main Line Retirement Advisors
Montana
USD 131 M +USD 3.45 M +3% 0.48% 47.6% 36 2.78% 0.9
Zynergy Retirement Planning
6457
Zynergy Retirement Planning
New Jersey
USD 131 M – – 0.27% – 125 – 0
MIM
6458
Meixler Investment Management
Arizona
USD 131 M -USD 3.27 M -2% 0.39% 66.2% 114 6.14% 1.5
AIFAIM
6459
American Institute for Advanced Investment Management
Arizona
USD 131 M +USD 4.11 M +3% 2.47% 72.8% 134 5.22% 2.7
1620 Investment Advisors
6460
1620 Investment Advisors
Massachusetts
USD 131 M +USD 31 M +31% 0.61% 68.9% 597 75.88% 0.4
Wilson & Boucher Capital Management
6461
Wilson & Boucher Capital Management
California
USD 131 M +USD 3.58 M +3% 2.51% 69.8% 112 4.46% 2.2
Alibaba Group
6462
Alibaba Group
Hong Kong
USD 130 M -USD 23.9 M -15% 10.5% 2.06% 6 16.67% 4.4
JKSF
6463
John & Kathleen Schreiber Foundation
Illinois
USD 130 M -USD 29.6 M -19% 5.83% 30.8% 3 0% 2.3
Holistic Planning
6464
Holistic Planning
Texas
USD 130 M -USD 889 k -0.7% 2.03% – 118 0.85% 0.5
Taylor Financial Group
6465
Taylor Financial Group
Virginia
USD 130 M -USD 1.21 M -0.9% 0.16% – 97 8.25% 0.5
BFM
6466
Blacksheep Fund Management
Ireland
USD 130 M -USD 18.7 M -13% 1.01% 71.5% 4 0% 2.5
Pivotal bioVenture Partners Investment Advisor
6467
Pivotal bioVenture Partners Investment Advisor
California
USD 130 M -USD 25.5 M -16% 4.2% 667% 11 9.09% 2.7
Brown Financial Advisory
6468
Brown Financial Advisory
Alabama
USD 130 M +USD 1.36 M +1% 1.55% 66.3% 34 11.76% 2.5
Prospect Financial Services
6469
Prospect Financial Services
New York
USD 130 M +USD 8.9 M +7% 6.07% – 80 15% 0.4
Rosalind Advisors
6470
Rosalind Advisors
Ontario, Canada
USD 130 M +USD 22.9 M +21% 3.3% – 41 24.39% 0.3
Richardson Capital Management
6471
Richardson Capital Management
Wisconsin
USD 130 M +USD 7.59 M +6% 1.56% 74.2% 192 29.17% 0.3
Shorepath Capital Management
6472
Shorepath Capital Management
Utah
USD 130 M +USD 3.36 M +3% 2.47% – 22 0% 0.5
SFI Advisors
6473
SFI Advisors
New Jersey
USD 130 M +USD 2.31 M +2% 0.17% 82.9% 80 11.25% 1.7
STAR Financial Bank
6474
STAR Financial Bank
Indiana
USD 130 M +USD 12.8 M +11% 1.87% 53.4% 112 21.43% 1.1
TI-Trust
6475
TI-Trust
Illinois
USD 130 M -USD 6.35 M -5% 0.2% 88.8% 134 9.7% 3.4