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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)
Howard Hughes Medical Institute
6476
Howard Hughes Medical Institute
Maryland
USD 171 M -USD 80.3 M -32% 7.99% 70.9% 509 3.34% 0.2
Echo45 Advisors
6477
Echo45 Advisors
California
USD 171 M +USD 12 M +8% 6.35% 53.6% 61 19.67% 2.3
Melfa Wealth Management
6478
Melfa Wealth Management
Massachusetts
USD 171 M +USD 12.3 M +8% 6.59% 42.9% 207 9.18% 2.1
McGinn Penninger Investment Management
6479
McGinn Penninger Investment Management
Virginia
USD 171 M +USD 12.5 M +8% 6.89% 51.9% 39 12.82% 3
SMP
6480
Santa Monica Partners
Florida
USD 170 M -USD 1.06 M -0.6% 0.22% 102% 13 0% 5.6
RF&L Wealth Management
6481
RF&L Wealth Management
Massachusetts
USD 170 M +USD 15.2 M +10% 7.39% 73.8% 61 4.92% 2.4
Insight Inv LLC
6482
Insight Inv LLC
California
USD 170 M +USD 21.2 M +14% 10.2% 139% 121 11.57% 2.8
HIA
6483
Harvest Investment Advisors
Florida
USD 170 M +USD 14.8 M +10% 7.94% 78.3% 59 1.69% 2.1
4J Wealth Management
6484
4J Wealth Management
Virginia
USD 170 M +USD 22.2 M +15% 7.7% 74.7% 98 8.16% 3
Holos Integrated Wealth
6485
Holos Integrated Wealth
Pennsylvania
USD 170 M +USD 3.64 M +2% 4.29% – 311 2.89% 0.7
Binnacle Investments
6486
Binnacle Investments
Iowa
USD 170 M +USD 16.2 M +11% 5.99% – 957 21.11% 0.4
Forest Hill Capital
6487
Forest Hill Capital
Arkansas
USD 170 M +USD 29 M +21% 21.2% 112% 37 2.7% 3.8
Beckerman Institutional
6488
Beckerman Institutional
New Jersey
USD 170 M +USD 19.3 M +13% 6.4% – 118 11.02% 0.8
Monument Group Wealth Advisors
6489
Monument Group Wealth Advisors
Massachusetts
USD 170 M +USD 11 M +7% 7.17% 68.6% 54 16.67% 1.4
Birch Financial Group
6490
Birch Financial Group
New Hampshire
USD 170 M +USD 44.7 M +36% 7.96% – 136 19.12% 0.5
BankPlus Wealth Management
6491
BankPlus Wealth Management
Mississippi
USD 170 M +USD 19.1 M +13% 6.29% – 109 8.26% 0.7
CNA Financial
6492
CNA Financial
Illinois
USD 170 M -USD 25.1 M -13% 1.71% 48.6% 15 26.67% 1.4
Hara Capital
6493
Hara Capital
Washington
USD 170 M +USD 8.35 M +5% 12.2% 65.4% 341 17.3% 1.2
Attessa Capital
6494
Attessa Capital
Arizona
USD 170 M +USD 13.4 M +9% 6.66% – 39 20.51% 0.6
Ategra Capital Management
6495
Ategra Capital Management
Virginia
USD 170 M +USD 43.2 M +34% 7.41% 114% 27 25.93% 2
Beacon Financial Strategies
6496
Beacon Financial Strategies
North Carolina
USD 169 M +USD 10.3 M +6% 5.56% 54.2% 42 11.9% 3.2
Camelot Portfolios
6497
Camelot Portfolios
Ohio
USD 169 M +USD 2.11 M +1% 7.06% 41.3% 221 14.48% 3.1
Rockbridge Capital Management
6498
Rockbridge Capital Management
Virginia
USD 169 M -USD 6.26 M -4% 3.59% – 29 6.9% 0.6
Vienna Insurance Group
6499
Vienna Insurance Group
Poland
USD 169 M +USD 10.3 M +6% 14.1% 188% 93 77.42% 2.1
Central Asset Investments & Management Holdings
6500
Central Asset Investments & Management Holdings
Hong Kong
USD 169 M +USD 26.3 M +18% 35.6% 3,210% 67 47.76% 0.8