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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)
Chiron Capital Management
6551
Chiron Capital Management
Florida
USD 115 M -USD 1.31 M -1% 8.13% – 125 16.8% 1.7
Valley Brook Capital Group
6552
Valley Brook Capital Group
Pennsylvania
USD 115 M +USD 13.6 M +13% 11.3% 122% 116 14.66% 2.4
Clearfield Capital Management
6553
Clearfield Capital Management
New York
USD 115 M +USD 14.7 M +15% 9.79% 421% 12 83.33% 0.2
Thor Investment Management
6554
Thor Investment Management
Ohio
USD 115 M – – 9.07% 122% 47 – 0
Kingdom Financial Group
6555
Kingdom Financial Group
Arizona
USD 115 M +USD 8.57 M +8% 7.81% 49.9% 84 25% 0.4
CMS
6556
Capital Market Strategies
Florida
USD 115 M +USD 14.4 M +14% 12% 120% 152 9.21% 0.8
TIM
6557
Timelo Investment Management
Ontario, Canada
USD 115 M +USD 38.5 M +51% 62.6% 104% 31 58.06% 0.3
Wheelhouse Advisory Group
6558
Wheelhouse Advisory Group
Missouri
USD 115 M – – 10.7% 67.9% 37 – 0
GA
6559
Gagnon Advisors
New York
USD 114 M -USD 5.06 M -4% 8.65% 129% 30 20% 5.1
In-Depth Partners
6560
In-Depth Partners
Florida
USD 114 M +USD 8.46 M +8% 13% 157% 13 7.69% 2
swisspartners Advisors
6561
swisspartners Advisors
Switzerland
USD 114 M +USD 761 k +0.7% 16.6% 73.2% 30 10% 2.6
Virginia Wealth Management Group
6562
Virginia Wealth Management Group
Virginia
USD 114 M -USD 33.4 M -23% 8.35% 49.4% 71 26.76% 1.8
OF
6563
Outfitter Financial
Maine
USD 114 M +USD 8.2 M +8% 10.2% 97.6% 77 5.19% 2.6
Signature Wealth Management Partners
6564
Signature Wealth Management Partners
New Jersey
USD 114 M +USD 12 M +12% 11.7% 97.9% 101 13.86% 2.3
Envision Financial Planning
6565
Envision Financial Planning
Tennessee
USD 114 M +USD 13.2 M +13% 8.54% 32.1% 31 25.81% 0.2
Blue Water Life Science Advisors
6566
Blue Water Life Science Advisors
California
USD 114 M +USD 8.24 M +8% 15.5% 503% 10 40% 1.3
Richardson Financial Services
6567
Richardson Financial Services
Massachusetts
USD 114 M – – 9.9% 77.4% 377 – 0
International City Management Association Retirement Corp
6568
International City Management Association Retirement Corp
District of Columbia
USD 114 M +USD 728 k +0.6% 10.5% 48.1% 6 0% 1
Terra Nova Asset Management
6569
Terra Nova Asset Management
New York
USD 114 M +USD 4.21 M +4% 12.7% 172% 94 21.28% 2.8
Slocum, Gordon & Co
6570
Slocum, Gordon & Co
Rhode Island
USD 114 M -USD 879 k -0.8% 4.94% 65.3% 157 22.29% 0.8
Plan Group Financial
6571
Plan Group Financial
Oklahoma
USD 114 M -USD 24.9 M -18% 8.24% 63.4% 82 26.83% 0.6
Accel Growth Fund IV Associates
6572
Accel Growth Fund IV Associates
California
USD 114 M +USD 9.32 M +9% 45.2% 61.4% 1 0% 2.5
AI
6573
Arrien Investments
Idaho
USD 114 M +USD 7.83 M +7% 9.76% 46% 38 18.42% 0.6
KPP Advisory Services
6574
KPP Advisory Services
Kentucky
USD 114 M -USD 189 M -62% 11.6% 87.9% 230 51.3% 0.2
LWM Advisory Services
6575
LWM Advisory Services
Florida
USD 114 M +USD 20.5 M +22% 10.6% 64.9% 154 53.25% 1.4