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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)
Bruce G. Allen Investments
6676
Bruce G. Allen Investments
Colorado
USD 119 M -USD 2.68 M -2% 0.5% – 1,036 12.26% 0.5
Balanced Rock Investment Advisors
6677
Balanced Rock Investment Advisors
Massachusetts
USD 119 M +USD 1.72 M +1% 0.15% – 90 3.33% 0.5
Brewster Financial Planning
6678
Brewster Financial Planning
New York
USD 119 M +USD 2.62 M +2% 0.1% 44.3% 19 15.79% 1.8
Sage Private Wealth Group
6679
Sage Private Wealth Group
Illinois
USD 119 M -USD 5.99 M -5% 0.45% 72.3% 92 16.3% 1.6
Acuta Capital Partners
6680
Acuta Capital Partners
California
USD 119 M -USD 35.2 M -23% 1.17% 7,269% 42 42.86% 0.9
LAM Group
6681
LAM Group
Oregon
USD 119 M -USD 4.01 M -3% 0.55% 54.3% 134 8.21% 1.3
Opinicus Capital
6682
Opinicus Capital
Florida
USD 119 M +USD 5.81 M +5% 5.88% – 104 11.54% 0.5
DIM
6683
DC Investments Management
Virginia
USD 119 M -USD 4.81 M -4% 3.58% 56.3% 93 9.68% 1.2
Duncan Williams Asset Management
6684
Duncan Williams Asset Management
Tennessee
USD 119 M +USD 7.64 M +7% 2.27% – 71 15.49% 0.2
IFS Advisors
6685
IFS Advisors
Kansas
USD 119 M +USD 4.02 M +4% 2.2% 54.2% 157 3.18% 2
School Employees Retirement Board of Ohio
6686
School Employees Retirement Board of Ohio
Ohio
USD 119 M – – 0.73% – 2 – 0
Koa Wealth Management
6687
Koa Wealth Management
California
USD 118 M +USD 7.4 M +7% 3.72% 74.8% 50 6% 0.5
Virtus Investment Advisers
6688
Virtus Investment Advisers
Connecticut
USD 118 M -USD 21.6 M -15% 5.41% 172% 381 24.41% 0.7
Washington Capital Management
6689
Washington Capital Management
Washington
USD 118 M -USD 5.25 M -4% 0.19% 81.8% 118 21.19% 2.8
Schulz Wealth
6690
Schulz Wealth
Texas
USD 118 M +USD 1.09 M +0.9% 1.81% – 58 3.45% 0.5
Moon Capital Management
6691
Moon Capital Management
New York
USD 118 M +USD 18.5 M +19% 2.24% 76.3% 20 50% 2.6
Blodgett Wealth Advisors
6692
Blodgett Wealth Advisors
California
USD 118 M +USD 7.19 M +6% 12.4% 150% 66 13.64% 2
Diker Management
6693
Diker Management
New York
USD 118 M -USD 4.89 M -4% 6.38% 210% 40 20% 2.6
BTC
6694
Bank & Trust Company
Illinois
USD 118 M – – 1.33% – 287 – 0
Exchange Bank
6695
Exchange Bank
California
USD 118 M -USD 4.01 M -3% 1.51% 75.2% 116 7.76% 0.9
Sapphire Ventures
6696
Sapphire Ventures
Texas
USD 118 M -USD 16.7 M -12% 12% 27.9% 6 0% 2.8
Travelers Companies
6697
Travelers Companies
Minnesota
USD 117 M -USD 49.7 M -30% 16.3% – 2 50% 0.5
Mosley Wealth Management
6698
Mosley Wealth Management
California
USD 117 M +USD 10.9 M +10% 2.96% – 111 22.52% 0.4
TA
6699
TPG Advisors
Illinois
USD 117 M – – 2% – 84 – 0
Schubert & Co
6700
Schubert & Co
Texas
USD 117 M USD 0 0% 0.35% 47.3% 32 0% 2.1