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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)
Coordinated Financial Services
6751
Coordinated Financial Services
Colorado
USD 115 M – – 7.76% – 132 – 0
A.D. Beadell Investment Counsel
6752
A.D. Beadell Investment Counsel
Wisconsin
USD 115 M +USD 9.6 M +9% 8.39% 83.3% 79 17.72% 4.8
Optimas Capital
6753
Optimas Capital
Hong Kong
USD 114 M +USD 8.34 M +8% 24.6% 358% 53 73.58% 0.4
Fischer Investment Strategies
6754
Fischer Investment Strategies
California
USD 114 M -USD 17.9 M -14% 6.04% 81% 30 50% 0.4
Financial Symmetry
6755
Financial Symmetry
North Carolina
USD 114 M +USD 12.7 M +12% 6.24% 68.4% 37 16.22% 0.2
New Leaf Venture Partners
6756
New Leaf Venture Partners
New York
USD 114 M -USD 9.9 M -8% 17.8% 3.91% 12 8.33% 4.5
Alexander Randolph Advisory
6757
Alexander Randolph Advisory
Virginia
USD 114 M +USD 4.17 M +4% 3.69% 56% 53 0% 0.3
Seamount Financial Group
6758
Seamount Financial Group
Colorado
USD 114 M +USD 9.7 M +9% 7.87% 79.7% 87 9.2% 0.2
Bank of Marin
6759
Bank of Marin
California
USD 114 M +USD 2.33 M +2% 9.66% 80.3% 121 7.44% 3.1
MidAtlantic Capital Management
6760
MidAtlantic Capital Management
Virginia
USD 114 M +USD 11.1 M +11% 8.05% 61.2% 251 8.37% 0.2
Objectivity Squared
6761
Objectivity Squared
South Carolina
USD 114 M +USD 13.3 M +13% 7.22% – 49 14.29% 0.2
Pine Haven Investment Counsel
6762
Pine Haven Investment Counsel
Massachusetts
USD 114 M +USD 6.75 M +6% 8.24% 86.3% 109 7.34% 1.9
Edge Financial Advisors
6763
Edge Financial Advisors
Illinois
USD 114 M – – 8.61% – 132 – 0
Keyes Stange & Wooten Wealth Management
6764
Keyes Stange & Wooten Wealth Management
Florida
USD 114 M +USD 19.4 M +21% 7.24% 61.3% 66 18.18% 0.2
GIS
6765
Grayhawk Investment Strategies
Alberta, Canada
USD 114 M -USD 80.7 M -42% 6.51% 20.3% 256 41.41% 1.4
Laraway Financial Advisors
6766
Laraway Financial Advisors
Minnesota
USD 113 M +USD 8.13 M +8% 9.71% 92.3% 114 7.02% 2
Allen Wealth Management
6767
Allen Wealth Management
North Carolina
USD 113 M +USD 11.2 M +11% 8.97% 60.3% 57 8.77% 0.2
Piscataqua Savings Bank
6768
Piscataqua Savings Bank
New Hampshire
USD 113 M +USD 6.25 M +6% 8.49% 96.8% 406 15.02% 2.3
CAP Partners LLC
6769
CAP Partners LLC
Tennessee
USD 113 M +USD 12.2 M +12% 10.4% 97% 126 22.22% 0.2
Andrew Hill Investment Advisors
6770
Andrew Hill Investment Advisors
Florida
USD 113 M +USD 17.3 M +18% 18.4% 269% 53 24.53% 0.8
Bush Investment Group
6771
Bush Investment Group
Georgia
USD 113 M +USD 4.93 M +5% 8.02% – 32 21.88% 0.2
MontVue Capital Management
6772
MontVue Capital Management
Virginia
USD 113 M +USD 8.93 M +9% 7.75% 76% 49 8.16% 0.2
Dougherty Wealth Advisers
6773
Dougherty Wealth Advisers
Minnesota
USD 113 M +USD 4.17 M +4% 7.67% 76.1% 129 15.5% 4.6
Nipun Capital
6774
Nipun Capital
California
USD 113 M +USD 8.94 M +9% 3.3% 30.2% 7 28.57% 0.2
Rip Road Capital Partners
6775
Rip Road Capital Partners
Massachusetts
USD 113 M +USD 20.9 M +23% 7.63% 121% 15 26.67% 1.4