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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)
University of Chicago
6776
University of Chicago
Illinois
USD 118 M -USD 11.4 M -9% 5.2% 62.3% 7 28.57% 2.5
Sharp Capital Gestora de Recursos
6777
Sharp Capital Gestora de Recursos
Brazil
USD 118 M -USD 71.3 M -38% 0.55% 61.4% 6 33.33% 1.6
MFC
6778
Miramar Fiduciary Corp
Nevada
USD 118 M +USD 6.87 M +6% 5.95% – 5 0% 2.8
Marest Capital
6779
Marest Capital
California
USD 118 M +USD 5.53 M +5% 5.33% 84.5% 20 15% 0.6
Canaan Partners XI
6780
Canaan Partners XI
California
USD 118 M +USD 35.5 M +43% 44.2% 798% 3 0% 2.8
FPC Investment Advisory
6781
FPC Investment Advisory
California
USD 118 M +USD 5.49 M +5% 5.22% – 98 2.04% 0.5
PIP
6782
PB Investment Partners
California
USD 118 M -USD 5.43 M -4% 4.26% 81.1% 9 11.11% 2.3
Piscataqua Savings Bank
6783
Piscataqua Savings Bank
New Hampshire
USD 118 M +USD 5.14 M +5% 7.13% 96.8% 357 6.16% 3.1
Muirfield Wealth Advisors
6784
Muirfield Wealth Advisors
North Carolina
USD 118 M +USD 11.2 M +10% 6.85% – 63 9.52% 0.7
Mainstream Capital Management
6785
Mainstream Capital Management
California
USD 118 M – – 4.98% – 84 – 0
Robinson Smith Wealth Advisors
6786
Robinson Smith Wealth Advisors
Maine
USD 118 M +USD 4.05 M +4% 5.84% 62.6% 93 13.98% 0.7
Symphony Financial Services
6787
Symphony Financial Services
Ohio
USD 118 M +USD 1.2 M +1% 5.01% – 91 16.48% 0.2
Mission Hills Financial Advisory
6788
Mission Hills Financial Advisory
California
USD 118 M – – 5.12% – 32 – 0
SVB Wealth
6789
SVB Wealth
Massachusetts
USD 118 M -USD 3923 M -97% 6.09% 170% 755 97.48% 4
Equitec Proprietary Markets
6790
Equitec Proprietary Markets
Illinois
USD 117 M +USD 38.8 M +49% 4.25% 352% 87 37.93% 0.9
ASFA
6791
All Season Financial Advisors
Colorado
USD 117 M +USD 7.17 M +7% 8.42% 33.8% 114 38.6% 1.1
Varde Management
6792
Varde Management
Minnesota
USD 117 M +USD 87 M +286% 4.63% 149% 3 33.33% 2.8
Monetta Financial Services
6793
Monetta Financial Services
Illinois
USD 117 M +USD 1.79 M +2% 6.14% 275% 68 54.41% 2.4
Aegis Financial
6794
Aegis Financial
Virginia
USD 117 M +USD 13.4 M +13% 13.9% 266% 27 22.22% 2.3
William Howard & Co Financial Advisors
6795
William Howard & Co Financial Advisors
Tennessee
USD 117 M +USD 8.98 M +8% 6.77% – 59 22.03% 0.4
Kuhn & Co Investment Counsel
6796
Kuhn & Co Investment Counsel
Illinois
USD 117 M +USD 5.78 M +5% 6.2% 88.7% 130 5.38% 0.7
Roberts Capital Advisors
6797
Roberts Capital Advisors
Colorado
USD 117 M +USD 12.7 M +12% 5.77% – 90 2.22% 2.6
Chico Wealth RIA
6798
Chico Wealth RIA
California
USD 117 M +USD 7.76 M +7% 6.22% 74.7% 30 10% 1.7
LPF Advisors
6799
LPF Advisors
Florida
USD 117 M +USD 8.43 M +8% 5.49% – 38 5.26% 0.6
ACM
6800
Ariose Capital Management
Hong Kong
USD 117 M -USD 14.1 M -11% 15.6% 2,106% 17 70.59% 0.3