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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)
1620 Investment Advisors
6851
1620 Investment Advisors
Massachusetts
USD 141 M +USD 10.4 M +8% 6.11% 68.9% 722 10.53% 1.2
MidAtlantic Capital Management
6852
MidAtlantic Capital Management
Virginia
USD 141 M +USD 13.6 M +11% 8.81% – 80 2.5% 1.4
Forest Hill Capital
6853
Forest Hill Capital
Arkansas
USD 141 M +USD 7.3 M +5% 8.72% 112% 39 10.26% 3.7
Argus Investors Counsel
6854
Argus Investors Counsel
New York
USD 141 M +USD 9.6 M +7% 16.1% 132% 119 10.92% 5.3
Toronado Partners
6855
Toronado Partners
California
USD 141 M -USD 2.04 M -1% 16.4% 158% 12 16.67% 2.6
Foresight Global Investors
6856
Foresight Global Investors
New York
USD 141 M -USD 1.43 M -1% 9.32% 69.9% 13 23.08% 1.5
Syntax Research
6857
Syntax Research
Florida
USD 141 M -USD 4.04 M -3% 7.32% 42.9% 182 10.44% 1.6
Tower Trust & Investment Company
6858
Tower Trust & Investment Company
Iowa
USD 141 M +USD 16.6 M +13% 12.7% – 198 3.54% 0.2
KCM
6859
Knoll Capital Management
Florida
USD 141 M -USD 13.1 M -9% 4.95% 258% 39 10.26% 2.3
Ariston Services Group
6860
Ariston Services Group
California
USD 141 M +USD 21 M +18% 7.86% 71.7% 73 8.22% 1.1
Canandaigua National Trust of Florida
6861
Canandaigua National Trust of Florida
New York
USD 141 M +USD 27.2 M +24% 5.99% – 125 19.2% 0.6
Code Waechter
6862
Code Waechter
Florida
USD 141 M +USD 19 M +16% 6.5% – 138 28.26% 0.5
Elevate Wealth Advisory
6863
Elevate Wealth Advisory
Georgia
USD 141 M -USD 633 k -0.4% 5.95% – 139 8.63% 1.2
MontVue Capital Management
6864
MontVue Capital Management
Virginia
USD 140 M +USD 15.5 M +12% 10.7% 76% 65 12.31% 1.2
William Marsh Rice University
6865
William Marsh Rice University
Texas
USD 140 M -USD 96.5 M -41% 2.59% 1.81% 3 33.33% 4.5
Orser Capital Management
6866
Orser Capital Management
Texas
USD 140 M +USD 4.16 M +3% 14% 128% 58 36.21% 4.5
TL
6867
TowerView LLC
New York
USD 140 M +USD 1.32 M +1% 5.5% 17.9% 24 16.67% 4.4
Horizons Wealth Management
6868
Horizons Wealth Management
North Carolina
USD 140 M +USD 5.91 M +4% 4.27% – 181 1.66% 2.5
BWM
6869
BCO Wealth Management
New Mexico
USD 140 M +USD 12.7 M +10% 5.97% – 37 18.92% 0.4
Audent Global Asset Management
6870
Audent Global Asset Management
California
USD 140 M +USD 18.9 M +16% 15.1% 112% 54 11.11% 2.5
YC
6871
Yunqi Capital
Hong Kong
USD 140 M +USD 38.5 M +38% 2.23% 71.4% 6 50% 1.6
UHLMANN PRICE SECURITIES
6872
UHLMANN PRICE SECURITIES
Illinois
USD 140 M +USD 4.29 M +3% 8.92% – 209 20.57% 0.6
SA
6873
Sage Advisors
Colorado
USD 140 M -USD 2.05 M -1% 0.71% – 38 21.05% 1
Twenty Acre Capital
6874
Twenty Acre Capital
Pennsylvania
USD 140 M +USD 14 M +11% 21.3% 196% 19 21.05% 2.4
Caitong International Asset Management
6875
Caitong International Asset Management
Hong Kong
USD 140 M +USD 5.5 M +4% 37.1% – 2,604 43.89% 0.3