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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)
Perkins Capital Management
7626
Perkins Capital Management
Minnesota
USD 99.5 M +USD 4.62 M +5% 23.2% 303% 87 10.34% 5.6
Verus Wealth Management
7627
Verus Wealth Management
Wisconsin
USD 99.4 M +USD 8.17 M +9% 6.86% – 57 10.53% 0.5
IC
7628
Immersion Capital
United Kingdom
USD 99.4 M -USD 46.4 M -32% 15.6% 63.4% 11 18.18% 1.3
Guardian Investment Management
7629
Guardian Investment Management
California
USD 99.4 M -USD 19.4 M -16% 4.9% 103% 57 10.53% 7.3
Integras Partners
7630
Integras Partners
Georgia
USD 99.3 M -USD 11.5 M -10% 7.04% – 64 23.44% 0.5
Smart Portfolios LLC
7631
Smart Portfolios LLC
Washington
USD 99.2 M +USD 7.26 M +8% 10.4% 41.3% 100 7% 1.9
Rosenthal Henry Capital Advisors
7632
Rosenthal Henry Capital Advisors
Indiana
USD 99.2 M +USD 61.3 k +0.1% 7.07% 91.9% 40 10% 4.1
21 West Wealth Management
7633
21 West Wealth Management
California
USD 99.1 M – – 5.95% – 59 – 0
Infinity Wealth Counsel
7634
Infinity Wealth Counsel
Ohio
USD 99.1 M +USD 6.48 M +7% 5.86% – 60 5% 0.5
RD Lewis Holdings
7635
RD Lewis Holdings
Florida
USD 99.1 M +USD 10.7 M +12% 11.2% – 89 13.48% 0.5
Putney Financial Group
7636
Putney Financial Group
California
USD 99 M +USD 4 M +4% 10.9% – 307 13.36% 0.4
Rip Road Capital Partners
7637
Rip Road Capital Partners
Massachusetts
USD 98.7 M +USD 7.76 M +9% 16% 121% 24 41.67% 1.5
Kitching Partners
7638
Kitching Partners
Pennsylvania
USD 98.5 M +USD 11.6 M +13% 6.27% – 38 15.79% 0.9
4Wealth Advisors
7639
4Wealth Advisors
Illinois
USD 98.4 M +USD 6.68 M +7% 7.96% – 141 17.73% 0.4
Kennondale Capital Management
7640
Kennondale Capital Management
Virginia
USD 98 M +USD 6.27 M +7% 10.6% – 83 3.61% 0.5
ClientFirst Wealth Management
7641
ClientFirst Wealth Management
Arkansas
USD 97.9 M +USD 9.6 M +11% 13.4% – 48 4.17% 2.2
Florin Court Capital
7642
Florin Court Capital
United Kingdom
USD 97.8 M +USD 1.34 M +1% 10.3% 108% 36 25% 1.3
Ibex Investors
7643
Ibex Investors
Colorado
USD 97.7 M +USD 22.5 M +30% 28% 16.6% 9 11.11% 3.4
Fulcrum Equity Management
7644
Fulcrum Equity Management
Texas
USD 97.4 M +USD 5.82 M +6% 8.73% 116% 128 45.31% 1.4
SharpePoint
7645
SharpePoint
Arizona
USD 97.2 M -USD 17 M -15% 17.4% – 79 48.1% 0.4
Aozora Bank
7646
Aozora Bank
Japan
USD 97 M +USD 1.32 M +1% 1.38% 5.45% 2 0% 4
DRH Investments
7647
DRH Investments
California
USD 96.8 M +USD 11.3 M +13% 6.94% 81.2% 12 16.67% 3
Private Harbour Investment Management & Counsel
7648
Private Harbour Investment Management & Counsel
Ohio
USD 96.6 M +USD 6.48 M +7% 7.53% 82.6% 41 4.88% 7.5
Villanova Investment Management
7649
Villanova Investment Management
Pennsylvania
USD 96.6 M -USD 4.34 M -4% 4.66% – 56 7.14% 0.9
Variant Private Wealth
7650
Variant Private Wealth
Virginia
USD 96.4 M +USD 3.22 M +3% 17% – 41 12.2% 0.5