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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)
Hutchinson Financial Advisors
7626
Hutchinson Financial Advisors
Virginia
USD 102 M +USD 12.5 M +14% 6.85% – 67 13.43% 0.2
SWP Investment Management
7627
SWP Investment Management
Ohio
USD 102 M +USD 17.2 M +20% 11.2% – 49 22.45% 0.4
CIA
7628
Cape Investment Advisory
Georgia
USD 102 M -USD 172 M -63% 5.43% 72.5% 1,230 36.1% 1.7
Lionsbridge Wealth Management
7629
Lionsbridge Wealth Management
Florida
USD 102 M +USD 1.02 M +1% 10.6% 65.5% 66 24.24% 1.7
Superstring Capital Management
7630
Superstring Capital Management
New York
USD 102 M +USD 17 M +20% 56.4% – 52 63.46% 0.5
Seven Six Capital Management
7631
Seven Six Capital Management
New York
USD 101 M -USD 8.58 M -8% 4.48% – 26 7.69% 0.6
BG Investment Services
7632
BG Investment Services
Guam
USD 101 M +USD 21.4 M +27% 7.01% – 48 20.83% 1.2
Clarion Wealth Managment Partners
7633
Clarion Wealth Managment Partners
Virginia
USD 101 M +USD 10 M +11% 9.1% – 84 5.95% 0.2
Partners Wealth Management
7634
Partners Wealth Management
California
USD 101 M +USD 13.5 M +15% 6.06% – 136 25.74% 0.6
Mann Financial Group
7635
Mann Financial Group
Minnesota
USD 101 M – – 5.98% – 32 – 0
Centerbridge Partners
7636
Centerbridge Partners
New York
USD 101 M -USD 332 M -77% 7.32% 15.9% 6 33.33% 2.3
Traub Capital Management
7637
Traub Capital Management
Massachusetts
USD 101 M -USD 6.97 M -6% 7.46% – 564 78.19% 0.2
Blake Schutter Theil Wealth Advisors
7638
Blake Schutter Theil Wealth Advisors
Ohio
USD 101 M +USD 13 M +15% 6.44% – 111 10.81% 0.8
American Wealth Advisors
7639
American Wealth Advisors
Georgia
USD 101 M – – 6.34% – 134 – 0
OFC Financial Planning
7640
OFC Financial Planning
New Jersey
USD 101 M +USD 6.8 M +7% 11% – 56 3.57% 0.7
PCMN
7641
Paradigm Capital Management (Nevada)
Nevada
USD 101 M -USD 318 k -0.3% 6% – 64 12.5% 2.5
Putney Financial Group
7642
Putney Financial Group
California
USD 101 M +USD 1.77 M +2% 13.5% – 294 74.15% 0.7
Otter Creek Advisors
7643
Otter Creek Advisors
Florida
USD 101 M -USD 40.4 M -29% 8.1% 173% 46 52.17% 0.9
PBK
7644
Peoples Bank (Kansas)
Kansas
USD 101 M -USD 48.4 M -32% 7.75% 74.5% 121 20.66% 1.8
MKD Wealth Coaches
7645
MKD Wealth Coaches
Michigan
USD 100 M +USD 5.53 M +6% 6.72% – 26 3.85% 3.6
John Boyer Inc
7646
John Boyer Inc
Florida
USD 100 M – – 8.39% – 38 – 0
Portus Wealth Advisors
7647
Portus Wealth Advisors
North Carolina
USD 100 M – – 9.6% – 52 – 0
Unified Investment Management
7648
Unified Investment Management
Georgia
USD 100 M +USD 6.94 M +7% 7.73% – 139 12.23% 0.6
Cruiser Capital Advisors
7649
Cruiser Capital Advisors
Connecticut
USD 100 M -USD 125 M -56% 25.4% 192% 64 34.38% 1.6
Provident Company of the Employees of the Hebrew University
7650
Provident Company of the Employees of the Hebrew University
Israel
USD 100 M -USD 253 k -0.3% 4.41% – 32 6.25% 1.1