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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)
First Growth Capital
7851
First Growth Capital
Maryland
USD 132 M +USD 21 M +19% 24% – 149 20.81% 0.4
McCartney Wealth Management
7852
McCartney Wealth Management
Missouri
USD 132 M +USD 13.1 M +11% 10.5% – 66 3.03% 0.5
Innovative Advisory Group
7853
Innovative Advisory Group
Massachusetts
USD 132 M +USD 10.1 M +8% 2.25% – 37 32.43% 1.1
Quantedge Capital
7854
Quantedge Capital
Singapore
USD 132 M -USD 50.9 M -28% 12.9% 110% 69 55.07% 1.3
Finward Bancorp
7855
Finward Bancorp
Indiana
USD 132 M +USD 6.76 M +5% 12.6% – 112 11.61% 1.3
Tortuga Wealth Management
7856
Tortuga Wealth Management
California
USD 132 M +USD 24.9 M +23% 14.4% – 141 19.86% 0.4
Kane Co Wealth Management
7857
Kane Co Wealth Management
Iowa
USD 132 M +USD 13.2 M +11% 8.93% – 54 7.41% 0.5
Kelsey Financial
7858
Kelsey Financial
California
USD 132 M +USD 17.4 M +15% 14.2% – 68 11.76% 0.4
SGH
7859
Sivik Global Healthcare
Connecticut
USD 132 M USD 0 0% 10.1% 83.8% 34 0% 2.6
Nest Investments
7860
Nest Investments
Pennsylvania
USD 132 M +USD 8.59 M +7% 5.41% – 34 14.71% 0.4
FCM
7861
Floyd Capital Management
Texas
USD 132 M +USD 122 M +1,240% 14.8% – 1 0% 1.5
Nan Fung Group Holdings
7862
Nan Fung Group Holdings
Hong Kong
USD 131 M +USD 10.2 M +8% 25.6% 281% 25 4% 2.3
Waycross Investment Management
7863
Waycross Investment Management
Washington
USD 131 M +USD 26.6 M +25% 8.66% 49.6% 59 25.42% 1.7
UAML
7864
US Asset Management LLC
Pennsylvania
USD 131 M +USD 15.9 M +14% 25.7% – 122 12.3% 4.1
Emissary Wealth LLC
7865
Emissary Wealth LLC
New Jersey
USD 131 M +USD 24.6 M +23% 17.9% – 65 20% 0.4
Larry Mathis Financial Planning
7866
Larry Mathis Financial Planning
Arizona
USD 131 M +USD 19.7 M +18% 15.2% – 196 43.88% 0.3
Morgens Waterfall Vintiadis & Co
7867
Morgens Waterfall Vintiadis & Co
New York
USD 131 M +USD 50 M +62% 52.7% 594% 22 54.55% 2.2
Eagle Wealth Advisors
7868
Eagle Wealth Advisors
Connecticut
USD 131 M +USD 22.7 M +21% 36.3% – 109 18.35% 0.4
Investors Portfolio Services
7869
Investors Portfolio Services
Washington
USD 131 M +USD 23.1 M +21% 11.5% – 821 33.25% 0.3
James Reed Financial Services
7870
James Reed Financial Services
Ohio
USD 131 M +USD 15.5 M +13% 14% – 19 10.53% 2.3
Ramiah Investment Group
7871
Ramiah Investment Group
Wisconsin
USD 131 M +USD 16.6 M +14% 20.5% 62.2% 95 46.32% 2.1
Anabranch Capital Management
7872
Anabranch Capital Management
Connecticut
USD 131 M +USD 16 M +14% 5.1% 139% 5 0% 5
Chesapeake Asset Management
7873
Chesapeake Asset Management
New York
USD 131 M +USD 4.86 M +4% 17.9% 153% 405 26.67% 2.5
Fulcrum Wealth Advisors
7874
Fulcrum Wealth Advisors
Washington
USD 131 M +USD 10.1 M +8% 11.3% – 91 31.87% 0.4
Provident Company of the Employees of the Hebrew University
7875
Provident Company of the Employees of the Hebrew University
Israel
USD 131 M +USD 67.4 M +106% 48.8% – 41 51.22% 0.9