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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)
New England Private Wealth Advisors
2476
New England Private Wealth Advisors
Massachusetts
USD 547 M -USD 380 k -0.1% 13.1% 55.8% 105 0.95% 4.5
Steel Grove Capital Advisors
2477
Steel Grove Capital Advisors
Tennessee
USD 547 M -USD 91 M -14% 15.2% 106% 159 13.21% 3.2
Adams Natural Resources Fund
2478
Adams Natural Resources Fund
Maryland
USD 546 M -USD 47.3 M -8% 7.21% 50.6% 58 6.9% 5.4
C2C Wealth Management
2479
C2C Wealth Management
Arizona
USD 546 M -USD 41.8 M -7% 12.8% 77.2% 212 15.09% 0.5
RBO & Co
2480
RBO & Co
California
USD 546 M -USD 66.5 M -11% 9.85% 27.9% 59 3.39% 5
Lee Financial
2481
Lee Financial
Texas
USD 545 M -USD 13.7 M -2% 12.7% 75% 1,046 30.11% 1.9
Logos Global Management
2482
Logos Global Management
California
USD 545 M -USD 226 M -29% 12% 1,585% 51 45.1% 0.8
Eudaimonia Partners
2483
Eudaimonia Partners
Tennessee
USD 545 M -USD 43.2 M -7% 11.7% – 453 24.28% 1.7
CCM
2484
Contrarian Capital Management
Connecticut
USD 545 M -USD 200 M -27% 21.7% 29.4% 40 50% 1
Magnus Financial Group
2485
Magnus Financial Group
New York
USD 544 M -USD 54.6 M -9% 14% 78.2% 312 17.95% 2
Nadler Financial Group
2486
Nadler Financial Group
Illinois
USD 543 M -USD 95 M -15% 15.5% 81.8% 125 20% 5.1
TFS
2487
Thoroughbred Financial Services
Tennessee
USD 543 M -USD 68.9 M -11% 15.5% 166% 403 18.61% 1.8
SP
2488
Solel Partners
Massachusetts
USD 543 M +USD 80.1 M +17% 12.7% 25.9% 33 30.3% 0.8
River Wealth Advisors
2489
River Wealth Advisors
Pennsylvania
USD 543 M -USD 83.6 M -13% 13.7% 80.3% 226 8.41% 4.6
Kathmere Capital Management
2490
Kathmere Capital Management
Pennsylvania
USD 542 M -USD 45.3 M -8% 11.4% 68.3% 186 24.73% 1.4
Willow Creek Wealth Management
2491
Willow Creek Wealth Management
California
USD 539 M +USD 41.6 M +8% 9.73% 36.5% 134 20.15% 2.7
BTG Pactual Global Asset Management
2492
BTG Pactual Global Asset Management
Bermuda
USD 539 M -USD 213 M -28% 10.4% 88.9% 185 74.59% 0.3
Stillwater Capital Advisors
2493
Stillwater Capital Advisors
Pennsylvania
USD 538 M -USD 84 M -13% 13.8% 121% 80 6.25% 4.4
Insight Wealth Strategies
2494
Insight Wealth Strategies
California
USD 538 M -USD 140 M -21% 12.1% 83.5% 163 18.4% 2.2
BCM
2495
Bayesian Capital Management
New York
USD 537 M -USD 133 M -20% 15.8% 107% 1,208 75.91% 0.2
KMG Fiduciary Partners
2496
KMG Fiduciary Partners
Ohio
USD 536 M -USD 89 M -14% 14.3% 114% 216 12.96% 2.1
LS Investment Advisors
2497
LS Investment Advisors
Michigan
USD 536 M -USD 93.5 M -15% 14.5% 98.7% 149 17.45% 7.7
Isthmus Partners
2498
Isthmus Partners
Wisconsin
USD 536 M -USD 72.7 M -12% 11.2% 73.7% 151 7.28% 3.3
Manitou Investment Management
2499
Manitou Investment Management
Ontario, Canada
USD 536 M -USD 116 M -18% 16.6% 69.3% 46 8.7% 3.6
Tufton Capital Management
2500
Tufton Capital Management
Maryland
USD 535 M -USD 83.4 M -13% 11.6% 96.1% 126 10.32% 6.3