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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)
Hillman Company
2526
Hillman Company
Pennsylvania
USD 360 M +USD 31.6 M +10% 16.1% 134% 15 20% 1.6
Dakota Wealth Management
2527
Dakota Wealth Management
Florida
USD 360 M +USD 166 M +86% 2.67% 112% 209 58.85% 0.9
Ativo Capital Management
2528
Ativo Capital Management
Illinois
USD 359 M +USD 7.11 M +2% 7.03% 63.8% 268 35.82% 1.4
Technology Crossover Management IX
2529
Technology Crossover Management IX
California
USD 359 M +USD 97.1 M +37% 27.5% 13% 3 0% 0.5
Exencial Wealth Advisors
2530
Exencial Wealth Advisors
Oklahoma
USD 359 M +USD 22.8 M +7% 3.3% 58% 192 14.06% 2.2
Arcadia Investment Management
2531
Arcadia Investment Management
Michigan
USD 359 M +USD 4.14 M +1% 3.47% 83.5% 347 6.63% 2.5
Herald Investment Management
2532
Herald Investment Management
United Kingdom
USD 359 M +USD 24 M +7% 12.7% 493% 100 12% 2.8
JHL Capital Group
2533
JHL Capital Group
Illinois
USD 358 M -USD 68.8 M -16% 3.47% – 21 66.67% 0.6
WealthSource Partners
2534
WealthSource Partners
California
USD 358 M +USD 29.1 M +9% 1.08% 16.8% 333 26.43% 1.2
Kovack Advisors
2535
Kovack Advisors
Florida
USD 358 M -USD 40.5 M -10% 5.28% 118% 571 39.05% 1.4
Belpointe Asset Management
2536
Belpointe Asset Management
Nevada
USD 358 M +USD 14.9 M +4% 3.13% 80.1% 409 33.25% 0.6
Needham Investment Management
2537
Needham Investment Management
New York
USD 356 M +USD 6.3 M +2% 8.38% 424% 100 17% 3.2
Marathon Asset Management (New York)
2538
Marathon Asset Management (New York)
New York
USD 356 M -USD 710 M -67% 7.24% 490% 18 66.67% 0.4
Fusion Family Wealth
2539
Fusion Family Wealth
New York
USD 356 M +USD 58.5 M +20% 0.05% 58.2% 308 13.96% 0.9
Pensionfund Sabic
2540
Pensionfund Sabic
Netherlands
USD 356 M +USD 5 M +1% 4.11% 63.6% 232 21.55% 1.7
Gateway Advisory
2541
Gateway Advisory
New Jersey
USD 355 M +USD 13.9 M +4% 2.19% 26% 82 36.59% 1.6
NTV Asset Management
2542
NTV Asset Management
West Virginia
USD 355 M +USD 2.85 M +0.8% 2.56% 110% 185 4.86% 3.7
Naples Global Advisors
2543
Naples Global Advisors
Florida
USD 355 M +USD 17.9 M +5% 1.76% 103% 300 8.67% 2.8
New England Private Wealth Advisors
2544
New England Private Wealth Advisors
Massachusetts
USD 355 M +USD 718 k +0.2% 1.94% 55.8% 155 7.1% 3.1
MP
2545
Meghalaya Partners
Connecticut
USD 355 M +USD 149 M +72% 2.14% – 30 46.67% 0.3
Nadler Financial Group
2546
Nadler Financial Group
Illinois
USD 353 M +USD 28.6 M +9% 3.17% 72.4% 88 13.64% 3.5
TCM
2547
Tradition Capital Management
New Jersey
USD 352 M +USD 2.63 M +0.8% 1.21% 43.5% 180 6.67% 3
Twin Securities
2548
Twin Securities
New York
USD 352 M -USD 231 M -40% 0.15% 506% 26 69.23% 0.6
AC
2549
Apertura Capital
Texas
USD 351 M +USD 100 M +40% 3.57% 41.5% 49 71.43% 0.2
Lutz Financial Services
2550
Lutz Financial Services
Nebraska
USD 351 M +USD 12.2 M +4% 1.56% 35.3% 44 6.82% 0.5