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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)
Impact Partnership Wealth
2526
Impact Partnership Wealth
Georgia
USD 1029 M +USD 219 M +27% 9.22% 47.3% 499 39.28% 0.9
Massar Capital Management
2527
Massar Capital Management
Connecticut
USD 1029 M +USD 94.3 M +10% 35.9% – 416 77.16% 0.2
Columbus Macro
2528
Columbus Macro
Pennsylvania
USD 1028 M +USD 92.1 M +10% 8.84% 48.7% 217 12.44% 3.5
Engine Capital Management
2529
Engine Capital Management
New York
USD 1028 M +USD 199 M +24% 6.65% 21.1% 35 42.86% 1.3
Columbus Hill Capital Management
2530
Columbus Hill Capital Management
New Jersey
USD 1027 M +USD 355 M +53% 52.2% 151% 34 44.12% 2.1
Apis Capital Advisors
2531
Apis Capital Advisors
New York
USD 1027 M +USD 379 M +58% 64.1% 1,532% 74 48.65% 0.6
RTM
2532
RH Tailwind Management
Pennsylvania
USD 1027 M +USD 246 M +31% 28.6% – 84 63.1% 0.2
INVST
2533
INVST
Indiana
USD 1026 M +USD 140 M +16% 16.8% 78.5% 369 15.99% 2
Insight Wealth Strategies
2534
Insight Wealth Strategies
California
USD 1025 M +USD 129 M +14% 20.9% 83.5% 206 25.24% 2.7
Toth Financial Advisory
2535
Toth Financial Advisory
Virginia
USD 1024 M +USD 113 M +12% 20.1% 90.4% 1,032 25.29% 3.7
Moisand Fitzgerald Tamayo
2536
Moisand Fitzgerald Tamayo
Florida
USD 1024 M +USD 93.4 M +10% 9.12% 51.1% 546 6.78% 4.8
Keebeck Wealth Management
2537
Keebeck Wealth Management
Illinois
USD 1024 M +USD 135 M +15% 17.1% 81.3% 501 20.96% 2.3
NTV Asset Management
2538
NTV Asset Management
West Virginia
USD 1021 M +USD 111 M +12% 15.7% 110% 332 10.84% 6.2
Capital Investment Services of America
2539
Capital Investment Services of America
Wisconsin
USD 1021 M +USD 63 M +7% 8.27% 50.7% 83 3.61% 7.5
PS
2540
Portfolio Strategies
New York
USD 1019 M +USD 208 M +26% 35.5% 120% 89 24.72% 2.7
JPC
2541
Jabodon PT Co
Nevada
USD 1019 M +USD 159 M +18% 14.5% 61.9% 8 0% 0.9
Greenwood Capital Associates
2542
Greenwood Capital Associates
South Carolina
USD 1019 M +USD 111 M +12% 13.5% 87.7% 308 14.94% 2.4
Lincluden Management
2543
Lincluden Management
Ontario, Canada
USD 1019 M +USD 79.8 M +8% 8.4% 67.7% 72 8.33% 6.9
TritonPoint Wealth
2544
TritonPoint Wealth
Maryland
USD 1018 M +USD 83.8 M +9% 17.4% 92.7% 294 13.27% 2
CKW Financial Group
2545
CKW Financial Group
Hawaii
USD 1018 M +USD 101 M +11% 12.4% 70.3% 321 49.53% 3.7
Genus Capital Management
2546
Genus Capital Management
British Columbia, Canada
USD 1016 M +USD 143 M +16% 34.8% – 229 28.38% 0.7
Redhawk Wealth Advisors
2547
Redhawk Wealth Advisors
Minnesota
USD 1015 M +USD 109 M +12% 17.7% 116% 463 28.29% 1.8
AH
2548
Allen Holding
New York
USD 1014 M +USD 6.02 M +0.6% 2.62% 135% 10 10% 7.6
DPC
2549
Dream Peak Capital
USD 1013 M +USD 338 M +50% 30.4% – 8 37.5% 0.3
Nan Fung Trinity
2550
Nan Fung Trinity
Hong Kong
USD 1013 M +USD 102 M +11% 24.6% 82.3% 68 27.94% 0.8