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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)
Kadensa Capital
2726
Kadensa Capital
Hong Kong
USD 507 M -USD 61.3 M -11% 2.55% 191% 33 48.48% 0.6
Private Advisory Group
2727
Private Advisory Group
Washington
USD 506 M +USD 1.2 M +0.2% 2.47% 177% 226 24.34% 1.5
Personal CFO Solutions
2728
Personal CFO Solutions
New Jersey
USD 506 M +USD 13.2 M +3% 1.56% 91.4% 506 17.79% 2
Monograph Wealth Advisors
2729
Monograph Wealth Advisors
California
USD 506 M +USD 39.8 M +9% 3.11% 68% 133 36.84% 1
Bremer Bank National Association
2730
Bremer Bank National Association
Minnesota
USD 506 M -USD 19 M -4% 2.86% 37.4% 201 6.97% 3.2
IR
2731
IAT Reinsurance
New York
USD 505 M -USD 12.8 M -2% 1.71% 60.2% 87 14.94% 5
World Investment Advisors
2732
World Investment Advisors
California
USD 505 M -USD 12.2 M -2% 3.28% 65.4% 286 15.73% 2.3
Nordwand Advisors
2733
Nordwand Advisors
Pennsylvania
USD 505 M -USD 78.7 M -13% 4.32% 93% 130 13.08% 0.5
Principal Street Partners
2734
Principal Street Partners
Tennessee
USD 505 M +USD 84 M +20% 5.47% 91% 236 16.95% 2.2
Synergy Asset Management
2735
Synergy Asset Management
Washington
USD 504 M +USD 100 M +25% 2.77% 97.3% 158 62.03% 0.6
Bricktown Capital
2736
Bricktown Capital
Michigan
USD 504 M -USD 286 M -36% 3.88% 46.2% 24 8.33% 0.7
Great Waters Wealth Management
2737
Great Waters Wealth Management
Minnesota
USD 504 M +USD 812 k +0.2% 3.44% 49% 97 6.19% 0.7
Marietta Wealth Management
2738
Marietta Wealth Management
Georgia
USD 503 M -USD 27.3 M -5% 2.59% 93% 110 11.82% 4.1
Raub Brock Capital Management
2739
Raub Brock Capital Management
California
USD 503 M -USD 29.6 M -6% 0.99% 54.7% 67 8.96% 3.1
SRFM
2740
Shannon River Fund Management
New York
USD 503 M +USD 102 M +25% 6.88% 554% 23 65.22% 0.6
Radnor Capital Management
2741
Radnor Capital Management
Pennsylvania
USD 503 M +USD 269 M +115% 2.72% 96.9% 306 60.46% 1.1
GCM Grosvenor Holdings
2742
GCM Grosvenor Holdings
Illinois
USD 502 M +USD 271 M +117% 4.17% 78.7% 22 45.45% 0.7
TrinityPoint Wealth
2743
TrinityPoint Wealth
Connecticut
USD 502 M -USD 10.3 M -2% 2.7% 28.4% 301 11.96% 2.9
KNB
2744
Khazanah Nasional Berhad
USD 500 M +USD 22 M +5% 2.54% 73.6% 7 14.29% 1.2
Alpine Investment Management
2745
Alpine Investment Management
Hong Kong
USD 500 M +USD 73.3 M +17% 4.76% 33.7% 18 77.78% 0.3
Archford Capital Strategies
2746
Archford Capital Strategies
Illinois
USD 500 M -USD 27.5 M -5% 3.36% 87.4% 283 6.71% 4.3
Legacy Financial Advisors
2747
Legacy Financial Advisors
Kentucky
USD 500 M -USD 35.8 M -7% 3.34% 86.3% 282 13.12% 2.1
Mosaic Family Wealth Partners
2748
Mosaic Family Wealth Partners
Missouri
USD 499 M -USD 9.7 M -2% 3.35% 67.5% 187 4.81% 0.7
CANC
2749
Culbertson A N & Co
Virginia
USD 498 M -USD 19.2 M -4% 2.83% 87.5% 116 1.72% 7.4
South Street Advisors
2750
South Street Advisors
New York
USD 498 M -USD 6.8 M -1% 0.93% 169% 76 11.84% 3.3