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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)
FFT Wealth Management
2976
FFT Wealth Management
Pennsylvania
USD 272 M +USD 1.62 M +0.6% 2.37% 65.6% 36 8.33% 1.9
River Wealth Advisors
2977
River Wealth Advisors
Pennsylvania
USD 271 M +USD 14.2 M +6% 5.98% 80.3% 627 10.69% 0.9
Loeb Partners Corp
2978
Loeb Partners Corp
New York
USD 271 M -USD 125 M -31% 3.5% 34.4% 181 27.07% 2.3
Nightview Capital
2979
Nightview Capital
Texas
USD 271 M -USD 74.4 M -22% 0.61% 170% 16 18.75% 0.6
PWAP
2980
Private Wealth Advisors (Pennsylvania)
Pennsylvania
USD 271 M +USD 19.6 M +8% 6.91% 58.5% 131 6.11% 3.9
CreativeOne Wealth
2981
CreativeOne Wealth
Kansas
USD 271 M +USD 38.3 M +16% 1.86% 67.6% 72 29.17% 0.3
TAA
2982
TB Alternative Assets
Cayman Islands
USD 270 M -USD 58.9 M -18% 15.9% 312% 25 44% 0.7
Foresite Capital Management II
2983
Foresite Capital Management II
California
USD 270 M -USD 13.7 M -5% 2.13% 66.2% 10 0% 1.8
Invesco Private Capital
2984
Invesco Private Capital
New York
USD 270 M -USD 12.9 M -5% 3.62% 41.9% 11 54.55% 1.2
Accuvest Global Advisors
2985
Accuvest Global Advisors
Utah
USD 269 M +USD 11.1 M +4% 5.14% 130% 154 42.21% 0.9
Summit Securities Group
2986
Summit Securities Group
New York
USD 269 M -USD 426 M -61% 10.8% 136% 296 64.86% 0.3
Arbor Investment Advisors
2987
Arbor Investment Advisors
North Carolina
USD 269 M +USD 15.9 M +6% 2.93% 48.5% 60 20% 2.9
Blue Edge Capital
2988
Blue Edge Capital
Virginia
USD 269 M +USD 19.2 M +8% 4.62% 67.4% 90 6.67% 2.7
Bain Capital Credit
2989
Bain Capital Credit
Massachusetts
USD 269 M -USD 304 M -53% 14.1% 14.4% 21 52.38% 0.7
Altavista Wealth Management
2990
Altavista Wealth Management
North Carolina
USD 269 M +USD 19.1 M +8% 7.66% 80.6% 154 8.44% 3.1
PW
2991
Price Wealth
Texas
USD 268 M +USD 5.44 M +2% 6.21% 17.5% 482 70.95% 0.6
PI
2992
Pennant Investors
New Jersey
USD 268 M – – 8.72% 372% 17 – 0
EMR
2993
Errol M. Rudman
USD 268 M +USD 53 M +25% 12.9% 60.5% 53 24.53% 1.8
RMR Advisors
2994
RMR Advisors
Massachusetts
USD 268 M +USD 1.99 M +0.7% 0.77% 2.17% 129 6.2% 3.8
SFSIG
2995
San Francisco Sentry Investment Group
California
USD 268 M +USD 26.8 M +11% 6.66% 436% 941 24.23% 1.4
Versor Investments
2996
Versor Investments
New York
USD 267 M -USD 28.2 M -10% 9.46% 240% 323 50.15% 0.4
Argyle Capital Management
2997
Argyle Capital Management
Pennsylvania
USD 267 M +USD 15 M +6% 6.78% 95.8% 125 1.6% 4.3
Tealwood Asset Management
2998
Tealwood Asset Management
Minnesota
USD 267 M +USD 11.8 M +5% 6.94% 128% 103 20.39% 2
Adirondack Research & Management
2999
Adirondack Research & Management
New York
USD 267 M +USD 10.7 M +4% 4.72% 47.8% 120 11.67% 2.5
New Silk Road Investment
3000
New Silk Road Investment
Singapore
USD 267 M +USD 28.8 M +12% 14.4% 21.2% 11 27.27% 0.8