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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)
Wealthstream Advisors
3001
Wealthstream Advisors
New York
USD 661 M +USD 59.7 M +10% 8.27% 88.2% 207 12.56% 1.9
TownSquare Capital
3002
TownSquare Capital
Utah
USD 661 M -USD 366 M -36% 8.07% 96.9% 615 41.3% 4.9
Rollins Financial Advisors
3003
Rollins Financial Advisors
New York
USD 661 M +USD 33.6 M +5% 11.2% – 154 15.58% 1.3
Strategic Global Advisors
3004
Strategic Global Advisors
California
USD 660 M +USD 46.4 M +8% 10.6% 137% 173 41.04% 2.1
Maltese Capital Management
3005
Maltese Capital Management
New York
USD 660 M -USD 52.4 M -7% 6.44% 114% 140 23.57% 2.6
Octagon Capital Advisors
3006
Octagon Capital Advisors
New York
USD 660 M +USD 204 M +45% 234% 2,969% 34 32.35% 1.2
Adams Natural Resources Fund
3007
Adams Natural Resources Fund
Maryland
USD 659 M +USD 28 M +4% 5.96% 50.6% 56 5.36% 7
Wellington Shields Capital Management
3008
Wellington Shields Capital Management
New York
USD 659 M +USD 67.9 M +11% 17.4% 137% 348 11.21% 5.1
GCQ Funds Management
3009
GCQ Funds Management
Australia
USD 658 M +USD 108 M +20% 0.38% – 12 16.67% 0.6
Hudock Inc
3010
Hudock Inc
Pennsylvania
USD 658 M +USD 36.3 M +6% 7.27% 69.7% 206 14.56% 6
Tobias Financial Advisors
3011
Tobias Financial Advisors
Florida
USD 658 M +USD 74 M +13% 5.73% 44.5% 137 13.87% 2.3
Blue Bell Private Wealth Management
3012
Blue Bell Private Wealth Management
Pennsylvania
USD 658 M +USD 59.5 M +10% 7.93% 68.2% 769 9.88% 3.3
GCM Grosvenor Holdings
3013
GCM Grosvenor Holdings
Illinois
USD 658 M -USD 39.4 M -6% 12% 78.7% 22 13.64% 1.4
Trifecta Capital Advisors
3014
Trifecta Capital Advisors
Illinois
USD 658 M +USD 56.9 M +9% 9.47% 149% 498 16.47% 2.2
KAS
3015
Kemnay Advisory Services
New York
USD 658 M +USD 28.8 M +5% 10.6% 167% 26 26.92% 4.2
Brandywine Trust
3016
Brandywine Trust
Delaware
USD 657 M +USD 2.78 M +0.4% 6.46% 32.7% 35 5.71% 8
Radnor Capital Management
3017
Radnor Capital Management
Pennsylvania
USD 657 M +USD 30.5 M +5% 7.35% 96.9% 326 5.83% 2.3
Nextech Invest
3018
Nextech Invest
Switzerland
USD 657 M +USD 129 M +24% 29.7% 982% 16 6.25% 2.3
Cannell Capital
3019
Cannell Capital
Wyoming
USD 656 M +USD 322 M +96% 24.8% 127% 68 29.41% 1.7
OTL
3020
Oak Thistle LLC
New York
USD 656 M -USD 23 M -3% 6.58% 58.3% 660 65% 0.3
Sierra Summit Advisors
3021
Sierra Summit Advisors
Nevada
USD 656 M +USD 94.3 M +17% 19.7% 302% 221 39.82% 0.9
White Lighthouse Investment Management
3022
White Lighthouse Investment Management
Massachusetts
USD 656 M +USD 41.2 M +7% 6.59% 62% 142 4.93% 5
Trustees of Columbia University in the City of New York
3023
Trustees of Columbia University in the City of New York
New York
USD 655 M -USD 35.6 M -5% 8.08% – 10 30% 2.6
Enclave Advisors
3024
Enclave Advisors
Texas
USD 655 M +USD 35.7 M +6% 6.49% – 128 14.84% 0.9
Horst & Graben Wealth Management
3025
Horst & Graben Wealth Management
Oregon
USD 655 M +USD 50.7 M +8% 7.3% 62.2% 183 7.65% 2.9