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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)
Titan Global Capital Management USA
3101
Titan Global Capital Management USA
New York
USD 422 M +USD 38.8 M +10% 13.2% 191% 59 13.56% 1.3
CSNH
3102
Crow's Nest Holdings
Virginia
USD 422 M +USD 59.6 M +16% 16.8% 103% 9 0% 1.2
Mirador Capital Partners
3103
Mirador Capital Partners
California
USD 422 M -USD 181 k -0% 3.87% 120% 202 13.37% 3.3
TIFF Advisory Services
3104
TIFF Advisory Services
Pennsylvania
USD 422 M +USD 184 M +77% 6.85% 86.3% 25 12% 1
First National Corp
3105
First National Corp
Massachusetts
USD 421 M +USD 879 k +0.2% 4.2% 56.3% 168 8.93% 2.9
Overbrook Management Corp
3106
Overbrook Management Corp
New York
USD 421 M +USD 39.2 M +10% 11.1% 157% 82 24.39% 4.6
Parkside Financial Bank & Trust
3107
Parkside Financial Bank & Trust
Missouri
USD 421 M +USD 49.4 M +13% 7.13% 73.6% 2,125 10.64% 4.1
CPRC
3108
Consolidated Portfolio Review Corp
New York
USD 421 M +USD 51.1 M +14% 6.1% 65.4% 333 21.02% 0.2
Principal Street Partners
3109
Principal Street Partners
Tennessee
USD 421 M +USD 25.1 M +6% 5.33% 91% 240 15.83% 2
ThornTree Capital Partners
3110
ThornTree Capital Partners
Massachusetts
USD 421 M +USD 18.2 M +5% 14.2% 217% 22 36.36% 0.8
Cedar Brook Financial Partners
3111
Cedar Brook Financial Partners
Ohio
USD 420 M +USD 30.9 M +8% 6.34% 47% 424 12.03% 2.5
Manitou Investment Management
3112
Manitou Investment Management
Ontario, Canada
USD 420 M +USD 12.6 M +3% 10.3% 69.3% 67 8.96% 2.3
Buckhead Capital Management
3113
Buckhead Capital Management
Georgia
USD 420 M -USD 4.69 M -1% 5.55% 67.6% 127 3.15% 5
Blue Grotto Capital
3114
Blue Grotto Capital
Georgia
USD 420 M +USD 21.1 M +5% 15.9% 300% 22 22.73% 1.1
FA
3115
Financial Advisors
Massachusetts
USD 420 M +USD 24.7 M +6% 6.56% 71.5% 83 8.43% 3.1
CFMC
3116
Curbstone Financial Management Corp
New Hampshire
USD 420 M +USD 8.54 M +2% 4.9% 69.6% 183 5.46% 6.4
Horst & Graben Wealth Management
3117
Horst & Graben Wealth Management
Oregon
USD 419 M +USD 16 M +4% 3.88% 55.1% 137 9.49% 2.2
Howard Financial Services
3118
Howard Financial Services
Texas
USD 419 M +USD 8.68 M +2% 4.39% 55.9% 153 11.76% 2.4
Monashee Investment Management
3119
Monashee Investment Management
Massachusetts
USD 419 M +USD 56.7 M +16% 12.6% 520% 92 83.7% 0.2
White Lighthouse Investment Management
3120
White Lighthouse Investment Management
Massachusetts
USD 419 M +USD 22 M +6% 4.99% 62% 116 3.45% 4.1
Intercontinental Wealth Advisors
3121
Intercontinental Wealth Advisors
Texas
USD 419 M +USD 27.6 M +7% 8.12% 46.7% 314 6.37% 3
Frank Rimerman Advisors
3122
Frank Rimerman Advisors
California
USD 419 M +USD 56.7 M +16% 12.3% 149% 117 11.97% 1.6
Hamilton Point Investment Advisors
3123
Hamilton Point Investment Advisors
North Carolina
USD 418 M +USD 5.84 M +1% 6.12% 79.3% 150 9.33% 3.1
Onyx Bridge Wealth Group
3124
Onyx Bridge Wealth Group
New York
USD 418 M +USD 168 M +67% 5.84% 74.6% 252 31.35% 1.1
OM
3125
Opaleye Management
Massachusetts
USD 418 M +USD 84.2 M +25% 4.21% 748% 52 30.77% 1.6