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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)
Rice Partnership
3351
Rice Partnership
Hawaii
USD 312 M +USD 26.6 M +9% 4.72% 123% 127 10.24% 2.7
Fourthstone LLC
3352
Fourthstone LLC
Missouri
USD 311 M +USD 60.5 M +24% 3.82% 104% 63 39.68% 0.9
Hohimer Wealth Management
3353
Hohimer Wealth Management
Washington
USD 311 M -USD 27.3 M -8% 5.12% 99.7% 202 9.9% 1.9
KAS
3354
Kemnay Advisory Services
New York
USD 311 M -USD 100 M -24% 4.12% 167% 38 18.42% 3.1
HWMA
3355
Heritage Wealth Management (Arizona)
Arizona
USD 311 M +USD 10.8 M +4% 2.77% – 1,131 19.01% 1.1
Cedar Brook Financial Partners
3356
Cedar Brook Financial Partners
Ohio
USD 311 M -USD 8.17 M -3% 5.48% 47% 371 12.94% 2.4
Foresite Capital Management IV
3357
Foresite Capital Management IV
California
USD 311 M -USD 60.4 M -16% 2.51% 151% 9 22.22% 1.6
Accel Growth Fund IV Associates
3358
Accel Growth Fund IV Associates
California
USD 310 M -USD 41.3 M -12% 2.93% 61.4% 3 0% 0.8
Walkner Condon Financial Advisors
3359
Walkner Condon Financial Advisors
Wisconsin
USD 310 M -USD 9.2 M -3% 5.95% 56.8% 230 13.04% 1
Nan Fung Trinity
3360
Nan Fung Trinity
Hong Kong
USD 310 M -USD 49.5 M -14% 12.7% 82.3% 23 13.04% 1.7
WCMN
3361
Westchester Capital Management (Nebraska)
Nebraska
USD 310 M -USD 17.6 M -5% 4.71% 121% 53 5.66% 5.5
Solus Alternative Asset Management
3362
Solus Alternative Asset Management
New Jersey
USD 310 M -USD 54.6 M -15% 0.58% 79.3% 13 7.69% 1.4
Nextech Invest
3363
Nextech Invest
Switzerland
USD 310 M +USD 13.2 M +4% 5.45% 982% 14 0% 0.7
Activest Wealth Management
3364
Activest Wealth Management
Florida
USD 309 M +USD 168 M +119% 5.35% 117% 636 67.45% 0.5
Summit Asset Management
3365
Summit Asset Management
Tennessee
USD 309 M -USD 13.7 M -4% 5.3% 48.9% 158 8.23% 5.1
Shelter Mutual Insurance
3366
Shelter Mutual Insurance
Missouri
USD 309 M -USD 21.3 M -6% 5.43% 51.2% 54 1.85% 5.4
Howard Financial Services
3367
Howard Financial Services
Texas
USD 308 M +USD 14 M +5% 5.6% 55.9% 135 12.59% 2.1
Susquehanna International Group (Ireland)
3368
Susquehanna International Group (Ireland)
Ireland
USD 308 M -USD 111 M -26% 11.2% 5.26% 107 68.22% 0.4
Lineweaver Wealth Advisors
3369
Lineweaver Wealth Advisors
Ohio
USD 308 M +USD 5.56 M +2% 5.11% 68.4% 136 14.71% 1.6
RiverPark Advisors
3370
RiverPark Advisors
New York
USD 308 M -USD 7.5 M -2% 0.47% 87.5% 171 40.35% 1.6
Northside Capital Management
3371
Northside Capital Management
Oregon
USD 308 M -USD 8.64 M -3% 4.51% 99.6% 93 11.83% 4.4
SMI Advisory Services
3372
SMI Advisory Services
Indiana
USD 308 M +USD 27.3 M +10% 2.9% 80.7% 44 29.55% 0.8
Fermata Advisors
3373
Fermata Advisors
California
USD 307 M +USD 20.5 M +7% 4.6% 58.3% 165 24.85% 1
Ratio Wealth Group
3374
Ratio Wealth Group
Colorado
USD 307 M -USD 170 k -0.1% 6.84% – 63 14.29% 1.3
ECM
3375
Endurant Capital Management
California
USD 307 M +USD 22 M +8% 4.03% 18.4% 71 60.56% 0.6