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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)
Janiczek Wealth Management
3376
Janiczek Wealth Management
Colorado
USD 307 M -USD 29.4 M -9% 5.11% 16.4% 1,087 10.4% 1.8
Monarch Capital Management
3377
Monarch Capital Management
Indiana
USD 307 M -USD 28.7 M -9% 4.52% 77% 121 6.61% 6.6
Tucker Asset Management
3378
Tucker Asset Management
Colorado
USD 307 M -USD 2.99 M -1% 0.79% 64.2% 938 39.23% 0.7
HWM
3379
HFR Wealth Management
New York
USD 307 M -USD 24.6 M -7% 2.64% 47.5% 60 11.67% 1.2
First PREMIER Bank
3380
First PREMIER Bank
South Dakota
USD 306 M -USD 28.5 M -9% 6.21% 63% 434 11.98% 3.4
Monarch Alternative Capital
3381
Monarch Alternative Capital
New York
USD 306 M -USD 43.4 M -12% 9.38% 497% 9 11.11% 1.1
Kadensa Capital
3382
Kadensa Capital
Hong Kong
USD 306 M +USD 42.6 M +16% 3.03% 191% 28 39.29% 0.3
Harbourvest Partners
3383
Harbourvest Partners
Massachusetts
USD 306 M +USD 1.16 M +0.4% 7.3% 8.96% 69 13.04% 1.3
SF
3384
Symphony Financial
Texas
USD 306 M -USD 32.3 M -10% 4.6% 95.7% 204 19.61% 1.4
Parker Investment Management
3385
Parker Investment Management
California
USD 306 M -USD 127 M -29% 5.22% 208% 30 23.33% 3.1
Univest Financial
3386
Univest Financial
Pennsylvania
USD 306 M -USD 895 k -0.3% 6.34% 82.6% 109 16.51% 4.4
One Wealth Advisors
3387
One Wealth Advisors
California
USD 306 M -USD 67.9 M -18% 4.65% 66% 221 34.84% 1.3
Welch Capital Partners
3388
Welch Capital Partners
New York
USD 305 M -USD 20 M -6% 4.71% 79.2% 35 11.43% 2.7
NIC
3389
Northwest Investment Counselors
Oregon
USD 305 M -USD 20.8 M -6% 6.31% 32.4% 589 18.34% 2.4
High Falls Advisors
3390
High Falls Advisors
New York
USD 305 M -USD 16.7 M -5% 5.81% 56.9% 119 17.65% 2.6
Monograph Wealth Advisors
3391
Monograph Wealth Advisors
California
USD 305 M -USD 39.6 M -11% 6.27% 68% 84 25% 0.7
Independent Solutions Wealth Management
3392
Independent Solutions Wealth Management
New York
USD 305 M -USD 15.9 M -5% 4.4% 125% 227 13.22% 1.9
Perennial Advisors
3393
Perennial Advisors
New York
USD 305 M -USD 16.4 M -5% 4.9% – 90 4.44% 4
Northwest Quadrant Wealth Management
3394
Northwest Quadrant Wealth Management
Oregon
USD 305 M -USD 17.8 M -6% 5.17% 45.6% 59 8.47% 4.4
True North Advisors
3395
True North Advisors
Texas
USD 305 M -USD 16.2 M -5% 2.6% 82.9% 205 14.15% 1.9
Brickley Wealth Management
3396
Brickley Wealth Management
California
USD 305 M -USD 18.5 M -6% 5.44% 62.6% 45 20% 2.9
Finepoint Capital
3397
Finepoint Capital
Massachusetts
USD 304 M +USD 14.8 M +5% 16.5% 27.4% 64 15.63% 0.7
Axar Capital Management
3398
Axar Capital Management
New York
USD 304 M -USD 559 k -0.2% 0.29% 680% 2 50% 5.3
Morgan Dempsey Capital Management
3399
Morgan Dempsey Capital Management
Wisconsin
USD 304 M -USD 24.8 M -8% 9.55% 52.1% 180 48.33% 1.9
Essex LLC
3400
Essex LLC
Illinois
USD 304 M -USD 19 M -6% 3.39% 91.4% 156 8.33% 1