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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)
ST
3426
Skorpios Trust
Cyprus
USD 376 M -USD 76.4 M -17% 15.9% 174% 5 20% 0.3
Brickley Wealth Management
3427
Brickley Wealth Management
California
USD 375 M -USD 94.2 M -20% 4.34% 62.6% 56 30.36% 2.3
Mission Creek Capital Partners
3428
Mission Creek Capital Partners
California
USD 375 M -USD 128 M -26% 9.33% 138% 244 9.84% 1.8
Benedict Financial Advisors
3429
Benedict Financial Advisors
Georgia
USD 374 M -USD 9.19 M -2% 0.39% 72.4% 126 7.14% 4.6
Parkside Financial Bank & Trust
3430
Parkside Financial Bank & Trust
Missouri
USD 374 M -USD 30.8 M -8% 3.39% 85.4% 1,994 9.93% 3.5
Sensible Financial Planning & Management
3431
Sensible Financial Planning & Management
Massachusetts
USD 374 M +USD 22.4 M +6% 5.21% 24.5% 46 13.04% 4.6
Strategies Wealth Advisors
3432
Strategies Wealth Advisors
Michigan
USD 374 M +USD 17.6 M +5% 5.68% 64.6% 88 13.64% 0.2
Core Alternative Capital
3433
Core Alternative Capital
Georgia
USD 374 M -USD 123 M -25% 0.55% 74.5% 502 28.69% 0.5
Fulcrum Capital
3434
Fulcrum Capital
Washington
USD 373 M -USD 87.7 M -19% 8.67% 102% 88 23.86% 2.6
Sweet Financial Partners
3435
Sweet Financial Partners
Minnesota
USD 373 M +USD 132 M +55% 3.96% 22.4% 189 26.46% 0.2
AH Equity Partners LSV III
3436
AH Equity Partners LSV III
California
USD 373 M +USD 261 M +232% 23.1% – 3 66.67% 0.1
WrapManager Inc
3437
WrapManager Inc
California
USD 373 M -USD 27.1 M -7% 5.24% 64.6% 327 17.13% 2.7
High Falls Advisors
3438
High Falls Advisors
New York
USD 373 M -USD 19.1 M -5% 3.49% 56.9% 136 18.38% 2.1
MPM BioImpact
3439
MPM BioImpact
Massachusetts
USD 373 M -USD 176 M -32% 25% 550% 38 15.79% 0.9
SFO
3440
Standard Family Office
South Dakota
USD 372 M +USD 361 M +3,204% 5.89% 67.6% 266 94.74% 0.1
Permit Capital
3441
Permit Capital
Pennsylvania
USD 372 M +USD 1.41 M +0.4% 7.37% 121% 29 10.34% 3.9
True North Advisors
3442
True North Advisors
Texas
USD 372 M -USD 220 M -37% 0.18% 82.9% 243 25.93% 1.5
SC
3443
Saybrook Capital
North Carolina
USD 372 M -USD 25.7 M -6% 2.35% 72.5% 57 7.02% 6
Westwind Capital
3444
Westwind Capital
New Mexico
USD 372 M -USD 32.4 M -8% 9.61% 87.6% 47 36.17% 2.6
Abacus Planning Group
3445
Abacus Planning Group
South Carolina
USD 371 M -USD 3.01 M -0.8% 2.29% 59.1% 227 15.86% 2.4
Kirr Marbach & Co
3446
Kirr Marbach & Co
Indiana
USD 371 M -USD 6.8 M -2% 2.43% 121% 68 39.71% 3.6
Campbell & Co Investment Adviser
3447
Campbell & Co Investment Adviser
Maryland
USD 371 M +USD 79 M +27% 1.48% 31% 972 69.24% 0.2
Canal Capital Management
3448
Canal Capital Management
Virginia
USD 371 M -USD 43.7 M -11% 7.73% 67.8% 159 19.5% 3.1
SM
3449
Scoggin Management
New York
USD 370 M +USD 19.3 M +6% 11.8% 889% 78 55.13% 0.6
Total Wealth Planning
3450
Total Wealth Planning
Ohio
USD 370 M +USD 208 M +129% 4.04% 37.2% 84 60.71% 1.2