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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)
EnCap Energy Capital Fund XI
3501
EnCap Energy Capital Fund XI
Texas
USD 403 M -USD 101 M -20% 29.9% 21% 2 50% 0.3
Signal Advisors Wealth
3502
Signal Advisors Wealth
Michigan
USD 403 M +USD 114 M +40% 7.29% 70.5% 301 27.91% 0.2
Advisors Management Group
3503
Advisors Management Group
Wisconsin
USD 403 M +USD 34.7 M +9% 8.04% 132% 171 11.11% 3.9
PBF
3504
Petix & Botte Financial
California
USD 403 M +USD 62.9 M +19% 5.29% 47.5% 168 43.45% 1.9
SilverOak Wealth Management
3505
SilverOak Wealth Management
Minnesota
USD 403 M +USD 32.5 M +9% 8% 77.8% 94 9.57% 0.2
Berkshire Bank
3506
Berkshire Bank
Massachusetts
USD 403 M +USD 24.7 M +7% 9.82% 76.2% 152 13.16% 2.6
Stanley Capital Management
3507
Stanley Capital Management
Texas
USD 402 M -USD 3.33 M -0.8% 20.8% 158% 38 21.05% 4.2
RDST Capital
3508
RDST Capital
Washington
USD 402 M +USD 88.3 M +28% 8.68% 43% 18 0% 1.5
FSA
3509
Financial Services Advisory
Maryland
USD 402 M +USD 52.4 M +15% 8.32% 82.5% 62 24.19% 0.8
Welch Capital Partners
3510
Welch Capital Partners
New York
USD 402 M +USD 26.2 M +7% 7.61% 79.2% 21 4.76% 4.6
Sycamore Partners Management
3511
Sycamore Partners Management
New York
USD 402 M -USD 73.3 M -15% 15.4% 31.8% 1 0% 2.3
True Wealth Design
3512
True Wealth Design
Ohio
USD 401 M +USD 46.2 M +13% 5.53% 57% 818 8.56% 1.1
LT
3513
Legacy Trust
Michigan
USD 401 M +USD 16.9 M +4% 9.3% 110% 160 9.38% 1.2
Bleichroeder LP
3514
Bleichroeder LP
New York
USD 401 M -USD 49.1 M -11% 4.36% 202% 82 8.54% 2.6
Greenspring Advisors
3515
Greenspring Advisors
Maryland
USD 400 M +USD 37.5 M +10% 7.21% – 88 14.77% 1.6
RC
3516
Reik & Co
New York
USD 400 M +USD 44.2 M +12% 14.1% 47.2% 56 3.57% 7.5
Bedell Frazier Investment Counselling
3517
Bedell Frazier Investment Counselling
California
USD 400 M +USD 36.7 M +10% 7.5% 72.5% 100 17% 2.9
Punch Card Management
3518
Punch Card Management
Florida
USD 400 M +USD 19 M +5% 14.2% 41% 5 0% 4.1
Vinland Capital Management Gestora de Recursos
3519
Vinland Capital Management Gestora de Recursos
Brazil
USD 400 M +USD 3.39 M +0.9% 6.99% – 72 81.94% 0.1
Strategic Planning Group
3520
Strategic Planning Group
Utah
USD 400 M +USD 98.5 M +33% 12.4% 162% 119 7.56% 0.2
Mitchell Sinkler & Starr
3521
Mitchell Sinkler & Starr
Pennsylvania
USD 400 M -USD 150 M -27% 9.49% 85.6% 234 35.04% 3.2
Abacus FCF Advisors
3522
Abacus FCF Advisors
Florida
USD 400 M +USD 55.4 M +16% 11.4% 197% 167 25.75% 1.3
CWM
3523
Compass Wealth Management
Connecticut
USD 399 M +USD 41.3 M +12% 8.34% 103% 396 6.31% 1.1
TAA
3524
TB Alternative Assets
Cayman Islands
USD 399 M +USD 24.3 M +6% 7.31% 312% 53 49.06% 1.2
Stordahl Capital Management
3525
Stordahl Capital Management
Colorado
USD 399 M +USD 31.5 M +9% 6.13% 54% 61 9.84% 4