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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)
Cohanzick Management
3701
Cohanzick Management
New York
USD 315 M +USD 154 M +95% 0.64% 1.18% 239 79.92% 0.1
Journey Advisory Group
3702
Journey Advisory Group
Kentucky
USD 315 M +USD 28.9 M +10% 6.35% 66.2% 205 7.32% 0.5
Benin Management Corp
3703
Benin Management Corp
Connecticut
USD 315 M +USD 32.9 M +12% 8.21% 91.7% 106 8.49% 5.3
Kathryn A. Hall
3704
Kathryn A. Hall
USD 315 M +USD 10 M +3% 9.06% 95.2% 56 8.93% 1.6
Bridgewater Advisors
3705
Bridgewater Advisors
New York
USD 315 M +USD 117 M +60% 6.58% 61% 234 35.47% 1.6
Engine Capital Management
3706
Engine Capital Management
New York
USD 314 M +USD 1.06 M +0.3% 8.91% 21.1% 38 18.42% 1.1
Measured Wealth Private Client Group
3707
Measured Wealth Private Client Group
New Hampshire
USD 314 M +USD 32.2 M +11% 6.1% 84.3% 169 7.1% 1.4
Community Bank of Raymore
3708
Community Bank of Raymore
Missouri
USD 314 M +USD 10.7 M +4% 4.24% 91.9% 70 5.71% 3.8
Hudson Edge Investment Partners
3709
Hudson Edge Investment Partners
New Jersey
USD 314 M +USD 11.6 M +4% 4% 68.6% 146 17.81% 3.5
Poehling Capital Management
3710
Poehling Capital Management
Wisconsin
USD 314 M +USD 28.3 M +10% 5.82% 83% 166 16.27% 1.6
Maytus Capital Management
3711
Maytus Capital Management
New York
USD 314 M +USD 14.6 M +5% 10.7% 442% 61 62.3% 0.3
Mattern Wealth Management
3712
Mattern Wealth Management
Kansas
USD 314 M +USD 30 M +11% 5.67% 54% 178 19.1% 1.1
Parkside Advisors
3713
Parkside Advisors
California
USD 314 M +USD 23.8 M +8% 4.63% 36.7% 72 9.72% 3
Semmax Financial Advisors
3714
Semmax Financial Advisors
North Carolina
USD 313 M +USD 32.1 M +11% 5.78% – 297 9.76% 2
Outlook Wealth Advisors
3715
Outlook Wealth Advisors
Texas
USD 313 M +USD 25 M +9% 5.6% 70% 226 23.45% 1.2
JT Stratford LLC
3716
JT Stratford LLC
Georgia
USD 313 M +USD 29 M +10% 6.98% 103% 228 21.93% 1.7
Rothschild Capital Partners
3717
Rothschild Capital Partners
New York
USD 312 M +USD 16.8 M +6% 8.55% 90.8% 43 11.63% 3.4
Blue Grotto Capital
3718
Blue Grotto Capital
Georgia
USD 312 M +USD 41.3 M +15% 15.3% 300% 23 43.48% 0.7
Aspire Private Capital
3719
Aspire Private Capital
North Carolina
USD 312 M +USD 26.4 M +9% 5.49% 49.6% 652 24.08% 1
Gries Financial
3720
Gries Financial
Ohio
USD 312 M -USD 1.5 M -0.5% 8% 71.3% 178 15.73% 0.2
Perseverance Asset Management International
3721
Perseverance Asset Management International
Cayman Islands
USD 312 M -USD 99.3 M -24% 7.8% 120% 24 33.33% 0.8
Westover Capital Advisors
3722
Westover Capital Advisors
Delaware
USD 312 M +USD 21.1 M +7% 7.17% 133% 183 12.57% 2
G.F.W. Energy XII
3723
G.F.W. Energy XII
Texas
USD 312 M +USD 16.5 M +6% 31.3% 68.9% 6 16.67% 0.2
WA
3724
WealthTrust Axiom
Pennsylvania
USD 312 M +USD 16 M +5% 6.63% 125% 279 12.19% 4
Clare Market Investments
3725
Clare Market Investments
Texas
USD 311 M +USD 45.6 M +17% 13.8% – 157 29.3% 1.1