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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)
Sendero Wealth Management
3701
Sendero Wealth Management
Texas
USD 281 M +USD 40.9 M +17% 8.93% 99.2% 118 31.36% 0.5
Spinnaker Investment Group
3702
Spinnaker Investment Group
California
USD 281 M +USD 25.8 M +10% 7.57% 56.9% 87 8.05% 0.8
Abacus Wealth Partners
3703
Abacus Wealth Partners
California
USD 281 M +USD 92.3 M +49% 7.6% 46% 90 26.67% 1.3
Sycale Advisors
3704
Sycale Advisors
New York
USD 281 M +USD 28.1 M +11% 4.31% 31.5% 26 42.31% 1.3
Regatta Capital Group
3705
Regatta Capital Group
California
USD 281 M +USD 36.1 M +15% 7.23% 78.1% 185 17.3% 0.8
CCP
3706
Caden Capital Partners
California
USD 281 M – – 10.9% 19.1% 13 – 0
OIM
3707
Opus Investment Management
Massachusetts
USD 281 M -USD 149 M -35% 11.7% 52.8% 92 20.65% 5.6
SeaBridge Investment Advisors
3708
SeaBridge Investment Advisors
New Jersey
USD 281 M -USD 6.14 M -2% 8.28% 128% 138 15.94% 4.7
Stone House Investment Management
3709
Stone House Investment Management
Pennsylvania
USD 281 M +USD 65 M +30% 7.64% 57.9% 50 26% 1.4
AIS
3710
AM Investment Strategies
Tennessee
USD 280 M +USD 7.62 M +3% 3.42% 121% 105 23.81% 1.6
Farmers National Bank
3711
Farmers National Bank
Kentucky
USD 280 M +USD 30.9 M +12% 11.6% – 150 6% 5.5
Pacific Life Fund Advisors
3712
Pacific Life Fund Advisors
California
USD 280 M – – 7.3% 47.6% 8 – 0
GWM
3713
GSB Wealth Management
Connecticut
USD 280 M +USD 4.34 M +2% 10.2% 61.8% 212 15.09% 1.8
CVentures
3714
CVentures
Colorado
USD 280 M – – 15.2% – 1 – 9
AXS Investments
3715
AXS Investments
New York
USD 280 M +USD 22.6 M +9% 10.1% 104% 366 49.45% 0.4
LCM
3716
Lionstone Capital Management
New York
USD 280 M +USD 39.8 M +17% 8.78% 74.1% 16 25% 3.4
Mission Creek Capital Partners
3717
Mission Creek Capital Partners
California
USD 280 M +USD 15.2 M +6% 10.3% 138% 227 13.66% 2.4
Sterling Investment Advisors (Pennsylvania)
3718
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 279 M +USD 12.4 M +5% 8.15% 111% 148 10.14% 4.6
LexAurum Advisors
3719
LexAurum Advisors
Kansas
USD 279 M +USD 20.6 M +8% 6.9% – 264 13.64% 2.5
LWMG LLC
3720
LWMG LLC
Minnesota
USD 279 M – – 8.27% – 89 – 0
Cavalier Investments
3721
Cavalier Investments
Georgia
USD 279 M +USD 1.81 M +0.7% 6.44% 171% 102 10.78% 1.8
Aspire Private Capital
3722
Aspire Private Capital
North Carolina
USD 278 M +USD 15.6 M +6% 6.7% 49.6% 696 7.61% 2.1
Redmond Asset Management
3723
Redmond Asset Management
Virginia
USD 278 M +USD 9.7 M +4% 9.25% 68.2% 178 9.55% 4.1
Secure Asset Management
3724
Secure Asset Management
Michigan
USD 278 M +USD 100 M +56% 7.41% 97.2% 205 29.27% 1.3
TAA
3725
TB Alternative Assets
Cayman Islands
USD 278 M +USD 822 k +0.3% 0.53% 312% 43 9.3% 1.1