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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)
AMANSA Capital
3726
AMANSA Capital
Singapore
USD 391 M +USD 9.7 M +3% 6.83% 32% 3 33.33% 1.3
New Harbor Financial Group
3727
New Harbor Financial Group
Massachusetts
USD 390 M +USD 58.7 M +18% 9.47% 94.6% 78 29.49% 1.7
Stokes Capital Advisors
3728
Stokes Capital Advisors
South Carolina
USD 390 M +USD 30.7 M +9% 8.65% 61.3% 77 5.19% 4.4
REDW Wealth
3729
REDW Wealth
New Mexico
USD 390 M +USD 8.53 M +2% 6.13% 54.1% 165 7.27% 3.5
Strengthening Families & Communities LLC
3730
Strengthening Families & Communities LLC
Massachusetts
USD 390 M +USD 41.5 M +12% 8.23% 116% 644 13.04% 1
Riverpoint Wealth Management Holdings
3731
Riverpoint Wealth Management Holdings
Illinois
USD 390 M +USD 29.9 M +8% 7.45% 53.6% 51 1.96% 5.4
Kettle Hill Capital Management
3732
Kettle Hill Capital Management
New York
USD 390 M -USD 6.84 M -2% 5.92% 37.4% 66 75.76% 0.4
Progressive Investment Management
3733
Progressive Investment Management
Oregon
USD 390 M +USD 12.5 M +3% 5.41% 139% 61 4.92% 4.7
Pathway Financial Advisors
3734
Pathway Financial Advisors
Vermont
USD 390 M +USD 19.4 M +5% 6.01% 52.7% 177 11.3% 3.8
Valicenti Advisory Services
3735
Valicenti Advisory Services
New York
USD 389 M +USD 16.9 M +5% 6.77% 134% 78 14.1% 5.5
Trinity Legacy Partners
3736
Trinity Legacy Partners
Texas
USD 389 M +USD 37.6 M +11% 5.69% 63.3% 109 17.43% 2.7
Monetary Management Group
3737
Monetary Management Group
Missouri
USD 389 M +USD 10.9 M +3% 5.64% 138% 334 5.99% 6.8
Enstar Group
3738
Enstar Group
Bermuda
USD 389 M +USD 39.7 M +11% 12.5% 29.5% 7 0% 3.7
FVCM
3739
F&V Capital Management
Florida
USD 389 M +USD 46.1 M +13% 11.7% 123% 53 1.89% 5.2
Financial & Tax Architects
3740
Financial & Tax Architects
Missouri
USD 389 M +USD 16 M +4% 8.84% 50.2% 98 19.39% 1.7
HF
3741
Halpern Financial
Virginia
USD 389 M +USD 24.8 M +7% 6.71% 26.3% 250 20% 2.7
Banco BTG Pactual
3742
Banco BTG Pactual
Brazil
USD 389 M -USD 257 M -40% 5.14% 135% 225 59.11% 0.5
Cypress Capital
3743
Cypress Capital
Tennessee
USD 388 M -USD 10.8 M -3% 4.55% 43.6% 395 80% 2.5
MSA Advisors
3744
MSA Advisors
California
USD 388 M +USD 38.8 M +11% 8.68% – 30 13.33% 0.6
Ackerman Capital Advisors
3745
Ackerman Capital Advisors
Texas
USD 387 M +USD 10 M +3% 4.93% 46.4% 108 17.59% 3.1
H2CM
3746
H/2 Credit Manager
Connecticut
USD 387 M +USD 15.8 M +4% 11.9% 97.4% 15 13.33% 2.6
CIC Wealth
3747
CIC Wealth
Maryland
USD 387 M +USD 23.7 M +7% 5.95% – 182 15.38% 1.3
Franklin, Parlapiano, Turner & Welch
3748
Franklin, Parlapiano, Turner & Welch
Texas
USD 387 M +USD 26.6 M +7% 7.98% 49.3% 53 5.66% 7
Triangle Securities Wealth Management
3749
Triangle Securities Wealth Management
North Carolina
USD 387 M +USD 32.8 M +9% 7.96% 83.6% 203 5.91% 6.1
Arch Capital Group
3750
Arch Capital Group
Bermuda
USD 387 M +USD 159 M +69% 0.84% 3.08% 3 0% 2.9