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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)
BHK Investment Advisors
3801
BHK Investment Advisors
Alabama
USD 165 M +USD 31.8 M +24% 11.1% 54.6% 91 25.27% 0.8
Rezny Wealth Management
3802
Rezny Wealth Management
Florida
USD 165 M +USD 21.1 M +15% 11.3% 99.6% 15 6.67% 2.2
Voce Capital Management
3803
Voce Capital Management
California
USD 165 M +USD 20 M +14% 2.83% 69.2% 12 33.33% 1.1
HCM
3804
Hudson Capital Management
New Jersey
USD 164 M +USD 26.9 M +20% 9.65% 66.8% 81 8.64% 1
GCM
3805
Grisanti Capital Management
New York
USD 164 M +USD 10.3 M +7% 15.1% 17.9% 70 24.29% 2.4
Diker Management
3806
Diker Management
New York
USD 164 M -USD 73.8 M -31% 6.92% 210% 63 58.73% 1.9
Context Capital Management
3807
Context Capital Management
California
USD 164 M -USD 13 M -7% 0.43% 3.38% 91 23.08% 0.5
Malaga Cove Capital
3808
Malaga Cove Capital
California
USD 163 M +USD 18.6 M +13% 13.7% 97.3% 183 21.86% 1.3
Frisch Financial Group
3809
Frisch Financial Group
New York
USD 163 M +USD 20.5 M +14% 11.4% 66.6% 113 23.89% 0.2
Long Road Investment Counsel
3810
Long Road Investment Counsel
Michigan
USD 163 M +USD 32.5 M +25% 15.9% 53.8% 73 12.33% 3.4
CSA
3811
Cottage Street Advisors
Massachusetts
USD 163 M +USD 12.9 M +9% 11.4% 95.8% 101 11.88% 2.2
WA
3812
Wealthstar Advisors
Texas
USD 163 M +USD 29.3 M +22% 12.2% – 63 12.7% 0.8
Robertson Opportunity Capital
3813
Robertson Opportunity Capital
Texas
USD 163 M +USD 22.9 M +16% 22.8% 93.4% 26 3.85% 3.4
REDW Wealth
3814
REDW Wealth
New Mexico
USD 163 M +USD 17.6 M +12% 9.67% 54.1% 87 9.2% 1.7
Bison Wealth
3815
Bison Wealth
Georgia
USD 163 M +USD 25.3 M +18% 12.9% 37.4% 234 17.09% 2.4
Blankinship & Foster
3816
Blankinship & Foster
California
USD 163 M +USD 14.1 M +9% 12.4% 67.1% 49 12.24% 1.4
Prestige Wealth Management Group
3817
Prestige Wealth Management Group
New Jersey
USD 163 M +USD 27 M +20% 9.83% 55.8% 1,336 64.52% 0.2
Semper Augustus Investments Group
3818
Semper Augustus Investments Group
Colorado
USD 163 M +USD 7.11 M +5% 7.32% 95.4% 29 6.9% 4.2
G&S Capital
3819
G&S Capital
Colorado
USD 163 M +USD 52.3 M +47% 9.26% 85.6% 254 29.13% 0.9
Surevest
3820
Surevest
California
USD 162 M +USD 35.8 M +28% 10.1% 24.6% 147 21.77% 0.2
Brookmont Capital Management
3821
Brookmont Capital Management
Texas
USD 162 M +USD 15.5 M +11% 11.3% 32.2% 69 1.45% 3.7
Mass General Brigham
3822
Mass General Brigham
Massachusetts
USD 162 M +USD 18.8 M +13% 13.1% – 1 0% 0.3
Measured Wealth Private Client Group
3823
Measured Wealth Private Client Group
New Hampshire
USD 162 M +USD 52 M +47% 11.1% 84.3% 177 41.81% 0.6
First United Bank & Trust
3824
First United Bank & Trust
Maryland
USD 162 M +USD 19.6 M +14% 13.3% 78% 122 9.84% 3.6
Beech Hill Advisors
3825
Beech Hill Advisors
New York
USD 162 M +USD 1.33 M +0.8% 11.2% 105% 72 15.28% 2.7