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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)
Hedeker Wealth
3801
Hedeker Wealth
Illinois
USD 281 M +USD 13.8 M +5% 5.09% 161% 101 17.82% 2.6
First Reserve GP XIII
3802
First Reserve GP XIII
Connecticut
USD 281 M -USD 14.2 M -5% 4.81% 5.56% 1 0% 0.5
Harrell Investment Partners
3803
Harrell Investment Partners
Texas
USD 281 M +USD 26.7 M +10% 7.94% 121% 94 1.06% 2.4
Strategic Equity Management
3804
Strategic Equity Management
Arizona
USD 281 M +USD 20.3 M +8% 4.3% 74.9% 47 36.17% 0.9
Regatta Capital Group
3805
Regatta Capital Group
California
USD 281 M -USD 56 -0% 8.03% 78.1% 174 0% 1.1
SPC
3806
Stony Point Capital
New York
USD 281 M -USD 1.4 M -0.5% 14.6% 208% 38 31.58% 0.9
GR Financial Group
3807
GR Financial Group
Arizona
USD 281 M -USD 17.3 M -6% 6.33% 75.4% 12 8.33% 0.2
H2CM
3808
H/2 Credit Manager
Connecticut
USD 281 M +USD 55.9 M +25% 1.94% 97.4% 13 7.69% 1.5
Thrive Capital Management (New York)
3809
Thrive Capital Management (New York)
New York
USD 281 M +USD 60 M +27% 43.9% 205% 9 55.56% 1.4
SailingStone Capital Partners
3810
SailingStone Capital Partners
Texas
USD 281 M -USD 18.5 M -6% 3.07% 152% 33 66.67% 2.8
Broadleaf Partners
3811
Broadleaf Partners
Ohio
USD 280 M +USD 26.9 M +11% 8.21% 180% 74 5.41% 3.3
Waypoint Wealth Partners
3812
Waypoint Wealth Partners
California
USD 280 M +USD 26 M +10% 8.13% 52.1% 74 20.27% 1.3
AH Equity Partners LSV I
3813
AH Equity Partners LSV I
California
USD 280 M +USD 83.9 M +43% 55.2% – 3 0% 1.3
Timber Creek Capital Management
3814
Timber Creek Capital Management
Massachusetts
USD 280 M +USD 16 M +6% 8.36% 139% 135 7.41% 5.4
Steginsky Capital
3815
Steginsky Capital
New York
USD 280 M +USD 9.43 M +3% 8.15% 99.4% 7 0% 6.1
LIC
3816
Laurus Investment Counsel
Canada
USD 280 M +USD 10.9 M +4% 12.3% 14.1% 50 22% 3
Optas LLC
3817
Optas LLC
Texas
USD 280 M +USD 37.8 M +16% 10.4% 118% 169 17.75% 2
Castle Rock Wealth Management
3818
Castle Rock Wealth Management
California
USD 280 M +USD 56.2 M +25% 4.52% 115% 234 15.38% 1.8
Triangle Securities Wealth Management
3819
Triangle Securities Wealth Management
North Carolina
USD 280 M +USD 6.88 M +3% 4.94% 83.6% 184 2.17% 5.4
Diversified
3820
Diversified
Delaware
USD 279 M +USD 24.9 M +10% 8.46% 34.4% 162 14.81% 1.3
LeJeune Puetz Investment Counsel
3821
LeJeune Puetz Investment Counsel
Michigan
USD 279 M +USD 11.3 M +4% 4.02% 64.1% 201 6.97% 4.6
Elevated Capital Advisors
3822
Elevated Capital Advisors
Utah
USD 279 M +USD 17 M +6% 4.75% 50.2% 171 10.53% 2
Athyrium Capital Management
3823
Athyrium Capital Management
New York
USD 279 M +USD 41.2 M +17% 45.4% 25.1% 10 20% 1.3
Manchester Global Management
3824
Manchester Global Management
United Kingdom
USD 279 M +USD 32.1 M +13% 17.1% 156% 23 26.09% 0.2
Marshall Financial Group (Maryland)
3825
Marshall Financial Group (Maryland)
Maryland
USD 279 M +USD 21.3 M +8% 7.29% 63.5% 197 24.87% 1.3