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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)
Ellsworth Advisors
3801
Ellsworth Advisors
Ohio
USD 411 M +USD 29.7 M +8% 9.81% 131% 200 38% 1.6
CA
3802
Crumly & Associates
Illinois
USD 411 M +USD 48.7 M +13% 9.17% 58.1% 185 23.78% 2.3
Cypress Point Wealth Management
3803
Cypress Point Wealth Management
Texas
USD 411 M +USD 95.5 M +30% 30.6% 226% 81 18.52% 1.7
WrapManager Inc
3804
WrapManager Inc
California
USD 410 M +USD 30 M +8% 8.96% 64.6% 228 14.04% 4.2
JHCM
3805
Juniper Hill Capital Management
California
USD 410 M +USD 9.1 M +2% 8% 33.6% 4 0% 1.9
Humankind Investments
3806
Humankind Investments
New York
USD 410 M +USD 25.1 M +7% 6.86% 62.5% 164 19.51% 2.6
Alight Capital Management
3807
Alight Capital Management
New York
USD 410 M +USD 194 M +90% 31.6% 466% 79 67.09% 0.7
Prosight Management
3808
Prosight Management
Texas
USD 410 M +USD 106 M +35% 6.36% 39.5% 47 36.17% 1.1
Winch Advisory Services
3809
Winch Advisory Services
Wisconsin
USD 410 M +USD 31.3 M +8% 10.4% 80.8% 519 5.01% 4.9
Weaver Capital Management
3810
Weaver Capital Management
Georgia
USD 410 M +USD 31.6 M +8% 10.8% 79.4% 193 5.7% 1.2
Noble Family Wealth
3811
Noble Family Wealth
Florida
USD 409 M +USD 46 M +13% 7.1% 60% 71 15.49% 1.8
Scientech Research LLC
3812
Scientech Research LLC
New Jersey
USD 409 M +USD 31.4 M +8% 22.7% – 917 78.52% 0.2
GR Financial Group
3813
GR Financial Group
Arizona
USD 409 M -USD 240 M -37% 9.48% 66.6% 28 35.71% 1.1
AssuredPartners Investment Advisors
3814
AssuredPartners Investment Advisors
Florida
USD 409 M -USD 109 M -21% 12% – 340 33.82% 0.5
Frisch Financial Group
3815
Frisch Financial Group
New York
USD 409 M +USD 52.3 M +15% 6.62% 66.6% 148 16.22% 3.2
GWM
3816
GSB Wealth Management
Connecticut
USD 408 M +USD 27.9 M +7% 6.93% 61.8% 246 10.16% 3.1
Stokes Capital Advisors
3817
Stokes Capital Advisors
South Carolina
USD 408 M +USD 15.1 M +4% 7.14% 61.3% 75 13.33% 4.9
Drake & Associates
3818
Drake & Associates
Wisconsin
USD 408 M +USD 52.4 M +15% 6.55% 47.9% 103 24.27% 1.6
Waterfront Capital Partners
3819
Waterfront Capital Partners
New York
USD 408 M -USD 176 M -30% 3.33% 88.3% 45 53.33% 0.4
Precedent Wealth Partners
3820
Precedent Wealth Partners
Texas
USD 408 M +USD 48 M +13% 6.53% 61.1% 179 17.88% 1.1
IDG China Venture Capital Fund IV Associates
3821
IDG China Venture Capital Fund IV Associates
Hong Kong
USD 408 M +USD 4.95 M +1% 8.06% 59.2% 4 0% 3.3
LT
3822
Legacy Trust
Michigan
USD 408 M -USD 7.17 M -2% 11.6% 95% 163 14.11% 2.2
Genworth Financial
3823
Genworth Financial
Virginia
USD 408 M +USD 34.8 M +9% 9.41% 73.6% 2 0% 4.1
Sentinus LLC
3824
Sentinus LLC
Illinois
USD 408 M +USD 51.1 M +14% 8.18% – 227 20.7% 1.5
PBF
3825
Petix & Botte Financial
California
USD 408 M +USD 27.8 M +7% 6.27% 47.5% 132 6.82% 3.1