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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)
Elwood & Goetz Wealth Advisory Group
3826
Elwood & Goetz Wealth Advisory Group
Georgia
USD 290 M +USD 23.7 M +9% 1.45% 63.7% 55 16.36% 1.7
Carrhae Capital
3827
Carrhae Capital
United Kingdom
USD 290 M -USD 164 M -36% 10.1% 182% 21 71.43% 0.7
Elgethun Capital Management
3828
Elgethun Capital Management
South Dakota
USD 290 M -USD 973 k -0.3% 0.09% 61.5% 107 3.74% 3.1
Semmax Financial Advisors
3829
Semmax Financial Advisors
North Carolina
USD 290 M -USD 23.3 M -7% 0.86% – 282 4.26% 2.2
KCP
3830
KDI Capital Partners
North Carolina
USD 290 M -USD 14 M -5% 0.6% 77.1% 33 6.06% 3.7
SCP
3831
Syntal Capital Partners
Texas
USD 290 M +USD 5.89 M +2% 0.98% 102% 138 45.65% 1.6
Elevated Capital Advisors
3832
Elevated Capital Advisors
Utah
USD 289 M – – 0.62% 46% 178 – 1.4
WNY Asset Management
3833
WNY Asset Management
New York
USD 289 M +USD 10.3 M +4% 1.15% – 162 8.64% 0.6
Gramercy Funds Management
3834
Gramercy Funds Management
Connecticut
USD 289 M -USD 264 M -48% 9.42% 87.6% 4 50% 0.9
Marino Stram & Associates
3835
Marino Stram & Associates
Massachusetts
USD 289 M -USD 93.8 M -24% 0.95% 72.2% 310 75.48% 1.4
Day & Ennis
3836
Day & Ennis
Georgia
USD 289 M +USD 690 k +0.2% 0.53% 15.2% 127 4.72% 3
MBL Wealth
3837
MBL Wealth
North Carolina
USD 289 M – – 1.34% 52.7% 74 – 0.6
Analog Century Management
3838
Analog Century Management
New York
USD 289 M +USD 39.6 M +16% 5.42% 785% 21 4.76% 0.7
Union Square Park Capital Management
3839
Union Square Park Capital Management
New York
USD 289 M +USD 64.9 M +29% 3.51% 75.8% 100 57% 0.3
Daniels + Tansey
3840
Daniels + Tansey
Delaware
USD 289 M +USD 1.14 M +0.4% 0.99% 21.1% 34 0% 0.8
Blue Zone Wealth Advisors
3841
Blue Zone Wealth Advisors
California
USD 288 M +USD 22 M +8% 1.03% 91.1% 102 19.61% 1
Raffa Wealth Management
3842
Raffa Wealth Management
District of Columbia
USD 288 M -USD 727 k -0.3% 1.37% 35.8% 1,143 7.09% 1.5
Bullseye Asset Management
3843
Bullseye Asset Management
Colorado
USD 288 M -USD 8.52 M -3% 1.77% 81% 108 12.04% 1.1
AH Equity Partners III (Parallel)
3844
AH Equity Partners III (Parallel)
California
USD 288 M +USD 15.1 M +6% 39.2% 33.1% 2 50% 0.3
Hillman Company
3845
Hillman Company
Pennsylvania
USD 287 M -USD 104 M -26% 2.29% 118% 12 16.67% 1.2
SF
3846
Symphony Financial
Texas
USD 287 M -USD 6.76 M -2% 0.62% 95.7% 190 25.26% 0.9
Winch Advisory Services
3847
Winch Advisory Services
Wisconsin
USD 287 M +USD 8.83 M +3% 0.27% 80.8% 542 12.73% 2.9
Brandywine Trust
3848
Brandywine Trust
Delaware
USD 287 M -USD 29.2 M -9% 5.9% 32.7% 33 3.03% 5.3
Magnolia Capital Advisors
3849
Magnolia Capital Advisors
Mississippi
USD 287 M +USD 60.7 M +27% 0.9% 78.7% 203 36.45% 0.5
Wellington Shields & Co
3850
Wellington Shields & Co
New York
USD 287 M -USD 16.4 M -5% 3.98% 109% 230 12.61% 2