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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)
HF
3851
Halpern Financial
Virginia
USD 322 M +USD 32.3 M +11% 10.5% 26.3% 274 31.02% 2.1
Shayne & Jacobs LLC
3852
Shayne & Jacobs LLC
Tennessee
USD 322 M +USD 21.6 M +7% 8.72% 79.4% 94 4.26% 2.5
Triangle Securities Wealth Management
3853
Triangle Securities Wealth Management
North Carolina
USD 322 M +USD 40.4 M +14% 11.9% 83.6% 194 6.19% 5.7
Creekmur Asset Management
3854
Creekmur Asset Management
Illinois
USD 322 M – – 8.86% – 801 – 0
BDWCC
3855
B&D White Capital Company
Texas
USD 322 M +USD 53.7 M +20% 5.34% 44.2% 83 46.99% 0.8
Accurate Wealth Management
3856
Accurate Wealth Management
Florida
USD 322 M +USD 2.81 M +0.9% 10.4% 101% 294 15.31% 1.3
Harrell Investment Partners
3857
Harrell Investment Partners
Texas
USD 322 M +USD 28 M +10% 11.5% 121% 102 8.82% 2.9
Satovsky Asset Management
3858
Satovsky Asset Management
New York
USD 321 M +USD 26.1 M +9% 9.03% 53.6% 48 14.58% 1.8
GECH
3859
Garnet Equity Capital Holdings
New York
USD 321 M +USD 145 M +82% 7.86% 302% 36 25% 1
Roberts, Glore & Co
3860
Roberts, Glore & Co
Illinois
USD 321 M +USD 18.5 M +6% 9.13% 72.3% 209 6.7% 5.7
Viola Ventures VC Management 4
3861
Viola Ventures VC Management 4
Israel
USD 321 M -USD 12.8 M -4% 3.91% 79.1% 5 20% 0.8
Sterling Investment Advisors (Pennsylvania)
3862
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 321 M +USD 34.6 M +12% 12.6% 111% 143 13.29% 4.8
HP
3863
Hound Partners
New York
USD 321 M -USD 130 M -29% 3.48% 19.7% 19 42.11% 1.6
Apeiron RIA
3864
Apeiron RIA
Texas
USD 321 M +USD 27.4 M +9% 9.18% 68.5% 211 16.59% 1.3
Monetary Management Group
3865
Monetary Management Group
Missouri
USD 321 M +USD 20.6 M +7% 11.9% 138% 341 8.21% 6.4
Alliance Wealth Management Group
3866
Alliance Wealth Management Group
New Jersey
USD 320 M – – 8.1% 43.4% 76 – 4.8
SEP
3867
Southland Equity Partners
Missouri
USD 320 M +USD 29.1 M +10% 9.07% 66.1% 202 13.37% 2.1
Financial Insights
3868
Financial Insights
Washington
USD 320 M +USD 39.7 M +14% 11.4% 82.1% 158 10.13% 2.2
Elevated Capital Advisors
3869
Elevated Capital Advisors
Utah
USD 320 M +USD 26.1 M +9% 8.38% 50.2% 178 8.43% 2.2
Geisinger Health
3870
Geisinger Health
Pennsylvania
USD 320 M +USD 24.4 M +8% 6.23% – 5 20% 0.8
Arjuna Capital
3871
Arjuna Capital
North Carolina
USD 319 M +USD 40.3 M +14% 12.1% 118% 108 27.78% 2.4
Northside Capital Management
3872
Northside Capital Management
Oregon
USD 319 M -USD 114 M -26% 10.4% 99.6% 128 26.56% 3.7
Orchard Capital Management
3873
Orchard Capital Management
Illinois
USD 319 M +USD 49 M +18% 13.3% 140% 50 20% 1.9
Donoghue Forlines
3874
Donoghue Forlines
Massachusetts
USD 319 M +USD 38.2 M +14% 9.86% 229% 266 37.59% 1.2
SM
3875
Scoggin Management
New York
USD 319 M +USD 76.5 M +32% 9.46% 889% 85 68.24% 0.7