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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)
Artia Global Partners
3876
Artia Global Partners
Florida
USD 290 M +USD 19.5 M +7% 20.2% 725% 46 47.83% 0.3
AH Equity Partners LSV III
3877
AH Equity Partners LSV III
California
USD 290 M +USD 48.6 M +20% 22.5% – 3 0% 1.3
Kiley Juergens Wealth Management
3878
Kiley Juergens Wealth Management
Washington
USD 290 M +USD 22.7 M +8% 10.5% 106% 75 5.33% 3.1
White Pine Investment Company
3879
White Pine Investment Company
Michigan
USD 290 M +USD 11.5 M +4% 4.35% 73.3% 64 9.38% 4.5
SA
3880
SoftVest Advisors
Texas
USD 290 M -USD 34.6 M -11% 13.3% 178% 5 40% 1.8
BDWCC
3881
B&D White Capital Company
Texas
USD 290 M -USD 5.36 M -2% 2.74% 38.1% 77 53.25% 0.7
TCM
3882
Trybe Capital Management
Connecticut
USD 289 M +USD 106 M +58% 21.6% 681% 15 20% 1.4
Blue Door Asset Management
3883
Blue Door Asset Management
Connecticut
USD 289 M +USD 113 M +64% 13.8% 127% 27 37.04% 0.9
Maltese Capital Management
3884
Maltese Capital Management
New York
USD 289 M +USD 21.3 M +8% 0.13% 114% 105 20.95% 2.8
CIC Wealth
3885
CIC Wealth
Maryland
USD 289 M +USD 23.9 M +9% 8.88% – 170 11.76% 0.5
Finepoint Capital
3886
Finepoint Capital
Massachusetts
USD 289 M +USD 27.3 M +10% 18.4% 27.4% 42 21.43% 1.1
Northside Capital Management
3887
Northside Capital Management
Oregon
USD 289 M -USD 82.7 M -22% 5.14% 99.6% 119 12.61% 3.8
KCS Wealth Advisory
3888
KCS Wealth Advisory
California
USD 289 M +USD 24.2 M +9% 6.57% 45.3% 161 14.91% 2.9
KDA
3889
Kraft Davis & Associates
Missouri
USD 288 M – – 5.79% 81.8% 109 – 0.4
Werba Rubin Papier Wealth Management
3890
Werba Rubin Papier Wealth Management
California
USD 288 M +USD 33.5 M +13% 5.46% 67% 130 16.15% 0.4
Westover Capital Advisors
3891
Westover Capital Advisors
Delaware
USD 288 M +USD 17.9 M +7% 8.74% 144% 188 25% 2.6
Impact Partnership Wealth
3892
Impact Partnership Wealth
Georgia
USD 288 M – – 4.5% 47.3% 920 – 0
O'Brien Greene & Co
3893
O'Brien Greene & Co
Pennsylvania
USD 288 M +USD 20.7 M +8% 3.5% 81.4% 127 6.3% 3.1
Hamilton Wealth
3894
Hamilton Wealth
California
USD 287 M +USD 3.79 M +1% 7.45% 108% 105 24.76% 1.2
Biechele Royce Advisors
3895
Biechele Royce Advisors
Indiana
USD 287 M +USD 18.2 M +7% 4.59% 39.2% 73 15.07% 3
Financial Management Network
3896
Financial Management Network
California
USD 287 M +USD 37.9 M +15% 7% 62.5% 145 16.55% 1.7
Bourne Lent Asset Management
3897
Bourne Lent Asset Management
New York
USD 287 M +USD 22.3 M +8% 13% 76.1% 63 3.17% 5.8
FCT
3898
Family Capital Trust
Massachusetts
USD 287 M +USD 28.4 M +11% 13.6% 39.1% 52 0% 7.6
Hourglass Capital
3899
Hourglass Capital
Texas
USD 287 M +USD 9.8 M +4% 3.94% 94.4% 108 13.89% 4.9
Balboa Wealth Partners
3900
Balboa Wealth Partners
Arizona
USD 287 M +USD 22 M +8% 14.8% 214% 345 26.38% 0.5