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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)
Paradiem
3901
Paradiem
Louisiana
USD 396 M +USD 33.6 M +9% 8.7% 107% 60 25% 2.2
BigSur Wealth Management
3902
BigSur Wealth Management
Florida
USD 396 M +USD 27 M +7% 9.82% 94.8% 160 8.75% 4
Decheng Capital
3903
Decheng Capital
California
USD 396 M +USD 39.5 M +11% 23.5% – 28 14.29% 1.1
Winthrop Capital Management
3904
Winthrop Capital Management
Indiana
USD 396 M +USD 32.1 M +9% 7.38% – 361 10.8% 0.7
Bulldog Investors
3905
Bulldog Investors
New Jersey
USD 396 M +USD 26 M +7% 3.92% 22.5% 203 45.81% 0.9
Sunflower Bank
3906
Sunflower Bank
Texas
USD 395 M +USD 38.7 M +11% 6.66% 42.7% 143 14.69% 3.1
CWAG
3907
Compton Wealth Advisory Group
Virginia
USD 395 M +USD 34.9 M +10% 9.67% 76.1% 83 4.82% 4.5
Long Walk Management
3908
Long Walk Management
Connecticut
USD 395 M +USD 86.4 M +28% 38.8% 302% 13 46.15% 1.4
Stewardship Advisors
3909
Stewardship Advisors
Pennsylvania
USD 395 M +USD 25 M +7% 7.12% 46.1% 160 14.38% 1.4
Oxbow Capital Management (HK)
3910
Oxbow Capital Management (HK)
Hong Kong
USD 395 M +USD 76.5 M +24% 45.2% 2,244% 14 50% 0.3
Fonville Wealth Management
3911
Fonville Wealth Management
Virginia
USD 395 M +USD 55.5 M +16% 7.43% – 129 12.4% 1.2
Smith & Howard Wealth Management
3912
Smith & Howard Wealth Management
Georgia
USD 395 M +USD 27.9 M +8% 6.2% 43.8% 85 9.41% 4.9
Wealth Advisory Solutions
3913
Wealth Advisory Solutions
Indiana
USD 395 M +USD 16.9 M +4% 5.88% 60.5% 151 17.22% 1.8
Harrell Investment Partners
3914
Harrell Investment Partners
Texas
USD 395 M +USD 57.4 M +17% 16.3% 121% 140 42.14% 2.5
Evelyn Partners Asset Management
3915
Evelyn Partners Asset Management
USD 395 M +USD 35.5 M +10% 10.3% – 250 6% 0.5
Convergence Investment Partners
3916
Convergence Investment Partners
Florida
USD 394 M +USD 33.2 M +9% 18.1% 284% 291 38.49% 3.2
WealthBridge Capital Management
3917
WealthBridge Capital Management
Ohio
USD 394 M +USD 40.5 M +11% 9.87% 89.4% 220 13.18% 3.7
Berkeley Capital Partners
3918
Berkeley Capital Partners
Georgia
USD 394 M +USD 30.6 M +8% 6.49% 62.8% 188 17.02% 4.2
Bridgewealth Advisory Group
3919
Bridgewealth Advisory Group
California
USD 394 M +USD 318 M +418% 5.16% 39.1% 125 60% 0.7
Tennessee Valley Asset Management Partners
3920
Tennessee Valley Asset Management Partners
Tennessee
USD 394 M -USD 219 M -36% 7.12% 65.7% 170 57.06% 2.2
Legacy Wealth Asset Management
3921
Legacy Wealth Asset Management
Minnesota
USD 393 M +USD 31.6 M +9% 10.7% 116% 363 10.47% 2.9
Mithaq Capital SPC
3922
Mithaq Capital SPC
Saudi Arabia
USD 393 M -USD 11.8 M -3% 6.89% 27.4% 4 0% 2
The Wealth Group
3923
The Wealth Group
Minnesota
USD 393 M +USD 51.4 M +15% 10.4% 71.9% 81 22.22% 1.1
Alliance Wealth Management Group
3924
Alliance Wealth Management Group
New Jersey
USD 393 M +USD 21.4 M +6% 6.2% – 85 2.35% 5.5
Timber Creek Capital Management
3925
Timber Creek Capital Management
Massachusetts
USD 393 M +USD 17.7 M +5% 8.67% 139% 86 8.14% 5.6