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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)
Horiko Capital Management
3926
Horiko Capital Management
New York
USD 422 M +USD 39.1 M +10% 16.2% 275% 23 30.43% 4.7
Longfellow Investment Management
3927
Longfellow Investment Management
Massachusetts
USD 422 M +USD 17.5 M +4% 1.88% 45.9% 310 31.29% 2.3
Marion Wealth Management
3928
Marion Wealth Management
Pennsylvania
USD 422 M +USD 22.2 M +6% 5.22% 51.7% 139 7.91% 2.4
Farmers National Bank
3929
Farmers National Bank
Kentucky
USD 422 M +USD 42.5 M +11% 7.39% – 177 6.21% 6.4
White Pine Investment Company
3930
White Pine Investment Company
Michigan
USD 421 M +USD 20.9 M +5% 6.88% 73.3% 67 2.99% 5.3
JPL Wealth Management
3931
JPL Wealth Management
Colorado
USD 421 M +USD 50.8 M +14% 6.56% – 1,192 90.44% 0.1
Sage Capital Advisors
3932
Sage Capital Advisors
South Dakota
USD 421 M +USD 15.4 M +4% 9.44% 105% 139 10.79% 4.2
Wealthspring Capital
3933
Wealthspring Capital
New York
USD 420 M +USD 41.7 M +11% 3.37% 24.1% 205 49.27% 0.4
Bayberry Capital Partners
3934
Bayberry Capital Partners
New York
USD 420 M +USD 109 M +35% 2.99% 99.7% 31 38.71% 0.6
BetterWealth
3935
BetterWealth
California
USD 420 M +USD 29.6 M +8% 8.13% 63.3% 74 21.62% 2
Coston McIsaac & Partners
3936
Coston McIsaac & Partners
Maine
USD 420 M +USD 34 M +9% 3.46% 34.3% 912 8.11% 2.3
Unio Capital
3937
Unio Capital
New Jersey
USD 420 M +USD 80.1 M +24% 1.56% 97.8% 22 9.09% 4.8
AMJ Financial Wealth Management
3938
AMJ Financial Wealth Management
Virginia
USD 420 M +USD 18 M +4% 7.72% 167% 101 28.71% 1.5
VM
3939
Venator Management
Pennsylvania
USD 420 M +USD 32.9 M +9% 7.34% 101% 26 15.38% 2.6
Wick Capital Partners
3940
Wick Capital Partners
Pennsylvania
USD 420 M +USD 34.8 M +9% 7.16% 60% 119 13.45% 1.3
RS
3941
Retirement Solution
Washington
USD 419 M +USD 27.5 M +7% 7.92% 77.3% 49 12.24% 1.8
Waterway Wealth Management
3942
Waterway Wealth Management
Texas
USD 419 M +USD 88.7 M +27% 5.77% 52.2% 89 22.47% 0.9
Mandatum Life Insurance Company
3943
Mandatum Life Insurance Company
Finland
USD 419 M +USD 38.7 M +10% 10.1% 95.9% 95 28.42% 5.3
Mattson Financial Services
3944
Mattson Financial Services
Michigan
USD 418 M +USD 47.4 M +13% 6.91% – 211 34.12% 0.7
B.O.S.S. Retirement Advisors
3945
B.O.S.S. Retirement Advisors
Utah
USD 418 M +USD 19.9 M +5% 6.88% 78.2% 218 24.31% 0.9
Whitener Capital Management
3946
Whitener Capital Management
North Carolina
USD 418 M +USD 40.2 M +11% 9.34% 113% 166 7.23% 4.7
Syverson Strege & Co
3947
Syverson Strege & Co
Iowa
USD 417 M -USD 5.98 M -1% 6.91% 66.8% 177 11.86% 1.6
Platform Technology Partners
3948
Platform Technology Partners
New York
USD 417 M +USD 34.3 M +9% 8.65% – 275 12.73% 3.1
Cyrus Capital Partners
3949
Cyrus Capital Partners
New York
USD 417 M +USD 35.3 M +9% 46% 163% 6 33.33% 1.7
Beirne Wealth Consulting Services
3950
Beirne Wealth Consulting Services
Connecticut
USD 417 M +USD 108 M +35% 10.3% 81.9% 231 57.14% 1.7