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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)
Siemens
3926
Siemens
Germany
USD 494 M +USD 222 M +82% 63.3% 16.8% 2 50% 1.9
DA
3927
Dash Acquisitions
California
USD 494 M +USD 13.4 M +3% 4.39% 52% 76 15.79% 2.8
Spider Management Company
3928
Spider Management Company
Virginia
USD 493 M +USD 143 M +41% 17.4% – 8 50% 0.5
Highline Wealth Partners
3929
Highline Wealth Partners
California
USD 493 M +USD 101 M +26% 12.2% 93.8% 1,508 20.36% 1.4
Fulcrum Capital
3930
Fulcrum Capital
Washington
USD 493 M +USD 32.3 M +7% 19.3% 102% 109 12.84% 3.8
Pinpoint Asset Management (Singapore)
3931
Pinpoint Asset Management (Singapore)
USD 493 M +USD 60.3 M +14% 27.3% – 203 52.22% 0.4
Uniting Wealth Partners
3932
Uniting Wealth Partners
Kansas
USD 492 M +USD 22.8 M +5% 12.7% – 224 16.07% 0.8
First National Bank & Trust Co of Newtown
3933
First National Bank & Trust Co of Newtown
Pennsylvania
USD 492 M +USD 28.2 M +6% 10.2% 55.7% 162 16.05% 7.9
Cypress Point Wealth Management
3934
Cypress Point Wealth Management
Texas
USD 492 M +USD 27.3 M +6% 8.38% 255% 165 39.39% 1.4
Marion Wealth Management
3935
Marion Wealth Management
Pennsylvania
USD 491 M +USD 40.2 M +9% 8.14% 51.7% 167 17.37% 2.6
Bellars Harris Wealth Management
3936
Bellars Harris Wealth Management
Virginia
USD 491 M – – 19% – 96 – 0
Morton Community Bank
3937
Morton Community Bank
Illinois
USD 491 M +USD 30.8 M +7% 9.21% – 123 8.94% 2
Bulltick Wealth Management
3938
Bulltick Wealth Management
Florida
USD 490 M +USD 37.6 M +8% 9.75% 58.2% 158 28.48% 1.6
FFG
3939
Fortem Financial Group
California
USD 490 M +USD 91.8 M +23% 32.4% 183% 194 13.92% 2.5
SWG
3940
Summit Wealth Group
Vermont
USD 490 M +USD 54.5 M +13% 14.4% 53% 134 9.7% 2.2
Timber Creek Capital Management
3941
Timber Creek Capital Management
Massachusetts
USD 490 M +USD 77.4 M +19% 37.5% 139% 85 14.12% 5.9
Waterway Wealth Management
3942
Waterway Wealth Management
Texas
USD 490 M +USD 37.5 M +8% 9.63% 52.2% 106 24.53% 1.2
AA
3943
Ancient Art
Texas
USD 489 M +USD 30.8 M +7% 10.1% 168% 18 22.22% 2.8
Atlantic Edge Private Wealth Management
3944
Atlantic Edge Private Wealth Management
Florida
USD 489 M +USD 82.2 M +20% 20.3% 84.4% 650 12.31% 1.8
Montis Financial
3945
Montis Financial
Massachusetts
USD 489 M +USD 5.58 M +1% 8.22% 53.8% 160 11.25% 2.5
Longfellow Investment Management
3946
Longfellow Investment Management
Massachusetts
USD 489 M +USD 9.3 M +2% 0.25% 45.9% 273 21.61% 2.3
Collective Family Office
3947
Collective Family Office
Pennsylvania
USD 489 M +USD 44.8 M +10% 9.34% 52.5% 164 6.71% 3.7
Dunhill Financial
3948
Dunhill Financial
United Kingdom
USD 489 M +USD 64.6 M +15% 10.6% 58.6% 1,917 18.68% 1.3
Retirement Management Systems
3949
Retirement Management Systems
Maryland
USD 488 M +USD 73.6 M +18% 12% – 57 14.04% 0.4
Rempart Asset Management
3950
Rempart Asset Management
Canada
USD 488 M +USD 12.4 M +3% 6.62% 70.5% 36 0% 4.6