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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)
Clare Market Investments
3951
Clare Market Investments
Texas
USD 232 M +USD 1.72 M +0.7% 1.21% – 142 26.06% 1.9
Red Wave Investments
3952
Red Wave Investments
Pennsylvania
USD 231 M -USD 12 M -5% 5.63% 58% 95 7.37% 1.6
Delta Investment Management
3953
Delta Investment Management
California
USD 231 M +USD 12 M +5% 5.04% 65.8% 179 29.05% 1.6
Berkeley Capital Partners
3954
Berkeley Capital Partners
Georgia
USD 231 M -USD 11.3 M -5% 6.08% 62.8% 142 11.97% 3.4
Colony Family Offices
3955
Colony Family Offices
North Carolina
USD 231 M +USD 10.3 M +5% 5.51% 53.9% 81 14.81% 0.6
Stewardship Advisors
3956
Stewardship Advisors
Pennsylvania
USD 231 M -USD 7.08 M -3% 5.82% 46.1% 49 20.41% 1.8
Blue Owl Capital Holdings
3957
Blue Owl Capital Holdings
New York
USD 231 M +USD 27.3 M +13% 11% 145% 39 5.13% 0.6
Harvey Capital Management
3958
Harvey Capital Management
Florida
USD 231 M -USD 25.5 M -10% 1.96% 147% 77 2.6% 3.3
Alpha Paradigm Partners
3959
Alpha Paradigm Partners
Illinois
USD 230 M -USD 11.7 M -5% 2.33% – 675 60.44% 0.5
AFA
3960
Alta Fundamental Advisers
New York
USD 230 M -USD 40.4 M -15% 2.84% 340% 24 8.33% 1.6
Bourne Lent Asset Management
3961
Bourne Lent Asset Management
New York
USD 230 M -USD 22 M -9% 6.94% 76.1% 61 4.92% 5.5
FC
3962
Franchise Capital
Cayman Islands
USD 230 M -USD 68.9 M -23% 3.38% 537% 28 67.86% 0.3
FAP
3963
Financial Advisory Partners
Florida
USD 230 M -USD 12.5 M -5% 5.43% 52.9% 68 5.88% 0.7
MilWealth Group
3964
MilWealth Group
Wisconsin
USD 230 M -USD 2.97 M -1% 5.45% 36.8% 72 16.67% 2.8
Waypoint Capital Advisors
3965
Waypoint Capital Advisors
Minnesota
USD 229 M +USD 9.15 M +4% 0.53% 50.3% 119 13.45% 0.6
PBMares Wealth Management
3966
PBMares Wealth Management
Virginia
USD 229 M -USD 3.9 M -2% 3.74% 67.7% 162 11.11% 1.9
TM
3967
Tiger Management
New York
USD 229 M +USD 2.4 M +1% 3.55% – 23 47.83% 1
Wellington Shields & Co
3968
Wellington Shields & Co
New York
USD 229 M -USD 183 M -44% 5.49% 109% 297 10.44% 2.1
Hemington Wealth Management
3969
Hemington Wealth Management
Virginia
USD 229 M -USD 23 M -9% 5.4% 76.1% 102 8.82% 1.4
Supplemental Annuity Collective Trust (SACT) of New Jersey
3970
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
USD 229 M -USD 21.1 M -8% 4.47% 147% 219 2.28% 5.1
TRV GP III
3971
TRV GP III
Massachusetts
USD 229 M -USD 15.5 M -6% 64.7% 170% 7 14.29% 3.1
Legacy Wealth Asset Management
3972
Legacy Wealth Asset Management
Minnesota
USD 229 M -USD 17.8 M -7% 6.68% 116% 382 32.98% 1.3
Cornell Pochily Investment Advisors
3973
Cornell Pochily Investment Advisors
New York
USD 229 M +USD 4.38 M +2% 5.47% 97% 168 4.76% 3.4
Princeton Capital Management
3974
Princeton Capital Management
New Jersey
USD 228 M -USD 29.5 M -11% 6.43% 206% 100 14% 4.6
AWAM
3975
Appian Way Asset Management
New York
USD 228 M -USD 16.8 M -7% 5.41% 49.4% 40 62.5% 0.5