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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)
Benin Management Corp
3976
Benin Management Corp
Connecticut
USD 247 M +USD 6.99 M +3% 8.57% 91.7% 98 8.16% 6.8
Manchester Global Management
3977
Manchester Global Management
United Kingdom
USD 247 M – – 5.98% 156% 19 – 0
Affiance Financial
3978
Affiance Financial
Minnesota
USD 247 M +USD 69.3 M +39% 7.49% 57.8% 444 71.17% 1.2
Pathway Financial Advisers
3979
Pathway Financial Advisers
Indiana
USD 247 M – – 11.1% 88.2% 563 – 0
WealthOne
3980
WealthOne
New York
USD 247 M +USD 14.9 M +6% 5.95% 23.4% 126 22.22% 2.3
FCT
3981
Family Capital Trust
Massachusetts
USD 247 M +USD 28 M +13% 14.1% 39.1% 50 0% 7.4
TIFF Advisory Services
3982
TIFF Advisory Services
Pennsylvania
USD 246 M +USD 4.92 M +2% 9.7% 86.3% 22 13.64% 1
Crane Advisory
3983
Crane Advisory
California
USD 246 M +USD 51.6 M +26% 3.34% 38.2% 28 17.86% 0.2
Steamboat Capital Partners
3984
Steamboat Capital Partners
New York
USD 246 M +USD 44.9 M +22% 36.8% 280% 35 37.14% 1.7
Boltwood Capital Management
3985
Boltwood Capital Management
California
USD 246 M +USD 27.9 M +13% 8.74% 63% 151 9.93% 5.5
ECM
3986
Endurant Capital Management
California
USD 246 M -USD 60.8 M -20% 13.1% 18.4% 78 66.67% 0.6
Beach Point Capital Management
3987
Beach Point Capital Management
California
USD 246 M -USD 48.9 M -17% 1.38% 84.1% 28 28.57% 1.2
Whalerock Point Partners
3988
Whalerock Point Partners
Rhode Island
USD 246 M +USD 18.4 M +8% 9.66% 103% 150 12% 4.9
Summit Wealth & Retirement Planning
3989
Summit Wealth & Retirement Planning
California
USD 246 M -USD 5.32 M -2% 6.2% 67.6% 124 30.65% 1.8
Perennial Investment Advisors
3990
Perennial Investment Advisors
California
USD 246 M +USD 25.5 M +12% 8.02% 84.3% 231 16.02% 1.7
Onyx Bridge Wealth Group
3991
Onyx Bridge Wealth Group
New York
USD 246 M +USD 26.6 M +12% 7.12% 74.6% 216 34.26% 1.1
Hamilton Wealth
3992
Hamilton Wealth
California
USD 246 M +USD 9.15 M +4% 5.41% 108% 113 48.67% 1
Wittenberg Investment Management
3993
Wittenberg Investment Management
Massachusetts
USD 246 M +USD 10.6 M +5% 8.17% 89.9% 88 9.09% 4
Trustees of Dartmouth College
3994
Trustees of Dartmouth College
New Hampshire
USD 245 M – – 13.8% 52.5% 2 – 2.5
Biechele Royce Advisors
3995
Biechele Royce Advisors
Indiana
USD 245 M +USD 32.6 M +15% 11.9% 39.2% 71 21.13% 3.1
Warwick Investment Management
3996
Warwick Investment Management
Texas
USD 245 M +USD 75.8 M +45% 8.14% 69.9% 97 60.82% 0.4
Wealth Dimensions Group
3997
Wealth Dimensions Group
Ohio
USD 245 M +USD 42.7 M +21% 8.05% 63.6% 132 11.36% 1.7
Harbor Advisory Corp
3998
Harbor Advisory Corp
New Hampshire
USD 245 M +USD 27.6 M +13% 7.05% 63.2% 79 10.13% 2.7
James J. Burns & Company
3999
James J. Burns & Company
New York
USD 245 M +USD 19.6 M +9% 7.01% 70.2% 84 11.9% 0.2
Financial Sense Advisors
4000
Financial Sense Advisors
California
USD 244 M +USD 7.8 M +3% 9.84% 152% 107 29.91% 0.9