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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)
Monument Capital Management
3976
Monument Capital Management
Virginia
USD 384 M +USD 58.6 M +18% 14.7% 170% 237 26.16% 2.1
Watchman Group
3977
Watchman Group
Texas
USD 384 M +USD 26.7 M +7% 7.47% 54% 85 15.29% 3
Integris Wealth Management
3978
Integris Wealth Management
California
USD 383 M +USD 32.8 M +9% 8.44% 60.3% 119 15.97% 1.7
Milestone Investment Advisors
3979
Milestone Investment Advisors
Wisconsin
USD 383 M +USD 23.1 M +6% 7.61% 52.8% 129 6.2% 2.1
Hilltop National Bank
3980
Hilltop National Bank
Wyoming
USD 383 M – – 11.1% – 795 – 1.1
WFI
3981
West Family Investments
California
USD 383 M +USD 118 M +44% 11.5% 116% 379 31.13% 1.6
Firetrail Investments
3982
Firetrail Investments
Australia
USD 383 M +USD 39.7 M +12% 14.6% – 28 17.86% 0.9
DeDora Capital
3983
DeDora Capital
California
USD 383 M +USD 36.1 M +10% 10.8% 91.2% 120 10% 3.1
Benin Management Corp
3984
Benin Management Corp
Connecticut
USD 383 M +USD 31.7 M +9% 10.2% 91.7% 134 7.46% 6.5
Dumont & Blake Investment Advisors
3985
Dumont & Blake Investment Advisors
New Jersey
USD 383 M +USD 26.2 M +7% 9.23% 78.3% 213 5.63% 6.8
Platform Technology Partners
3986
Platform Technology Partners
New York
USD 383 M +USD 39.5 M +12% 8.9% – 267 14.98% 3
PA
3987
Paragon Advisors
Texas
USD 383 M +USD 118 M +45% 18.3% 109% 93 21.51% 2.1
Franklin, Parlapiano, Turner & Welch
3988
Franklin, Parlapiano, Turner & Welch
Texas
USD 383 M +USD 12.2 M +3% 3.65% 41.6% 52 5.77% 7.6
Lorne Steinberg Wealth Management
3989
Lorne Steinberg Wealth Management
Canada
USD 383 M +USD 39.8 M +12% 11.5% 83.4% 71 2.82% 3.4
Horiko Capital Management
3990
Horiko Capital Management
New York
USD 383 M +USD 43.2 M +13% 17.6% 275% 22 0% 4.2
Aries Wealth Management
3991
Aries Wealth Management
Maine
USD 383 M +USD 14.4 M +4% 8.93% 87.7% 234 10.68% 2.5
St. Clair Advisors
3992
St. Clair Advisors
Ohio
USD 382 M +USD 25.3 M +7% 8.38% 77.5% 82 3.66% 3
Hiddenite Capital Partners
3993
Hiddenite Capital Partners
New York
USD 382 M +USD 94.4 M +33% 26.4% 523% 48 68.75% 0.6
Ballast Inc
3994
Ballast Inc
Kentucky
USD 382 M +USD 28.5 M +8% 5.28% 71.3% 131 6.87% 4.4
McCarthy & Cox
3995
McCarthy & Cox
Ohio
USD 382 M +USD 152 M +66% 6.55% – 70 17.14% 0.9
Symetra Investment Management
3996
Symetra Investment Management
Connecticut
USD 382 M -USD 24.7 M -6% 8.97% 37.3% 5 0% 2.9
TFB Advisors
3997
TFB Advisors
Kansas
USD 382 M +USD 34.7 M +10% 10.5% 80.4% 346 10.98% 1.2
Cyrus Capital Partners
3998
Cyrus Capital Partners
New York
USD 382 M +USD 52.7 M +16% 17.1% 163% 7 42.86% 1
Science & Technology Partners
3999
Science & Technology Partners
New York
USD 382 M +USD 129 M +51% 38.7% – 51 68.63% 0.2
Kelly Lawrence W & Associates
4000
Kelly Lawrence W & Associates
California
USD 382 M -USD 30.1 M -7% 7.08% 123% 167 7.78% 5.6