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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)
RDST Capital
4001
RDST Capital
Washington
USD 265 M +USD 21.5 M +9% 1.73% 43% 19 26.32% 1.2
BBJS Financial Advisors
4002
BBJS Financial Advisors
Washington
USD 264 M +USD 14.2 M +6% 2.93% – 130 7.69% 0.7
Bridge Creek Capital Management
4003
Bridge Creek Capital Management
Massachusetts
USD 264 M -USD 15.4 M -6% 4.57% 76.5% 101 2.97% 5.7
Coston McIsaac & Partners
4004
Coston McIsaac & Partners
Maine
USD 264 M -USD 27 M -9% 4.48% 34.3% 911 16.14% 1
Round Rock Advisors
4005
Round Rock Advisors
Connecticut
USD 264 M -USD 13.2 M -5% 3.89% 87.4% 147 5.44% 1.8
HPC
4006
Hobart Private Capital
North Carolina
USD 263 M -USD 5.52 M -2% 4.61% 60% 44 22.73% 1.1
Navalign LLC
4007
Navalign LLC
California
USD 263 M +USD 12.6 M +5% 3.54% 50.7% 139 22.3% 1.8
Keystone Wealth Services
4008
Keystone Wealth Services
California
USD 263 M -USD 4.35 M -2% 2.48% 80.1% 220 16.36% 1.3
Compton Financial Group
4009
Compton Financial Group
Maryland
USD 263 M -USD 1.93 M -0.7% 3.25% 37.7% 37 21.62% 2
RA
4010
Rovida Advisors
Florida
USD 263 M +USD 33.7 M +15% 1.14% 24.8% 21 28.57% 1.8
Flagstar Advisors
4011
Flagstar Advisors
New York
USD 263 M -USD 2.78 M -1% 3.82% 81.9% 168 14.88% 1.6
Maltese Capital Management
4012
Maltese Capital Management
New York
USD 263 M -USD 26.5 M -9% 2.54% 114% 105 20% 2.9
Matthew 25 Management Corp
4013
Matthew 25 Management Corp
Pennsylvania
USD 263 M -USD 8.04 M -3% 0.57% 141% 22 0% 5.3
WR Wealth Planners
4014
WR Wealth Planners
Missouri
USD 263 M +USD 4.34 M +2% 2.61% 22.1% 956 9.41% 0.9
Cornerstone Planning Group
4015
Cornerstone Planning Group
New Jersey
USD 262 M +USD 9.33 M +4% 3.48% 60% 1,333 30.01% 0.5
PRW Wealth Management
4016
PRW Wealth Management
Massachusetts
USD 262 M -USD 28.9 M -10% 1.66% 42.3% 118 44.07% 1.1
Cincinnati Specialty Underwriters Insurance
4017
Cincinnati Specialty Underwriters Insurance
Ohio
USD 262 M -USD 11.1 M -4% 5.08% 115% 38 0% 7.1
Cobalt Capital Management
4018
Cobalt Capital Management
New Jersey
USD 262 M +USD 2.3 M +0.9% 2.3% 235% 38 57.89% 0.7
DMKJ
4019
David M. Knott Jr
USD 262 M +USD 10.7 M +4% 5.62% 169% 162 27.78% 1.2
AH Equity Partners LSV III
4020
AH Equity Partners LSV III
California
USD 262 M -USD 28.2 M -10% 7.46% – 3 0% 1.6
Outlook Wealth Advisors
4021
Outlook Wealth Advisors
Texas
USD 262 M -USD 2.64 M -1% 2.15% 76% 216 16.2% 1.7
ArchPoint Investors
4022
ArchPoint Investors
Florida
USD 262 M +USD 3.16 M +1% 2.68% 111% 58 5.17% 4.2
WPWealth
4023
WPWealth
Texas
USD 261 M +USD 28.3 M +12% 3.11% 38.2% 65 21.54% 0.5
Northcape Wealth Management
4024
Northcape Wealth Management
New York
USD 261 M -USD 16 M -6% 3.07% 66% 153 11.11% 1.1
Lloyd Harbor Capital Management
4025
Lloyd Harbor Capital Management
New York
USD 261 M +USD 69.4 M +36% 24.4% 144% 21 42.86% 0.3