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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)
Marshall & Sullivan
4076
Marshall & Sullivan
Washington
USD 125 M +USD 17 M +16% 4.62% 82% 42 4.76% 3.5
Starfire Investment Advisers
4077
Starfire Investment Advisers
Michigan
USD 125 M -USD 39.9 M -24% 2% 19.2% 237 87.76% 0.4
Pointe Capital Management
4078
Pointe Capital Management
Michigan
USD 125 M -USD 10.7 M -8% 2% 62.6% 159 11.32% 1
GECH
4079
Garnet Equity Capital Holdings
New York
USD 125 M – – 11.7% 302% 26 – 1.3
Caldera Capital
4080
Caldera Capital
Texas
USD 125 M +USD 4.05 M +3% 10% 84.5% 24 58.33% 0.4
Taylor Frigon Capital Management
4081
Taylor Frigon Capital Management
Arizona
USD 125 M – – 5.15% 131% 85 – 2.1
LIC
4082
Laurus Investment Counsel
Canada
USD 124 M – – 11.1% 14.1% 29 – 0
Yorktown Energy Partners VI
4083
Yorktown Energy Partners VI
New York
USD 124 M – – 4.36% 7.3% 5 – 0
Harbourvest Partners
4084
Harbourvest Partners
Massachusetts
USD 124 M -USD 27.4 M -18% 11.3% 8.96% 28 50% 0.9
Franklin Square Holdings
4085
Franklin Square Holdings
Pennsylvania
USD 124 M +USD 6.15 M +5% 0.44% – 33 12.12% 0.6
BI
4086
Bredin Investment
Delaware
USD 124 M – – 6.58% – 78 – 0
Financial Life Advisors
4087
Financial Life Advisors
Texas
USD 124 M – – 3.06% 47% 50 – 0
Bellecapital
4088
Bellecapital
Switzerland
USD 124 M +USD 38.9 M +46% 5.63% 152% 82 20.73% 1.5
Wheatland Advisors
4089
Wheatland Advisors
Pennsylvania
USD 124 M +USD 6.7 M +6% 5.86% 30.5% 98 3.06% 3.2
SBA
4090
Secrest Blakey & Associates
North Carolina
USD 124 M – – 4.73% 19.4% 100 – 0
KLC
4091
Knowledge Leaders Capital
Colorado
USD 123 M -USD 82 M -40% 7.72% 51.6% 62 38.71% 0.8
Moody Aldrich Partners
4092
Moody Aldrich Partners
Massachusetts
USD 123 M +USD 26.2 M +27% 6.22% 336% 103 25.24% 0.9
Seven Bridges Advisors
4093
Seven Bridges Advisors
New York
USD 123 M +USD 4.2 M +4% 8.51% – 140 20% 1.4
AA
4094
Antipodean Advisors
New York
USD 123 M +USD 4.66 M +4% 4.76% 67.8% 16 31.25% 0.6
William Marsh Rice University
4095
William Marsh Rice University
Texas
USD 123 M +USD 4.31 M +4% 3.92% 4.44% 4 25% 0.8
One Wealth Advisors
4096
One Wealth Advisors
California
USD 123 M – – 6.88% 66% 575 – 0
EisnerAmper Wealth Management Corporate Benefits
4097
EisnerAmper Wealth Management Corporate Benefits
New Jersey
USD 123 M +USD 6.78 M +6% 4.17% 13% 34 11.76% 2.2
Brick & Kyle Associates
4098
Brick & Kyle Associates
Pennsylvania
USD 123 M -USD 617 k -0.5% 4.39% 97.4% 102 6.86% 2.6
Wedgewood Investors
4099
Wedgewood Investors
Pennsylvania
USD 123 M +USD 4.36 M +4% 3.49% – 137 5.11% 3.5
BOIA
4100
Bush ODonnell Investment Advisors
Missouri
USD 123 M -USD 8.15 M -6% 6.28% 45.9% 49 8.16% 3.6