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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)
ADW Capital Management
4076
ADW Capital Management
Florida
USD 467 M +USD 210 M +81% 12.4% 78.2% 12 16.67% 2
CVC Management Holdings II
4077
CVC Management Holdings II
Jersey
USD 467 M +USD 46.9 M +11% 4.52% – 4 25% 1.3
Rothschild Capital Partners
4078
Rothschild Capital Partners
New York
USD 467 M +USD 58.9 M +14% 14.5% 90.8% 101 21.78% 2.8
Poehling Capital Management
4079
Poehling Capital Management
Wisconsin
USD 466 M -USD 8.7 M -2% 10.8% 83% 179 21.79% 3.5
PW Nova Financial Services
4080
PW Nova Financial Services
Pennsylvania
USD 466 M +USD 67.5 M +17% 17.9% – 215 21.86% 0.3
Pilgrim Global Advisors
4081
Pilgrim Global Advisors
Nevada
USD 466 M -USD 306 M -40% 11.9% – 3 0% 2.2
Meridian Investment Counsel
4082
Meridian Investment Counsel
California
USD 466 M +USD 46 M +11% 21.9% 116% 254 8.27% 6.2
Skaana Management
4083
Skaana Management
New York
USD 465 M +USD 170 M +57% 43.6% 269% 211 44.08% 0.7
Eldred Rock Partners
4084
Eldred Rock Partners
Texas
USD 465 M +USD 72.2 M +18% 23.8% 109% 31 6.45% 2
Farmers & Merchants Trust Company
4085
Farmers & Merchants Trust Company
California
USD 465 M +USD 39.1 M +9% 11.8% 79.8% 208 13.94% 4.6
UAM
4086
UAS Asset Management
New York
USD 464 M +USD 5.75 M +1% 13.8% 98% 14 28.57% 4.9
SMART Wealth
4087
SMART Wealth
Nebraska
USD 464 M +USD 123 M +36% 18.9% 83.6% 263 36.88% 1
Paradiem
4088
Paradiem
Louisiana
USD 464 M +USD 9.9 M +2% 15.4% 107% 80 27.5% 1.6
Nikulski Financial
4089
Nikulski Financial
Iowa
USD 464 M +USD 58.5 M +14% 20.8% 107% 188 11.17% 3.4
Home Federal Bank of Tennessee
4090
Home Federal Bank of Tennessee
Tennessee
USD 463 M +USD 63.5 M +16% 14.2% 74% 115 19.13% 5.2
Centennial Wealth Advisory
4091
Centennial Wealth Advisory
Michigan
USD 463 M +USD 50.2 M +12% 10.5% 63% 198 27.78% 2
Mariner Investment Group
4092
Mariner Investment Group
New York
USD 463 M +USD 117 M +34% 1.37% 68.7% 154 50% 0.4
James T. Borello
4093
James T. Borello
Illinois
USD 463 M +USD 68 M +17% 15% 71.2% 1,308 15.67% 0.9
Step Capital Management
4094
Step Capital Management
USD 463 M +USD 214 M +86% 143% – 32 34.38% 0.4
SWS Partners
4095
SWS Partners
Ohio
USD 463 M +USD 57.6 M +14% 28.2% 127% 115 8.7% 3.5
Opal Wealth Advisors
4096
Opal Wealth Advisors
New York
USD 463 M +USD 20.6 M +5% 10.8% 62.3% 612 64.38% 2.3
Whitcomb & Hess
4097
Whitcomb & Hess
Ohio
USD 463 M +USD 34.2 M +8% 7.3% 54% 68 8.82% 3
Outlook Wealth Advisors
4098
Outlook Wealth Advisors
Texas
USD 463 M +USD 49.6 M +12% 15.5% 76% 338 18.05% 2.4
Milestone Investment Advisors
4099
Milestone Investment Advisors
Wisconsin
USD 463 M +USD 48.7 M +12% 12.3% 56.9% 147 9.52% 2.7
Great Oak Capital Partners
4100
Great Oak Capital Partners
Massachusetts
USD 463 M +USD 32.9 M +8% 9.35% – 48 8.33% 1.8