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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)
Whitener Capital Management
4101
Whitener Capital Management
North Carolina
USD 261 M +USD 21.5 M +9% 8.17% 113% 146 6.85% 3.8
Guidance Point Advisors
4102
Guidance Point Advisors
Massachusetts
USD 260 M +USD 12.4 M +5% 5.84% 71.8% 80 6.25% 3.1
Diana Davis Spencer Foundation
4103
Diana Davis Spencer Foundation
Maryland
USD 260 M -USD 4.55 M -2% 1.72% 13.4% 3 0% 8.5
HCM
4104
Hudson Capital Management
New Jersey
USD 260 M +USD 8.2 M +3% 2.87% 66.8% 70 14.29% 3.1
Ignite Planners
4105
Ignite Planners
California
USD 260 M +USD 16.6 M +7% 8.41% 83.8% 270 11.85% 1
Cobalt Capital Management
4106
Cobalt Capital Management
New Jersey
USD 260 M -USD 15.1 M -5% 10.4% 235% 41 63.41% 0.6
FAP
4107
Financial Advisory Partners
Florida
USD 260 M +USD 7.25 M +3% 4.07% 52.9% 65 6.15% 1.3
Windham Capital Management
4108
Windham Capital Management
Massachusetts
USD 260 M +USD 8.38 M +3% 3.73% 8.3% 87 3.45% 3.4
MP
4109
Mediatel Partners
Texas
USD 260 M +USD 17.5 M +7% 7.78% 11.6% 3 0% 7
VeraBank
4110
VeraBank
Texas
USD 260 M +USD 44.9 M +21% 5.15% 60.6% 138 2.9% 3.2
Banco BTG Pactual
4111
Banco BTG Pactual
Brazil
USD 259 M -USD 10.7 M -4% 15.3% 135% 178 75.28% 0.3
CWM
4112
Cedar Wealth Management
California
USD 259 M +USD 14.4 M +6% 4.26% 68.1% 312 8.33% 2.9
ArchPoint Investors
4113
ArchPoint Investors
Florida
USD 259 M +USD 28.8 M +13% 10.2% 111% 57 3.51% 4.1
University of Texas/Texas AM Investment Management Co (UTIMCO)
4114
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
USD 259 M -USD 1.67 M -0.6% 3.77% 68.3% 26 57.69% 2.8
MilWealth Group
4115
MilWealth Group
Wisconsin
USD 259 M +USD 6.38 M +3% 3.09% 36.8% 64 10.94% 3.5
Astoria Portfolio Advisors
4116
Astoria Portfolio Advisors
New York
USD 258 M +USD 21.6 M +9% 3.79% 75.4% 204 15.2% 0.9
WR Wealth Planners
4117
WR Wealth Planners
Missouri
USD 258 M +USD 26.8 M +12% 4.86% 22.1% 1,002 16.67% 0.7
NinePointTwo Capital
4118
NinePointTwo Capital
California
USD 258 M -USD 6.98 M -3% 2.77% 1.62% 341 54.55% 0.6
DeDora Capital
4119
DeDora Capital
California
USD 258 M +USD 23.6 M +10% 8.06% 91.2% 106 7.55% 1.9
Aries Wealth Management
4120
Aries Wealth Management
Maine
USD 258 M +USD 14 M +6% 6.27% 87.7% 207 8.7% 1.1
High Net Worth Advisory Group
4121
High Net Worth Advisory Group
Florida
USD 258 M +USD 12.3 M +5% 5.32% 75.7% 204 9.8% 1.4
Bard Associates
4122
Bard Associates
Illinois
USD 258 M +USD 15.7 M +6% 8.97% 241% 197 9.64% 4.8
Column Group
4123
Column Group
California
USD 258 M -USD 18.9 M -7% 28.3% 95.1% 7 0% 2.2
Mount Capital
4124
Mount Capital
United Kingdom
USD 258 M +USD 4.34 M +2% 3.77% 34.4% 45 46.67% 1.1
Sicart Associates
4125
Sicart Associates
New York
USD 257 M +USD 289 k +0.1% 2.89% 99.1% 73 10.96% 3.4