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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)
Atlantic Edge Private Wealth Management
4101
Atlantic Edge Private Wealth Management
Florida
USD 365 M +USD 37.5 M +11% 9.82% 84.4% 531 9.42% 1.2
LaSalle St. Investment Advisors
4102
LaSalle St. Investment Advisors
Illinois
USD 365 M -USD 59.8 M -14% 9.15% 61.9% 356 19.94% 1
H2CM
4103
H/2 Credit Manager
Connecticut
USD 365 M -USD 11.9 M -3% 2.65% 97.4% 16 0% 2.7
KDA
4104
Kraft Davis & Associates
Missouri
USD 365 M +USD 54.4 M +18% 11.5% 81.8% 152 25.66% 1.5
Once Capital Management
4105
Once Capital Management
New York
USD 364 M +USD 145 M +66% 50.6% 570% 18 11.11% 2.5
Westmount Partners
4106
Westmount Partners
California
USD 364 M +USD 36.3 M +11% 14% 101% 257 11.28% 1.8
WA
4107
WP Advisors
California
USD 364 M +USD 63.8 M +21% 9.08% 113% 119 10.92% 4.2
Lightrock Netherlands
4108
Lightrock Netherlands
Netherlands
USD 364 M -USD 16.3 M -4% 9.12% – 39 0% 0.5
Sovereign Investment Advisors
4109
Sovereign Investment Advisors
Arizona
USD 364 M +USD 76.3 M +27% 2.63% 43.7% 39 23.08% 3.8
Triune Financial Partners
4110
Triune Financial Partners
Kansas
USD 363 M +USD 48.4 M +15% 8.98% 61.6% 46 28.26% 2.3
WHAM
4111
Windmill Hill Asset Management
United Kingdom
USD 363 M +USD 39.9 M +12% 16.8% 97% 28 14.29% 2
Strata Wealth Advisors
4112
Strata Wealth Advisors
Texas
USD 363 M +USD 41.2 M +13% 7.92% 73.6% 80 15% 1.5
NYL Investors
4113
NYL Investors
New York
USD 363 M -USD 1196 M -77% 2% 12.7% 38 7.89% 4.7
Navalign LLC
4114
Navalign LLC
California
USD 363 M +USD 11.8 M +3% 5.9% 50.7% 118 5.93% 3.3
Running Point Capital Advisors
4115
Running Point Capital Advisors
California
USD 362 M +USD 47.3 M +15% 6.88% 52.1% 192 9.38% 2.5
DAFNA Capital Management
4116
DAFNA Capital Management
California
USD 362 M +USD 9.6 M +3% 9.56% 313% 86 15.12% 3.1
Aspire Capital Advisors
4117
Aspire Capital Advisors
Washington
USD 362 M +USD 27.1 M +8% 8.65% 59.3% 107 19.63% 1.7
Catalyst Funds Management
4118
Catalyst Funds Management
Australia
USD 362 M -USD 20.4 M -5% 18.8% – 737 81% 0.2
Segra Capital Management
4119
Segra Capital Management
Florida
USD 362 M +USD 48.9 M +16% 55.8% 19% 14 35.71% 1.4
Barometer Capital Management
4120
Barometer Capital Management
Ontario, Canada
USD 362 M +USD 93.3 M +35% 23.9% 339% 213 47.89% 0.5
NorthStar Asset Management (Massachusetts)
4121
NorthStar Asset Management (Massachusetts)
Massachusetts
USD 362 M +USD 23.8 M +7% 8.28% 66.3% 61 4.92% 3.1
Chapin Davis
4122
Chapin Davis
Maryland
USD 362 M +USD 68.4 M +23% 17.4% 339% 240 10% 1.9
Weaver Consulting Group
4123
Weaver Consulting Group
California
USD 362 M +USD 29.5 M +9% 7% 56.4% 250 12.8% 3.2
Lead Edge Capital Management
4124
Lead Edge Capital Management
New York
USD 361 M +USD 32 M +10% 15.9% 20.2% 11 27.27% 1.3
Flagstar Advisors
4125
Flagstar Advisors
New York
USD 361 M -USD 30 M -8% 7.33% 81.9% 218 9.63% 2.6