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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)
Bridgefront Capital
4126
Bridgefront Capital
Texas
USD 402 M +USD 4.52 M +1% 0.06% 52.1% 807 76.7% 0.2
United Wealth Management
4127
United Wealth Management
Virginia
USD 402 M +USD 15.7 M +4% 0.29% – 24 0% 1.2
MM
4128
Meridian Management
Arkansas
USD 402 M -USD 2.01 M -0.5% 0.96% 65.3% 88 17.05% 6.1
Integral Investment Advisors
4129
Integral Investment Advisors
California
USD 402 M -USD 1.44 M -0.4% 2.97% 69% 182 7.69% 2.4
Beam Wealth Advisors
4130
Beam Wealth Advisors
Louisiana
USD 402 M +USD 37.4 M +10% 0.46% 69.2% 119 19.33% 2.4
Fruth Investment Management
4131
Fruth Investment Management
Texas
USD 401 M +USD 30.5 M +8% 12.6% 79.4% 233 8.15% 8.5
TRV GP V
4132
TRV GP V
Massachusetts
USD 401 M -USD 28.2 M -7% 5.38% – 3 0% 1.2
Citizens & Northern Corp
4133
Citizens & Northern Corp
Pennsylvania
USD 401 M -USD 2.55 M -0.6% 0.73% 84.6% 131 14.5% 6.1
Strengthening Families & Communities LLC
4134
Strengthening Families & Communities LLC
Massachusetts
USD 401 M +USD 120 M +43% 0.96% 116% 684 54.97% 1.2
Alpine Investment Management
4135
Alpine Investment Management
Hong Kong
USD 401 M +USD 16.4 M +4% 18.3% 33.7% 15 46.67% 0.4
Brown, Lisle/Cummings
4136
Brown, Lisle/Cummings
Rhode Island
USD 400 M -USD 5.47 M -1% 0.18% 82.3% 1,029 28.67% 2.1
Joseph Group Capital Management
4137
Joseph Group Capital Management
Ohio
USD 400 M +USD 19.7 M +5% 1.49% 64.3% 393 33.59% 0.8
Home Federal Bank of Tennessee
4138
Home Federal Bank of Tennessee
Tennessee
USD 400 M +USD 15.1 M +4% 1.09% 74% 95 18.95% 6.1
Dumont & Blake Investment Advisors
4139
Dumont & Blake Investment Advisors
New Jersey
USD 400 M -USD 16.4 M -4% 0.29% 86.1% 218 13.76% 7.2
One Charles Private Wealth Services
4140
One Charles Private Wealth Services
Massachusetts
USD 400 M +USD 12.8 M +3% 5.92% 99.7% 179 15.64% 3
RDA Financial Network
4141
RDA Financial Network
Iowa
USD 400 M -USD 15.7 M -4% 3.06% 93.4% 293 16.38% 3.6
Mokosak Advisory Group
4142
Mokosak Advisory Group
Iowa
USD 399 M +USD 1.02 M +0.3% 0.26% 59.2% 39 15.38% 4.8
Capital Innovations
4143
Capital Innovations
Wisconsin
USD 399 M +USD 48 M +14% 0% – 104 100% 0
Monument Capital Management
4144
Monument Capital Management
Virginia
USD 399 M -USD 2.86 M -0.7% 6.78% 170% 250 25.2% 2.5
Kettle Hill Capital Management
4145
Kettle Hill Capital Management
New York
USD 399 M -USD 49.3 M -11% 3.36% 37.4% 67 74.63% 0.3
Legacy Wealth Partners (Colorado)
4146
Legacy Wealth Partners (Colorado)
Colorado
USD 399 M +USD 12.6 M +3% 0.02% – 203 26.11% 0.2
PW Nova Financial Services
4147
PW Nova Financial Services
Pennsylvania
USD 399 M +USD 135 M +51% 0.3% – 194 40.72% 0.1
IAA
4148
Ironsides Asset Advisors
North Carolina
USD 399 M +USD 4.18 M +1% 1.29% 49.3% 86 18.6% 3.2
Turim 21 Investimentos
4149
Turim 21 Investimentos
Brazil
USD 399 M +USD 140 M +54% 1.1% 62.1% 163 57.67% 1.2
NovaPoint Capital
4150
NovaPoint Capital
Georgia
USD 399 M +USD 10.3 M +3% 2.28% 94% 81 4.94% 4.1