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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)
Centric Wealth Management
4201
Centric Wealth Management
Illinois
USD 133 M +USD 18.2 M +16% 7.21% 44.4% 127 22.83% 0.6
Strategic Blueprint
4202
Strategic Blueprint
Georgia
USD 133 M +USD 15.5 M +13% 1.77% 82.1% 460 84.35% 0.1
Paulson Wealth Management
4203
Paulson Wealth Management
Illinois
USD 133 M -USD 1.44 M -1% 0.65% 62.6% 114 11.4% 1.4
RCM
4204
RVB Capital Management
New York
USD 133 M -USD 11.3 M -8% 4.69% 10.4% 51 56.86% 0.5
Spinnaker Capital
4205
Spinnaker Capital
Massachusetts
USD 133 M -USD 59.5 M -31% 14.3% 12.4% 2 0% 1.8
FBT
4206
First Bank & Trust
South Dakota
USD 133 M +USD 7.2 M +6% 3.27% 85.6% 522 27.97% 1.6
Lavaca Capital
4207
Lavaca Capital
Texas
USD 133 M +USD 2.83 M +2% 0.75% 46.5% 109 30.28% 0.5
Sage Capital Advisors
4208
Sage Capital Advisors
South Dakota
USD 133 M -USD 11.9 M -8% 1.88% 105% 106 18.87% 1.4
Rings Capital Management
4209
Rings Capital Management
Illinois
USD 133 M +USD 2.71 M +2% 5.84% 40.9% 6 16.67% 0.8
Gibraltar Capital Management
4210
Gibraltar Capital Management
Oklahoma
USD 132 M +USD 35.4 M +36% 3.69% 65% 46 26.09% 1.9
Horiko Capital Management
4211
Horiko Capital Management
New York
USD 132 M +USD 568 k +0.4% 2.56% 275% 33 18.18% 0.6
Cruiser Capital Advisors
4212
Cruiser Capital Advisors
Connecticut
USD 132 M -USD 32.7 M -20% 2.51% 192% 31 35.48% 1.3
Strategic Family Wealth Counselors
4213
Strategic Family Wealth Counselors
New Jersey
USD 132 M +USD 3.07 M +2% 0.18% 83.8% 67 5.97% 0.7
Little House Capital
4214
Little House Capital
Massachusetts
USD 132 M -USD 17.6 M -12% 2.31% 118% 112 10.71% 0.7
Foothills Asset Management
4215
Foothills Asset Management
Arizona
USD 132 M +USD 2.78 M +2% 0.76% 8.84% 67 2.99% 3.1
Boyar Asset Management
4216
Boyar Asset Management
New York
USD 132 M -USD 3.63 M -3% 0.47% 75.5% 72 6.94% 4.5
PK
4217
Pflug Koory
Nebraska
USD 132 M +USD 1.17 M +0.9% 1.33% – 420 5.48% 2.3
LDR Capital Management
4218
LDR Capital Management
New York
USD 131 M -USD 14.9 M -10% 4.26% 28.4% 36 44.44% 0.7
Rizvi Traverse Management
4219
Rizvi Traverse Management
Florida
USD 131 M +USD 12.5 M +10% 10.5% – 1 0% 1.8
MFGP
4220
Marshall Financial Group (Pennsylvania)
Pennsylvania
USD 131 M +USD 191 k +0.1% 0.09% 65.5% 50 4% 0.7
IMS Capital Management
4221
IMS Capital Management
Oregon
USD 131 M -USD 3.48 M -3% 0.69% 119% 139 18.71% 3.1
RBA Wealth Management
4222
RBA Wealth Management
California
USD 131 M +USD 1.58 M +1% 2.34% 91% 103 18.45% 0.4
TIFF Advisory Services
4223
TIFF Advisory Services
Pennsylvania
USD 131 M -USD 50.3 M -28% 0.16% 86.3% 11 18.18% 1.2
AIM
4224
Axiom Investment Management
New York
USD 131 M -USD 423 M -76% 1.9% – 468 57.26% 0.6
Acima Private Wealth
4225
Acima Private Wealth
Virginia
USD 131 M +USD 4.07 M +3% 0.04% 51.1% 284 11.27% 0.7