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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)
Soundmark Wealth Management
4226
Soundmark Wealth Management
Washington
USD 243 M +USD 60.8 M +33% 5.68% 17.2% 74 21.62% 0.4
HPC
4227
Hobart Private Capital
North Carolina
USD 243 M -USD 1.83 M -0.7% 5.37% 60% 139 10.07% 1.8
Platform Technology Partners
4228
Platform Technology Partners
New York
USD 243 M – – 9.08% – 262 – 0.9
Ullmann Wealth Partners Group
4229
Ullmann Wealth Partners Group
Florida
USD 243 M +USD 18.2 M +8% 6.42% 62.2% 87 8.05% 2.4
Campbell & Co Investment Adviser
4230
Campbell & Co Investment Adviser
Maryland
USD 243 M +USD 79.8 M +49% 4.32% 31% 782 83.5% 0.1
Peloton Wealth Strategists
4231
Peloton Wealth Strategists
Indiana
USD 242 M +USD 29.4 M +14% 6.81% 51.3% 87 6.9% 2.7
SCF
4232
Sante Capital Fund
Texas
USD 242 M – – 19.6% – 110 – 0
Chase Investment Counsel
4233
Chase Investment Counsel
Virginia
USD 242 M +USD 23.7 M +11% 13.7% 350% 118 27.12% 1.5
Lumature Wealth Partners
4234
Lumature Wealth Partners
Georgia
USD 242 M +USD 51.6 M +27% 11.8% – 388 10.31% 0.3
NovaPoint Capital
4235
NovaPoint Capital
Georgia
USD 242 M +USD 28.1 M +13% 5.7% 94% 122 9.84% 1.1
KFO
4236
Kopp Family Office
Minnesota
USD 242 M +USD 16.6 M +7% 0.95% 47.9% 13 7.69% 0.9
SCF Partners
4237
SCF Partners
Texas
USD 242 M +USD 39.2 M +19% 19.5% 2.1% 4 0% 4.4
HCM
4238
Hudson Capital Management
New Jersey
USD 241 M +USD 7.89 M +3% 4% 66.8% 68 11.76% 2.3
Boltwood Capital Management
4239
Boltwood Capital Management
California
USD 241 M +USD 15.6 M +7% 5.29% 63% 151 2.65% 4.5
Thomas J. Herzfeld Advisors
4240
Thomas J. Herzfeld Advisors
Florida
USD 241 M +USD 20.2 M +9% 5.89% 17.7% 382 12.3% 1.9
Cadent Capital Advisors
4241
Cadent Capital Advisors
Oklahoma
USD 240 M +USD 15.2 M +7% 7.46% 106% 150 18% 0.4
Voss Capital
4242
Voss Capital
Texas
USD 240 M +USD 459 k +0.2% 16.7% 78.4% 52 42.31% 0.6
FC
4243
Full18 Capital
Connecticut
USD 240 M +USD 34.9 M +17% 8.24% – 153 73.86% 0.2
Athyrium Capital Management
4244
Athyrium Capital Management
New York
USD 240 M +USD 42.1 M +21% 15.5% 25.1% 4 25% 0.3
WA
4245
WP Advisors
California
USD 240 M +USD 8.39 M +4% 7.62% 113% 106 13.21% 1.7
Oak Family Advisors
4246
Oak Family Advisors
Illinois
USD 240 M +USD 9.22 M +4% 6.11% 81.9% 102 16.67% 0.4
First United Bank & Trust
4247
First United Bank & Trust
Maryland
USD 239 M +USD 4.97 M +2% 6.56% 78% 167 8.38% 3.7
Denver PWM
4248
Denver PWM
Colorado
USD 239 M +USD 67.5 M +39% 4.85% 48.6% 105 40% 1.6
HA
4249
HYA Advisors
Missouri
USD 239 M +USD 27.1 M +13% 6.75% – 149 8.05% 1.1
Peoples Financial Services Corp
4250
Peoples Financial Services Corp
Pennsylvania
USD 239 M +USD 8.74 M +4% 5.65% 104% 300 5.67% 5.5