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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)
Bay Harbor Wealth Management
4226
Bay Harbor Wealth Management
Maryland
USD 316 M +USD 8.16 M +3% 0.62% 52.9% 1,162 85.46% 0.4
Quantedge Capital
4227
Quantedge Capital
Singapore
USD 316 M +USD 42.1 M +15% 1.17% 110% 150 39.33% 1.1
Passive Capital Management
4228
Passive Capital Management
Maryland
USD 316 M +USD 31.6 M +11% 0.55% 37.7% 86 27.91% 1.8
RI
4229
Rinkey Investments
California
USD 316 M +USD 3.12 M +1% 0.5% 42.1% 104 22.12% 1.3
Donoghue Forlines
4230
Donoghue Forlines
Massachusetts
USD 315 M +USD 16.5 M +6% 3.83% 229% 153 68.63% 0.6
Cypress Point Wealth Management
4231
Cypress Point Wealth Management
Texas
USD 315 M -USD 5.85 M -2% 2.67% 255% 71 7.04% 1.8
Running Point Capital Advisors
4232
Running Point Capital Advisors
California
USD 315 M +USD 23.1 M +8% 1.43% 52.1% 188 16.49% 2.3
Triune Financial Partners
4233
Triune Financial Partners
Kansas
USD 315 M -USD 2.76 M -0.9% 0.37% 66.6% 39 10.26% 2.5
Alfreton Capital
4234
Alfreton Capital
United Kingdom
USD 315 M +USD 36.6 M +13% 0.47% 22.2% 6 16.67% 1.3
Lion Street Advisors
4235
Lion Street Advisors
Texas
USD 315 M +USD 1.11 M +0.4% 1.84% 38% 280 12.14% 2
Jackson Creek Investment Advisors
4236
Jackson Creek Investment Advisors
Colorado
USD 315 M -USD 17.5 M -5% 2.17% 245% 391 51.66% 1.1
Physicians Financial Services
4237
Physicians Financial Services
North Carolina
USD 314 M -USD 14.9 M -5% 4.02% 116% 112 10.71% 6.4
Core Wealth Advisors (Florida)
4238
Core Wealth Advisors (Florida)
Florida
USD 314 M +USD 11 M +4% 2.5% 59.7% 73 23.29% 2.4
NICM
4239
Neo Ivy Capital Management
New York
USD 314 M -USD 182 M -37% 4.52% – 441 80.27% 0.2
Bank of Stockton
4240
Bank of Stockton
California
USD 314 M -USD 15.2 M -5% 2.37% 99.2% 145 4.14% 5.8
Ballast Advisors
4241
Ballast Advisors
Minnesota
USD 314 M -USD 10.8 M -3% 1.35% 66.7% 165 3.03% 4.2
Stempoint Capital
4242
Stempoint Capital
New York
USD 314 M -USD 86.9 M -22% 10.5% – 86 66.28% 0.3
FCA Corp
4243
FCA Corp
Texas
USD 314 M -USD 6.62 M -2% 0.65% 57.4% 196 14.8% 4.9
Integral Investment Advisors
4244
Integral Investment Advisors
California
USD 313 M +USD 4.47 M +1% 3.14% 69% 165 13.94% 1.8
Segra Capital Management
4245
Segra Capital Management
Florida
USD 313 M +USD 49.4 M +19% 27% 19% 14 28.57% 0.8
CSWG
4246
Cardinal Strategic Wealth Guidance
Kentucky
USD 313 M -USD 822 k -0.3% 2.33% 76% 84 25% 3.4
Magnitude Capital
4247
Magnitude Capital
New York
USD 313 M +USD 25.7 M +9% 8.93% – 1 0% 1.3
Boyd Watterson Asset Management
4248
Boyd Watterson Asset Management
Ohio
USD 313 M -USD 46.9 M -13% 2.92% 116% 439 3.42% 3.7
IAM
4249
Infinitum Asset Management
Florida
USD 313 M +USD 124 M +65% 8.15% – 26 34.62% 0.2
Aspen Capital Management
4250
Aspen Capital Management
Idaho
USD 313 M – – 1.04% – 66 – 0