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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)
Lansing Street Advisors
4226
Lansing Street Advisors
Pennsylvania
USD 392 M +USD 14.7 M +4% 2.94% – 152 14.47% 2
Divergent Planning
4227
Divergent Planning
Maryland
USD 392 M +USD 15.4 M +4% 2% 43.3% 37 8.11% 2.6
Sollinda Capital Management
4228
Sollinda Capital Management
Florida
USD 391 M +USD 26.5 M +7% 1.38% – 81 22.22% 1.4
Alight Capital Management
4229
Alight Capital Management
New York
USD 391 M -USD 70.7 M -15% 6.74% 466% 81 46.91% 0.8
Whitefort Capital Management
4230
Whitefort Capital Management
New York
USD 391 M +USD 52.8 M +16% 12.1% 243% 22 27.27% 1.4
Quadratic Capital Management
4231
Quadratic Capital Management
Connecticut
USD 391 M +USD 68 M +21% 1.71% 0.6% 2 0% 4.6
Peterson Wealth Services
4232
Peterson Wealth Services
Utah
USD 391 M -USD 14.2 M -3% 2.06% 160% 223 6.28% 1.7
Safeguard Investment Advisory Group
4233
Safeguard Investment Advisory Group
California
USD 391 M -USD 12.2 M -3% 3.06% 84.3% 166 20.48% 2.6
Strategic Advocates
4234
Strategic Advocates
Utah
USD 391 M +USD 6.86 M +2% 0.45% 111% 651 7.68% 0.5
Retirement Management Systems
4235
Retirement Management Systems
Maryland
USD 391 M – – 1.92% – 54 – 0
SIIL
4236
Sinvest Investments II Ltd
USD 390 M – – 9.75% – 1 – 0
Siemens
4237
Siemens
Germany
USD 390 M -USD 38.8 M -9% 83.1% 16.8% 1 0% 3.3
P2 Capital Partners
4238
P2 Capital Partners
New York
USD 390 M -USD 130 M -25% 0.45% 7.96% 13 23.08% 3.6
BNC Wealth Management
4239
BNC Wealth Management
Oregon
USD 390 M -USD 6.14 M -2% 2.96% 204% 115 14.78% 2.7
Lead Edge Capital Management
4240
Lead Edge Capital Management
New York
USD 390 M +USD 11.5 M +3% 6.73% 20.2% 8 0% 1.6
Flagstone Financial Management
4241
Flagstone Financial Management
Nebraska
USD 390 M +USD 10.9 M +3% 1.63% 46.2% 66 6.06% 2
Cadent Capital Advisors
4242
Cadent Capital Advisors
Oklahoma
USD 390 M +USD 10.5 M +3% 3.76% 106% 214 22.43% 1.9
Wilson Asset Management
4243
Wilson Asset Management
Australia
USD 390 M -USD 14.5 M -4% 2.9% 58% 50 34% 1.3
Bard Associates
4244
Bard Associates
Illinois
USD 389 M +USD 12.7 M +3% 2.06% 241% 260 45% 3.6
Dockside LLC
4245
Dockside LLC
New York
USD 389 M – – 3.47% – 183 – 0
IFS
4246
Ifrah Financial Services
Arkansas
USD 389 M +USD 3.58 M +0.9% 1.94% 64.1% 210 4.29% 5.4
MPS Loria Financial Planners
4247
MPS Loria Financial Planners
Illinois
USD 389 M +USD 12.7 M +3% 2.66% 80% 88 9.09% 5.1
WA
4248
WealthTrust Axiom
Pennsylvania
USD 389 M +USD 15.4 M +4% 6.63% 125% 280 6.43% 6.2
Investment Advisory Group
4249
Investment Advisory Group
Massachusetts
USD 389 M +USD 21 M +6% 2.27% 61.6% 199 7.54% 2.6
Teramo Advisors
4250
Teramo Advisors
Florida
USD 388 M +USD 20.9 M +6% 2.4% 72.1% 15 33.33% 1.7