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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)
SWMG
4301
Signature Wealth Management Group
Georgia
USD 206 M -USD 16.4 M -7% 7.23% – 96 20.83% 2.3
Mathes Company
4302
Mathes Company
New York
USD 206 M -USD 52.2 M -20% 16.6% 121% 135 11.85% 4.9
Cisco Systems
4303
Cisco Systems
California
USD 206 M -USD 55.1 M -21% 19.4% 210% 5 20% 0.3
Shaker Financial Services
4304
Shaker Financial Services
Virginia
USD 206 M -USD 59.9 M -23% 16.2% 12.9% 165 30.91% 1.6
EE
4305
EWG Elevate
California
USD 206 M -USD 49.3 M -19% 12% 76% 107 40.19% 1.3
Harbert Fund Advisors
4306
Harbert Fund Advisors
Alabama
USD 206 M -USD 33 M -14% 22.2% 70.8% 59 44.07% 0.8
Peloton Wealth Strategists
4307
Peloton Wealth Strategists
Indiana
USD 205 M -USD 34.3 M -14% 11.8% 51.3% 87 6.9% 2.8
Affinity Investment Advisors
4308
Affinity Investment Advisors
California
USD 205 M -USD 39.1 M -16% 12.9% 189% 215 20.93% 2.2
IP
4309
Investment Partners
Ohio
USD 205 M -USD 31.8 M -13% 13.6% 74.1% 167 8.98% 4
Websterrogers Financial Advisors
4310
Websterrogers Financial Advisors
South Carolina
USD 205 M +USD 9.15 M +5% 10.4% 42.9% 67 19.4% 1
MBM Wealth Consultants
4311
MBM Wealth Consultants
Missouri
USD 205 M -USD 36.2 M -15% 9.69% 57.1% 323 15.17% 2.3
SR One Capital Management
4312
SR One Capital Management
Pennsylvania
USD 204 M +USD 8.99 M +5% 6.56% 656% 4 25% 0.3
Three Bridge Wealth Advisors
4313
Three Bridge Wealth Advisors
California
USD 204 M -USD 153 M -43% 26.7% 169% 91 13.19% 0.2
TAA
4314
TB Alternative Assets
Cayman Islands
USD 204 M -USD 87 M -30% 17.1% 312% 46 39.13% 1
Hillman Company
4315
Hillman Company
Pennsylvania
USD 204 M -USD 63.8 M -24% 24.9% 134% 17 29.41% 1.1
AWM Capital
4316
AWM Capital
Arizona
USD 204 M +USD 41.5 M +26% 12.9% 51.1% 66 24.24% 0.6
Taylor Hoffman Wealth Management
4317
Taylor Hoffman Wealth Management
Virginia
USD 204 M -USD 45.6 M -18% 13.1% 47.8% 143 14.69% 3.2
KRC
4318
Kehrs Ridge Capital
New Jersey
USD 204 M +USD 94.2 M +86% 1.74% – 41 82.93% 0.2
Blue Owl Capital Holdings
4319
Blue Owl Capital Holdings
New York
USD 204 M -USD 23.6 M -10% 26.1% 145% 37 16.22% 0.4
Landmark Financial Advisors
4320
Landmark Financial Advisors
Kentucky
USD 203 M -USD 4.77 M -2% 11.7% 11.8% 85 7.06% 4.1
PA
4321
PSI Advisors
Florida
USD 203 M -USD 39.5 M -16% 15% 58.2% 884 25% 0.8
Global Trust Asset Management
4322
Global Trust Asset Management
Florida
USD 203 M -USD 37.4 M -16% 12.7% 178% 483 19.46% 2.7
Wills Financial Group
4323
Wills Financial Group
Virginia
USD 203 M -USD 34.8 M -15% 12.2% 57.5% 71 14.08% 4.3
Front Row Advisors
4324
Front Row Advisors
California
USD 203 M -USD 44.8 M -18% 15.8% 142% 969 6.81% 3.4
Juncture Wealth Strategies
4325
Juncture Wealth Strategies
Arizona
USD 203 M -USD 7.52 M -4% 2.45% 76.5% 122 20.49% 3