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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)
Waterway Wealth Management
4351
Waterway Wealth Management
Texas
USD 331 M +USD 90.6 M +38% 8.64% 52.2% 104 50.96% 0.7
LongView Wealth Management
4352
LongView Wealth Management
Georgia
USD 330 M -USD 3.11 M -0.9% 6.47% 60.8% 223 13.45% 1.2
HPM
4353
H. Partners Management
New York
USD 330 M -USD 155 M -32% 10% 13.5% 2 0% 2.9
Investment Advisory Group
4354
Investment Advisory Group
Massachusetts
USD 330 M +USD 31.3 M +10% 7.83% 61.6% 180 10% 2.4
Skaana Management
4355
Skaana Management
New York
USD 330 M +USD 56.3 M +21% 49.1% 269% 189 31.22% 0.9
TriaGen Wealth Management
4356
TriaGen Wealth Management
California
USD 330 M +USD 46.6 M +16% 8.98% 132% 196 28.06% 2.3
Rovin Capital
4357
Rovin Capital
Arizona
USD 330 M +USD 19.4 M +6% 7.6% 63.8% 192 10.42% 1.9
Cavalier Investments
4358
Cavalier Investments
Georgia
USD 330 M +USD 35.7 M +12% 28.3% 171% 87 32.18% 1.7
Lion Street Advisors
4359
Lion Street Advisors
Texas
USD 330 M +USD 14.9 M +5% 4.47% 38% 291 14.43% 2.1
Westbourne Investment Advisors
4360
Westbourne Investment Advisors
Maryland
USD 330 M +USD 48.1 M +17% 12.4% 107% 108 24.07% 3.7
TLP
4361
Tri Locum Partners
New York
USD 330 M +USD 135 M +69% 1.29% 357% 31 54.84% 0.8
DG Capital Management
4362
DG Capital Management
New York
USD 329 M +USD 46 M +16% 6.57% 76.7% 30 46.67% 1.1
Eldred Rock Partners
4363
Eldred Rock Partners
Texas
USD 329 M +USD 1.5 M +0.5% 9.03% 109% 31 12.9% 1.3
LWMM
4364
Legacy Wealth Management (Mississippi)
Mississippi
USD 329 M +USD 22.9 M +7% 13.8% 89.1% 103 18.45% 3.2
S&T Bank
4365
S&T Bank
Pennsylvania
USD 329 M +USD 22.9 M +7% 6.57% 193% 488 21.72% 1.5
SRH Advisors
4366
SRH Advisors
Kansas
USD 329 M +USD 4.89 M +2% 4.36% 55.7% 275 4.73% 7.1
Makaira Partners
4367
Makaira Partners
California
USD 329 M +USD 30.5 M +10% 11.4% 22% 14 14.29% 3.2
Morton Brown Family Wealth
4368
Morton Brown Family Wealth
Pennsylvania
USD 329 M +USD 34.5 M +12% 8.42% 54.5% 338 9.76% 1.8
Umpqua Bank
4369
Umpqua Bank
Oregon
USD 328 M +USD 39.1 M +14% 11.2% – 169 11.24% 1
Diadema Partners
4370
Diadema Partners
New Jersey
USD 328 M -USD 55.1 M -14% 0.81% – 136 55.15% 0.2
Northcape Wealth Management
4371
Northcape Wealth Management
New York
USD 328 M +USD 18.1 M +6% 6.38% 66% 140 6.43% 2.4
QCI
4372
Quaker Capital Investments
Pennsylvania
USD 328 M +USD 17.9 M +6% 11.4% 107% 19 26.32% 2.8
HT Partners
4373
HT Partners
Connecticut
USD 327 M +USD 35.8 M +12% 9.39% 71.1% 52 9.62% 5.9
FDx Advisors
4374
FDx Advisors
Illinois
USD 327 M +USD 19.7 M +6% 9.4% 66.2% 194 18.56% 6.2
FIM
4375
FWL Investment Management
Texas
USD 327 M +USD 57.6 M +21% 20.7% 165% 352 25.57% 1.2