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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)
Compass Advisory Group
4351
Compass Advisory Group
New York
USD 356 M +USD 40.3 M +13% 5.91% 49.2% 82 8.54% 3
Naman Capital
4352
Naman Capital
Brazil
USD 356 M +USD 48.6 M +16% 10.3% 89.9% 13 7.69% 3.1
HC
4353
Headland Capital
South Carolina
USD 356 M +USD 25.3 M +8% 4.73% – 73 24.66% 0.5
BWM
4354
Brown Wealth Management
Illinois
USD 356 M +USD 34.1 M +11% 6.04% 51.2% 106 14.15% 1.5
Capital Today Evergreen Fund
4355
Capital Today Evergreen Fund
Cayman Islands
USD 356 M +USD 69.6 M +24% 24.7% 23.7% 3 0% 2.3
S&T Bank
4356
S&T Bank
Pennsylvania
USD 356 M +USD 26.9 M +8% 13.4% 193% 537 22.53% 1.7
Grandview Asset Management
4357
Grandview Asset Management
Pennsylvania
USD 356 M +USD 43.2 M +14% 11.6% 200% 147 12.24% 2
Brand Asset Management Group
4358
Brand Asset Management Group
Missouri
USD 355 M +USD 87.7 M +33% 7.93% 70.2% 168 47.02% 2.8
Duncan Williams Asset Management
4359
Duncan Williams Asset Management
Tennessee
USD 355 M +USD 38.6 M +12% 8.47% – 168 10.71% 1
Legacy CG
4360
Legacy CG
Texas
USD 355 M +USD 19.6 M +6% 6.35% 62.6% 54 20.37% 1.3
Peak Retirement Planning
4361
Peak Retirement Planning
Ohio
USD 355 M +USD 107 M +43% 5.8% – 140 24.29% 0.5
BOS Asset Management
4362
BOS Asset Management
Illinois
USD 355 M +USD 41.5 M +13% 7.11% 70.3% 195 13.33% 1.7
ACM
4363
AIGH Capital Management
Maryland
USD 355 M +USD 133 M +60% 41.1% 3,026% 53 62.26% 0.8
EFH
4364
Eaton Financial Holdings
Florida
USD 355 M +USD 29.8 M +9% 8.27% – 134 23.13% 1
Level Financial Advisors
4365
Level Financial Advisors
New York
USD 355 M +USD 33.4 M +10% 4.96% 44% 94 4.26% 2.4
Joseph Group Capital Management
4366
Joseph Group Capital Management
Ohio
USD 355 M +USD 56.7 M +19% 6.57% 58.4% 116 26.72% 2.3
Sivia Capital Partners
4367
Sivia Capital Partners
California
USD 354 M +USD 60.3 M +21% 12.1% – 513 24.37% 0.8
Tekne Capital Management
4368
Tekne Capital Management
New York
USD 354 M +USD 66.8 M +23% 25.9% 516% 5 20% 1.4
Delta Financial Advisors
4369
Delta Financial Advisors
Louisiana
USD 354 M +USD 69.7 M +25% 9.61% 107% 148 26.35% 3.9
MWM
4370
MGB Wealth Management
Texas
USD 354 M +USD 50.5 M +17% 26.9% – 328 11.59% 1.3
Farmers & Merchants Trust Co of Chambersburg PA
4371
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
USD 354 M +USD 34.3 M +11% 6.61% 65.5% 349 7.45% 5.6
Clean Yield Group
4372
Clean Yield Group
Vermont
USD 354 M +USD 19.5 M +6% 6.93% 80.7% 434 8.06% 4.4
Tactive Advisors
4373
Tactive Advisors
Florida
USD 354 M +USD 44.4 M +14% 10.6% – 272 23.53% 0.7
TRV GP V
4374
TRV GP V
Massachusetts
USD 353 M +USD 188 M +113% 130% – 4 25% 0.7
Radcliff Management
4375
Radcliff Management
New York
USD 353 M -USD 15.5 M -4% 4.2% 47.6% 1 0% 3.8