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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)
Global Trust Asset Management
4376
Global Trust Asset Management
Florida
USD 241 M -USD 13.2 M -5% 2.87% 178% 474 14.35% 2.4
SEP
4377
Southland Equity Partners
Missouri
USD 240 M -USD 3.44 M -1% 2.94% 66.1% 192 17.71% 1
Gibraltar Capital Management
4378
Gibraltar Capital Management
Oklahoma
USD 240 M +USD 19.6 M +9% 3.09% 65% 92 26.09% 2.1
Canaan Partners XI
4379
Canaan Partners XI
California
USD 240 M -USD 148 M -38% 37.3% 798% 6 0% 0.3
CLCM
4380
Crawford Lake Capital Management
New Jersey
USD 240 M -USD 87.9 M -27% 2.34% 571% 74 89.19% 0.1
Family Legacy Inc
4381
Family Legacy Inc
South Carolina
USD 240 M -USD 4.69 M -2% 2.71% 89% 112 2.68% 3.6
Arjuna Capital
4382
Arjuna Capital
North Carolina
USD 240 M -USD 33.2 M -12% 4.59% 105% 107 28.04% 2.2
Albar Capital
4383
Albar Capital
United Kingdom
USD 240 M -USD 76 M -24% 3.8% 163% 46 58.7% 0.3
KLCM
4384
KG&L Capital Management
Louisiana
USD 240 M -USD 8.26 M -3% 4.67% 91.9% 155 15.48% 1.8
MG
4385
Meditor Group
Bermuda
USD 240 M +USD 18.4 M +8% 19.7% 41.1% 4 0% 6.3
TCM
4386
Trybe Capital Management
Connecticut
USD 240 M -USD 4.6 M -2% 11.5% 681% 12 8.33% 0.9
Ten Capital Wealth Advisors
4387
Ten Capital Wealth Advisors
Washington
USD 239 M -USD 5.54 M -2% 4.93% 25% 578 26.99% 0.8
Proquility Private Wealth Partners
4388
Proquility Private Wealth Partners
Nevada
USD 239 M -USD 44.4 M -16% 2.13% 19.4% 93 10.75% 1.1
Woodard & Company Asset Management Group
4389
Woodard & Company Asset Management Group
North Carolina
USD 239 M +USD 28.5 M +14% 2.89% 84.8% 128 31.25% 1.7
Shorepoint Capital Partners
4390
Shorepoint Capital Partners
Massachusetts
USD 239 M -USD 6.94 M -3% 1.06% – 82 7.32% 2.2
Peloton Wealth Strategists
4391
Peloton Wealth Strategists
Indiana
USD 239 M -USD 10.1 M -4% 5.49% 51.3% 94 17.02% 2.6
ARIS
4392
Advanced Research Investment Solutions
California
USD 239 M -USD 35.5 M -13% 7.06% 13.1% 272 60.29% 0.6
KMWM
4393
Keudell/Morrison Wealth Management
Oregon
USD 239 M -USD 14.1 M -6% 1.61% – 201 19.4% 2.1
BHK Investment Advisors
4394
BHK Investment Advisors
Alabama
USD 239 M -USD 14.4 M -6% 5.39% 54.6% 63 0% 3.3
Carnegie Mellon University
4395
Carnegie Mellon University
Pennsylvania
USD 239 M -USD 10.9 M -4% 8.37% 61.6% 6 0% 0.3
Jacobs Asset Management
4396
Jacobs Asset Management
New York
USD 239 M +USD 19.3 M +9% 0.2% 114% 50 40% 1.4
HMS Capital Management
4397
HMS Capital Management
Tennessee
USD 239 M +USD 9.17 M +4% 4.14% 140% 133 23.31% 1.9
PA
4398
Paragon Advisors
Texas
USD 239 M +USD 34.4 M +17% 12.2% 109% 88 42.05% 1.1
Topel & Distasi Wealth Management
4399
Topel & Distasi Wealth Management
California
USD 239 M -USD 6.44 M -3% 5.1% 40% 80 17.5% 0.2
Pacific Wealth Strategies Group
4400
Pacific Wealth Strategies Group
California
USD 239 M -USD 48.5 M -17% 5.88% 75.5% 89 14.61% 3.6