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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)
Platform Technology Partners
4376
Platform Technology Partners
New York
USD 257 M +USD 43.7 M +20% 10.4% – 229 20.09% 2.7
Droms Strauss Advisors
4377
Droms Strauss Advisors
Missouri
USD 257 M +USD 25 M +11% 10.6% 74.5% 68 10.29% 2.7
HCAL
4378
HURRICANE CAPITAL ADVISORS LLC
New York
USD 257 M – – 19.4% – 543 – 0
Ledge Wealth Management
4379
Ledge Wealth Management
Minnesota
USD 257 M +USD 34.4 M +15% 9.75% – 66 15.15% 1.5
Metavasi Capital
4380
Metavasi Capital
New York
USD 257 M +USD 79.6 M +45% 18.6% 840% 42 64.29% 0.6
Roman Butler Fullerton & Co
4381
Roman Butler Fullerton & Co
Missouri
USD 257 M +USD 45.1 M +21% 11.8% 134% 219 22.37% 2.8
Hendley & Co
4382
Hendley & Co
Ohio
USD 257 M +USD 8.71 M +4% 6.23% 64.9% 55 7.27% 6
Okabena Investment Services
4383
Okabena Investment Services
Minnesota
USD 257 M +USD 128 M +100% 11.5% 72.4% 144 60.42% 1.4
Addison Advisors
4384
Addison Advisors
Vermont
USD 257 M +USD 41.8 M +19% 9.36% 50.2% 736 11.68% 1.9
Prentice Wealth Management
4385
Prentice Wealth Management
New York
USD 257 M +USD 35.2 M +16% 8.83% 47.8% 104 8.65% 1.5
Sea Cliff Partners Management
4386
Sea Cliff Partners Management
California
USD 256 M – – 18.5% – 14 – 0
Alpha DNA Investment Management
4387
Alpha DNA Investment Management
Maryland
USD 256 M +USD 12.2 M +5% 14.3% 134% 248 58.06% 0.5
ACM
4388
Ariose Capital Management
Hong Kong
USD 256 M +USD 79.7 M +45% 6.66% 2,106% 19 63.16% 0.3
Private Wealth Advisors (California)
4389
Private Wealth Advisors (California)
California
USD 256 M +USD 20 M +8% 7.65% 63.6% 86 27.91% 3.1
CA
4390
Continental Advisors
Utah
USD 256 M +USD 68.6 M +37% 13.5% 73.6% 52 9.62% 5
Bernzott Capital Advisors
4391
Bernzott Capital Advisors
California
USD 256 M -USD 34.2 M -12% 10.4% 46.2% 47 12.77% 3
Acima Private Wealth
4392
Acima Private Wealth
Virginia
USD 256 M +USD 31.4 M +14% 8.63% 51.1% 260 12.69% 3.7
Asset Allocation Strategies
4393
Asset Allocation Strategies
Michigan
USD 256 M +USD 39.3 M +18% 9.61% 58.1% 70 12.86% 0.7
First International Bank & Trust
4394
First International Bank & Trust
North Dakota
USD 256 M -USD 22.2 M -8% 7.37% 38.6% 78 20.51% 1.6
American Assets Inc
4395
American Assets Inc
California
USD 256 M +USD 36.5 M +17% 16.9% 49.9% 10 0% 4.8
Empire Financial Management Company
4396
Empire Financial Management Company
New York
USD 255 M +USD 26 M +11% 9.73% 78.3% 201 12.44% 0.7
VC
4397
Vision Capital
Ontario, Canada
USD 255 M -USD 35.6 M -12% 21.6% 19.8% 15 73.33% 0.3
Freedom Day Solutions
4398
Freedom Day Solutions
Texas
USD 255 M +USD 27.3 M +12% 11.8% 86.6% 101 11.88% 2.9
VST
4399
Van Strum & Towne
California
USD 255 M +USD 18.1 M +8% 8.4% 62.2% 100 6% 5.4
Atwater Malick
4400
Atwater Malick
Pennsylvania
USD 255 M +USD 28 M +12% 9.52% 83.4% 72 16.67% 2.9