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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)
Security Benefit Life Insurance Company
4376
Security Benefit Life Insurance Company
Kansas
USD 307 M +USD 109 M +55% 20% 61.7% 29 34.48% 2.2
Channel Wealth
4377
Channel Wealth
California
USD 307 M +USD 3.39 M +1% 0.51% 59.3% 178 17.98% 1.3
B&I Capital
4378
B&I Capital
Switzerland
USD 307 M -USD 38.1 M -11% 7.19% 30.5% 34 41.18% 1.8
TIFF Advisory Services
4379
TIFF Advisory Services
Pennsylvania
USD 307 M +USD 6.03 M +2% 2.94% 86.3% 20 15% 1.8
Chapin Davis
4380
Chapin Davis
Maryland
USD 307 M -USD 2.18 M -0.7% 2.65% 339% 233 0.86% 1.6
Precedent Wealth Partners
4381
Precedent Wealth Partners
Texas
USD 306 M +USD 3.28 M +1% 0.3% 61.1% 152 9.21% 0.8
Prime Buchholz
4382
Prime Buchholz
New Hampshire
USD 306 M – – 3% – 31 – 0
Deepwater Asset Management
4383
Deepwater Asset Management
Minnesota
USD 306 M +USD 21.6 M +8% 6.08% 142% 26 23.08% 1.1
Droms Strauss Advisors
4384
Droms Strauss Advisors
Missouri
USD 306 M +USD 23.9 M +8% 1.6% 74.5% 73 13.7% 3.2
Patriot Financial Partners
4385
Patriot Financial Partners
Pennsylvania
USD 306 M +USD 23 M +8% 6.87% 16.6% 9 11.11% 4.6
Alight Capital Management
4386
Alight Capital Management
New York
USD 306 M +USD 16.7 M +6% 16.2% 466% 74 50% 0.7
TrueFG
4387
TrueFG
Texas
USD 306 M +USD 237 k +0.1% 2.06% 54.2% 54 5.56% 3.3
Regimen Wealth
4388
Regimen Wealth
Georgia
USD 306 M -USD 2.91 M -0.9% 2.47% 34.4% 70 15.71% 1.4
Highline Wealth Partners
4389
Highline Wealth Partners
California
USD 306 M +USD 7.17 M +2% 3.99% 93.8% 668 19.31% 1.3
Wells Trecaso Financial Group
4390
Wells Trecaso Financial Group
Ohio
USD 306 M +USD 1.97 M +0.6% 2.29% 108% 92 4.35% 4.9
CM Wealth Advisors
4391
CM Wealth Advisors
Ohio
USD 306 M -USD 2.87 M -0.9% 1.21% 64.7% 87 6.9% 1.6
Crossingbridge Advisors
4392
Crossingbridge Advisors
New York
USD 306 M +USD 174 M +133% 0.04% – 95 57.89% 0.3
WHAM
4393
Windmill Hill Asset Management
United Kingdom
USD 306 M +USD 118 M +63% 3.9% 98.1% 27 11.11% 1.6
All Terrain Financial Advisors
4394
All Terrain Financial Advisors
Minnesota
USD 305 M +USD 32.6 M +12% 0.04% 71.1% 105 17.14% 3.7
Tyro Capital Management
4395
Tyro Capital Management
Florida
USD 305 M -USD 4.5 M -1% 7.14% – 16 31.25% 0.6
HH
4396
HWG Holdings
Texas
USD 305 M +USD 14.7 M +5% 7.6% – 57 22.81% 3
Leading Edge Financial Planning
4397
Leading Edge Financial Planning
Tennessee
USD 305 M +USD 6.24 M +2% 2.26% 48.6% 61 16.39% 1.4
BankPlus Trust Department
4398
BankPlus Trust Department
Mississippi
USD 305 M – – 1.55% – 471 – 0
MorganRosel Wealth Management
4399
MorganRosel Wealth Management
Colorado
USD 305 M +USD 1.45 M +0.5% 0.82% 67.5% 107 9.35% 2.6
RFG - Bristol Wealth Advisors
4400
RFG - Bristol Wealth Advisors
Massachusetts
USD 305 M – – 2.22% – 159 – 0