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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)
11 Capital Partners
4376
11 Capital Partners
Connecticut
USD 353 M +USD 35 M +11% 3.06% 101% 20 10% 1.7
Crestview Partners III
4377
Crestview Partners III
New York
USD 353 M +USD 36.8 M +12% 15.5% 51.2% 3 0% 4.4
MI
4378
M3F Inc
Utah
USD 353 M -USD 1.6 M -0.5% 4.93% 139% 32 18.75% 3.7
Brown Miller Wealth Management
4379
Brown Miller Wealth Management
Virginia
USD 353 M +USD 31 M +10% 9.94% 121% 208 17.31% 2.3
Covenant Partners
4380
Covenant Partners
Tennessee
USD 353 M +USD 17.7 M +5% 7.01% 70.3% 150 12.67% 3.9
Alaethes Wealth
4381
Alaethes Wealth
Nevada
USD 353 M +USD 17.9 M +5% 6.43% 96.4% 118 14.41% 2.4
Stone Summit Wealth
4382
Stone Summit Wealth
Florida
USD 353 M +USD 29.8 M +9% 7.48% 67% 147 6.12% 3.1
Sequent Planning
4383
Sequent Planning
Nebraska
USD 352 M +USD 36.7 M +12% 5.67% – 205 22.93% 0.9
Integrated Quantitative Investments
4384
Integrated Quantitative Investments
Washington
USD 352 M +USD 11.4 M +3% 14.4% – 471 49.68% 0.3
Fiduciary Family Office
4385
Fiduciary Family Office
Florida
USD 351 M +USD 46.1 M +15% 13.1% – 202 15.84% 0.5
Leeward Financial Partners
4386
Leeward Financial Partners
Washington
USD 351 M +USD 35.9 M +11% 8.17% 97.9% 104 6.73% 2.2
EnRich Financial Partners
4387
EnRich Financial Partners
Wisconsin
USD 351 M +USD 25.7 M +8% 5.98% 50.7% 63 6.35% 1.5
Catalys Pacific
4388
Catalys Pacific
Japan
USD 351 M +USD 220 M +167% 174% 189% 2 0% 1.8
Gray Foundation
4389
Gray Foundation
New York
USD 351 M -USD 1.81 M -0.5% 3.96% – 9 11.11% 1.8
Howard Bailey Securities
4390
Howard Bailey Securities
Indiana
USD 351 M +USD 26.9 M +8% 5.76% – 171 28.07% 0.7
Heights Capital Management
4391
Heights Capital Management
California
USD 351 M -USD 23.7 M -6% 0.74% – 234 52.99% 0.3
McMill Wealth Management
4392
McMill Wealth Management
Nebraska
USD 351 M +USD 49.1 M +16% 5.64% – 56 12.5% 0.6
American Financial Group Inc 401(K) Retirement & Savings Plan
4393
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 351 M +USD 28.6 M +9% 15.5% 17.8% 1 0% 12.3
Bank of Stockton
4394
Bank of Stockton
California
USD 351 M +USD 15 M +4% 7.69% 99.2% 144 4.86% 6.3
Verde Servicos Internacionais
4395
Verde Servicos Internacionais
Brazil
USD 351 M +USD 123 M +54% 8.76% 130% 60 66.67% 0.4
Seafarer Capital Partners
4396
Seafarer Capital Partners
California
USD 351 M -USD 15.6 M -4% 0.5% 43% 7 0% 3.7
Keating Investment Counselors
4397
Keating Investment Counselors
Florida
USD 350 M +USD 19.4 M +6% 10.4% 50% 65 12.31% 6.5
Cederberg Capital
4398
Cederberg Capital
United Kingdom
USD 350 M +USD 77.9 M +29% 19% 273% 11 36.36% 1.7
KFA Private Wealth Group
4399
KFA Private Wealth Group
Virginia
USD 350 M +USD 27.4 M +8% 7% 62.8% 143 11.89% 2.3
Kaydan Wealth Management
4400
Kaydan Wealth Management
Michigan
USD 350 M +USD 44.6 M +15% 7.52% 58% 119 10.92% 2.7