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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)
Ribbit Capital GP III
4426
Ribbit Capital GP III
California
USD 227 M +USD 245 k +0.1% 53.1% – 2 0% 1.5
LPWM LLC
4427
LPWM LLC
Minnesota
USD 227 M +USD 18.7 M +9% 5.45% 59.4% 73 15.07% 2.3
Highland Peak Capital
4428
Highland Peak Capital
Connecticut
USD 227 M +USD 80.9 M +56% 10.4% 260% 34 52.94% 0.3
Weaver Consulting Group
4429
Weaver Consulting Group
California
USD 227 M +USD 8.26 M +4% 4.98% 56.4% 193 11.4% 2.6
Terril Brothers
4430
Terril Brothers
Missouri
USD 227 M +USD 13.8 M +6% 0.4% 94.4% 60 13.33% 3.7
Delta Financial Advisors
4431
Delta Financial Advisors
Louisiana
USD 226 M +USD 18.8 M +9% 7.14% 107% 119 7.56% 3.3
Peloton Wealth Strategists
4432
Peloton Wealth Strategists
Indiana
USD 226 M +USD 7.09 M +3% 3.72% 51.3% 92 8.7% 3.2
Siguler Guff Advisers
4433
Siguler Guff Advisers
New York
USD 226 M -USD 30.6 M -12% 11.9% 37.7% 7 14.29% 1.5
Stableford Capital II
4434
Stableford Capital II
Arizona
USD 226 M +USD 86.1 M +62% 4.35% 66.9% 167 94.61% 0.3
Gibraltar Capital Management
4435
Gibraltar Capital Management
Oklahoma
USD 226 M +USD 11.7 M +5% 5.51% 65% 65 7.69% 3.1
Windward Private Wealth Management
4436
Windward Private Wealth Management
Kansas
USD 226 M -USD 8.63 M -4% 2.28% 35.5% 46 0% 2.3
Garrett Wealth Advisory Group
4437
Garrett Wealth Advisory Group
Texas
USD 225 M +USD 20.4 M +10% 4.78% 74.6% 56 19.64% 2.5
LaSalle St. Investment Advisors
4438
LaSalle St. Investment Advisors
Illinois
USD 225 M -USD 977 k -0.4% 2.03% 61.9% 136 22.79% 0.4
Robinson Capital Management
4439
Robinson Capital Management
Michigan
USD 225 M +USD 12 M +6% 1.88% 7.8% 336 33.93% 0.8
AMI Investment Management
4440
AMI Investment Management
Indiana
USD 225 M +USD 11 M +5% 7.45% 52% 60 8.33% 5.8
First United Bank & Trust
4441
First United Bank & Trust
Maryland
USD 225 M +USD 11.9 M +6% 6.93% 78% 147 3.4% 5.5
Stone Run Capital
4442
Stone Run Capital
New York
USD 225 M +USD 15.9 M +8% 6.89% 77.8% 58 3.45% 7
Bishop & Co Investment Management
4443
Bishop & Co Investment Management
Pennsylvania
USD 225 M +USD 8.04 M +4% 3.92% 47.6% 24 0% 5.3
CSWG
4444
Cardinal Strategic Wealth Guidance
Kentucky
USD 225 M +USD 9.5 M +4% 6.03% 67.3% 87 9.2% 2.3
Freedom Day Solutions
4445
Freedom Day Solutions
Texas
USD 225 M +USD 13.5 M +6% 7.39% 86.6% 107 14.95% 2.7
OneAscent Financial Services
4446
OneAscent Financial Services
Alabama
USD 225 M -USD 21.3 M -9% 1.99% 63.8% 216 62.5% 0.8
Symetra Investment Management
4447
Symetra Investment Management
Connecticut
USD 225 M -USD 6.7 M -3% 7.93% 37.3% 3 0% 1.8
Front Row Advisors
4448
Front Row Advisors
California
USD 225 M +USD 16.4 M +8% 11.4% 142% 984 7.52% 3.8
Quantedge Capital
4449
Quantedge Capital
Singapore
USD 225 M -USD 31.2 M -12% 8.12% 110% 160 40.63% 1
PAM
4450
Pegasus Asset Management
New York
USD 225 M +USD 22.8 M +11% 10% 89% 74 8.11% 4.2