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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)
HWM
4426
HFR Wealth Management
New York
USD 410 M +USD 2.34 M +0.6% 4.37% 47.5% 53 7.55% 4.1
Argonautica Private Wealth Management
4427
Argonautica Private Wealth Management
Massachusetts
USD 409 M +USD 79 M +24% 42.6% 167% 204 21.08% 2.1
IFS
4428
Ifrah Financial Services
Arkansas
USD 409 M +USD 31.2 M +8% 16.4% 64.1% 226 16.81% 5.3
DI
4429
DKRT Investments
USD 409 M +USD 14.7 M +4% 1.14% – 53 15.09% 0.8
Rock Point Advisors
4430
Rock Point Advisors
Vermont
USD 409 M +USD 39.3 M +11% 15.4% 82.8% 127 10.24% 4.7
Rooted Wealth Advisors
4431
Rooted Wealth Advisors
Illinois
USD 408 M +USD 29.3 M +8% 12.6% 57.3% 159 15.72% 1.8
Sicart Associates
4432
Sicart Associates
New York
USD 408 M +USD 19.1 M +5% 8.36% 113% 78 10.26% 4.4
TIFF Advisory Services
4433
TIFF Advisory Services
Pennsylvania
USD 408 M -USD 29.1 M -7% 10.3% 86.3% 25 24% 1.6
Polunin Capital Partners
4434
Polunin Capital Partners
United Kingdom
USD 407 M +USD 22 M +6% 37.7% 268% 22 40.91% 1.5
InceptionR
4435
InceptionR
California
USD 407 M -USD 7.99 M -2% 14.2% 62.9% 960 70.31% 0.3
EL
4436
EQ LLC
Washington
USD 407 M +USD 52.2 M +15% 17.1% 72.9% 88 17.05% 2.4
Amicus Financial Advisors
4437
Amicus Financial Advisors
Texas
USD 407 M +USD 44 M +12% 8.21% – 99 13.13% 0.4
Retirement Financial Solutions
4438
Retirement Financial Solutions
Tennessee
USD 407 M +USD 57 M +16% 12.1% 52.5% 57 14.04% 1.3
Platinum Investment Management
4439
Platinum Investment Management
Australia
USD 407 M +USD 10 M +3% 30.8% 190% 99 24.24% 2.8
Kettle Hill Capital Management
4440
Kettle Hill Capital Management
New York
USD 406 M +USD 7.26 M +2% 13.7% 37.4% 60 66.67% 0.4
Bond & Devick Financial Network
4441
Bond & Devick Financial Network
Minnesota
USD 406 M +USD 47.8 M +13% 10.2% 46.9% 210 11.9% 3
Warner Group
4442
Warner Group
Connecticut
USD 406 M +USD 253 M +165% 31.5% – 130 40.77% 0.4
FCA Corp
4443
FCA Corp
Texas
USD 406 M +USD 51.9 M +15% 13.4% 57.4% 210 12.38% 5.1
Tactive Advisors
4444
Tactive Advisors
Florida
USD 406 M +USD 51.3 M +14% 22.4% – 317 26.5% 1.1
ATI
4445
ARK & TLK Investments
Oklahoma
USD 406 M +USD 36.4 M +10% 12.7% 62.2% 128 7.81% 1.9
Whitefort Capital Management
4446
Whitefort Capital Management
New York
USD 406 M +USD 66.6 M +20% 25.8% 243% 22 22.73% 1.5
HC
4447
Headland Capital
South Carolina
USD 406 M +USD 50.6 M +14% 12.6% – 68 16.18% 1.1
Benchmark Financial Wealth Advisors
4448
Benchmark Financial Wealth Advisors
Florida
USD 405 M +USD 44.4 M +12% 14.2% 81.6% 160 25% 2.6
Cisco Systems
4449
Cisco Systems
California
USD 405 M +USD 88.1 M +28% 17.9% 210% 6 50% 1.5
Modus Advisors
4450
Modus Advisors
Minnesota
USD 405 M +USD 41.7 M +11% 17.8% 89.5% 125 12% 3.8