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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)
Fluent Financial
4451
Fluent Financial
Texas
USD 182 M -USD 12.8 M -7% 5.11% 46.9% 69 13.04% 1.3
BOC
4452
Barbara Oil Co
Illinois
USD 182 M -USD 10.6 M -6% 5.52% 76.9% 83 2.41% 6.6
New Capital Management
4453
New Capital Management
Texas
USD 182 M +USD 687 k +0.4% 4.68% 55.4% 44 9.09% 3.2
Bridge City Capital
4454
Bridge City Capital
Oregon
USD 182 M -USD 6.82 M -4% 3.05% 120% 95 5.26% 3.7
Wells Trecaso Financial Group
4455
Wells Trecaso Financial Group
Ohio
USD 182 M -USD 10.7 M -6% 5.51% 108% 82 8.54% 3.5
Invus Financial Advisors
4456
Invus Financial Advisors
New York
USD 182 M +USD 16.6 M +10% 13.3% 29.5% 8 0% 1.8
IRON Financial
4457
IRON Financial
Illinois
USD 182 M -USD 8.84 M -5% 4.68% 60.6% 103 16.5% 2.7
Redwood Grove Capital
4458
Redwood Grove Capital
California
USD 182 M -USD 1.84 M -1% 4.48% 79.8% 26 3.85% 1.4
ACM
4459
Aljian Capital Management
Nevada
USD 182 M -USD 782 k -0.4% 0.46% 162% 55 7.27% 2.9
Valley Forge Investment Consultants
4460
Valley Forge Investment Consultants
Pennsylvania
USD 182 M -USD 18.6 M -9% 5.57% 67.9% 83 6.02% 1.4
David Kennon
4461
David Kennon
Florida
USD 182 M – – 6.3% 52.4% 17 – 0
Riverwood Capital Management
4462
Riverwood Capital Management
California
USD 182 M -USD 100 M -36% 9.96% 46.5% 6 33.33% 0.6
Sonata Capital Group
4463
Sonata Capital Group
Washington
USD 181 M -USD 11.1 M -6% 3.8% 66.5% 111 7.21% 5.4
GCM
4464
Gabalex Capital Management
New York
USD 181 M +USD 9 M +5% 3.86% 24.9% 17 11.76% 4.5
Kaydan Wealth Management
4465
Kaydan Wealth Management
Michigan
USD 181 M +USD 1.56 M +0.9% 0.58% 58% 92 9.78% 0.7
TriaGen Wealth Management
4466
TriaGen Wealth Management
California
USD 181 M +USD 40.3 M +29% 1.49% 132% 183 30.05% 1
Topel & Distasi Wealth Management
4467
Topel & Distasi Wealth Management
California
USD 181 M +USD 8.32 M +5% 5.91% 43.6% 74 17.57% 0.6
Pennsylvania Capital Management
4468
Pennsylvania Capital Management
Pennsylvania
USD 181 M -USD 8.39 M -4% 2.76% 90.8% 83 6.02% 1.7
Everhart Financial Group
4469
Everhart Financial Group
Ohio
USD 181 M +USD 16.1 M +10% 3.59% 123% 220 23.18% 0.8
Oakwell Private Wealth Management
4470
Oakwell Private Wealth Management
Texas
USD 181 M +USD 5.23 M +3% 6.49% 68.2% 61 6.56% 1.4
CM Wealth Advisors
4471
CM Wealth Advisors
Ohio
USD 180 M +USD 17.1 M +10% 4.97% 64.7% 74 12.16% 0.2
Banco BTG Pactual
4472
Banco BTG Pactual
Brazil
USD 180 M +USD 26.1 M +17% 1.12% 135% 146 68.49% 0.3
Brand Asset Management Group
4473
Brand Asset Management Group
Missouri
USD 180 M -USD 16 M -8% 6.53% 70.2% 78 5.13% 3.7
Wills Financial Group
4474
Wills Financial Group
Virginia
USD 180 M -USD 23.3 M -11% 5.56% 57.5% 63 9.52% 4.6
SGH
4475
Sivik Global Healthcare
Connecticut
USD 180 M +USD 3.95 M +2% 1.77% 83.8% 45 24.44% 1.7