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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)
Beacon Financial Advisory
4501
Beacon Financial Advisory
Ohio
USD 268 M +USD 62.2 M +30% 2.1% 76.8% 298 21.48% 2
Nicollet Investment Management
4502
Nicollet Investment Management
Minnesota
USD 268 M -USD 3.17 M -1% 5.38% 104% 70 5.71% 4.2
Clean Yield Group
4503
Clean Yield Group
Vermont
USD 268 M +USD 10.7 M +4% 3.42% 65% 404 14.6% 4.2
LCNB Corp
4504
LCNB Corp
Ohio
USD 268 M -USD 8.72 M -3% 1.92% 75.2% 183 7.1% 4.7
Sector Gamma AS
4505
Sector Gamma AS
Norway
USD 268 M -USD 87.1 M -25% 4.67% 35.3% 30 13.33% 2.9
Bulldog Investors
4506
Bulldog Investors
New Jersey
USD 268 M -USD 35 M -12% 1.87% 22.5% 182 33.52% 1.3
VM
4507
VPR Management
Texas
USD 268 M -USD 92.8 M -26% 1.13% 54.5% 54 5.56% 3.5
Monterey Private Wealth
4508
Monterey Private Wealth
California
USD 267 M +USD 18.4 M +7% 2.96% 29.8% 124 14.52% 2.7
FAP
4509
Financial Advisory Partners
Florida
USD 267 M +USD 8.63 M +3% 1.15% 52.9% 70 10% 1.8
MWM
4510
MGB Wealth Management
Texas
USD 267 M +USD 21.2 M +9% 5.59% – 281 7.47% 0.5
Elevatus Welath Management
4511
Elevatus Welath Management
New York
USD 267 M +USD 13.8 M +5% 5.12% 270% 125 39.2% 0.5
ATI
4512
ARK & TLK Investments
Oklahoma
USD 267 M +USD 11.1 M +4% 0.92% 62.2% 109 6.42% 0.5
IronBridge Private Wealth
4513
IronBridge Private Wealth
Texas
USD 267 M +USD 26 M +11% 10.1% 122% 47 8.51% 1.3
Once Capital Management
4514
Once Capital Management
New York
USD 267 M +USD 53.3 M +25% 30% 570% 26 15.38% 1.9
Field & Main Bank
4515
Field & Main Bank
Kentucky
USD 267 M +USD 9.6 M +4% 4.28% 107% 255 6.27% 6
Weybosset Research & Management
4516
Weybosset Research & Management
Rhode Island
USD 267 M -USD 20.7 M -7% 2.89% 74.8% 53 26.42% 4.1
CWM
4517
Cordatus Wealth Management
Pennsylvania
USD 267 M +USD 129 M +93% 4.22% 108% 125 55.2% 0.5
Evexia Wealth
4518
Evexia Wealth
Wisconsin
USD 266 M +USD 23.5 M +10% 1.3% 92.5% 65 16.92% 0.9
Catalina Capital Group
4519
Catalina Capital Group
California
USD 266 M +USD 25.8 M +11% 5.4% – 356 25.28% 0.3
ArchPoint Investors
4520
ArchPoint Investors
Florida
USD 266 M +USD 26.7 M +11% 2.78% 111% 75 16% 3.3
TTP Investments
4521
TTP Investments
California
USD 266 M +USD 37.6 M +16% 9.65% 197% 34 14.71% 1.7
Arch Venture Management
4522
Arch Venture Management
Illinois
USD 266 M +USD 186 M +231% 11.9% 228% 10 30% 1.2
Permit Capital
4523
Permit Capital
Pennsylvania
USD 266 M +USD 109 M +70% 4.04% 121% 30 13.33% 5
Great Oak Capital Partners
4524
Great Oak Capital Partners
Massachusetts
USD 266 M +USD 40.5 M +18% 0.69% – 33 12.12% 0.4
Empirical Asset Management
4525
Empirical Asset Management
Massachusetts
USD 266 M +USD 58.4 M +28% 3.41% 94.5% 399 43.86% 0.7