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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)
Montis Financial
4526
Montis Financial
Massachusetts
USD 281 M +USD 63.3 M +29% 6.66% 46% 110 29.09% 1.7
Morton Brown Family Wealth
4527
Morton Brown Family Wealth
Pennsylvania
USD 281 M +USD 28 M +11% 5.97% 54.5% 281 24.91% 1.5
Highland Financial Advisors
4528
Highland Financial Advisors
New Jersey
USD 281 M +USD 12.4 M +5% 5.17% 70% 59 20.34% 1.5
Symetra Investment Management
4529
Symetra Investment Management
Connecticut
USD 281 M -USD 14.6 M -5% 3.6% 37.3% 5 0% 2.2
ATI
4530
ARK & TLK Investments
Oklahoma
USD 281 M +USD 13.9 M +5% 5.91% 62.2% 110 5.45% 0.7
Webs Creek Capital Management
4531
Webs Creek Capital Management
Texas
USD 281 M -USD 13.7 M -5% 6.5% 133% 19 57.89% 0.6
Empirical Asset Management
4532
Empirical Asset Management
Massachusetts
USD 281 M +USD 15.1 M +6% 6.25% 94.5% 368 21.74% 0.9
PL Capital Advisors
4533
PL Capital Advisors
Florida
USD 281 M +USD 40.3 M +17% 22.1% 100% 29 10.34% 4.7
Sterling Investment Counsel
4534
Sterling Investment Counsel
New York
USD 281 M +USD 26.6 M +10% 5.89% 93.8% 180 12.78% 1.8
Triumph Capital Management
4535
Triumph Capital Management
Colorado
USD 281 M +USD 24.6 M +10% 4.82% 55.5% 312 38.14% 1.1
Field & Main Bank
4536
Field & Main Bank
Kentucky
USD 281 M +USD 13.6 M +5% 7.08% 107% 248 4.03% 6.2
Promethos Capital
4537
Promethos Capital
Massachusetts
USD 281 M +USD 16.6 M +6% 9.12% – 83 13.25% 0.6
Seascape Capital Management
4538
Seascape Capital Management
New Hampshire
USD 280 M +USD 12.3 M +5% 7.09% 111% 103 9.71% 2.9
Silphium Asset Management
4539
Silphium Asset Management
United Kingdom
USD 280 M +USD 69.9 M +33% 5.73% 118% 63 34.92% 0.9
BBJS Financial Advisors
4540
BBJS Financial Advisors
Washington
USD 280 M +USD 12.2 M +5% 3.75% – 174 20.11% 1.3
APEIRON Capital Ltd
4541
APEIRON Capital Ltd
Hong Kong
USD 280 M -USD 6.26 M -2% 3.15% 487% 13 38.46% 1.1
Front Row Advisors
4542
Front Row Advisors
California
USD 280 M -USD 7.34 M -3% 6.24% 142% 951 48.26% 4.9
Smart Money Group
4543
Smart Money Group
Texas
USD 280 M +USD 653 k +0.2% 4.7% 58.9% 96 6.25% 2.4
MY.Alpha Management HK Advisors
4544
MY.Alpha Management HK Advisors
Hong Kong
USD 280 M +USD 14.8 M +6% 21% 423% 21 57.14% 0.7
SSCM
4545
Summit Street Capital Management
New York
USD 280 M +USD 6.41 M +2% 2.7% 217% 29 0% 6.1
Insight Folios
4546
Insight Folios
North Carolina
USD 280 M +USD 36.3 M +15% 11.1% 32.9% 119 4.2% 2.9
EWA LLC
4547
EWA LLC
Pennsylvania
USD 280 M +USD 38.4 M +16% 5.14% 102% 180 18.89% 0.9
Auour Investments
4548
Auour Investments
Massachusetts
USD 280 M +USD 11.4 M +4% 4.93% 39.2% 82 8.54% 1.1
SVCM
4549
Saturn V Capital Management
Texas
USD 280 M +USD 15.1 M +6% 15.3% 1,083% 30 30% 0.8
LLWM
4550
Life Line Wealth Management
California
USD 280 M +USD 15.1 M +6% 7.64% – 28 35.71% 0.5