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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)
WealthBridge Investment Counsel
4726
WealthBridge Investment Counsel
Alberta, Canada
USD 272 M -USD 9.19 M -3% 0.24% 106% 47 2.13% 4
Blue Investment Partners
4727
Blue Investment Partners
California
USD 272 M +USD 29.9 M +12% 5% – 54 12.96% 1.1
Sequent Planning
4728
Sequent Planning
Nebraska
USD 272 M -USD 17.8 M -6% 0.2% – 158 18.35% 0.6
Robertson Opportunity Capital
4729
Robertson Opportunity Capital
Texas
USD 272 M +USD 13.6 M +5% 6.97% 93.4% 30 10% 6.2
Grandview Asset Management
4730
Grandview Asset Management
Pennsylvania
USD 272 M +USD 97.9 M +56% 6.8% 200% 122 52.46% 1.7
IronBridge Private Wealth
4731
IronBridge Private Wealth
Texas
USD 272 M +USD 4.63 M +2% 3.35% 143% 56 21.43% 1.5
Defender Capital
4732
Defender Capital
North Carolina
USD 272 M -USD 29.2 M -10% 15.5% 101% 42 23.81% 2.7
Sterling Financial Planning
4733
Sterling Financial Planning
New Jersey
USD 272 M +USD 576 k +0.2% 1.6% 59.3% 112 7.14% 3.1
Ceeto Capital Group
4734
Ceeto Capital Group
Florida
USD 272 M +USD 3.78 M +1% 3.73% 94.4% 183 8.2% 4.2
Viola Ventures VC Management 4
4735
Viola Ventures VC Management 4
Israel
USD 271 M +USD 612 k +0.2% 3.38% 79.1% 6 50% 1.5
Peregrine Asset Advisers
4736
Peregrine Asset Advisers
Oregon
USD 271 M -USD 19.4 M -7% 6.8% 182% 197 23.35% 2.1
Emergence GP Partners
4737
Emergence GP Partners
California
USD 271 M +USD 11.6 M +4% 3.61% – 4 25% 1.9
Atlanta Consulting Group Advisors
4738
Atlanta Consulting Group Advisors
Georgia
USD 271 M -USD 132 M -33% 1.36% – 236 49.15% 0.6
Wealth Management Resources
4739
Wealth Management Resources
Rhode Island
USD 271 M +USD 21.5 M +9% 2.37% 37.7% 34 17.65% 2.1
Carlton Hofferkamp & Jenks Wealth Management
4740
Carlton Hofferkamp & Jenks Wealth Management
Texas
USD 271 M +USD 8.49 M +3% 0.6% 63.9% 139 4.32% 6
PCG Wealth Advisors
4741
PCG Wealth Advisors
Kansas
USD 271 M +USD 11.5 M +4% 0.97% 87% 131 10.69% 1.8
Sterling Wealth Management
4742
Sterling Wealth Management
Illinois
USD 271 M +USD 2.89 M +1% 1.94% – 115 9.57% 0.9
Union Heritage Capital
4743
Union Heritage Capital
Michigan
USD 271 M -USD 314 k -0.1% 1% 82.1% 59 0% 3.3
Continental General Insurance Company
4744
Continental General Insurance Company
Texas
USD 271 M -USD 76.7 M -22% 9.62% 188% 8 62.5% 1
Northern Right Capital Management
4745
Northern Right Capital Management
Connecticut
USD 270 M +USD 1.82 M +0.7% 8.85% 187% 33 45.45% 2
Oak Asset Management
4746
Oak Asset Management
California
USD 270 M -USD 12.1 M -4% 1.85% 91.8% 106 3.77% 2.3
SC
4747
Sawyer & Company
Massachusetts
USD 270 M +USD 42 k +0% 0.72% 111% 202 16.34% 4.4
Hartree Partners
4748
Hartree Partners
New York
USD 270 M -USD 166 M -38% 0.64% 138% 94 57.45% 0.7
FCP
4749
Fosse Capital Partners
United Kingdom
USD 270 M +USD 26.8 M +11% 11.9% 80% 3 0% 4
Blue Door Asset Management
4750
Blue Door Asset Management
Connecticut
USD 270 M +USD 116 M +75% 3.75% 127% 21 38.1% 1.1