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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)
GWM
4826
Gray Wealth Management
Maine
USD 264 M +USD 10.3 M +4% 1.2% 22.1% 143 9.09% 3.3
Horan Securities
4827
Horan Securities
United States
USD 264 M +USD 4.26 M +2% 0.71% 50.1% 143 11.89% 3.4
Vista Investment Management
4828
Vista Investment Management
Pennsylvania
USD 264 M -USD 1.76 M -0.7% 0.23% 54.4% 180 5% 4.5
Gainplan
4829
Gainplan
Michigan
USD 263 M +USD 51.9 M +25% 3.86% 103% 76 43.42% 1.8
Trinity Financial Advisors
4830
Trinity Financial Advisors
Ohio
USD 263 M +USD 39.9 M +18% 0.27% 74.5% 89 10.11% 1.8
Transatlantique Private Wealth
4831
Transatlantique Private Wealth
New York
USD 263 M +USD 1.53 M +0.6% 2.65% 88.6% 222 15.32% 1.8
Cabot-Wellington
4832
Cabot-Wellington
Massachusetts
USD 263 M -USD 2.91 M -1% 0.23% 73.1% 4 0% 5.4
Seafarer Capital Partners
4833
Seafarer Capital Partners
California
USD 263 M -USD 86.6 M -25% 20.9% 61.3% 7 0% 3
ARQ Wealth Advisors
4834
ARQ Wealth Advisors
Arizona
USD 263 M -USD 1.59 M -0.6% 1.12% 59.3% 106 17.92% 1.9
OnyxPoint Global Management
4835
OnyxPoint Global Management
New York
USD 263 M +USD 20.7 M +9% 9.06% 162% 29 37.93% 0.6
Greenfield Seitz Capital Management
4836
Greenfield Seitz Capital Management
Texas
USD 263 M -USD 10.3 M -4% 0.99% 88.5% 107 13.08% 0.9
Alpha DNA Investment Management
4837
Alpha DNA Investment Management
Maryland
USD 263 M -USD 4.42 M -2% 7% 134% 265 55.85% 0.8
Bandera Partners
4838
Bandera Partners
New York
USD 263 M -USD 2.26 M -0.9% 1.36% 55.4% 19 10.53% 3.4
RBA Wealth Management
4839
RBA Wealth Management
California
USD 263 M +USD 3.17 M +1% 1.68% 91% 94 11.7% 2.4
Enzi Wealth
4840
Enzi Wealth
Texas
USD 263 M +USD 6.84 M +3% 0.31% 77% 74 9.46% 1.5
Empower Annuity Insurance Company
4841
Empower Annuity Insurance Company
Connecticut
USD 262 M -USD 15.1 M -5% 5.43% 0.86% 1 0% 2
Bayberry Capital Partners
4842
Bayberry Capital Partners
New York
USD 262 M -USD 34 M -11% 4.03% 99.7% 25 64% 0.5
Oldfather Financial Services
4843
Oldfather Financial Services
Nebraska
USD 262 M +USD 2.58 M +1% 1.03% 60.8% 78 2.56% 3.4
Bourne Lent Asset Management
4844
Bourne Lent Asset Management
New York
USD 262 M -USD 1.19 M -0.5% 2.63% 95.1% 62 1.61% 6.8
Walnut Level Capital
4845
Walnut Level Capital
Colorado
USD 262 M +USD 23.4 M +10% 6.44% – 53 49.06% 0.5
Bishop & Co Investment Management
4846
Bishop & Co Investment Management
Pennsylvania
USD 262 M -USD 454 k -0.2% 1.36% 53.7% 25 0% 5.8
Miller Equity Capital Advisors
4847
Miller Equity Capital Advisors
Texas
USD 262 M +USD 5.84 M +2% 3.28% 23.7% 56 0% 4
FC
4848
Fore Capital
New York
USD 262 M +USD 23.3 M +10% 1.8% 25.4% 61 39.34% 0.6
Canopy Partners
4849
Canopy Partners
Ohio
USD 262 M +USD 29.6 M +13% 2.18% 108% 228 14.47% 0.8
Aster Capital Management
4850
Aster Capital Management
United Arab Emirates
USD 262 M -USD 200 M -43% 2.68% – 1,620 67.22% 0.1