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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)
Baker Tilly Wealth Management
4826
Baker Tilly Wealth Management
Wisconsin
USD 255 M +USD 47.6 k +0% 0.84% 96.9% 253 12.65% 3.1
Richard W. Paul & Associates
4827
Richard W. Paul & Associates
Michigan
USD 255 M -USD 19.5 M -7% 0.89% 65.2% 523 37.67% 1.9
AP
4828
Arlington Partners
Alabama
USD 255 M -USD 2.74 M -1% 3.79% 46.4% 59 3.39% 2.9
Naman Capital
4829
Naman Capital
Brazil
USD 255 M +USD 87.4 M +52% 3.11% 89.9% 13 15.38% 2.8
Doma Perpetual Capital Management
4830
Doma Perpetual Capital Management
Florida
USD 254 M +USD 53.4 M +27% 4.81% – 10 20% 0.9
Excalibur Management
4831
Excalibur Management
Massachusetts
USD 254 M +USD 2.62 M +1% 2.07% 93% 170 4.12% 5.7
Carmel Capital Partners
4832
Carmel Capital Partners
California
USD 254 M +USD 6.31 M +3% 1.85% 65.9% 156 10.9% 2
Mariner Investment Group
4833
Mariner Investment Group
New York
USD 254 M -USD 250 M -50% 2.96% 68.7% 59 64.41% 0.5
SA
4834
Skyline Advisors
Washington
USD 254 M -USD 3.72 M -1% 1.31% 52% 97 12.37% 1
IronBridge Private Wealth
4835
IronBridge Private Wealth
Texas
USD 254 M -USD 18.5 M -7% 8.27% 143% 61 29.51% 1.5
Thomist Capital Management
4836
Thomist Capital Management
Texas
USD 254 M -USD 131 M -34% 7.37% 71.2% 71 76.06% 0.4
First Bankers Trust
4837
First Bankers Trust
Kentucky
USD 254 M -USD 2.46 M -1% 0.58% 78.9% 142 10.56% 6.7
Defender Capital
4838
Defender Capital
North Carolina
USD 254 M -USD 18.4 M -7% 1.3% 101% 43 27.91% 3.2
FFA
4839
Florida Financial Advisors
Florida
USD 254 M +USD 29.7 M +13% 2.91% – 261 31.03% 0.7
Roth Financial Partners
4840
Roth Financial Partners
Texas
USD 253 M +USD 1.94 M +0.8% 0.71% 61% 32 3.13% 3.1
Peachtree Investment Partners
4841
Peachtree Investment Partners
Florida
USD 253 M -USD 13.8 M -5% 1.2% 111% 132 18.94% 3.2
Greenberg Financial Group
4842
Greenberg Financial Group
Arizona
USD 253 M – – 2.94% – 118 – 0
Bennett Selby Investments
4843
Bennett Selby Investments
Maine
USD 253 M +USD 944 k +0.4% 2.88% 82.1% 77 6.49% 2.8
CGC Financial Services
4844
CGC Financial Services
Oregon
USD 253 M +USD 1.92 M +0.8% 0.48% 46% 352 6.25% 1.6
Cherrydale Wealth Management
4845
Cherrydale Wealth Management
New Jersey
USD 253 M -USD 5.59 M -2% 3.3% 80.8% 78 12.82% 1.8
Sagil Capital
4846
Sagil Capital
United Kingdom
USD 253 M +USD 34.6 M +16% 13.8% 104% 25 64% 0.4
RBA Wealth Management
4847
RBA Wealth Management
California
USD 253 M -USD 9.9 M -4% 1.83% 91% 98 13.27% 2.5
Tilson Financial Group
4848
Tilson Financial Group
New Jersey
USD 253 M +USD 7.68 M +3% 0.7% 39.3% 75 6.67% 1.1
Science & Technology Partners
4849
Science & Technology Partners
New York
USD 252 M -USD 76.8 M -23% 2.28% – 35 62.86% 0.1
Alta Fox Capital Management
4850
Alta Fox Capital Management
Texas
USD 252 M -USD 28.4 M -10% 10.9% 261% 21 66.67% 0.6