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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)
BNC Wealth Management
4876
BNC Wealth Management
Oregon
USD 188 M +USD 9.25 M +5% 11.6% 204% 118 26.27% 1.6
AFP
4877
Advus Financial Partners
Florida
USD 188 M +USD 6.37 M +4% 3.75% 56.5% 56 12.5% 1.2
Standard General
4878
Standard General
New York
USD 188 M -USD 221 M -54% 15.7% 259% 5 20% 5.1
Horiko Capital Management
4879
Horiko Capital Management
New York
USD 188 M +USD 22 M +13% 17.1% 275% 27 7.41% 2.9
TPWM
4880
Twelve Points Wealth Management
Massachusetts
USD 188 M +USD 13.6 M +8% 2.61% 50.7% 169 5.92% 1.3
SRH Advisors
4881
SRH Advisors
Kansas
USD 188 M -USD 2.64 k -0% 5.91% 55.7% 294 0% 5.8
Thames Capital Management
4882
Thames Capital Management
New Jersey
USD 188 M +USD 45.6 M +32% 14.4% 1,177% 25 28% 1.9
InceptionR
4883
InceptionR
California
USD 188 M -USD 124 M -40% 5.55% 62.9% 646 74.92% 0.1
Eastover Investment Advisors
4884
Eastover Investment Advisors
North Carolina
USD 187 M +USD 8.65 M +5% 6.04% 105% 47 6.38% 2.5
CC
4885
Claybrook Capital
Massachusetts
USD 187 M +USD 8.46 M +5% 4.57% 7.15% 144 6.25% 1.6
Morton Brown Family Wealth
4886
Morton Brown Family Wealth
Pennsylvania
USD 187 M +USD 19.6 M +12% 3.15% 54.5% 302 45.36% 1.2
DI
4887
Disciplined Investments
Oklahoma
USD 187 M -USD 50.3 M -21% 2.88% 51.4% 1,741 6.49% 1.5
SLA
4888
Silver Lake Advisory
Utah
USD 187 M +USD 6.9 M +4% 2.57% 76.7% 97 11.34% 3.6
Invus Financial Advisors
4889
Invus Financial Advisors
New York
USD 187 M +USD 33.5 M +22% 29.8% 29.5% 8 0% 2.2
HIC
4890
Harbor Island Capital
Massachusetts
USD 187 M +USD 4.88 M +3% 13.8% 218% 15 0% 4.9
Jessup Wealth Management
4891
Jessup Wealth Management
Ohio
USD 187 M +USD 18.1 M +11% 11.2% 181% 81 41.98% 0.3
UG Investment Advisers
4892
UG Investment Advisers
Taiwan
USD 187 M +USD 49.5 M +36% 2.01% 172% 22 27.27% 1.1
Brick & Kyle Associates
4893
Brick & Kyle Associates
Pennsylvania
USD 187 M +USD 12.2 M +7% 8.53% 97.4% 55 0% 5.6
SI
4894
Saxon Interests
Texas
USD 187 M +USD 9.8 M +6% 5.97% 81.2% 182 15.38% 1.1
MAM
4895
Mystic Asset Management
Rhode Island
USD 187 M +USD 5.28 M +3% 8.01% 114% 151 9.93% 1.4
Exane Asset Management
4896
Exane Asset Management
France
USD 186 M +USD 10.7 M +6% 2.8% 74.5% 18 66.67% 0.3
Trinity Financial Advisors
4897
Trinity Financial Advisors
Ohio
USD 186 M +USD 22.7 M +14% 6.29% 74.5% 81 22.22% 0.9
ICW Investment Advisors
4898
ICW Investment Advisors
Arizona
USD 186 M +USD 10.1 M +6% 4.14% 50.1% 133 5.26% 3.1
IRON Financial
4899
IRON Financial
Illinois
USD 186 M +USD 4.1 M +2% 3.56% 60.6% 106 12.26% 2.8
KFO
4900
Kopp Family Office
Minnesota
USD 186 M +USD 656 k +0.4% 6.79% 47.9% 22 0% 1.9