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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)
Forum Private Client Group
4951
Forum Private Client Group
Indiana
USD 336 M +USD 35.9 M +12% 8.82% 47.9% 88 11.36% 2
SCI
4952
Silver Coast Investments
United States
USD 336 M +USD 22.5 M +7% 8.65% – 127 11.02% 1.6
Greenfield Seitz Capital Management
4953
Greenfield Seitz Capital Management
Texas
USD 336 M +USD 4.22 M +1% 7.19% 88.5% 116 12.07% 2
Red Lighthouse Investment Management
4954
Red Lighthouse Investment Management
New York
USD 336 M +USD 39.5 M +13% 12.5% 71.1% 85 5.88% 2.1
Adirondack Trust Company
4955
Adirondack Trust Company
New York
USD 336 M +USD 38 M +13% 16.7% 96.7% 576 8.68% 6.2
OneAscent Wealth Management
4956
OneAscent Wealth Management
Alabama
USD 336 M +USD 33.1 M +11% 11.6% 50.6% 186 24.73% 1.7
Jessup Wealth Management
4957
Jessup Wealth Management
Ohio
USD 335 M +USD 61.3 M +22% 35.5% 181% 86 15.12% 1.8
Persistent Asset Partners
4958
Persistent Asset Partners
Hong Kong
USD 335 M +USD 66.9 M +25% 61.4% – 938 79.96% 0.1
PI
4959
Pennant Investors
New Jersey
USD 335 M -USD 26.1 M -7% 13.5% 372% 18 16.67% 3.3
TPG Financial Advisors
4960
TPG Financial Advisors
Oregon
USD 335 M +USD 27.4 M +9% 8.28% – 86 17.44% 3.4
Seaview Investment Managers
4961
Seaview Investment Managers
Florida
USD 335 M +USD 57.4 M +21% 33.6% 148% 94 23.4% 1.3
Spinecap SAS
4962
Spinecap SAS
France
USD 335 M +USD 62.2 M +23% 7.51% – 16 6.25% 1
BHK Investment Advisors
4963
BHK Investment Advisors
Alabama
USD 335 M +USD 35.5 M +12% 14.3% 54.6% 83 9.64% 4.5
Trustees of Dartmouth College
4964
Trustees of Dartmouth College
New Hampshire
USD 335 M +USD 83 M +33% 12.8% 52.5% 13 30.77% 1.5
Arkfeld Wealth Strategies
4965
Arkfeld Wealth Strategies
Nebraska
USD 334 M +USD 18.3 M +6% 8.32% 90.8% 124 11.29% 3.4
WHGC
4966
Wealth High Governance Capital
Brazil
USD 334 M +USD 1.2 M +0.4% 61.2% 622% 65 75.38% 0.2
Core Alternative Capital
4967
Core Alternative Capital
Georgia
USD 334 M -USD 4.59 M -1% 16.9% 74.5% 208 4.81% 4.3
Saiph Capital
4968
Saiph Capital
New Jersey
USD 334 M +USD 69.8 M +26% 12.3% 52.4% 135 46.67% 1.2
Slagle Financial
4969
Slagle Financial
Illinois
USD 334 M +USD 31.1 M +10% 12.8% 77.9% 148 32.43% 1.8
Henry James International Management
4970
Henry James International Management
New York
USD 334 M +USD 56.9 M +21% 27.8% 125% 99 13.13% 5.9
Elevation Wealth Partners
4971
Elevation Wealth Partners
California
USD 334 M +USD 54.7 M +20% 14.8% 69.9% 1,366 25.77% 1.2
AFA
4972
Alta Fundamental Advisers
New York
USD 333 M +USD 68.2 M +26% 17.8% 340% 30 36.67% 1.7
GDS
4973
Gimbel Daniel Scott
USD 333 M -USD 102 M -23% 23.3% 57.1% 2 0% 5.5
Costello Asset Management
4974
Costello Asset Management
Pennsylvania
USD 333 M +USD 44 M +15% 12.4% 81.5% 727 8.12% 1.9
S&T Bank
4975
S&T Bank
Pennsylvania
USD 333 M +USD 65.4 M +24% 57.2% 193% 453 11.04% 2.4