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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)
Adaptive Financial Consulting
5101
Adaptive Financial Consulting
Ohio
USD 160 M +USD 11.5 M +8% 5.48% 33.4% 18 5.56% 1.3
Ridgecrest Wealth Partners
5102
Ridgecrest Wealth Partners
California
USD 160 M +USD 55.2 M +53% 5.69% 103% 111 18.92% 0.2
Roubaix Capital
5103
Roubaix Capital
Colorado
USD 160 M +USD 12.1 M +8% 11.1% 174% 59 42.37% 0.6
Northstar Advisory Group
5104
Northstar Advisory Group
New Jersey
USD 160 M +USD 29.1 M +22% 7.72% 141% 112 15.18% 0.4
Prosight Management
5105
Prosight Management
Texas
USD 160 M +USD 37.8 M +31% 6.58% 39.5% 54 46.3% 0.6
CNB Bank
5106
CNB Bank
Pennsylvania
USD 160 M +USD 15.4 M +11% 7.42% 91.6% 419 11.22% 2.4
Centennial Wealth Advisory
5107
Centennial Wealth Advisory
Michigan
USD 160 M +USD 8.41 M +6% 4.69% 63% 102 41.18% 0.3
Kelso & Company
5108
Kelso & Company
New York
USD 160 M -USD 20.3 M -11% 38.8% – 1 0% 0.3
Clarus Wealth Advisors
5109
Clarus Wealth Advisors
Arizona
USD 160 M +USD 53 k +0% 6.84% 89.7% 142 38.03% 1.6
R.W. Roge & Company
5110
R.W. Roge & Company
New York
USD 160 M +USD 11.7 M +8% 5.84% 68.1% 42 11.9% 1.2
Arbor Trust Wealth Advisors
5111
Arbor Trust Wealth Advisors
Michigan
USD 159 M +USD 9.6 M +6% 5.58% 63.8% 98 3.06% 1.2
Vienna Insurance Group
5112
Vienna Insurance Group
Poland
USD 159 M +USD 54.5 M +52% 13.4% 188% 27 44.44% 0.3
FSA Wealth Management
5113
FSA Wealth Management
Massachusetts
USD 159 M +USD 9.8 M +7% 6.42% – 45 8.89% 1.4
LDR Capital Management
5114
LDR Capital Management
New York
USD 159 M +USD 27.2 M +21% 6.51% 28.4% 44 36.36% 0.5
Red Cedar Capital
5115
Red Cedar Capital
Nebraska
USD 159 M +USD 9.22 M +6% 8.46% 43% 158 4.43% 2.9
Newman & Schimel
5116
Newman & Schimel
Illinois
USD 159 M +USD 9.6 M +6% 6.19% – 48 4.17% 0.5
Ascension Capital Advisors
5117
Ascension Capital Advisors
Texas
USD 159 M +USD 11.4 M +8% 5.6% 59.3% 31 6.45% 1
Mendel Money Management
5118
Mendel Money Management
Illinois
USD 159 M +USD 5.87 M +4% 7.36% 75.4% 70 4.29% 3.3
Catawba River Capital
5119
Catawba River Capital
South Carolina
USD 159 M +USD 9.8 M +7% 6.3% 89.5% 30 16.67% 0.8
Alethea Capital Management
5120
Alethea Capital Management
Washington
USD 159 M -USD 5 M -3% 12.4% 275% 112 55.36% 1.8
Lugano Financial Advisors SA (LFA)
5121
Lugano Financial Advisors SA (LFA)
Switzerland
USD 159 M +USD 15.9 M +11% 5.08% 44.8% 100 8% 1.6
State of Wyoming
5122
State of Wyoming
Wyoming
USD 159 M +USD 97.9 M +161% 10.3% 131% 1,254 59.33% 0.1
Tandem Capital Management
5123
Tandem Capital Management
New Jersey
USD 159 M +USD 14.2 M +10% 8.69% 128% 89 10.11% 1.2
Cascade Investment Advisors
5124
Cascade Investment Advisors
Oregon
USD 159 M +USD 5.02 M +3% 5.51% 71.4% 287 9.76% 2.8
SC
5125
Sovarnum Capital
New York
USD 159 M +USD 26 M +20% 6.26% – 91 34.07% 0.7