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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)
Orleans Capital Management
5151
Orleans Capital Management
Louisiana
USD 156 M +USD 8.97 M +6% 7.11% 94.6% 81 6.17% 1.1
SSCM
5152
Summit Street Capital Management
New York
USD 156 M +USD 1.98 M +1% 4.02% 217% 33 3.03% 2.9
Field & Main Bank
5153
Field & Main Bank
Kentucky
USD 156 M +USD 16.7 M +12% 7.9% 107% 209 11% 4.5
ARQ Wealth Advisors
5154
ARQ Wealth Advisors
Arizona
USD 156 M +USD 1.38 M +0.9% 6.09% 53.3% 52 15.38% 1
Mad River Investors
5155
Mad River Investors
Massachusetts
USD 156 M +USD 5.85 M +4% 5.37% 225% 25 8% 4.2
Ridgewood Investments
5156
Ridgewood Investments
New Jersey
USD 156 M -USD 7.44 M -5% 6.03% – 210 17.62% 2.1
Oakwell Private Wealth Management
5157
Oakwell Private Wealth Management
Texas
USD 156 M +USD 14.6 M +10% 6.06% 63% 65 12.31% 0.5
Brooktree Capital Management
5158
Brooktree Capital Management
Michigan
USD 156 M +USD 6.52 M +4% 7.94% 82.9% 43 4.65% 1.3
Concentrum Wealth Management
5159
Concentrum Wealth Management
California
USD 156 M +USD 23.3 M +18% 13.8% 174% 58 12.07% 1.2
Eliot Finkel Investment Counsel
5160
Eliot Finkel Investment Counsel
California
USD 156 M +USD 178 k +0.1% 3.07% 88.9% 31 9.68% 3.3
Burke & Herbert Bank & Trust
5161
Burke & Herbert Bank & Trust
Virginia
USD 156 M +USD 9.6 M +7% 5.92% 67.8% 150 6% 5.1
Legend Financial Advisors
5162
Legend Financial Advisors
Pennsylvania
USD 155 M +USD 142 M +1,079% 6.94% 117% 38 63.16% 0.4
Doheny Asset Management
5163
Doheny Asset Management
California
USD 155 M +USD 7.81 M +5% 10.8% 135% 105 11.43% 4.4
Moser Wealth Advisors
5164
Moser Wealth Advisors
Washington
USD 155 M +USD 12.9 M +9% 7.36% – 175 28.57% 1.1
Signet Investment Advisory Group
5165
Signet Investment Advisory Group
Rhode Island
USD 155 M +USD 26.2 M +20% 6.41% 59.6% 95 23.16% 1.6
Altus Wealth Management
5166
Altus Wealth Management
Kentucky
USD 155 M +USD 14.3 M +10% 7.31% 73% 36 5.56% 1.1
Boyar Asset Management
5167
Boyar Asset Management
New York
USD 155 M +USD 7.35 M +5% 4.97% 75.5% 85 3.53% 4.5
TPB Wealth Advisors
5168
TPB Wealth Advisors
Texas
USD 155 M +USD 38.7 M +33% 5.83% – 39 17.95% 0.4
HCM
5169
Hall Capital Management
Rhode Island
USD 155 M – – 5.93% – 95 – 4.1
Masterton Capital Management
5170
Masterton Capital Management
New York
USD 155 M +USD 17 M +12% 1.43% 1.94% 24 58.33% 0.2
TWS
5171
Thomas W. Smith
USD 155 M +USD 11 M +8% 10.6% – 8 0% 6.2
Lakestar II
5172
Lakestar II
Guernsey
USD 155 M -USD 165 M -52% 16.8% – 2 0% 0.4
&Partners
5173
&Partners
Tennessee
USD 155 M +USD 17.1 M +12% 6.87% 78.4% 183 16.94% 1.2
Spreng Capital Management
5174
Spreng Capital Management
Ohio
USD 155 M +USD 10.9 M +8% 5.49% 72.5% 108 10.19% 1.1
Samalin Investment Counsel
5175
Samalin Investment Counsel
New York
USD 154 M +USD 5.21 M +3% 6.85% 62.8% 248 13.31% 1