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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)
WFA Asset Management
5176
WFA Asset Management
Wisconsin
USD 152 M +USD 11.9 M +8% 9.73% 60% 247 11.74% 0.9
Collaborative Wealth Management
5177
Collaborative Wealth Management
Florida
USD 152 M +USD 10.9 M +8% 6.49% 41.6% 181 11.05% 1.5
Trinity Financial Advisors
5178
Trinity Financial Advisors
Ohio
USD 152 M +USD 14.1 M +10% 11.2% 74.5% 72 18.06% 0.7
Old North State Trust
5179
Old North State Trust
North Carolina
USD 152 M +USD 36.4 M +31% 8.75% – 456 27.41% 1
Bluestem Financial Advisors
5180
Bluestem Financial Advisors
Illinois
USD 152 M +USD 10.7 M +8% 5.72% 42.2% 27 3.7% 2.4
EnCap Energy Capital Fund VIII
5181
EnCap Energy Capital Fund VIII
Texas
USD 152 M -USD 10.8 M -7% 1.26% 6.16% 3 0% 0.8
AM Squared
5182
AM Squared
Hong Kong
USD 152 M – – 0.52% – 131 – 0
Blue Barn Wealth
5183
Blue Barn Wealth
Utah
USD 152 M +USD 11.4 M +8% 5.53% 46.4% 141 29.79% 1
Arkfeld Wealth Strategies
5184
Arkfeld Wealth Strategies
Nebraska
USD 152 M +USD 7.53 M +5% 6.15% 90.8% 73 6.85% 2.1
TKG Advisors
5185
TKG Advisors
Indiana
USD 152 M +USD 25.7 M +20% 9.27% 104% 102 47.06% 0.5
Family Capital Management
5186
Family Capital Management
Michigan
USD 152 M – – 4.91% 70.5% 73 – 0
Ironwood Investment Management
5187
Ironwood Investment Management
Massachusetts
USD 152 M +USD 8.71 M +6% 12.4% 164% 173 9.83% 5.7
NCM
5188
NCM Capital Management
New Jersey
USD 152 M +USD 19.4 M +15% 11.6% 105% 179 13.41% 0.8
Stone House Capital Management
5189
Stone House Capital Management
Florida
USD 152 M +USD 39 M +35% 35.1% 151% 2 0% 0.9
WA1
5190
Wimmer Associates 1
California
USD 152 M +USD 427 k +0.3% 9.7% 78.9% 111 2.7% 5.1
Fairfield, Bush & Co
5191
Fairfield, Bush & Co
Connecticut
USD 151 M +USD 9.9 M +7% 10.4% 112% 127 12.6% 5.5
Grey Fox Wealth Advisors
5192
Grey Fox Wealth Advisors
Delaware
USD 151 M – – 7.1% 41.9% 392 – 0
Aisling Capital Management
5193
Aisling Capital Management
New York
USD 151 M +USD 879 k +0.6% 28.6% 793% 17 5.88% 2.7
Silverleafe Capital Partners
5194
Silverleafe Capital Partners
Tennessee
USD 151 M -USD 4.73 M -3% 7.34% 87.7% 69 27.54% 2
Tieton Capital Management
5195
Tieton Capital Management
Washington
USD 151 M +USD 9.3 M +7% 11% 172% 33 6.06% 4.2
Addition One General Partner
5196
Addition One General Partner
New York
USD 151 M -USD 44.9 M -23% 22.8% – 2 0% 1
Barrett & Company
5197
Barrett & Company
Rhode Island
USD 151 M USD 0 0% 7.91% 83.6% 590 0% 0.3
Seaside Wealth Management
5198
Seaside Wealth Management
California
USD 151 M +USD 6.46 M +4% 7.92% 53.4% 50 10% 0.4
PCR
5199
Potrero Capital Research
California
USD 151 M +USD 4.86 M +3% 2.92% 226% 56 64.29% 1
Greenfield Savings Bank
5200
Greenfield Savings Bank
Massachusetts
USD 151 M +USD 12.8 M +9% 11.8% 108% 146 15.75% 0.5