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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)
Wealth Quarterback
5201
Wealth Quarterback
New Jersey
USD 151 M -USD 13.9 M -8% 1.47% 109% 907 13.45% 0.4
SSCM
5202
Summit Street Capital Management
New York
USD 150 M -USD 5.66 M -4% 3.86% 217% 32 0% 3.2
WJ Wealth Management
5203
WJ Wealth Management
Arizona
USD 150 M +USD 118 M +366% 0.18% 90.6% 57 31.58% 0.9
IDG-Accel China Capital GP II Associates
5204
IDG-Accel China Capital GP II Associates
Hong Kong
USD 150 M -USD 28.5 M -16% 15.8% – 2 0% 0.8
Cherry Creek Investment Advisors
5205
Cherry Creek Investment Advisors
Colorado
USD 150 M -USD 1.99 M -1% 0.13% 151% 121 15.7% 0.2
Mosaic Advisors
5206
Mosaic Advisors
Texas
USD 150 M -USD 3.18 M -2% 0.85% 50.9% 46 28.26% 0.6
Activest Wealth Management
5207
Activest Wealth Management
Florida
USD 150 M +USD 17.1 M +13% 0.94% 117% 417 27.58% 0.4
HBC Financial Services
5208
HBC Financial Services
Washington
USD 150 M +USD 2.06 M +1% 0.67% 12.6% 203 11.82% 1.2
SVB Investment Services
5209
SVB Investment Services
Utah
USD 150 M +USD 24 k +0% 1.02% – 38 5.26% 1.6
BRC
5210
BHF RG Capital
Arizona
USD 150 M +USD 3.05 M +2% 0.65% – 33 30.3% 1.3
OCP
5211
OCO Capital Partners
New York
USD 150 M +USD 6.14 M +4% 8.35% 679% 3 0% 1.3
Financial Avengers
5212
Financial Avengers
California
USD 150 M +USD 1.94 M +1% 0.22% 108% 161 3.73% 0.7
Quantamental Technologies
5213
Quantamental Technologies
New York
USD 150 M +USD 36.5 M +32% 3.11% 24.2% 425 78.59% 0.1
Trinity Financial Advisors
5214
Trinity Financial Advisors
Ohio
USD 149 M +USD 6.69 M +5% 1.38% 74.5% 55 9.09% 0.6
Vanguard Capital Wealth Advisors
5215
Vanguard Capital Wealth Advisors
Colorado
USD 149 M +USD 17.4 M +13% 0.81% 234% 183 32.79% 1.6
LAI
5216
Legal Advantage Investments
California
USD 149 M +USD 3.06 M +2% 0.93% 116% 82 10.98% 0.7
Meridian Financial Partners
5217
Meridian Financial Partners
Virginia
USD 149 M +USD 2.6 M +2% 0.73% 80.8% 82 9.76% 1.6
First National Bank of South Miami
5218
First National Bank of South Miami
Florida
USD 149 M +USD 2.36 M +2% 0.73% 35.2% 344 4.65% 1.9
Banco de Sabadell
5219
Banco de Sabadell
Florida
USD 149 M -USD 1.41 M -0.9% 1.54% 75.1% 129 32.56% 2.8
CSA
5220
Cottage Street Advisors
Massachusetts
USD 149 M -USD 19.7 M -12% 0.57% 95.8% 106 20.75% 3.2
EGVF
5221
ESA Global Value Fund
Cayman Islands
USD 149 M +USD 260 k +0.2% 0.59% – 5 0% 0.8
Michael & Susan Dell Foundation
5222
Michael & Susan Dell Foundation
New York
USD 149 M -USD 34.1 M -19% 9.53% 238% 3 0% 1
Cox Capital Management
5223
Cox Capital Management
Massachusetts
USD 148 M -USD 715 k -0.5% 2.54% 106% 81 7.41% 2.5
Camarda Financial Advisors
5224
Camarda Financial Advisors
Florida
USD 148 M -USD 13.4 M -8% 2.21% 196% 120 67.5% 1
Motive Wealth Advisors
5225
Motive Wealth Advisors
Michigan
USD 148 M +USD 8.3 M +6% 0.46% 73.4% 78 7.69% 0.2