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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)
Adamsbrown Wealth Consultants
5226
Adamsbrown Wealth Consultants
Kansas
USD 131 M +USD 4.39 M +3% 4.98% 60.6% 91 23.08% 0.6
PBF
5227
Petix & Botte Financial
California
USD 131 M -USD 4.4 M -3% 4.55% 47.5% 71 8.45% 2.3
Genesee Capital Advisors
5228
Genesee Capital Advisors
New York
USD 131 M -USD 11.7 M -8% 4.03% 107% 97 16.49% 0.8
Parisi Gray Wealth Management
5229
Parisi Gray Wealth Management
New Jersey
USD 131 M -USD 60.1 M -31% 5.25% 137% 104 24.04% 3.9
Accretive Wealth Partners
5230
Accretive Wealth Partners
New Jersey
USD 131 M -USD 6.44 M -5% 3.47% 57.3% 108 4.63% 1.5
SL
5231
SIB LLC
New York
USD 131 M -USD 1.78 M -1% 2.24% 29.2% 19 5.26% 7.1
CIA
5232
Citadel Investment Advisory
Ohio
USD 131 M -USD 16.4 M -11% 8.17% 66.1% 81 6.17% 1.6
Tyler-Stone Wealth Management
5233
Tyler-Stone Wealth Management
Ohio
USD 131 M -USD 18.9 M -13% 5.28% – 924 7.58% 0.7
Agate Pass Investment Management
5234
Agate Pass Investment Management
Washington
USD 131 M -USD 11 M -8% 5.01% 76% 94 7.45% 0.7
McElhenny Sheffield Capital Management
5235
McElhenny Sheffield Capital Management
Texas
USD 131 M -USD 83.6 M -39% 3.04% 86.3% 110 32.73% 0.8
ShoreHaven Wealth Partners
5236
ShoreHaven Wealth Partners
New Jersey
USD 131 M -USD 8.32 M -6% 6.67% 72.4% 83 32.53% 0.8
Jefferies Financial Group
5237
Jefferies Financial Group
New York
USD 131 M -USD 18.7 M -12% 11.6% 135% 6 0% 2.3
Profit Investment Management
5238
Profit Investment Management
Maryland
USD 131 M -USD 5.5 M -4% 1.59% 101% 79 3.8% 5.8
Cornerstone Advisors Asset Management
5239
Cornerstone Advisors Asset Management
Pennsylvania
USD 131 M -USD 9.9 M -7% 5.88% 41.2% 72 20.83% 0.7
Sturgeon Ventures
5240
Sturgeon Ventures
United Kingdom
USD 130 M -USD 18.5 M -12% 0.86% 85.9% 42 40.48% 1.9
Vance Wealth
5241
Vance Wealth
California
USD 130 M +USD 793 k +0.6% 6.22% 66.4% 68 13.24% 0.6
SRAM
5242
Spouting Rock Asset Management
Pennsylvania
USD 130 M -USD 23.9 M -16% 0.49% 74.7% 161 29.19% 0.6
Foresite Capital Management V
5243
Foresite Capital Management V
California
USD 130 M -USD 13.1 M -9% 3.56% 401% 14 0% 1.2
University of Massachusetts Foundation
5244
University of Massachusetts Foundation
Massachusetts
USD 130 M +USD 13.3 M +11% 7.13% 53.6% 5 20% 2.4
Hel Ved Capital Management
5245
Hel Ved Capital Management
Hong Kong
USD 130 M -USD 33.1 M -20% 10.4% 1,351% 18 55.56% 0.6
Zoom Communications
5246
Zoom Communications
California
USD 130 M +USD 8.63 M +7% 7.88% 10.7% 3 0% 0.6
LBC
5247
Lawrence B. Cohen
USD 130 M -USD 10.6 M -8% 4.38% 41.8% 68 14.71% 5.1
Byrne Asset Management
5248
Byrne Asset Management
New Jersey
USD 130 M -USD 5.72 M -4% 4.32% 126% 567 17.64% 0.6
Ulrich Consultants & Investment Group
5249
Ulrich Consultants & Investment Group
New Mexico
USD 130 M -USD 52.9 M -29% 3.19% – 71 28.17% 0.3
RWG
5250
Regal Wealth Group
California
USD 130 M -USD 8.98 M -6% 4.37% 17% 49 12.24% 5.5