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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)
True Wind Capital Management
5251
True Wind Capital Management
California
USD 202 M +USD 6.52 M +3% 3.95% 119% 2 0% 2.5
Caldwell Sutter Capital
5252
Caldwell Sutter Capital
California
USD 202 M -USD 5.72 M -3% 0.34% 79.5% 954 6.5% 1.1
PIP
5253
Palisades Investment Partners
California
USD 202 M – – 24% – 40 – 0
HPFG
5254
Hart & Patterson Financial Group
Massachusetts
USD 202 M -USD 49.6 k -0% 0.58% – 68 1.47% 0.5
Invenio Wealth Partners
5255
Invenio Wealth Partners
Florida
USD 202 M +USD 16.2 M +9% 1.6% 55.5% 99 8.08% 0.8
Brightline Capital Management
5256
Brightline Capital Management
Florida
USD 201 M +USD 35.2 M +21% 6.9% 810% 23 52.17% 0.3
Rainwater Charitable Foundation
5257
Rainwater Charitable Foundation
Texas
USD 201 M -USD 475 k -0.2% 0.45% 44% 5 40% 2.3
AP
5258
Arlington Partners
Alabama
USD 201 M +USD 5.02 M +3% 0.17% 46.4% 61 6.56% 2.2
Darwin Wealth Management
5259
Darwin Wealth Management
Florida
USD 201 M -USD 157 M -44% 1.6% 56.8% 146 52.74% 3
Warren Street Wealth Advisors
5260
Warren Street Wealth Advisors
California
USD 201 M -USD 728 k -0.4% 3.59% 75.7% 105 15.24% 1.6
Key Client Fiduciary Advisors
5261
Key Client Fiduciary Advisors
New Jersey
USD 201 M +USD 12.8 M +7% 3% 107% 204 16.67% 1.6
Pinion Investment Advisors
5262
Pinion Investment Advisors
Kansas
USD 201 M +USD 8.44 M +4% 3.76% 75.4% 161 20.5% 3
MKT Advisors
5263
MKT Advisors
California
USD 201 M +USD 18.7 M +10% 2.63% 55.5% 155 5.81% 1.9
Compass Financial Group (Florida)
5264
Compass Financial Group (Florida)
Florida
USD 201 M +USD 13.4 M +7% 1.37% 44.1% 38 5.26% 3.5
WCM
5265
Westerly Capital Management
California
USD 201 M -USD 62.9 M -24% 7.98% 116% 56 42.86% 1.5
Constellation Investimentos e Participacoes
5266
Constellation Investimentos e Participacoes
Brazil
USD 201 M -USD 41.1 M -17% 1.54% 172% 12 41.67% 0.7
WJ Interests
5267
WJ Interests
Texas
USD 201 M +USD 11.3 M +6% 1.19% 55.2% 15 20% 1.3
Trinity Wealth Management
5268
Trinity Wealth Management
Pennsylvania
USD 200 M +USD 6.74 M +3% 1.7% 56.7% 49 10.2% 2.4
Alta Wealth Advisors
5269
Alta Wealth Advisors
Massachusetts
USD 200 M +USD 3.63 M +2% 4.49% 120% 134 14.93% 2.5
Twin Peaks Wealth Advisors
5270
Twin Peaks Wealth Advisors
California
USD 200 M +USD 20.3 M +11% 4.47% – 137 14.6% 0.4
Searcy Financial Services
5271
Searcy Financial Services
Kansas
USD 200 M +USD 3.96 M +2% 1.98% 60.2% 27 11.11% 2.5
Weitzel Financial Services
5272
Weitzel Financial Services
Iowa
USD 200 M +USD 2.46 M +1% 0.04% 46.3% 44 11.36% 2.2
United Bank (Georgia)
5273
United Bank (Georgia)
Georgia
USD 200 M +USD 3.65 M +2% 3.91% 81.2% 97 5.15% 4.9
CCC
5274
Chelsea Counsel Company
California
USD 200 M +USD 24 M +14% 6.18% 106% 206 16.99% 2.9
IMZ Advisory
5275
IMZ Advisory
Florida
USD 200 M +USD 6.43 M +3% 2.56% – 31 3.23% 0.5