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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)
denkapparat Operations
5251
denkapparat Operations
Germany
USD 306 M +USD 64.3 M +27% 13.9% – 424 31.13% 0.7
1 North Wealth Services
5252
1 North Wealth Services
Maryland
USD 306 M +USD 29 M +10% 9.25% – 309 13.59% 1.8
Denver PWM
5253
Denver PWM
Colorado
USD 306 M +USD 14.8 M +5% 10.5% 48.6% 91 6.59% 3
Adapt Wealth Advisors
5254
Adapt Wealth Advisors
Georgia
USD 306 M +USD 29.6 M +11% 21.3% – 113 23.01% 1.3
Ted Buchan & Co
5255
Ted Buchan & Co
California
USD 306 M +USD 30.4 M +11% 9.8% 65.2% 96 9.38% 2.1
Tekne Capital Management
5256
Tekne Capital Management
New York
USD 306 M +USD 68.9 M +29% 58.7% 516% 6 50% 0.9
Quartz Partners
5257
Quartz Partners
New York
USD 305 M +USD 46.5 M +18% 14.5% – 214 32.24% 0.9
WIM
5258
WIM Investment Management
Hong Kong
USD 305 M -USD 32.1 M -10% 7.22% – 29 41.38% 0.7
Lynx Investment Advisory
5259
Lynx Investment Advisory
District of Columbia
USD 305 M +USD 96 M +46% 9.48% – 233 23.61% 1.1
Bond Capital Management
5260
Bond Capital Management
California
USD 305 M +USD 195 M +178% 13.6% 47.5% 5 20% 2.7
Texas Bank & Trust
5261
Texas Bank & Trust
Texas
USD 305 M +USD 38.9 M +15% 21% – 192 11.98% 1.3
Access Financial Services
5262
Access Financial Services
Minnesota
USD 305 M +USD 22.9 M +8% 8.26% 44.8% 106 13.21% 4
BDA
5263
Borer Denton & Associates
Pennsylvania
USD 305 M +USD 24.5 M +9% 8.24% 44.2% 77 18.18% 2.9
Allred Capital Management
5264
Allred Capital Management
Texas
USD 305 M +USD 30 M +11% 16.2% 73.5% 163 5.52% 5.2
Carroll Advisory Group
5265
Carroll Advisory Group
Texas
USD 305 M +USD 46.9 M +18% 11.7% – 75 10.67% 0.4
IronBridge Private Wealth
5266
IronBridge Private Wealth
Texas
USD 304 M -USD 5.64 M -2% 8.8% 143% 53 26.42% 1.8
First Sabrepoint Capital Management
5267
First Sabrepoint Capital Management
Texas
USD 304 M +USD 28.5 M +10% 21.5% 218% 38 52.63% 1
Roehl & Yi Investment Advisors
5268
Roehl & Yi Investment Advisors
Oregon
USD 304 M +USD 37.6 M +14% 13.1% – 205 17.56% 1.1
Excalibur Management
5269
Excalibur Management
Massachusetts
USD 303 M +USD 25 M +9% 13.6% 93% 180 13.89% 6.1
Carmel Capital Partners
5270
Carmel Capital Partners
California
USD 303 M +USD 26.2 M +9% 9.45% 65.9% 160 33.75% 1.7
Four Tree Island Advisory
5271
Four Tree Island Advisory
New Hampshire
USD 303 M +USD 105 M +53% 60.4% – 26 19.23% 1.2
Brick & Kyle Associates
5272
Brick & Kyle Associates
Pennsylvania
USD 303 M USD 0 0% 17.5% 97.4% 96 0% 3.4
David Kennon
5273
David Kennon
Florida
USD 303 M +USD 23.7 M +9% 11.8% 52.4% 46 13.04% 2.5
First Dallas Securities
5274
First Dallas Securities
Texas
USD 303 M +USD 32.3 M +12% 20.3% 163% 136 21.32% 3.2
LWMI
5275
Landmark Wealth Management (Illinois)
Illinois
USD 302 M +USD 37.1 M +14% 9.2% 42.4% 46 13.04% 1.6