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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)
AAF Wealth Management
5351
AAF Wealth Management
Massachusetts
USD 133 M -USD 19.4 M -13% 14.6% 65.8% 41 31.71% 0.9
Burke & Herbert Bank & Trust
5352
Burke & Herbert Bank & Trust
Virginia
USD 133 M -USD 24.7 M -16% 11.5% 67.8% 143 7.69% 6.7
Little Harbor Advisors
5353
Little Harbor Advisors
Massachusetts
USD 132 M -USD 40.3 M -23% 16.6% 59% 2 50% 0.3
Texas Capital Bancshares
5354
Texas Capital Bancshares
Texas
USD 132 M -USD 32.9 M -20% 16.3% 175% 86 15.12% 2.4
Gables Capital Management
5355
Gables Capital Management
Florida
USD 132 M -USD 27 M -17% 14.6% 151% 361 3.6% 3.2
Capstone Triton Financial Group
5356
Capstone Triton Financial Group
Oklahoma
USD 132 M -USD 10.9 M -8% 15.6% – 113 19.47% 0.9
Concentric Capital Strategies
5357
Concentric Capital Strategies
Connecticut
USD 132 M -USD 175 M -57% 14.1% 165% 190 71.05% 0.1
Yorktown Energy Partners X
5358
Yorktown Energy Partners X
New York
USD 132 M -USD 183 M -58% 13.6% 95.9% 3 0% 2.3
Beaumont Asset Management
5359
Beaumont Asset Management
Texas
USD 132 M -USD 15.7 M -11% 13.8% 73.1% 75 26.67% 1.7
Seaside Wealth Management
5360
Seaside Wealth Management
California
USD 132 M – – 13.3% 53.4% 48 – 0
MAS
5361
Madden Advisory Services
Florida
USD 132 M -USD 15.1 M -10% 12.9% 52.3% 83 16.87% 4.7
Q3 Asset Management
5362
Q3 Asset Management
Michigan
USD 132 M -USD 85.1 M -39% 7.43% 96.2% 61 72.13% 0.3
Western Standard LLC
5363
Western Standard LLC
California
USD 132 M +USD 26.6 M +25% 3.52% 83.7% 38 44.74% 0.8
626 Financial
5364
626 Financial
Michigan
USD 132 M -USD 24.2 M -16% 15.4% 71.3% 115 19.13% 1.1
One Plus One Wealth Management
5365
One Plus One Wealth Management
Florida
USD 132 M -USD 19 M -13% 14.5% 71.9% 109 33.94% 0.9
Aspire Capital Advisors
5366
Aspire Capital Advisors
Washington
USD 132 M +USD 26.7 M +25% 15.1% 59.3% 49 18.37% 0.2
Oxinas Partners Wealth Management
5367
Oxinas Partners Wealth Management
Indiana
USD 132 M -USD 27.9 M -17% 17.9% 91.4% 122 27.87% 1.2
Protective Life
5368
Protective Life
Alabama
USD 132 M +USD 20.8 M +19% 7.77% 38.4% 19 21.05% 2.3
Israel Discount Bank of New York
5369
Israel Discount Bank of New York
New York
USD 132 M -USD 20.6 M -14% 11.8% 40.8% 89 10.11% 3.9
Jentner Corp
5370
Jentner Corp
Ohio
USD 132 M -USD 6.37 M -5% 11.8% 38.9% 39 17.95% 3.3
California First Leasing Corp
5371
California First Leasing Corp
California
USD 132 M -USD 48.6 M -27% 12.9% 377% 34 29.41% 0.4
Clearstead Trust
5372
Clearstead Trust
Maine
USD 131 M -USD 22.7 M -15% 12.1% 111% 199 4.52% 2.5
ZCM
5373
Zenyatta Capital Management
Delaware
USD 131 M -USD 110 M -45% 19.5% – 50 54% 0.3
Harbor Capital Advisors
5374
Harbor Capital Advisors
Illinois
USD 131 M -USD 80.7 M -38% 26.7% 128% 169 10.65% 0.4
JGP Global Gestao de Recursos
5375
JGP Global Gestao de Recursos
Brazil
USD 131 M -USD 42.7 M -25% 16.2% 261% 76 39.47% 1.6