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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)
Byrne Asset Management
5376
Byrne Asset Management
New Jersey
USD 154 M +USD 13.8 M +10% 6.46% 126% 654 29.82% 1
Pacific Wealth Management
5377
Pacific Wealth Management
California
USD 154 M -USD 1.95 M -1% 1.43% 72.8% 28 10.71% 1.1
GIS
5378
Grayhawk Investment Strategies
Alberta, Canada
USD 154 M -USD 54.9 M -26% 4.51% 20.3% 148 2.7% 0.9
Keyframe Capital Partners
5379
Keyframe Capital Partners
New York
USD 154 M -USD 2.9 M -2% 3.78% 6.45% 14 35.71% 0.5
Pensionfund DSM Netherlands
5380
Pensionfund DSM Netherlands
Netherlands
USD 154 M +USD 5.79 M +4% 2.9% 36.9% 73 1.37% 6.6
CAM
5381
Crown Advisors Management
California
USD 153 M +USD 19.5 M +15% 14.2% 284% 56 19.64% 1.9
Metavasi Capital
5382
Metavasi Capital
New York
USD 153 M +USD 19.3 M +14% 25.1% 840% 43 65.12% 0.5
Lokken Investment Group
5383
Lokken Investment Group
Delaware
USD 153 M +USD 21.7 M +17% 4.73% 65.3% 137 11.68% 1.7
Tandem Capital Management
5384
Tandem Capital Management
New Jersey
USD 153 M +USD 11.4 M +8% 7.94% 128% 110 7.27% 2.2
BMS Financial Advisors
5385
BMS Financial Advisors
South Dakota
USD 153 M +USD 8.7 M +6% 4.61% – 127 26.77% 0.9
Wealth Management Solutions
5386
Wealth Management Solutions
Pennsylvania
USD 153 M -USD 20.4 M -12% 3.39% – 93 12.9% 1.2
Geneva Partners
5387
Geneva Partners
Wisconsin
USD 153 M +USD 36.4 M +31% 15% 401% 86 45.35% 1.7
Quad-Cities Investment Group
5388
Quad-Cities Investment Group
Iowa
USD 153 M +USD 8.77 M +6% 5% 67.3% 184 12.5% 3
Etesian Wealth Advisors
5389
Etesian Wealth Advisors
Oregon
USD 153 M +USD 2.99 M +2% 5.19% 54.8% 109 5.5% 0.5
TL
5390
TowerView LLC
New York
USD 153 M -USD 886 k -0.6% 2.01% 17.9% 26 19.23% 3.6
Lapides Asset Management
5391
Lapides Asset Management
Connecticut
USD 153 M -USD 11.9 M -7% 1.95% 63% 54 12.96% 3.5
Silver Oak Advisory Group
5392
Silver Oak Advisory Group
Oregon
USD 153 M +USD 4.15 M +3% 1.24% 27% 57 3.51% 1.3
Technology Crossover Management XI
5393
Technology Crossover Management XI
California
USD 153 M +USD 25.7 M +20% 20.2% 112% 1 0% 0.3
Northstar Advisory Group
5394
Northstar Advisory Group
New Jersey
USD 153 M +USD 19.3 M +14% 9.34% 141% 96 29.17% 1
Concorde Financial
5395
Concorde Financial
Texas
USD 153 M +USD 15.6 M +11% 2.5% 81.3% 35 5.71% 1
Leading Edge Financial Planning
5396
Leading Edge Financial Planning
Tennessee
USD 153 M +USD 14.6 M +11% 2.87% 48.6% 70 7.14% 0.5
Ferguson Shapiro
5397
Ferguson Shapiro
Georgia
USD 153 M +USD 36.3 M +31% 0.78% 42.7% 36 44.44% 1.3
Gables Capital Management
5398
Gables Capital Management
Florida
USD 153 M +USD 9.6 M +7% 9.66% 151% 389 7.46% 3.8
Alpha Wave Global
5399
Alpha Wave Global
New York
USD 153 M -USD 118 M -44% 2.59% 226% 45 33.33% 1.8
APS
5400
American Planning Services
Florida
USD 153 M +USD 5.14 M +3% 4.24% 23.8% 33 15.15% 0.9