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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)
BRC
5426
Bell Rock Capital
Delaware
USD 129 M +USD 21.4 M +20% 11.8% – 133 93.98% 1.1
Altus Wealth Management
5427
Altus Wealth Management
Kentucky
USD 129 M -USD 16.7 M -12% 15.7% 73% 40 15% 1.7
Lansing Street Advisors
5428
Lansing Street Advisors
Pennsylvania
USD 129 M -USD 28.5 M -18% 11.1% – 318 21.38% 0.2
Caliber Wealth Management (Utah)
5429
Caliber Wealth Management (Utah)
Utah
USD 129 M -USD 28.2 M -18% 17.9% 36.5% 74 31.08% 1
RiverTree Advisors
5430
RiverTree Advisors
Florida
USD 128 M -USD 20.1 M -14% 10.1% 25.4% 41 43.9% 0.6
Lloyd Advisory Services
5431
Lloyd Advisory Services
Georgia
USD 128 M -USD 86.2 M -40% 12.7% 47.7% 611 90.02% 1.8
MI
5432
Moneywise Inc
Virginia
USD 128 M -USD 23.5 M -15% 14% 58% 57 24.56% 3.2
Wealth Quarterback
5433
Wealth Quarterback
New Jersey
USD 128 M – – 9.88% 109% 118 – 1.9
YRHAM
5434
Yong Rong (HK) Asset Management
Hong Kong
USD 128 M +USD 57.5 M +81% 25.6% 2,310% 18 61.11% 0.3
Trinity Wealth Management
5435
Trinity Wealth Management
Pennsylvania
USD 128 M -USD 14 M -10% 12.3% 56.7% 42 16.67% 1.6
MKT Advisors
5436
MKT Advisors
California
USD 128 M -USD 4.26 M -3% 12.8% 55.5% 148 11.49% 0.5
Hapanowicz & Associates Financial Services
5437
Hapanowicz & Associates Financial Services
Pennsylvania
USD 128 M -USD 90.1 M -41% 14.5% 58.5% 31 22.58% 2.5
TLW Wealth Management
5438
TLW Wealth Management
Florida
USD 128 M -USD 42.5 M -25% 20.3% 82.9% 21 28.57% 2.4
Blackhawk Capital Partners
5439
Blackhawk Capital Partners
Wisconsin
USD 128 M -USD 19.1 M -13% 12.5% 87.2% 100 47% 1.6
Joule Financial
5440
Joule Financial
Kentucky
USD 128 M – – 11.8% 55.5% 78 – 0
Fairfield University
5441
Fairfield University
Connecticut
USD 128 M +USD 6.38 M +5% 15.1% 61.9% 4 0% 5.1
Rainwater Charitable Foundation
5442
Rainwater Charitable Foundation
Texas
USD 128 M -USD 22.9 M -15% 16.9% 44% 4 25% 1.7
IDG China Venture Capital Fund V Associates
5443
IDG China Venture Capital Fund V Associates
Hong Kong
USD 128 M +USD 20.4 M +19% 19% 7.34% 1 0% 0.5
Mad River Investors
5444
Mad River Investors
Massachusetts
USD 128 M -USD 1.62 M -1% 1.84% 225% 29 6.9% 3.5
GCM
5445
Granby Capital Management
Florida
USD 128 M +USD 11 M +9% 13.1% 50% 61 37.7% 0.7
GBI
5446
GP Brinson Investments
Illinois
USD 128 M -USD 23.9 M -16% 15.6% 51.2% 16 0% 1.2
Metavasi Capital
5447
Metavasi Capital
New York
USD 128 M -USD 57.4 M -31% 17.5% 840% 35 60% 0.3
Bancreek Capital Management
5448
Bancreek Capital Management
California
USD 128 M -USD 25.3 M -17% 13% 33.6% 29 10.34% 0.5
LCH
5449
Lee Capital Holdings
New York
USD 128 M -USD 50.8 M -28% 21.5% 34.4% 74 55.41% 1.6
Sound Financial Strategies Group
5450
Sound Financial Strategies Group
Mississippi
USD 128 M -USD 53.5 M -30% 5.71% 26.4% 73 50.68% 0.9