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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)
Great Point Partners
5426
Great Point Partners
Connecticut
USD 242 M +USD 88.7 M +58% 120% 710% 38 52.63% 0.7
Davidson Trust Company
5427
Davidson Trust Company
Washington
USD 242 M +USD 25.6 M +12% 7.74% 77% 176 10.23% 3.4
Spectrum Wealth Advisory Group
5428
Spectrum Wealth Advisory Group
California
USD 242 M +USD 27.3 M +13% 7.35% 76.1% 67 10.45% 2.5
Heartland Bank & Trust
5429
Heartland Bank & Trust
Illinois
USD 242 M +USD 28.7 M +13% 8.91% 105% 179 12.29% 1.6
Index Venture Life Associates VI
5430
Index Venture Life Associates VI
Jersey
USD 242 M +USD 111 M +85% 84.6% – 1 0% 3.8
Game Plan Financial Advisors
5431
Game Plan Financial Advisors
Ohio
USD 241 M +USD 12.5 M +5% 8.34% – 408 24.02% 1.9
Prosperitas Financial
5432
Prosperitas Financial
California
USD 241 M +USD 28.3 M +13% 11.1% 118% 69 14.49% 1.3
DIM
5433
DC Investments Management
Virginia
USD 241 M +USD 1.14 M +0.5% 3.75% 56.3% 107 14.02% 1.3
Riverwater Partners
5434
Riverwater Partners
Wisconsin
USD 241 M +USD 28.6 M +13% 9.21% 112% 230 17.83% 1.8
Maltin Wealth Management
5435
Maltin Wealth Management
New Jersey
USD 241 M +USD 18.6 M +8% 6.52% 58.2% 134 7.46% 3.2
Meridian Financial Partners
5436
Meridian Financial Partners
Virginia
USD 241 M +USD 27.9 M +13% 8.22% 80.8% 113 7.08% 2.1
Arena Capital Advisors
5437
Arena Capital Advisors
California
USD 241 M +USD 171 M +248% 2.94% 127% 30 23.33% 1.5
Peirce Capital Management
5438
Peirce Capital Management
Texas
USD 241 M +USD 15 M +7% 7.44% 56.6% 46 15.22% 1.5
Robbins Farley
5439
Robbins Farley
New Hampshire
USD 241 M +USD 25.6 M +12% 7.61% 106% 192 20.31% 2.5
Masso Torrence Wealth Management
5440
Masso Torrence Wealth Management
New Jersey
USD 240 M +USD 23.9 M +11% 9.29% 130% 113 15.93% 2
Legacy Bridge
5441
Legacy Bridge
Iowa
USD 240 M +USD 29.6 M +14% 15.8% 236% 317 5.99% 4.1
Paces Ferry Wealth Advisors
5442
Paces Ferry Wealth Advisors
Georgia
USD 240 M +USD 22.6 M +10% 7.32% 72% 131 9.16% 3.4
CNB Bank
5443
CNB Bank
Pennsylvania
USD 240 M +USD 29.1 M +14% 9.16% 91.6% 552 17.39% 4.4
SGL Investment Advisors
5444
SGL Investment Advisors
Montana
USD 240 M +USD 29.8 M +14% 8.82% – 129 9.3% 0.8
WAM
5445
Westport Asset Management
Connecticut
USD 240 M +USD 13.5 M +6% 8.43% 64.2% 76 1.32% 7.2
Bernard Wealth Management
5446
Bernard Wealth Management
Michigan
USD 239 M +USD 23.6 M +11% 10.7% – 345 11.59% 0.6
ORC
5447
O'Rourke & Company
Massachusetts
USD 239 M +USD 25.1 M +12% 8.38% 71.9% 168 6.55% 2.6
Cary Street Partners Investment Advisory
5448
Cary Street Partners Investment Advisory
Virginia
USD 239 M +USD 32.6 M +16% 7.65% 84.1% 640 12.5% 2.6
Concorde Asset Management
5449
Concorde Asset Management
Michigan
USD 239 M – – 8.51% – 222 – 1.9
AFC
5450
Alpine Fox Capital
Nevada
USD 239 M – – 154% – 13 – 0