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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)
HighMark Wealth Management
5501
HighMark Wealth Management
Minnesota
USD 124 M -USD 25.2 M -17% 14.9% 110% 561 9.8% 1.7
Coulter & Justus Financial Services
5502
Coulter & Justus Financial Services
Tennessee
USD 124 M -USD 160 M -56% 12.5% – 59 98.31% 0
Gould Capital
5503
Gould Capital
Washington
USD 124 M -USD 14.9 M -11% 10.9% 60.1% 237 14.35% 0.4
Mudita Advisors
5504
Mudita Advisors
United Kingdom
USD 124 M -USD 25.2 M -17% 13.2% 143% 18 0% 0.5
Norris Financial Group
5505
Norris Financial Group
South Carolina
USD 124 M -USD 41.4 M -25% 12.2% 142% 94 40.43% 1
Aubrey Capital Management
5506
Aubrey Capital Management
United Kingdom
USD 124 M -USD 50.9 M -29% 12.9% 319% 75 45.33% 1
DGS Capital Management
5507
DGS Capital Management
New Jersey
USD 124 M -USD 38.9 M -24% 15.5% 177% 236 32.2% 0.4
VFG
5508
V2 Financial group
Illinois
USD 124 M -USD 7.43 M -6% 15.1% 63.3% 67 19.4% 1.2
Cherry Creek Investment Advisors
5509
Cherry Creek Investment Advisors
Colorado
USD 124 M -USD 27.8 M -18% 13.4% 151% 108 24.07% 0.8
Fulcrum Equity Management
5510
Fulcrum Equity Management
Texas
USD 124 M -USD 44.9 M -27% 10.4% 116% 125 57.6% 1
AFC
5511
AFT Forsyth & Company
Florida
USD 124 M -USD 33.1 M -21% 16.5% 135% 150 9.33% 5.5
New Vernon Capital Holdings II
5512
New Vernon Capital Holdings II
New Jersey
USD 124 M -USD 8.92 M -7% 14.3% 114% 64 82.81% 0.4
Econ Financial Services
5513
Econ Financial Services
Pennsylvania
USD 124 M -USD 11.1 M -8% 13.7% 16.9% 163 61.96% 0.7
Sagil Capital
5514
Sagil Capital
United Kingdom
USD 124 M -USD 4.74 M -4% 15.6% 104% 27 70.37% 0.4
XXIP
5515
Xiamen Xinweidachuang Investment Partnership
China
USD 124 M -USD 33.4 M -21% 48.4% 66.6% 1 0% 0.5
PAM
5516
Premier Asset Management
Illinois
USD 124 M -USD 197 M -61% 15.3% 104% 107 21.5% 2.8
St. Clair Advisors
5517
St. Clair Advisors
Ohio
USD 124 M -USD 23.5 M -16% 14.7% 77.5% 44 11.36% 1.3
Ravenstone Capital Management
5518
Ravenstone Capital Management
USD 124 M -USD 20.5 M -14% 15.3% 63% 40 2.5% 0.9
Octahedron Capital Management
5519
Octahedron Capital Management
California
USD 123 M -USD 68.2 M -36% 29.9% 234% 45 33.33% 0.3
NF
5520
NTB Financial
Colorado
USD 123 M -USD 16.5 M -12% 11.7% – 159 14.47% 0.5
Choice Wealth Advisors
5521
Choice Wealth Advisors
Maine
USD 123 M -USD 2.62 M -2% 14.1% 60.3% 54 94.44% 0.1
Consilio Wealth Advisors
5522
Consilio Wealth Advisors
Washington
USD 123 M -USD 3.62 M -3% 14.1% 66.4% 37 5.41% 0.4
Milestone Advisory Partners
5523
Milestone Advisory Partners
North Carolina
USD 123 M -USD 62 M -33% 10.9% 19.7% 85 20% 2.2
Cruiser Capital Advisors
5524
Cruiser Capital Advisors
Connecticut
USD 123 M +USD 5.35 M +5% 0.46% 192% 77 11.69% 1.1
Allie Family Office
5525
Allie Family Office
Florida
USD 123 M -USD 7.12 M -5% 14.6% 59% 79 29.11% 0.3