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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)
Aurelius Family Office
5626
Aurelius Family Office
New Hampshire
USD 212 M +USD 14.5 M +7% 6.39% – 47 4.26% 0.5
Capricorn Fund Managers
5627
Capricorn Fund Managers
United Kingdom
USD 212 M +USD 24.5 M +13% 9.54% 169% 60 28.33% 1
Guerra Advisors
5628
Guerra Advisors
Florida
USD 212 M +USD 32.9 M +18% 13.9% – 74 18.92% 0.4
Gables Capital Management
5629
Gables Capital Management
Florida
USD 212 M +USD 9.26 M +5% 15.3% 151% 462 8.23% 4.3
Matisse Capital
5630
Matisse Capital
Oregon
USD 212 M +USD 21.9 M +12% 9.34% 66.9% 176 10.8% 2.2
Fedenia Advisers
5631
Fedenia Advisers
Wisconsin
USD 211 M +USD 57.6 M +37% 19.6% – 154 36.36% 0.3
Endeavor Private Wealth
5632
Endeavor Private Wealth
Kansas
USD 211 M +USD 27.3 M +15% 8.53% – 145 18.62% 0.4
Crown Oak Advisors
5633
Crown Oak Advisors
California
USD 211 M +USD 13.6 M +7% 5.46% 53.3% 23 4.35% 1.4
Family Office Research
5634
Family Office Research
Maryland
USD 211 M +USD 6.15 M +3% 10.9% – 72 9.72% 0.5
I2I
5635
Insight 2811 Inc
Illinois
USD 211 M +USD 13.9 M +7% 3.45% 30.8% 94 14.89% 5
CNB Bank
5636
CNB Bank
Pennsylvania
USD 211 M +USD 13.4 M +7% 13.1% 91.6% 527 10.63% 4.3
Wealth Quarterback
5637
Wealth Quarterback
New Jersey
USD 211 M +USD 33.2 M +19% 10.4% 109% 144 18.06% 2.6
IMPACTfolio
5638
IMPACTfolio
Colorado
USD 211 M +USD 20.6 M +11% 8.31% 58.8% 37 24.32% 2.1
Ballentine Capital Advisors
5639
Ballentine Capital Advisors
South Carolina
USD 211 M +USD 13.8 M +7% 8.01% 48.8% 30 16.67% 1.4
Rosalind Advisors
5640
Rosalind Advisors
Ontario, Canada
USD 211 M +USD 5.25 M +3% 8.81% – 46 45.65% 0.7
Onyx Financial Advisors
5641
Onyx Financial Advisors
Idaho
USD 211 M +USD 21.9 M +12% 8.15% 57.8% 18 11.11% 1.6
Stash Investments
5642
Stash Investments
New York
USD 211 M +USD 24.1 M +13% 6.81% 40.7% 5 0% 1.5
Meros Investment Management
5643
Meros Investment Management
Texas
USD 211 M +USD 40.4 M +24% 19.5% 102% 44 13.64% 1.8
Legacy Bridge
5644
Legacy Bridge
Iowa
USD 211 M +USD 31.5 M +18% 27.4% 236% 347 21.33% 4
Yorkville Advisors Global
5645
Yorkville Advisors Global
New Jersey
USD 211 M – – 9.47% – 22 – 0
Creekside Partners
5646
Creekside Partners
California
USD 211 M +USD 19.6 M +10% 8.32% – 173 5.78% 0.9
NERM
5647
New England Research & Management
Illinois
USD 211 M +USD 13.7 M +7% 8.73% 65% 176 33.52% 4
5T Wealth
5648
5T Wealth
California
USD 211 M +USD 23.9 M +13% 10.2% – 109 15.6% 0.4
Leicht Financial Planning & Wealth Management
5649
Leicht Financial Planning & Wealth Management
New Jersey
USD 211 M +USD 19.3 M +10% 7.48% 46.3% 19 26.32% 3.2
Littlejohn & Co
5650
Littlejohn & Co
Connecticut
USD 210 M +USD 18 M +9% 1.95% 56.2% 24 12.5% 2.9