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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)
Blue Barn Wealth
5626
Blue Barn Wealth
Utah
USD 228 M +USD 15.3 M +7% 5.81% 46.4% 184 21.74% 2.1
WJ Wealth Management
5627
WJ Wealth Management
Arizona
USD 227 M -USD 89.3 M -28% 7.65% 95.6% 106 41.51% 2.4
Summa Corp
5628
Summa Corp
Texas
USD 227 M +USD 35 M +18% 14.8% 348% 82 14.63% 1.1
Cascades Capital Asset Management
5629
Cascades Capital Asset Management
North Carolina
USD 227 M +USD 32.7 M +17% 7.96% – 165 19.39% 0.7
VCM
5630
Viewpoint Capital Management
Washington
USD 227 M +USD 23.3 M +11% 11.7% 127% 152 11.84% 2.9
Spinecap SAS
5631
Spinecap SAS
France
USD 227 M +USD 35 M +18% 18.3% – 15 33.33% 0.7
HighMark Wealth Management
5632
HighMark Wealth Management
Minnesota
USD 227 M +USD 22.6 M +11% 14% 110% 679 20.18% 3
Integrated Capital Management (Michigan)
5633
Integrated Capital Management (Michigan)
Michigan
USD 227 M +USD 18.6 M +9% 9.26% – 66 21.21% 0.8
SHFP
5634
Second Half Financial Partners
Florida
USD 227 M +USD 14.8 M +7% 4.6% 36.8% 100 14% 1.1
Creekside Partners
5635
Creekside Partners
California
USD 227 M +USD 16.4 M +8% 7.84% – 175 4% 1.2
Monolith Management
5636
Monolith Management
Hong Kong
USD 227 M -USD 55.9 M -20% 19.8% – 35 80% 0.3
Heritage Wealth Management (Texas)
5637
Heritage Wealth Management (Texas)
Texas
USD 227 M +USD 25.5 M +13% 6.09% 55.9% 40 15% 1.7
Forager Capital Management
5638
Forager Capital Management
Alabama
USD 227 M +USD 22.2 M +11% 16.3% 52.6% 12 16.67% 2.6
S.A. Mason
5639
S.A. Mason
Michigan
USD 227 M +USD 19.9 M +10% 10.4% 116% 370 32.97% 4.5
Tull Financial Group
5640
Tull Financial Group
Virginia
USD 226 M +USD 6.64 M +3% 5.93% – 35 11.43% 0.8
Dravo Bay
5641
Dravo Bay
Delaware
USD 226 M +USD 19.7 M +10% 5.67% 45.2% 48 0% 2.5
Haven Private
5642
Haven Private
Florida
USD 226 M +USD 883 k +0.4% 9.06% – 196 27.04% 0.6
SV
5643
Stilwell Value
New York
USD 226 M +USD 20.8 M +10% 5.26% 87.9% 33 15.15% 4.8
Ballentine Capital Advisors
5644
Ballentine Capital Advisors
South Carolina
USD 226 M +USD 15.2 M +7% 5.66% 48.8% 28 14.29% 1.5
Postrock Partners
5645
Postrock Partners
Oregon
USD 226 M +USD 17 M +8% 10.2% – 87 10.34% 0.7
Shore Point Advisors
5646
Shore Point Advisors
New Jersey
USD 226 M +USD 17.9 M +9% 5.24% 54.6% 73 5.48% 2.3
Atlas Merchant Capital
5647
Atlas Merchant Capital
New York
USD 226 M -USD 106 M -32% 26.7% 67.6% 11 36.36% 1
Compass Financial Services
5648
Compass Financial Services
Iowa
USD 226 M +USD 19.6 M +9% 5.33% – 359 25.91% 0.5
Onyx Financial Advisors
5649
Onyx Financial Advisors
Idaho
USD 226 M +USD 15.1 M +7% 6.47% 57.8% 19 10.53% 1.7
Clarus Wealth Advisors
5650
Clarus Wealth Advisors
Arizona
USD 226 M +USD 9.8 M +5% 10.1% 89.7% 95 17.89% 2.7