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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)
Catawba River Capital
5676
Catawba River Capital
South Carolina
USD 172 M +USD 29.4 M +21% 10.7% 89.5% 21 23.81% 2.3
Davidson Trust Company
5677
Davidson Trust Company
Washington
USD 172 M +USD 16.6 M +11% 7.54% 77% 146 10.27% 2.9
Anabranch Capital Management
5678
Anabranch Capital Management
Connecticut
USD 172 M +USD 14.3 M +9% 16% 139% 7 0% 2.8
Lavaca Capital
5679
Lavaca Capital
Texas
USD 171 M -USD 4.91 M -3% 9% 46.5% 99 26.26% 2.6
Quad-Cities Investment Group
5680
Quad-Cities Investment Group
Iowa
USD 171 M +USD 9.5 M +6% 5.96% 67.3% 185 9.19% 3.3
DCM
5681
Dudley Capital Management
Virginia
USD 171 M +USD 14.5 M +9% 11.9% 129% 123 11.38% 1.1
Chronos Wealth Management
5682
Chronos Wealth Management
Florida
USD 171 M +USD 13.8 M +9% 9.96% 92.3% 41 12.2% 3.2
Walnut Level Capital
5683
Walnut Level Capital
Colorado
USD 171 M +USD 35.4 M +26% 2.45% – 40 30% 0.2
KA
5684
Kailix Advisors
Florida
USD 171 M -USD 7.27 M -4% 1.02% 16.3% 7 14.29% 1
Mendota Financial Group
5685
Mendota Financial Group
Wisconsin
USD 171 M +USD 42.8 M +33% 7.68% 50.1% 394 22.59% 0.8
Wayfinding Financial
5686
Wayfinding Financial
Washington
USD 171 M +USD 24 M +16% 10.1% 68.3% 138 27.54% 1.2
Legacy Bridge
5687
Legacy Bridge
Iowa
USD 171 M +USD 16.6 M +11% 19% 236% 327 13.76% 3.6
Element Wealth
5688
Element Wealth
Mississippi
USD 171 M +USD 11.2 M +7% 6.61% 59.6% 275 7.64% 2.4
Tower View Wealth Management
5689
Tower View Wealth Management
Wisconsin
USD 171 M +USD 9.6 M +6% 13.6% 135% 203 15.76% 2.9
SA
5690
Sunesis Advisors
Kansas
USD 171 M +USD 6.77 M +4% 6.16% – 75 41.33% 2.5
TAGStone Capital
5691
TAGStone Capital
North Carolina
USD 171 M +USD 17.8 M +12% 7.91% 58.3% 85 5.88% 1.7
Summit Place Financial Advisors
5692
Summit Place Financial Advisors
New Jersey
USD 171 M +USD 17.8 M +12% 13% 111% 93 8.6% 2.6
AllSquare Wealth Management
5693
AllSquare Wealth Management
New York
USD 171 M +USD 7.69 M +5% 7.13% 62.4% 551 5.44% 5
Values First Advisors
5694
Values First Advisors
Tennessee
USD 171 M +USD 4.89 M +3% 5.04% 87.6% 179 15.08% 2.5
Sterling Investment Advisors (Missouri)
5695
Sterling Investment Advisors (Missouri)
Missouri
USD 171 M +USD 9.28 M +6% 4.47% 45.1% 34 8.82% 5.8
Rye Brook Capital
5696
Rye Brook Capital
Connecticut
USD 171 M -USD 25.2 M -13% 7.77% 77.2% 32 18.75% 1.5
Vision One Management Partners
5697
Vision One Management Partners
Florida
USD 171 M +USD 2.49 M +1% 1.54% – 9 33.33% 0.2
MYeCFO
5698
MYeCFO
California
USD 170 M +USD 11.8 M +7% 4.85% 58.5% 57 12.28% 1
Avaii Wealth Management
5699
Avaii Wealth Management
Wisconsin
USD 170 M +USD 17 M +11% 8.39% 100% 155 20% 1.3
Promethos Capital
5700
Promethos Capital
Massachusetts
USD 170 M +USD 32.4 M +23% 10% – 73 9.59% 0.2