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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)
Sender Company & Partners
5676
Sender Company & Partners
New York
USD 191 M +USD 80.4 M +73% 12.2% 69.8% 103 75.73% 0.2
Master's Wealth Management
5677
Master's Wealth Management
Pennsylvania
USD 191 M +USD 3.22 M +2% 0.47% – 42 9.52% 0.2
Compass Financial Services
5678
Compass Financial Services
Iowa
USD 191 M +USD 13.9 M +8% 2.18% – 306 37.91% 0.2
Pelham Capital
5679
Pelham Capital
United Kingdom
USD 190 M +USD 19.3 M +11% 1.78% 135% 17 35.29% 0.8
Victrix Investment Advisors
5680
Victrix Investment Advisors
Florida
USD 190 M +USD 51.7 M +37% 1.91% – 97 36.08% 0.2
IMPACTfolio
5681
IMPACTfolio
Colorado
USD 190 M -USD 2.41 M -1% 1.14% 58.8% 52 46.15% 2.1
TenCore Partners
5682
TenCore Partners
New York
USD 190 M -USD 12.4 M -6% 5.78% 78.4% 14 28.57% 3.3
Dogwood Wealth Management
5683
Dogwood Wealth Management
Kansas
USD 190 M +USD 1.14 M +0.6% 1.13% – 544 49.26% 0.5
Cove Private Wealth
5684
Cove Private Wealth
New York
USD 190 M +USD 23.7 M +14% 4.67% 126% 124 17.74% 0.8
Independent Family Office
5685
Independent Family Office
New York
USD 190 M -USD 2.36 M -1% 0.88% 68.4% 72 4.17% 3.4
SCA
5686
Sander Capital Advisors
Washington
USD 190 M -USD 27.2 M -13% 10.7% 113% 16 12.5% 4.2
Crossingbridge Advisors
5687
Crossingbridge Advisors
New York
USD 190 M -USD 116 M -38% 0.66% – 111 51.35% 0.3
Evolution Advisers
5688
Evolution Advisers
Virginia
USD 190 M +USD 6.99 M +4% 0.23% 44.8% 188 17.55% 2.6
Strategic Financial Partners
5689
Strategic Financial Partners
Oregon
USD 190 M -USD 5.98 M -3% 2.01% 54.8% 75 12% 3.7
Oakcliff Capital Partners
5690
Oakcliff Capital Partners
New York
USD 190 M -USD 5.79 M -3% 2.04% 133% 10 10% 4.7
Ballast Asset Management
5691
Ballast Asset Management
Texas
USD 190 M -USD 11.9 M -6% 5.36% 123% 55 5.45% 1.2
Sightline Wealth Advisors
5692
Sightline Wealth Advisors
Connecticut
USD 190 M +USD 4.39 M +2% 1.19% 48.5% 89 10.11% 2.4
Matisse Capital
5693
Matisse Capital
Oregon
USD 190 M -USD 7.09 M -4% 0.1% 73.3% 175 9.14% 2.1
WA1
5694
Wimmer Associates 1
California
USD 190 M -USD 12.7 M -6% 1.63% 78.9% 112 7.14% 7
EPIQ Partners
5695
EPIQ Partners
Minnesota
USD 190 M +USD 4.7 M +3% 2.73% 49.6% 78 7.69% 3.2
RCS Financial Planning
5696
RCS Financial Planning
Maryland
USD 189 M +USD 1.55 M +0.8% 0.54% 48.2% 81 11.11% 1.6
Waterfall Asset Management
5697
Waterfall Asset Management
New York
USD 189 M -USD 473 M -71% 9% – 6 0% 0.7
Interactive Financial Advisors
5698
Interactive Financial Advisors
Illinois
USD 189 M -USD 1.5 M -0.8% 1.29% 47.6% 88 6.82% 6.9
S.A. Mason
5699
S.A. Mason
Michigan
USD 189 M -USD 1.11 M -0.6% 0.83% 116% 359 7.8% 3.8
Eagle Bluffs Wealth Management
5700
Eagle Bluffs Wealth Management
Missouri
USD 189 M +USD 3 M +2% 1.77% 95.5% 81 13.58% 2.3