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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)
Eastover Investment Advisors
5676
Eastover Investment Advisors
North Carolina
USD 233 M +USD 5.99 M +3% 1.76% 105% 52 13.46% 3.2
Burk Holdings
5677
Burk Holdings
Oklahoma
USD 233 M +USD 23.7 M +11% 1.87% – 676 88.46% 0.1
Christensen King & Associates Investment Services
5678
Christensen King & Associates Investment Services
Washington
USD 233 M -USD 1.26 M -0.5% 0.8% 57.9% 108 4.63% 2
NTIC
5679
Napean Trading & Investment Company
Singapore
USD 233 M -USD 281 M -55% 15.6% 313% 37 56.76% 1.3
Eos Management LP
5680
Eos Management LP
New York
USD 233 M -USD 24 M -9% 3.1% 149% 47 23.4% 2.9
Flagship Wealth Advisors
5681
Flagship Wealth Advisors
Massachusetts
USD 233 M -USD 111 M -32% 2.11% – 417 21.82% 1.1
Lakeridge Wealth Management
5682
Lakeridge Wealth Management
Ohio
USD 233 M +USD 12.6 M +6% 0.09% – 171 9.94% 1.7
Tree Line Advisors
5683
Tree Line Advisors
Hong Kong
USD 233 M -USD 206 M -47% 6.11% 670% 6 50% 1.9
Northbridge Financial Group
5684
Northbridge Financial Group
Florida
USD 232 M +USD 9.6 M +4% 4.59% – 173 10.4% 0.2
5th Street Advisors
5685
5th Street Advisors
Connecticut
USD 232 M +USD 18 M +8% 0.68% 52.2% 56 17.86% 1.4
Kilter Group
5686
Kilter Group
New York
USD 232 M +USD 5.58 M +2% 2.4% – 1,697 25.87% 0.5
Cambridge Capital Management
5687
Cambridge Capital Management
Illinois
USD 232 M +USD 9.4 M +4% 0.54% 55.9% 45 2.22% 1.9
Banyan Capital Management
5688
Banyan Capital Management
Georgia
USD 232 M +USD 1.97 M +0.9% 3.39% 44.4% 58 10.34% 1.9
Vision One Management Partners
5689
Vision One Management Partners
Florida
USD 232 M +USD 53.8 M +30% 31.7% – 10 10% 1.2
Davidson Trust Company
5690
Davidson Trust Company
Washington
USD 232 M -USD 7.84 M -3% 0.59% 77% 183 9.84% 3.6
TGY2IT
5691
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
USD 232 M +USD 95.3 M +70% 8.22% – 462 91.99% 0
Silver Oak Advisory Group
5692
Silver Oak Advisory Group
Oregon
USD 232 M +USD 10.7 M +5% 0.21% 28.9% 81 8.64% 2.8
Resolute Wealth Strategies
5693
Resolute Wealth Strategies
Mississippi
USD 232 M +USD 3.67 M +2% 2.38% 105% 123 18.7% 2.1
Westfuller Advisors
5694
Westfuller Advisors
New York
USD 232 M -USD 15.6 M -6% 1.54% – 799 10.51% 0.6
SMA Capital
5695
SMA Capital
New York
USD 232 M +USD 22.6 M +11% 9.29% – 116 81.03% 0.1
Baugh & Associates
5696
Baugh & Associates
Georgia
USD 232 M +USD 28.2 M +14% 3.86% 98.8% 45 11.11% 5.6
Redwood Wealth Management Group
5697
Redwood Wealth Management Group
New Jersey
USD 232 M -USD 7.52 M -3% 0.37% 74.1% 197 19.29% 2
TW
5698
Titan Wealth
USD 232 M -USD 28.6 M -11% 0.62% – 74 41.89% 0.2
Strategic Financial Partners
5699
Strategic Financial Partners
Oregon
USD 232 M +USD 550 k +0.2% 1.56% 54.8% 88 13.64% 3.8
SM
5700
Samjo Management
New York
USD 231 M -USD 27.4 M -11% 7.5% – 61 18.03% 1.7