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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)
AAF Wealth Management
5726
AAF Wealth Management
Massachusetts
USD 221 M +USD 1.23 M +0.6% 7.62% 75.1% 49 16.33% 3
Melone Private Wealth
5727
Melone Private Wealth
Michigan
USD 221 M +USD 25.3 M +13% 4.29% 30.4% 56 10.71% 2.9
Lunate Capital
5728
Lunate Capital
United Arab Emirates
USD 221 M +USD 42.6 M +24% 14.8% – 7 28.57% 0.4
Patron Partners
5729
Patron Partners
Texas
USD 221 M +USD 18.7 M +9% 6.01% 90.2% 182 8.79% 3.2
Catawba River Capital
5730
Catawba River Capital
South Carolina
USD 220 M +USD 23.7 M +12% 8.23% 89.5% 20 10% 2.7
Vawter Financial
5731
Vawter Financial
Ohio
USD 220 M +USD 212 M +2,389% 6.03% 48% 118 80.51% 0.4
Endowment Wealth Management
5732
Endowment Wealth Management
Wisconsin
USD 220 M +USD 26.4 M +14% 3.99% 70.7% 164 9.15% 2.3
Adalta Capital Management
5733
Adalta Capital Management
New York
USD 220 M +USD 21 M +11% 8.57% 80.4% 107 14.02% 4
Aspect Partners
5734
Aspect Partners
Virginia
USD 220 M +USD 17.4 M +9% 6.96% 66.7% 742 22.91% 1.2
Banyan Capital Management
5735
Banyan Capital Management
Georgia
USD 220 M +USD 25.7 M +13% 1.42% 44.4% 56 66.07% 1.5
Logan Stone Capital
5736
Logan Stone Capital
Illinois
USD 220 M +USD 7.63 M +4% 11.7% 43.9% 97 51.55% 1
Spider Management Company
5737
Spider Management Company
Virginia
USD 220 M -USD 44.4 M -17% 6.8% – 2 0% 1.6
VM
5738
VPR Management
Texas
USD 220 M +USD 7.04 M +3% 7.84% 54.5% 61 3.28% 3.5
Harold Davidson & Associates
5739
Harold Davidson & Associates
California
USD 220 M +USD 65.7 M +43% 10.6% – 68 13.24% 0.6
Dogwood Wealth Management
5740
Dogwood Wealth Management
Kansas
USD 220 M +USD 15.2 M +7% 6.06% – 818 23.59% 0.7
Alternative Investment Advisors
5741
Alternative Investment Advisors
Florida
USD 220 M +USD 18.5 M +9% 7.95% 78.6% 66 31.82% 1.2
Westfuller Advisors
5742
Westfuller Advisors
New York
USD 220 M +USD 44.6 M +25% 6.69% – 761 84.63% 0.2
Beaton Management Company
5743
Beaton Management Company
Massachusetts
USD 220 M +USD 15.2 M +7% 8.76% 95.9% 145 8.97% 5.6
Green Court Capital Management
5744
Green Court Capital Management
Hong Kong
USD 220 M +USD 68.7 M +45% 22.9% 33.4% 4 0% 0.8
MYeCFO
5745
MYeCFO
California
USD 220 M +USD 15.9 M +8% 7.44% 58.5% 64 12.5% 2.1
DFS
5746
Dixon Fnancial Services
California
USD 220 M +USD 21.6 M +11% 7.97% 76.6% 48 16.67% 2.1
Brentview Investment Management
5747
Brentview Investment Management
Illinois
USD 219 M +USD 21.4 M +11% 9% – 69 8.7% 0.6
Cairn Investment Group
5748
Cairn Investment Group
Washington
USD 219 M +USD 27.9 M +15% 5.85% 67.4% 71 5.63% 3.6
Ballast Asset Management
5749
Ballast Asset Management
Texas
USD 219 M +USD 26.8 M +14% 14.6% 123% 57 10.53% 1.4
LA
5750
Latitude Advisors
Florida
USD 219 M +USD 20.3 M +10% 7.58% 79.6% 226 14.16% 2.5