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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)
Mainsail Management Company
5751
Mainsail Management Company
Texas
USD 129 M -USD 13 M -9% 8.56% 55% 2 0% 0.3
Penobscot Wealth Management
5752
Penobscot Wealth Management
Maine
USD 129 M +USD 13.4 M +12% 6.77% 56.7% 65 7.69% 1.3
Cresta Advisors
5753
Cresta Advisors
Texas
USD 129 M +USD 13.9 M +12% 6.24% 66.8% 44 36.36% 0.3
Brooktree Capital Management
5754
Brooktree Capital Management
Michigan
USD 128 M +USD 6.71 M +6% 9.28% 82.9% 35 14.29% 2.4
Tree Line Advisors
5755
Tree Line Advisors
Hong Kong
USD 128 M +USD 36.5 M +40% 34.4% 670% 4 0% 2.7
Mass General Brigham
5756
Mass General Brigham
Massachusetts
USD 128 M -USD 12.1 M -9% 10.4% – 7 42.86% 1.3
HighMark Wealth Management
5757
HighMark Wealth Management
Minnesota
USD 128 M -USD 4.36 M -3% 7.27% 110% 623 16.37% 2
WF
5758
Williams Financial
Vermont
USD 128 M +USD 12.9 M +11% 4.59% 33.1% 37 70.27% 0.7
Firethorn Wealth Partners
5759
Firethorn Wealth Partners
Georgia
USD 128 M +USD 9.6 M +8% 5.94% 75.1% 147 25.17% 1.4
Wealth Advisors of Iowa
5760
Wealth Advisors of Iowa
Iowa
USD 128 M +USD 5.64 M +5% 5.98% 60.9% 70 25.71% 1.7
EFH
5761
Eaton Financial Holdings
Florida
USD 128 M +USD 10.9 M +9% 4.73% – 70 28.57% 0.2
OCP
5762
OCO Capital Partners
New York
USD 128 M -USD 32.2 M -20% 2.74% 679% 4 25% 2.1
Holistic Financial Partners
5763
Holistic Financial Partners
Indiana
USD 128 M +USD 16.1 M +14% 4.25% 95.7% 109 14.68% 2.5
Birchview Capital
5764
Birchview Capital
Vermont
USD 128 M -USD 13.8 M -10% 4.06% 327% 60 13.33% 3
AMC
5765
Asset Management Corp
Illinois
USD 128 M +USD 8.45 M +7% 11.2% 57.1% 153 24.18% 2
Guardian Wealth Advisors (Minnesota)
5766
Guardian Wealth Advisors (Minnesota)
Minnesota
USD 128 M +USD 15 M +13% 4.99% 62.6% 70 10% 1.8
Coombe, Bender & Co
5767
Coombe, Bender & Co
New York
USD 128 M +USD 17.9 M +16% 4.31% – 84 9.52% 0.6
MGO Private Wealth
5768
MGO Private Wealth
California
USD 128 M -USD 91.5 M -42% 6.26% 51.5% 138 54.35% 0.4
IFS
5769
Intelligent Financial Strategies
Minnesota
USD 128 M +USD 8.79 M +7% 3.95% 63.5% 96 4.17% 1.1
Michelson Medical Research Foundation
5770
Michelson Medical Research Foundation
California
USD 128 M -USD 26.9 M -17% 1.51% 52.2% 31 32.26% 0.3
Hunting Hill Global Capital
5771
Hunting Hill Global Capital
New York
USD 127 M -USD 25.8 M -17% 5.72% 132% 119 62.18% 0.4
Leverty Financial Group
5772
Leverty Financial Group
Wisconsin
USD 127 M +USD 10.5 M +9% 6.06% 57.3% 29 3.45% 1
GoalFusion Wealth Management
5773
GoalFusion Wealth Management
Texas
USD 127 M +USD 3.23 M +3% 4.14% 47.6% 24 20.83% 0.8
Technology Crossover Management XI
5774
Technology Crossover Management XI
California
USD 127 M – – 69.2% 135% 1 – 0
Woodward Diversified Capital
5775
Woodward Diversified Capital
California
USD 127 M +USD 3.03 M +2% 4.01% 118% 149 13.42% 1.6