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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)
Planning Directions
5751
Planning Directions
Pennsylvania
USD 131 M -USD 6.8 M -5% 3.66% 46.3% 68 7.35% 2.9
Guardian Wealth Advisors (Minnesota)
5752
Guardian Wealth Advisors (Minnesota)
Minnesota
USD 131 M -USD 5.46 M -4% 4% 57.3% 73 5.48% 2.1
Meritas Wealth Management
5753
Meritas Wealth Management
California
USD 131 M -USD 2.65 M -2% 1.67% 69.4% 44 9.09% 0.7
Otter Creek Advisors
5754
Otter Creek Advisors
Florida
USD 130 M -USD 40.1 M -24% 0.95% 173% 55 52.73% 0.9
Firethorn Wealth Partners
5755
Firethorn Wealth Partners
Georgia
USD 130 M -USD 3.63 M -3% 3.55% 75.1% 140 23.57% 1.7
Aletheian Wealth Advisors
5756
Aletheian Wealth Advisors
Washington
USD 130 M -USD 15.6 M -11% 3.12% – 83 14.46% 1.2
Cook Wealth
5757
Cook Wealth
North Carolina
USD 130 M +USD 550 k +0.4% 4.66% 7.36% 60 28.33% 1.1
Bain Capital Public Equity
5758
Bain Capital Public Equity
Massachusetts
USD 130 M +USD 6.67 M +5% 4% 169% 43 58.14% 0.3
WPEP
5759
Walnut Private Equity Partners
Nebraska
USD 130 M +USD 9.03 M +7% 6.56% 48% 17 0% 5.9
Cahill Wealth Management
5760
Cahill Wealth Management
Michigan
USD 130 M -USD 14.6 M -10% 4.36% 24.7% 49 8.16% 1.2
Eagle Bluffs Wealth Management
5761
Eagle Bluffs Wealth Management
Missouri
USD 130 M +USD 485 k +0.4% 4.43% 95.5% 75 24% 1.4
Lakeside Advisors
5762
Lakeside Advisors
Washington
USD 130 M -USD 5.49 M -4% 2.89% 83.7% 62 3.23% 1.5
Green Alpha Advisors
5763
Green Alpha Advisors
Colorado
USD 130 M -USD 22.2 M -15% 5.2% 316% 172 20.35% 1.9
Masso Torrence Wealth Management
5764
Masso Torrence Wealth Management
New Jersey
USD 130 M -USD 8.53 M -6% 3.12% 130% 87 5.75% 1.3
Asset Planning Corporation
5765
Asset Planning Corporation
Tennessee
USD 130 M -USD 1.53 M -1% 3.28% 44.5% 42 4.76% 2
YC
5766
Yunqi Capital
Hong Kong
USD 130 M -USD 6.94 M -5% 7.85% 71.4% 8 37.5% 0.7
Bay Rivers Group
5767
Bay Rivers Group
Virginia
USD 130 M -USD 3.42 M -3% 2.27% 166% 67 2.99% 2.7
Kanen Wealth Management
5768
Kanen Wealth Management
Florida
USD 130 M -USD 20.8 M -14% 10.3% 328% 20 15% 1.4
Soditic Asset Management
5769
Soditic Asset Management
United Kingdom
USD 130 M -USD 7.22 M -5% 4.79% 23.4% 10 0% 2.4
Catawba River Capital
5770
Catawba River Capital
South Carolina
USD 130 M +USD 4.35 M +3% 0.38% 89.5% 21 14.29% 2.1
SMP
5771
Santa Monica Partners
Florida
USD 130 M +USD 6.22 M +5% 7.95% 102% 18 5.56% 4.8
Northwestern University
5772
Northwestern University
Illinois
USD 129 M +USD 27.3 M +27% 2.32% 28.2% 8 37.5% 2.5
Blue Owl Capital Holdings
5773
Blue Owl Capital Holdings
New York
USD 129 M -USD 33 M -20% 0.88% 145% 19 36.84% 1.1
Garrison Point Advisors
5774
Garrison Point Advisors
California
USD 129 M -USD 9.6 M -7% 3.62% 81.5% 152 5.92% 3.8
Hilltop Wealth Advisors
5775
Hilltop Wealth Advisors
North Carolina
USD 129 M -USD 6.4 M -5% 3.61% 58.3% 38 13.16% 2.2