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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)
Hibernia Wealth Partners
5776
Hibernia Wealth Partners
Louisiana
USD 129 M – – 3.33% 34.4% 353 – 0
Cresta Advisors
5777
Cresta Advisors
Texas
USD 129 M +USD 519 k +0.4% 4.31% 66.8% 49 18.37% 0.6
GCM
5778
Granby Capital Management
Florida
USD 129 M +USD 7.2 M +6% 0.22% 50% 27 37.04% 1.1
Dalton Investments
5779
Dalton Investments
Nevada
USD 129 M +USD 11.1 M +9% 11.5% 95.1% 27 3.7% 3.1
TCM
5780
Tao Capital Management
California
USD 129 M -USD 7.44 M -5% 1.82% 314% 14 21.43% 2.7
Prosperitas Financial
5781
Prosperitas Financial
California
USD 129 M – – 2.2% 118% 67 – 0
QVIDTVM Management
5782
QVIDTVM Management
Texas
USD 129 M -USD 33.7 M -21% 7.76% 19.5% 15 46.67% 0.8
SCP
5783
Syntal Capital Partners
Texas
USD 129 M -USD 121 M -48% 10.8% 102% 125 27.2% 2.2
Adirondack Retirement Specialists
5784
Adirondack Retirement Specialists
New York
USD 129 M +USD 1.16 M +0.9% 1.8% 13.1% 152 84.21% 1.5
Wells Financial Advisors
5785
Wells Financial Advisors
Massachusetts
USD 129 M -USD 3.81 M -3% 3.09% 54% 65 0% 2.1
Blue Creek Capital Management
5786
Blue Creek Capital Management
Hong Kong
USD 129 M +USD 7.24 M +6% 21.6% – 5 0% 0.8
Okabena Investment Services
5787
Okabena Investment Services
Minnesota
USD 129 M -USD 8.07 M -6% 4.05% 72.4% 159 39.62% 1.9
Cooper/Haims Advisors
5788
Cooper/Haims Advisors
New York
USD 129 M -USD 1.81 M -1% 3.63% 53.1% 80 10% 3.4
Laurel Wealth Planning
5789
Laurel Wealth Planning
Minnesota
USD 128 M -USD 11.6 M -8% 4.03% 53.1% 54 5.56% 2.3
CNFG
5790
Creegan & Nassoura Financial Group
New Hampshire
USD 128 M -USD 6.98 M -5% 3.33% 52.6% 77 3.9% 5.9
Addison Capital
5791
Addison Capital
Pennsylvania
USD 128 M -USD 11.8 M -8% 4.46% 59.7% 108 6.48% 4.9
Old North State Trust
5792
Old North State Trust
North Carolina
USD 128 M -USD 6.98 M -5% 2.75% – 150 5.33% 3.4
Aspen Wealth Strategies
5793
Aspen Wealth Strategies
Colorado
USD 128 M -USD 3.46 M -3% 2.58% 65.8% 82 17.07% 0.6
Security National Bank of Sioux City Iowa
5794
Security National Bank of Sioux City Iowa
Iowa
USD 128 M -USD 4.41 M -3% 1.92% 61% 95 5.26% 5.6
Arcadia Wealth Management (New Hampshire)
5795
Arcadia Wealth Management (New Hampshire)
New Hampshire
USD 128 M -USD 7.36 M -5% 3.62% 55.5% 55 14.55% 0.6
KPCB DGF II Associates
5796
KPCB DGF II Associates
California
USD 128 M +USD 127 M +10,066% 17.5% 2.08% 3 100% 0
Mork Capital Management
5797
Mork Capital Management
California
USD 128 M -USD 2.18 M -2% 1.58% 61.9% 119 4.2% 2.8
Barnett & Company
5798
Barnett & Company
Tennessee
USD 128 M -USD 6.54 M -5% 0.6% 65.9% 85 18.82% 4
AFA
5799
Atlas Financial Advisors
California
USD 128 M +USD 56.9 M +80% 6.2% 5.34% 45 40% 0.6
Tacita Capital
5800
Tacita Capital
Ontario, Canada
USD 128 M -USD 8.32 M -6% 4.86% 72.3% 198 6.06% 2.2