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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)
Alternative Investment Advisors
5776
Alternative Investment Advisors
Florida
USD 166 M +USD 12.4 M +8% 8.27% 78.6% 51 17.65% 0.4
CWM
5777
CCG Wealth Management
California
USD 166 M +USD 17 M +11% 9.82% 82.6% 77 36.36% 2.5
AA
5778
AlphaQ Advisors
Florida
USD 166 M +USD 21.9 M +15% 7.83% – 170 17.65% 0.8
626 Financial
5779
626 Financial
Michigan
USD 166 M +USD 14.7 M +10% 11.1% 81.1% 113 11.5% 2.3
Graphene Investments SAS
5780
Graphene Investments SAS
France
USD 166 M +USD 11.7 M +8% 11.5% 103% 48 12.5% 1
AlphaCentric Advisors
5781
AlphaCentric Advisors
Puerto Rico
USD 166 M +USD 16.8 M +11% 7.21% – 254 25.2% 0.8
Lloyd Harbor Capital Management
5782
Lloyd Harbor Capital Management
New York
USD 166 M -USD 1.13 M -0.7% 9.07% 144% 23 65.22% 0.4
Aspire Wealth Management
5783
Aspire Wealth Management
Massachusetts
USD 166 M +USD 18.5 M +13% 8.89% 26% 198 13.13% 1.7
BC
5784
Bowman & Company
Wisconsin
USD 166 M +USD 22 M +15% 8.57% 59.7% 101 13.86% 1.6
CSA
5785
Cottage Street Advisors
Massachusetts
USD 166 M +USD 17 M +11% 9.64% 95.8% 94 14.89% 2.6
RedJay Asset Management
5786
RedJay Asset Management
Ontario, Canada
USD 166 M +USD 64.3 M +64% 4.16% – 29 37.93% 0.2
IMPACTfolio
5787
IMPACTfolio
Colorado
USD 165 M +USD 11.8 M +8% 5.95% 58.8% 57 50.88% 1.3
AFT
5788
Alpha Family Trust
California
USD 165 M +USD 17.2 M +12% 17.8% 215% 166 19.88% 1
Northstar Advisory Group
5789
Northstar Advisory Group
New Jersey
USD 165 M -USD 2.91 M -2% 14.2% 141% 111 33.33% 1.3
Visa Foundation
5790
Visa Foundation
California
USD 165 M +USD 4.21 M +3% 9.56% 58.1% 1 0% 2.3
Round Hill Asset Management
5791
Round Hill Asset Management
California
USD 165 M +USD 5.94 M +4% 7.72% 43.2% 62 8.06% 5.3
Berkeley Inc
5792
Berkeley Inc
Idaho
USD 165 M +USD 6.17 M +4% 8.44% 49.4% 72 9.72% 2.5
Motive Wealth Advisors
5793
Motive Wealth Advisors
Michigan
USD 165 M +USD 78.4 M +90% 7.91% 73.4% 71 39.44% 1.4
Choice Wealth Advisors
5794
Choice Wealth Advisors
Maine
USD 165 M +USD 3.65 M +2% 7.28% 60.3% 31 25.81% 1.5
Seldon Capital
5795
Seldon Capital
California
USD 165 M +USD 27.3 M +20% 18.1% 604% 63 22.22% 1.4
Hidden Lake Asset Management
5796
Hidden Lake Asset Management
New York
USD 165 M +USD 32.2 M +24% 17.3% 849% 33 69.7% 0.2
CAM
5797
Crown Advisors Management
California
USD 165 M +USD 19.1 M +13% 24% 284% 46 15.22% 2.4
Resolute Wealth Strategies
5798
Resolute Wealth Strategies
Mississippi
USD 165 M +USD 17.7 M +12% 10.2% 105% 96 10.42% 0.9
Inherent Group
5799
Inherent Group
New York
USD 165 M +USD 8.55 M +5% 3.05% 61.7% 13 23.08% 2.2
Michelson Medical Research Foundation
5800
Michelson Medical Research Foundation
California
USD 165 M +USD 13.3 M +9% 2.24% 52.2% 28 0% 1