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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)
DCM
5776
Dudley Capital Management
Virginia
USD 227 M -USD 3.25 M -1% 1.58% 129% 152 19.08% 2.3
Oakcliff Capital Partners
5777
Oakcliff Capital Partners
New York
USD 227 M -USD 6.61 M -3% 5.44% 133% 8 0% 5.8
GEM Asset Management
5778
GEM Asset Management
Michigan
USD 227 M +USD 2.2 M +1% 1.25% 62.9% 113 10.62% 2.3
Steadview Capital Management
5779
Steadview Capital Management
United Kingdom
USD 227 M -USD 304 M -57% 27.3% 839% 14 35.71% 1.7
WAM
5780
Westport Asset Management
Connecticut
USD 226 M -USD 13.3 M -6% 1.92% 64.2% 80 8.75% 7
BancFirst Trust & Investment Management
5781
BancFirst Trust & Investment Management
Oklahoma
USD 226 M -USD 16.2 M -7% 11.3% 44.1% 42 9.52% 2.5
Patron Partners
5782
Patron Partners
Texas
USD 226 M +USD 1.84 M +0.8% 1.45% 90.2% 193 11.92% 3.4
Horizon Financial Services
5783
Horizon Financial Services
North Carolina
USD 226 M +USD 6.48 M +3% 0.84% 42.6% 396 11.11% 1.4
Ergawealth Advisors
5784
Ergawealth Advisors
Illinois
USD 226 M +USD 8.83 M +4% 2.89% 50% 59 15.25% 2
Endowment Wealth Management
5785
Endowment Wealth Management
Wisconsin
USD 226 M +USD 8.46 M +4% 1.51% 70.7% 172 16.28% 2.3
MOKAN Wealth Management
5786
MOKAN Wealth Management
Kansas
USD 226 M +USD 499 k +0.2% 1.05% – 115 15.65% 0.8
Robbins Farley
5787
Robbins Farley
New Hampshire
USD 226 M +USD 5.39 M +2% 1.27% 106% 150 7.33% 3.1
State of New Jersey Common Pension Fund A
5788
State of New Jersey Common Pension Fund A
New Jersey
USD 226 M -USD 44.1 M -16% 14.8% – 3 0% 1
Peak Financial Advisors
5789
Peak Financial Advisors
Colorado
USD 226 M +USD 3.25 M +1% 5.59% 39.1% 100 43% 1.8
ShariaPortfolio
5790
ShariaPortfolio
Florida
USD 226 M -USD 11.6 M -5% 3.6% 254% 43 51.16% 1
Heritage Family Offices
5791
Heritage Family Offices
Arizona
USD 225 M +USD 5.45 M +2% 0.64% – 244 36.89% 1.1
BCFD
5792
Boit C.F. David
USD 225 M -USD 6.09 M -3% 0.86% 84.2% 120 3.33% 3.7
Keystone Global Partners
5793
Keystone Global Partners
Colorado
USD 225 M -USD 2.05 M -0.9% 2.78% – 58 10.34% 0.9
SFC
5794
SEG Family Corp
USD 225 M -USD 157 M -41% 31.8% – 1 0% 0.8
WD Rutherford
5795
WD Rutherford
Oregon
USD 225 M -USD 14.2 M -6% 1.58% 189% 81 22.22% 3.1
Altus Wealth Management
5796
Altus Wealth Management
Kentucky
USD 225 M -USD 6.98 M -3% 2.05% 73% 30 6.67% 4.1
NIA Impact Advisors
5797
NIA Impact Advisors
California
USD 225 M -USD 73 M -25% 3.17% – 111 28.83% 2.3
Family Capital Management
5798
Family Capital Management
Michigan
USD 225 M -USD 220 k -0.1% 2.82% 78.7% 107 9.35% 1.9
CCC
5799
Chelsea Counsel Company
California
USD 225 M -USD 8.05 M -3% 9.54% 106% 244 6.97% 3.7
Ballast Asset Management
5800
Ballast Asset Management
Texas
USD 225 M +USD 13 M +6% 8.12% 123% 53 3.77% 1.9