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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)
Sand Grove Capital Management
5826
Sand Grove Capital Management
United Kingdom
USD 199 M +USD 77.9 M +65% 17.9% 410% 14 78.57% 0.2
University of Massachusetts Foundation
5827
University of Massachusetts Foundation
Massachusetts
USD 199 M +USD 20.3 M +11% 10.7% 53.6% 4 0% 5.1
PFS Partners
5828
PFS Partners
New Jersey
USD 199 M +USD 9.5 M +5% 4.34% 65.2% 525 19.24% 2.2
Johnson & White Wealth Management
5829
Johnson & White Wealth Management
Pennsylvania
USD 199 M +USD 20.4 M +11% 8.58% 76.5% 105 9.52% 1.2
Maripau Wealth Management
5830
Maripau Wealth Management
Indiana
USD 199 M +USD 24.3 M +14% 9.78% 55.6% 171 28.07% 0.9
AIC
5831
Anthracite Investment Company
Texas
USD 198 M +USD 18.8 M +10% 27.8% – 82 43.9% 0.8
Unison Asset Management
5832
Unison Asset Management
Florida
USD 198 M +USD 28.5 M +17% 11.4% 81.4% 29 10.34% 3.5
M1 Capital Management
5833
M1 Capital Management
Michigan
USD 198 M +USD 38.5 M +24% 10.3% – 98 13.27% 0.4
Index Venture Growth Associates III
5834
Index Venture Growth Associates III
Jersey
USD 198 M +USD 108 M +119% 123% 740% 2 0% 3.5
Able Wealth Management
5835
Able Wealth Management
New Jersey
USD 198 M +USD 28.8 M +17% 7.52% 58.1% 122 33.61% 0.9
Cambridge Financial Group
5836
Cambridge Financial Group
Ohio
USD 198 M -USD 32 M -14% 11.8% – 33 0% 5
American Trust Investment Advisors
5837
American Trust Investment Advisors
New Hampshire
USD 198 M -USD 41 M -17% 14.3% 91% 101 19.8% 4.6
Brentview Investment Management
5838
Brentview Investment Management
Illinois
USD 198 M +USD 10.1 M +5% 10.5% – 69 5.8% 0.4
Jupiter Wealth Management
5839
Jupiter Wealth Management
Colorado
USD 198 M +USD 32.9 M +20% 14.8% 99.2% 93 29.03% 2.6
DFS
5840
Dixon Fnancial Services
California
USD 198 M +USD 13 M +7% 7.81% 76.6% 41 9.76% 2.3
Hapanowicz & Associates Financial Services
5841
Hapanowicz & Associates Financial Services
Pennsylvania
USD 198 M +USD 18.4 M +10% 10.3% 58.5% 38 26.32% 3.1
Hiley Hunt Wealth Management
5842
Hiley Hunt Wealth Management
Nebraska
USD 198 M +USD 14.6 M +8% 6.85% 48.4% 45 8.89% 1.3
Millington Financial Advisors
5843
Millington Financial Advisors
Illinois
USD 198 M +USD 35.2 M +22% 11.5% 77.5% 106 20.75% 1.5
Howard Wealth Management
5844
Howard Wealth Management
Connecticut
USD 198 M +USD 18.4 M +10% 7.86% 69.9% 125 11.2% 2.6
Carl P. Sherr & Co
5845
Carl P. Sherr & Co
Massachusetts
USD 198 M +USD 15 M +8% 10.3% 68.8% 121 5.79% 3.6
Heritage Family Offices
5846
Heritage Family Offices
Arizona
USD 198 M +USD 2.24 M +1% 6.83% – 181 2.21% 0.9
Woodward Diversified Capital
5847
Woodward Diversified Capital
California
USD 198 M +USD 56.4 M +40% 11.4% 118% 180 28.89% 2.2
Copperleaf Capital
5848
Copperleaf Capital
North Carolina
USD 198 M +USD 30.4 M +18% 14.3% 102% 116 10.34% 2
Tandem Capital Management
5849
Tandem Capital Management
New Jersey
USD 198 M +USD 18.7 M +10% 16.4% 128% 119 10.92% 3.3
Darrow Company
5850
Darrow Company
Massachusetts
USD 198 M +USD 18.2 M +10% 7.02% 44.5% 52 3.85% 2.1