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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)
Dogwood Wealth Management
5851
Dogwood Wealth Management
Kansas
USD 174 M +USD 11.5 M +7% 5.46% – 625 11.68% 0.7
LCM Capital Management
5852
LCM Capital Management
Illinois
USD 174 M +USD 13.5 M +8% 6.89% 128% 100 13% 2.8
Paces Ferry Wealth Advisors
5853
Paces Ferry Wealth Advisors
Georgia
USD 174 M +USD 8.07 M +5% 5.31% 72% 121 8.26% 2.8
RWIA
5854
Roger Wittlin Investment Advisory
California
USD 174 M +USD 18 M +12% 5.5% 61.3% 55 12.73% 1.3
FP
5855
Factorial Partners
New York
USD 174 M +USD 11.3 M +7% 11.2% 88.7% 87 25.29% 2.9
Kestrel Investment Management
5856
Kestrel Investment Management
California
USD 174 M +USD 22.8 M +15% 10.6% 89.2% 42 16.67% 1.6
FourWorld Capital Management
5857
FourWorld Capital Management
New York
USD 174 M +USD 6.72 M +4% 11.4% 132% 38 47.37% 0.8
Emprise Bank
5858
Emprise Bank
Kansas
USD 174 M +USD 11.5 M +7% 5.11% – 108 14.81% 0.5
Matrix Private Capital Group
5859
Matrix Private Capital Group
New York
USD 174 M +USD 14.4 M +9% 6.4% 62.5% 156 7.05% 3.4
Delta Capital Management
5860
Delta Capital Management
New Jersey
USD 173 M +USD 8.03 M +5% 6.44% 129% 89 4.49% 6
Castleview Partners
5861
Castleview Partners
Texas
USD 173 M -USD 2.52 M -1% 6.43% 61.3% 957 47.44% 2.1
Trivant Custom Portfolio Group
5862
Trivant Custom Portfolio Group
California
USD 173 M +USD 10.6 M +6% 5.99% 86.1% 202 21.29% 1.1
Independent Order of Foresters
5863
Independent Order of Foresters
Ontario, Canada
USD 173 M +USD 11.1 M +7% 6.25% 66.3% 15 20% 3.8
CoreFirst Bank & Trust
5864
CoreFirst Bank & Trust
Kansas
USD 173 M +USD 24.5 M +16% 8.38% 61.4% 344 65.12% 1.2
Granite Harbor Advisors
5865
Granite Harbor Advisors
Texas
USD 173 M +USD 15.1 M +10% 5.1% 61.5% 91 10.99% 1.3
AUA Capital Management
5866
AUA Capital Management
Pennsylvania
USD 173 M +USD 6.62 M +4% 5.51% 70.2% 84 8.33% 5.9
Banyan Capital Management
5867
Banyan Capital Management
Georgia
USD 173 M +USD 7.08 M +4% 7.81% 42.5% 18 16.67% 4.1
MA
5868
Minerva Advisors
Pennsylvania
USD 173 M +USD 22.6 M +15% 21.2% 166% 57 0% 7.5
Heritage Wealth Management (Texas)
5869
Heritage Wealth Management (Texas)
Texas
USD 173 M +USD 12 M +7% 6.73% 52.3% 40 7.5% 1.2
PFG Private Wealth Management
5870
PFG Private Wealth Management
Florida
USD 172 M +USD 7.58 M +5% 4.5% 52.6% 258 13.57% 2.4
American Capital Advisory
5871
American Capital Advisory
Idaho
USD 172 M +USD 32.5 M +23% 6.32% 69% 532 26.69% 0.6
Novak & Powell Financial Services
5872
Novak & Powell Financial Services
Florida
USD 172 M +USD 11.5 M +7% 6.78% – 157 3.82% 0.7
Cape Ann Savings Bank
5873
Cape Ann Savings Bank
Massachusetts
USD 172 M +USD 11.2 M +7% 5.65% 72.7% 92 9.78% 5.7
Propel Bio Management
5874
Propel Bio Management
California
USD 172 M +USD 18.2 M +12% 35.5% – 27 33.33% 0.5
Kaizen Financial Strategies
5875
Kaizen Financial Strategies
California
USD 172 M +USD 12 M +7% 6.77% 126% 150 20% 1.8