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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)
Ewing Morris & Co Investment Partners
5876
Ewing Morris & Co Investment Partners
Ontario, Canada
USD 124 M -USD 5.59 M -4% 2.45% 63.5% 33 30.3% 0.7
Burke & Herbert Bank & Trust
5877
Burke & Herbert Bank & Trust
Virginia
USD 124 M -USD 24 M -16% 5.63% 67.8% 132 12.88% 7.9
Nan Fung Group Holdings
5878
Nan Fung Group Holdings
Hong Kong
USD 123 M -USD 33 M -21% 14% 281% 44 13.64% 1.5
Syntax Research
5879
Syntax Research
Florida
USD 123 M – – 4.88% 42.9% 178 – 0
Briaud Financial Planning
5880
Briaud Financial Planning
Texas
USD 123 M +USD 17.6 M +17% 4% 113% 178 88.2% 0.3
Destiny Capital Securities
5881
Destiny Capital Securities
Colorado
USD 123 M – – 3.45% – 55 – 0
Bullseye Investment Management
5882
Bullseye Investment Management
Ohio
USD 123 M -USD 14.3 M -10% 0.56% 36.2% 53 62.26% 0.5
CarsonAllaria Wealth Management
5883
CarsonAllaria Wealth Management
Illinois
USD 123 M -USD 3.98 M -3% 3.78% 51.7% 420 21.19% 1.4
Wolff Wiese Magana
5884
Wolff Wiese Magana
California
USD 123 M -USD 6.56 M -5% 3.95% 149% 862 13.81% 1.9
Tikehau Investment Management
5885
Tikehau Investment Management
France
USD 123 M -USD 46.4 M -27% 3.56% 102% 17 17.65% 2.3
Archvest Wealth Advisors
5886
Archvest Wealth Advisors
California
USD 123 M +USD 917 k +0.8% 3.32% 47.8% 52 11.54% 1.3
Cook & Bynum Capital Management
5887
Cook & Bynum Capital Management
Alabama
USD 123 M -USD 1.63 M -1% 1.22% 46.8% 5 0% 6.2
Lakewood Asset Management
5888
Lakewood Asset Management
Illinois
USD 123 M -USD 4.43 M -3% 0.77% 69.3% 116 5.17% 0.7
LCM Capital Management
5889
LCM Capital Management
Illinois
USD 123 M -USD 556 k -0.5% 4.07% 128% 91 7.69% 2.3
Basepoint Wealth
5890
Basepoint Wealth
Iowa
USD 123 M +USD 1.61 M +1% 1.82% 113% 100 5% 1.4
New Republic Capital
5891
New Republic Capital
North Carolina
USD 123 M -USD 21.5 M -15% 3.53% 91.4% 260 28.85% 0.6
Sebold Capital Management
5892
Sebold Capital Management
Illinois
USD 122 M -USD 2.93 M -2% 3.87% – 70 8.57% 0.7
Financial Futures
5893
Financial Futures
New Jersey
USD 122 M -USD 4.15 M -3% 2.9% 48.5% 55 14.55% 1.2
Hudson Canyon Capital Management
5894
Hudson Canyon Capital Management
New York
USD 122 M -USD 4.56 M -4% 2.61% 160% 58 12.07% 2.2
Cassia Capital Partners
5895
Cassia Capital Partners
North Carolina
USD 122 M -USD 4.64 M -4% 2.09% 55% 61 3.28% 1.2
Western Pacific Wealth Management
5896
Western Pacific Wealth Management
Illinois
USD 122 M -USD 10.2 M -8% 8.03% 91.4% 287 7.32% 1.3
Mendel Capital Management
5897
Mendel Capital Management
Arkansas
USD 122 M -USD 3.25 M -3% 3.65% – 93 5.38% 1.3
Beaumont Asset Management
5898
Beaumont Asset Management
Texas
USD 122 M -USD 10.1 M -8% 3.51% 73.1% 72 20.83% 2.3
W Advisors LLC
5899
W Advisors LLC
Tennessee
USD 122 M -USD 5.96 M -5% 4.16% 73.8% 108 12.96% 1.4
Tower Wealth Partners
5900
Tower Wealth Partners
Pennsylvania
USD 122 M -USD 3.08 M -2% 2.72% 53.7% 51 7.84% 2