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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)
Brooks Moore & Associates
5926
Brooks Moore & Associates
Tennessee
USD 169 M +USD 13.8 M +9% 7.58% 63.7% 94 8.51% 4.2
Sivia Capital Partners
5927
Sivia Capital Partners
California
USD 169 M +USD 19.8 M +13% 6.03% – 230 21.74% 0.6
Sectoral Asset Management
5928
Sectoral Asset Management
Quebec, Canada
USD 169 M -USD 76.8 M -31% 11.6% 168% 105 21.9% 2.4
Highlander Partners
5929
Highlander Partners
Texas
USD 169 M +USD 18.9 M +13% 9.69% 241% 43 13.95% 1.2
AlpInvest Partners
5930
AlpInvest Partners
Netherlands
USD 169 M -USD 110 M -39% 3.86% 138% 20 50% 1.1
Harbert Fund Advisors
5931
Harbert Fund Advisors
Alabama
USD 169 M +USD 28.3 M +20% 1.94% 70.8% 139 50.36% 0.8
CWMGP
5932
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
USD 169 M +USD 15.9 M +10% 4.56% 85.4% 75 14.67% 1.7
Black Diamond Capital Management
5933
Black Diamond Capital Management
Connecticut
USD 169 M +USD 3.39 M +2% 0.51% 28.3% 13 15.38% 2.7
Yardley Wealth Management
5934
Yardley Wealth Management
Pennsylvania
USD 169 M – – 5.33% – 41 – 0
One Plus One Wealth Management
5935
One Plus One Wealth Management
Florida
USD 169 M -USD 6.19 M -4% 5.37% 71.9% 97 14.43% 2.2
Keyes Stange & Wooten Wealth Management
5936
Keyes Stange & Wooten Wealth Management
Florida
USD 169 M +USD 24.8 M +17% 6.22% 61.3% 71 9.86% 0.7
Foresight Capital Management Advisors
5937
Foresight Capital Management Advisors
Michigan
USD 169 M +USD 20.8 M +14% 8.48% 100% 87 17.24% 1
LFWA
5938
LBJ Family Wealth Advisors
Texas
USD 169 M +USD 9.38 M +6% 6.9% 64.9% 29 6.9% 6.3
Pivotal bioVenture Partners Investment Advisor
5939
Pivotal bioVenture Partners Investment Advisor
California
USD 168 M +USD 38.4 M +30% 24.8% 667% 12 25% 2.3
Mainsail Financial Group
5940
Mainsail Financial Group
Washington
USD 168 M -USD 1.42 M -0.8% 4.04% 61.9% 54 9.26% 1.5
TLW Wealth Management
5941
TLW Wealth Management
Florida
USD 168 M +USD 7.86 M +5% 6.25% 98.3% 21 9.52% 3.9
II
5942
Ironclad Investments
Florida
USD 168 M +USD 8.71 M +5% 5.46% – 3 0% 0.8
FreeGulliver LLC
5943
FreeGulliver LLC
Louisiana
USD 168 M +USD 22.1 M +15% 6.41% – 96 23.96% 0.5
Horizon Financial Services
5944
Horizon Financial Services
North Carolina
USD 168 M +USD 10.1 M +6% 5.15% 42.6% 287 13.24% 0.8
Absolute Capital Management
5945
Absolute Capital Management
Pennsylvania
USD 168 M +USD 2.98 M +2% 4.97% 98.2% 121 24.79% 1
TFG
5946
Team Financial Group
California
USD 168 M +USD 12.5 M +8% 5.47% 46% 36 8.33% 0.8
Fairfield, Bush & Co
5947
Fairfield, Bush & Co
Connecticut
USD 168 M +USD 1.25 M +0.7% 3.89% 112% 119 13.45% 6.3
Threadgill Financial
5948
Threadgill Financial
Texas
USD 168 M -USD 45.2 M -21% 7.38% 49.3% 55 25.45% 1.3
WPEP
5949
Walnut Private Equity Partners
Nebraska
USD 168 M +USD 10.6 M +7% 10.2% 48% 16 12.5% 6.3
Planning Directions
5950
Planning Directions
Pennsylvania
USD 168 M +USD 21.1 M +14% 6.89% 46.3% 84 19.05% 3