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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)
Westhampton Capital
5951
Westhampton Capital
North Carolina
USD 205 M +USD 11.7 M +6% 8.5% 105% 122 6.56% 4.3
PHC
5952
Palidye Holdings (Caymans)
Cayman Islands
USD 205 M -USD 45.3 M -18% 11.2% – 2 0% 0.3
AGP Franklin
5953
AGP Franklin
Tennessee
USD 205 M +USD 16.2 M +9% 13% – 95 26.32% 0.6
Harbourvest Partners
5954
Harbourvest Partners
Massachusetts
USD 205 M +USD 114 M +125% 14.6% 8.96% 18 66.67% 2.3
HRC Wealth Management
5955
HRC Wealth Management
Idaho
USD 205 M +USD 17.5 M +9% 8.09% 82.2% 56 10.71% 1.3
Causey Wealth LLC
5956
Causey Wealth LLC
Colorado
USD 205 M +USD 10.4 M +5% 5.58% – 68 8.82% 0.7
AIFS
5957
A&I Financial Services
Colorado
USD 205 M +USD 27.7 M +16% 8.05% – 86 25.58% 1.3
Sand Grove Capital Management
5958
Sand Grove Capital Management
United Kingdom
USD 205 M +USD 6.05 M +3% 23.8% 410% 19 78.95% 0.1
Significant Wealth Partners
5959
Significant Wealth Partners
Illinois
USD 205 M +USD 1.06 M +0.5% 2.43% – 110 16.36% 0.9
University of Chicago
5960
University of Chicago
Illinois
USD 205 M +USD 87.1 M +74% 7.65% 62.3% 11 0% 1.3
Bright Financial Advisors
5961
Bright Financial Advisors
Michigan
USD 205 M +USD 24.4 M +14% 7.21% – 64 15.63% 1.1
Murphy Middleton Hinkle & Parker
5962
Murphy Middleton Hinkle & Parker
Georgia
USD 205 M +USD 25.9 M +14% 6.6% 66.8% 140 7.14% 6.2
Pointe Capital Management
5963
Pointe Capital Management
Michigan
USD 205 M +USD 11.9 M +6% 5.61% 62.6% 157 3.18% 5.6
Emergence GP Partners
5964
Emergence GP Partners
California
USD 205 M +USD 10.3 M +5% 5.64% – 4 0% 2.6
CMG Global Holdings
5965
CMG Global Holdings
Texas
USD 204 M +USD 14.5 M +8% 8.12% 80.8% 94 4.26% 3.3
Income Research & Management
5966
Income Research & Management
Massachusetts
USD 204 M -USD 170 M -45% 0.12% 1.19% 42 21.43% 1
Ravenstone Capital Management
5967
Ravenstone Capital Management
USD 204 M +USD 13.8 M +7% 5.46% 63% 48 20.83% 2.8
Spring Capital Management
5968
Spring Capital Management
Texas
USD 204 M +USD 14.5 M +8% 6.38% 73.6% 51 3.92% 2.1
CWC Advisors
5969
CWC Advisors
Oregon
USD 204 M +USD 10.7 M +6% 6.54% – 153 9.8% 0.8
Mader & Shannon Wealth Management
5970
Mader & Shannon Wealth Management
Missouri
USD 204 M +USD 20.4 M +11% 11.7% 62.5% 24 12.5% 2.8
NerdWallet Wealth Partners
5971
NerdWallet Wealth Partners
New York
USD 204 M – – 5.91% – 61 – 0
Chronos Wealth Management
5972
Chronos Wealth Management
Florida
USD 204 M +USD 10.9 M +6% 8.56% 92.3% 41 7.32% 3.9
Riverstone Advisors
5973
Riverstone Advisors
Texas
USD 204 M +USD 18.9 M +10% 11.2% 104% 64 10.94% 2.9
RPS Advisory Solutions
5974
RPS Advisory Solutions
Kentucky
USD 204 M +USD 21.5 M +12% 8.94% – 136 24.26% 0.7
Resurgent Financial Advisors
5975
Resurgent Financial Advisors
Georgia
USD 204 M +USD 21.6 M +12% 7.84% 86.4% 225 25.33% 2.1