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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)
McCarter Private Wealth Services
6076
McCarter Private Wealth Services
Massachusetts
USD 195 M +USD 20.4 M +12% 9.95% – 130 12.31% 0.8
Spectrum Strategic Capital Management
6077
Spectrum Strategic Capital Management
Oregon
USD 195 M -USD 3.57 M -2% 8.31% 85.6% 47 8.51% 1.1
Pinnacle Wealth Management Group
6078
Pinnacle Wealth Management Group
Michigan
USD 195 M +USD 20.7 M +12% 8.99% 64.3% 131 9.16% 2.2
Touchstone Capital
6079
Touchstone Capital
Pennsylvania
USD 195 M – – 8% – 49 – 0.8
R.W. Roge & Company
6080
R.W. Roge & Company
New York
USD 195 M +USD 18.9 M +11% 7.8% 68.1% 59 11.86% 3
Quarry Hill Advisors
6081
Quarry Hill Advisors
Minnesota
USD 195 M +USD 23.1 M +13% 7.74% 62.5% 52 13.46% 2.3
Main Line Retirement Advisors
6082
Main Line Retirement Advisors
Montana
USD 195 M +USD 19.3 M +11% 5.19% 47.6% 46 10.87% 1.5
Yorktown Energy Partners XI
6083
Yorktown Energy Partners XI
New York
USD 195 M +USD 79.8 M +69% 111% 105% 3 0% 5.1
Fairfield, Bush & Co
6084
Fairfield, Bush & Co
Connecticut
USD 195 M +USD 17.9 M +10% 11.9% 112% 122 11.48% 6.3
Peninsula Asset Management
6085
Peninsula Asset Management
Florida
USD 195 M +USD 5.36 M +3% 4.85% 44.1% 45 4.44% 8.8
Brendel Financial Advisors
6086
Brendel Financial Advisors
New Hampshire
USD 195 M +USD 16.2 M +9% 10.6% 126% 127 40.16% 1.7
Tenon Financial
6087
Tenon Financial
New Jersey
USD 195 M -USD 31.7 M -14% 6.12% – 49 8.16% 1.3
Makaira Partners
6088
Makaira Partners
California
USD 195 M -USD 134 M -41% 8.89% 22% 13 7.69% 3.2
BAM
6089
Bosun Asset Management
Illinois
USD 195 M -USD 141 M -42% 8.35% 278% 200 66.5% 2.5
Trivant Custom Portfolio Group
6090
Trivant Custom Portfolio Group
California
USD 195 M +USD 12.5 M +7% 7.66% 86.1% 105 23.81% 1.6
EntreWealth
6091
EntreWealth
Texas
USD 194 M +USD 49.7 M +34% 5.26% – 86 26.74% 0.5
Enterprise Financial Services Corp (EFSC)
6092
Enterprise Financial Services Corp (EFSC)
Missouri
USD 194 M +USD 6.61 M +4% 8.06% 112% 170 12.35% 7.3
School Employees Retirement Board of Ohio
6093
School Employees Retirement Board of Ohio
Ohio
USD 194 M +USD 19 M +11% 8.15% – 5 40% 0.6
American Trust Investment Advisors
6094
American Trust Investment Advisors
New Hampshire
USD 194 M -USD 4.26 M -2% 6.36% 91% 93 25.81% 4.4
Friedenthal Financial
6095
Friedenthal Financial
New Jersey
USD 194 M +USD 11.2 M +6% 6.1% 105% 324 37.65% 1.7
Birchcreek Wealth Management
6096
Birchcreek Wealth Management
Ohio
USD 194 M +USD 17 M +10% 6.9% 80.7% 122 11.48% 3.1
Delta Capital Management
6097
Delta Capital Management
New Jersey
USD 193 M +USD 14.6 M +8% 10.1% 129% 106 8.49% 5.6
Banque de Luxembourg
6098
Banque de Luxembourg
Luxembourg
USD 193 M +USD 18.8 M +11% 8.56% – 93 20.43% 0.7
Birchbrook
6099
Birchbrook
Maine
USD 193 M +USD 6.74 M +4% 5.16% 49.1% 279 4.66% 1.5
Tower View Wealth Management
6100
Tower View Wealth Management
Wisconsin
USD 193 M +USD 371 k +0.2% 6.18% 135% 200 16% 3.8