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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)
Vericrest Private Wealth
6276
Vericrest Private Wealth
Pennsylvania
USD 81.5 M -USD 14.7 M -15% 11.8% – 40 5% 0.5
Evergreen Wealth Solutions
6277
Evergreen Wealth Solutions
Pennsylvania
USD 81.5 M -USD 21.6 M -21% 13.4% 70.9% 109 22.94% 0.4
MAM
6278
Miria Asset Management
Malta
USD 81.5 M -USD 24 M -23% 1.45% 265% 13 69.23% 0.4
Optimas Capital
6279
Optimas Capital
Hong Kong
USD 81.5 M -USD 25 M -23% 0.36% 355% 39 84.62% 0.1
Oder Investment Management
6280
Oder Investment Management
California
USD 81.3 M -USD 6.62 M -8% 13.9% 97.5% 93 23.66% 1.1
Meadow Creek Wealth Advisors
6281
Meadow Creek Wealth Advisors
Georgia
USD 81.3 M -USD 10.8 M -12% 8.23% – 104 8.65% 1.6
Ardent Capital Management
6282
Ardent Capital Management
Ohio
USD 81.2 M -USD 68.8 M -46% 13.6% 87.2% 25 16% 0.5
SRH Advisors
6283
SRH Advisors
Kansas
USD 81.1 M -USD 9.04 M -10% 13.8% 55.7% 315 5.08% 5.1
HLC
6284
Hunt Lane Capital
New York
USD 81.1 M -USD 80.1 M -50% 41.7% 3.59% 20 35% 1.3
Diker Management
6285
Diker Management
New York
USD 81 M -USD 43.1 M -35% 18.3% 210% 33 27.27% 2.3
GC
6286
Gratia Capital
California
USD 80.9 M -USD 20.1 M -20% 23% 42.4% 55 67.27% 0.5
Private Wealth Group
6287
Private Wealth Group
Florida
USD 80.8 M -USD 55.1 M -41% 11.9% 52.9% 48 16.67% 2.2
Watershed Asset Management
6288
Watershed Asset Management
California
USD 80.8 M -USD 18.8 M -19% 13.7% – 147 35.37% 0.4
First Farmers & Merchants Bank Trust
6289
First Farmers & Merchants Bank Trust
Tennessee
USD 80.7 M -USD 13.2 M -14% 8.79% – 99 10.1% 0.5
Guerra Pan Advisors
6290
Guerra Pan Advisors
New Jersey
USD 80.7 M -USD 2.19 M -3% 16.3% 135% 100 5% 0.5
Kensington Asset Management
6291
Kensington Asset Management
Texas
USD 80.6 M -USD 493 M -86% 9.17% 38.1% 7 100% 0
General Equity Holdings
6292
General Equity Holdings
New York
USD 80.5 M -USD 54.3 M -40% 23.5% 775% 14 28.57% 0.8
GuideStone Capital Management
6293
GuideStone Capital Management
Texas
USD 80.5 M -USD 22.3 M -22% 21.7% 49.2% 1 0% 2.5
LCM
6294
Linker Capital Management
Kentucky
USD 80.5 M -USD 20 M -20% 11.3% – 40 10% 0.5
Covalent Partners
6295
Covalent Partners
Massachusetts
USD 80.3 M -USD 37.9 M -32% 7.05% 36.6% 64 31.25% 0.9
Clay Northam Wealth Management
6296
Clay Northam Wealth Management
California
USD 80.3 M -USD 18.5 M -19% 17.9% 125% 87 18.39% 0.4
BlackDiamond Wealth Management
6297
BlackDiamond Wealth Management
New York
USD 80.2 M -USD 3.55 M -4% 11.1% 70.8% 132 37.88% 0.4
Financial Council
6298
Financial Council
Maryland
USD 80.1 M -USD 2.44 M -3% 15.2% 80% 45 13.33% 0.7
Whitefort Capital Management
6299
Whitefort Capital Management
New York
USD 80.1 M -USD 26.1 M -25% 13.1% 243% 40 37.5% 0.4
USA Financial Formulas
6300
USA Financial Formulas
Michigan
USD 80 M -USD 13.4 M -14% 5.23% 104% 476 33.61% 1.2