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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)
Serent Capital Management Company
6351
Serent Capital Management Company
California
USD 76.4 M -USD 6.41 M -8% 7.73% – 1 0% 0.5
Provence Wealth Management Group
6352
Provence Wealth Management Group
California
USD 76.2 M -USD 11.2 M -13% 14.9% – 67 23.88% 0.4
Catawba River Capital
6353
Catawba River Capital
South Carolina
USD 76.1 M -USD 74.9 M -50% 11.3% 89.5% 25 40% 1.7
Madryn Asset Management
6354
Madryn Asset Management
New York
USD 76.1 M -USD 39.1 M -34% 30.9% – 4 0% 0.5
Highlander Partners
6355
Highlander Partners
Texas
USD 76 M -USD 3.74 M -5% 8.24% 241% 25 12% 0.5
Mayfair Advisory Group
6356
Mayfair Advisory Group
Alabama
USD 75.9 M -USD 2.08 M -3% 12.4% 71.5% 130 30.77% 1.2
Rip Road Capital Partners
6357
Rip Road Capital Partners
Massachusetts
USD 75.9 M -USD 120 M -61% 29.4% 121% 20 45% 1
Coury Firm Asset Management
6358
Coury Firm Asset Management
Pennsylvania
USD 75.4 M -USD 40 M -35% 10.2% – 66 31.82% 0.5
KA
6359
Kearns & Associates
California
USD 75.4 M -USD 21 M -22% 16.2% 78.7% 16 18.75% 0.5
IP
6360
Invenire Partners
Connecticut
USD 75.3 M -USD 4.41 M -6% 14.9% – 32 18.75% 0.4
Tower Wealth Partners
6361
Tower Wealth Partners
Pennsylvania
USD 75.3 M -USD 16.8 M -18% 13.2% 53.7% 53 30.19% 1.2
Spartan Planning & Wealth Management
6362
Spartan Planning & Wealth Management
North Carolina
USD 74.9 M -USD 5.02 M -6% 1.53% – 165 44.24% 0.2
NuWave Investment Management
6363
NuWave Investment Management
New Jersey
USD 74.8 M +USD 294 k +0.4% 21.9% 26.4% 368 59.78% 0.3
Lane Generational
6364
Lane Generational
Massachusetts
USD 74.8 M -USD 33.7 M -31% 28.2% 148% 36 13.89% 0.5
Echo Wealth Management
6365
Echo Wealth Management
Minnesota
USD 74.8 M -USD 10.3 M -12% 15.1% 42.9% 53 16.98% 1.3
Addition Three General Partner
6366
Addition Three General Partner
New York
USD 74.7 M -USD 26.2 M -26% 29.2% – 1 0% 0.5
Mitsubishi UFJ Morgan Stanley Securities
6367
Mitsubishi UFJ Morgan Stanley Securities
Japan
USD 74.6 M -USD 40.5 M -35% 34.9% – 174 2.3% 0.6
Kalos Management
6368
Kalos Management
Georgia
USD 74.4 M -USD 71.7 M -49% 13.2% 48.5% 182 26.92% 1.9
Caxton Corporation
6369
Caxton Corporation
New Jersey
USD 74.4 M -USD 5.99 M -7% 13.7% 512% 39 64.1% 1.6
1888 Investments
6370
1888 Investments
Colorado
USD 74.4 M -USD 3.92 M -5% 24.3% 38.6% 8 62.5% 0.2
Hellman Jordan Management Company
6371
Hellman Jordan Management Company
Massachusetts
USD 74.4 M -USD 17.8 M -19% 20.1% 205% 73 38.36% 0.8
Johnson Midwest Financial
6372
Johnson Midwest Financial
Iowa
USD 74.4 M +USD 3.89 M +6% 11.7% 58.6% 335 18.81% 1.1
LDFO
6373
Louis-Dreyfus Family Office
Connecticut
USD 74.4 M -USD 9.27 M -11% 16.8% – 6 16.67% 0.4
Infini Capital Management
6374
Infini Capital Management
Hong Kong
USD 74.3 M +USD 24.1 M +48% 20.7% – 40 85% 0.2
AWH Capital
6375
AWH Capital
Texas
USD 74.2 M -USD 22.7 M -23% 18.5% 183% 28 14.29% 1.9