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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)
Strait & Sound Wealth Management
6376
Strait & Sound Wealth Management
California
USD 101 M +USD 342 k +0.3% 12.2% 74% 115 9.57% 0.5
MJB
6377
Mark J. Bradley
USD 101 M -USD 37.1 M -27% 10.4% – 45 11.11% 2.1
Certus Wealth Management
6378
Certus Wealth Management
California
USD 101 M – – 5.13% – 60 – 0
Sightline Wealth Advisors
6379
Sightline Wealth Advisors
Connecticut
USD 101 M +USD 2.71 M +3% 3.96% 48.5% 64 17.19% 1.6
Capital CS Group
6380
Capital CS Group
California
USD 100 M -USD 5.23 M -5% 2.73% 22.5% 107 69.16% 0.5
Draper Asset Management
6381
Draper Asset Management
New York
USD 100 M +USD 22.2 M +28% 22.9% 187% 46 41.3% 1.1
Centerstone Investors
6382
Centerstone Investors
New York
USD 100 M +USD 15.3 M +18% 5.13% 73.7% 26 15.38% 3.1
Pine Haven Investment Counsel
6383
Pine Haven Investment Counsel
Massachusetts
USD 100 M +USD 5.06 M +5% 7.42% 72.1% 103 7.77% 1.4
RL
6384
RPO LLC
Connecticut
USD 100 M -USD 228 M -69% 1.12% 66.2% 168 64.88% 0.3
Orser Capital Management
6385
Orser Capital Management
Texas
USD 100 M +USD 11.5 M +13% 11.8% 128% 54 9.26% 3.2
Mayfair Advisory Group
6386
Mayfair Advisory Group
Alabama
USD 100 M +USD 7.95 M +9% 4.7% 71.5% 132 15.91% 1.7
First Affirmative Financial Network
6387
First Affirmative Financial Network
Colorado
USD 100 M +USD 13.7 M +16% 4.87% – 203 21.67% 1.1
KCM
6388
KRS Capital Management
Michigan
USD 100 M +USD 11.2 M +13% 15% 272% 116 6.9% 1.2
DMC Group
6389
DMC Group
Alabama
USD 100 M +USD 978 k +1% 4.7% 99.2% 122 4.92% 1.3
Lansing Management
6390
Lansing Management
New York
USD 100 M +USD 4.94 M +5% 20.4% 76.9% 7 14.29% 3.3
SLFPAM
6391
St. Louis Financial Planners Asset Management
Missouri
USD 100 M +USD 11.9 M +14% 6.77% 139% 45 40% 0.3
Karani Asset Management
6392
Karani Asset Management
New York
USD 99.1 M +USD 4.73 M +5% 14.5% – 38 21.05% 2
Palliser Capital (UK)
6393
Palliser Capital (UK)
United Kingdom
USD 99.1 M +USD 10.8 M +12% 13.2% 57% 8 25% 0.6
Evergreen Wealth Solutions
6394
Evergreen Wealth Solutions
Pennsylvania
USD 99.1 M +USD 12.7 M +15% 7.59% 70.9% 111 15.32% 1.1
PWM
6395
Pinnacle Wealth Management
California
USD 99.1 M – – 6.81% 194% 45 – 0.7
Apis Capital Advisors
6396
Apis Capital Advisors
New York
USD 99.1 M +USD 5.22 M +6% 14.1% 1,532% 36 50% 0.8
3G Capital Partners
6397
3G Capital Partners
New York
USD 99 M +USD 22.1 M +29% 15.2% 351% 16 62.5% 0.4
MAM
6398
Maytree Asset Management
Hong Kong
USD 99 M +USD 5.65 M +6% 2.02% 402% 19 47.37% 0.5
Channing Global Advisors
6399
Channing Global Advisors
Florida
USD 98.8 M +USD 7.91 M +9% 6.9% 131% 48 8.33% 1.1
Melfa Wealth Management
6400
Melfa Wealth Management
Massachusetts
USD 98.7 M -USD 1.41 M -1% 0.29% 42.9% 145 8.28% 0.5