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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)
Griffith & Werner
6376
Griffith & Werner
Georgia
USD 213 M +USD 11.6 M +6% 11.4% – 80 21.25% 1.2
Horizon Bancorp
6377
Horizon Bancorp
Indiana
USD 213 M +USD 5.48 M +3% 7.73% 33.4% 209 7.18% 3.6
Evergreen Wealth Management
6378
Evergreen Wealth Management
Michigan
USD 213 M +USD 19.5 M +10% 10.3% 62.1% 58 12.07% 2.5
LFG Wealth Partners
6379
LFG Wealth Partners
Kentucky
USD 213 M +USD 47.5 M +29% 26.5% – 116 38.79% 0.3
MAC Alpha Capital Management
6380
MAC Alpha Capital Management
Florida
USD 213 M +USD 41.7 M +24% 1.33% – 22 9.09% 0.5
Birchbrook
6381
Birchbrook
Maine
USD 213 M +USD 9.11 M +4% 10.1% 49.1% 326 17.18% 1.9
BGI
6382
B Group Inc
Texas
USD 213 M +USD 78.1 M +58% 22.2% – 22 22.73% 1
WPA
6383
WIT Partners Advisory
Singapore
USD 213 M -USD 129 M -38% 14.1% 22.7% 19 31.58% 0.7
Cedar Cove Wealth Partners
6384
Cedar Cove Wealth Partners
Minnesota
USD 213 M +USD 22.3 M +12% 15.9% – 103 26.21% 0.4
4Thought Financial Group
6385
4Thought Financial Group
New York
USD 213 M +USD 10.6 M +5% 8.54% 37.6% 99 0% 3.8
KM Capital Management
6386
KM Capital Management
Texas
USD 213 M +USD 64.1 M +43% 13.1% 60.8% 94 68.09% 1.3
Aegis Wealth Management (Maryland)
6387
Aegis Wealth Management (Maryland)
Maryland
USD 213 M +USD 37.8 M +22% 11.1% – 163 29.45% 1
Gerber LLC
6388
Gerber LLC
Ohio
USD 213 M +USD 33.5 M +19% 20% 137% 102 18.63% 1.7
Legacy Financial Independent Advisors
6389
Legacy Financial Independent Advisors
Kentucky
USD 213 M +USD 20.3 M +11% 14.2% – 135 24.44% 0.2
First County Bank
6390
First County Bank
Connecticut
USD 213 M +USD 25.2 M +13% 17.5% 101% 173 9.25% 2.4
Industrial Alliance Investment Management
6391
Industrial Alliance Investment Management
Quebec, Canada
USD 212 M +USD 45.2 M +27% 23.5% 88.8% 8 0% 3.2
Equinox Partners Investment Management
6392
Equinox Partners Investment Management
Connecticut
USD 212 M -USD 33 M -13% 18.7% 241% 12 8.33% 2
Cape Ann Savings Bank
6393
Cape Ann Savings Bank
Massachusetts
USD 212 M +USD 13.4 M +7% 14.2% 72.7% 122 8.2% 5
AFBI
6394
AFBI
Florida
USD 212 M +USD 81.1 M +62% 14.9% – 1 0% 1.3
Blue Door Asset Management
6395
Blue Door Asset Management
Connecticut
USD 212 M +USD 53.7 M +34% 45.9% 127% 25 44% 0.9
Taconic Capital Advisors
6396
Taconic Capital Advisors
New York
USD 212 M -USD 23.1 M -10% 8.09% 273% 22 59.09% 1.1
Novak & Powell Financial Services
6397
Novak & Powell Financial Services
Florida
USD 212 M +USD 26.5 M +14% 15.2% – 178 12.36% 1.9
Insight Inv LLC
6398
Insight Inv LLC
California
USD 212 M +USD 29.4 M +16% 33.4% 139% 111 8.11% 3.3
Kinetic Wealth Investment Advisors
6399
Kinetic Wealth Investment Advisors
Ohio
USD 212 M – – 12.4% – 64 – 0
Straightline Group
6400
Straightline Group
Michigan
USD 212 M +USD 11 M +5% 3.51% – 22 36.36% 0.9