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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)
GSI Capital Advisors
6401
GSI Capital Advisors
California
USD 212 M +USD 27.8 M +15% 12.6% 39.7% 33 24.24% 2.3
Banque de Luxembourg
6402
Banque de Luxembourg
Luxembourg
USD 212 M +USD 18.7 M +10% 12.3% – 79 6.33% 1.2
FPC Investment Advisory
6403
FPC Investment Advisory
California
USD 212 M +USD 11.4 M +6% 7.94% – 38 15.79% 1.5
David J. Yvars Group
6404
David J. Yvars Group
Florida
USD 212 M +USD 33 M +18% 22.8% 143% 111 21.62% 2.6
Clark Financial Services Group
6405
Clark Financial Services Group
Missouri
USD 212 M +USD 27.3 M +15% 27.8% 116% 118 24.58% 2.2
Addison Advisors
6406
Addison Advisors
Vermont
USD 212 M -USD 241 M -53% 10.4% 50.2% 1,037 36.26% 3.2
StoryOne LLC
6407
StoryOne LLC
Kansas
USD 212 M +USD 34.2 M +19% 22.7% – 79 98.73% 0.4
Panoramic Capital Partners
6408
Panoramic Capital Partners
Oregon
USD 212 M +USD 49.2 M +30% 15% – 80 31.25% 0.9
Merrion Investment Management
6409
Merrion Investment Management
New Jersey
USD 211 M +USD 25.2 M +14% 20.9% 161% 114 11.4% 3.5
Henderson Brothers Financial Partners
6410
Henderson Brothers Financial Partners
Pennsylvania
USD 211 M -USD 184 M -46% 9.6% – 106 28.3% 1.1
AFC
6411
Alpine Fox Capital
Nevada
USD 211 M +USD 57.3 M +37% 51.2% – 21 28.57% 0.5
RCS Financial Planning
6412
RCS Financial Planning
Maryland
USD 211 M +USD 18.4 M +10% 10.7% 48.2% 105 9.52% 1.9
Investments & Financial Planning LLC
6413
Investments & Financial Planning LLC
Kentucky
USD 211 M +USD 27.5 M +15% 14.9% 63.6% 41 14.63% 3.3
Kaufman Rossin Wealth
6414
Kaufman Rossin Wealth
Florida
USD 211 M +USD 36.6 M +21% 15.1% – 116 18.97% 0.9
Tilia Fiduciary Partners
6415
Tilia Fiduciary Partners
North Carolina
USD 211 M +USD 29 M +16% 21.7% 101% 129 12.4% 2.9
McCarthy Asset Management
6416
McCarthy Asset Management
California
USD 211 M – – 10.1% – 29 – 3.7
Kure Advisory
6417
Kure Advisory
Minnesota
USD 211 M +USD 27.3 M +15% 8.99% – 67 23.88% 1.6
Wisconsin Capital Management
6418
Wisconsin Capital Management
Wisconsin
USD 211 M +USD 28.5 M +16% 25.5% 153% 53 15.09% 4.9
Stegner Investment Associates
6419
Stegner Investment Associates
Kentucky
USD 210 M +USD 27.7 M +15% 16.9% 84.8% 31 6.45% 3.6
Aristotle Pacific Capital
6420
Aristotle Pacific Capital
California
USD 210 M +USD 87.3 M +71% 0.28% 1.84% 5 0% 4.3
Three Cord True Wealth Management
6421
Three Cord True Wealth Management
Pennsylvania
USD 210 M +USD 30.2 M +17% 11.1% – 43 9.3% 1
Beckerman Institutional
6422
Beckerman Institutional
New Jersey
USD 210 M +USD 21.9 M +12% 8.57% – 127 7.09% 1.5
Bradley & Co Private Wealth Management
6423
Bradley & Co Private Wealth Management
Florida
USD 210 M +USD 20.1 M +11% 10.3% – 224 5.36% 3.4
Index Venture Growth Associates V
6424
Index Venture Growth Associates V
Jersey
USD 210 M +USD 25.4 M +14% 29.8% – 3 0% 0.5
Baron Financial Group
6425
Baron Financial Group
New Jersey
USD 210 M +USD 24.2 M +13% 12.4% 55.5% 56 5.36% 4.2