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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)
Segra Capital Management
6426
Segra Capital Management
Florida
USD 131 M +USD 6.18 M +5% 8.65% 19% 5 40% 1.4
Ellerson Group
6427
Ellerson Group
Maryland
USD 131 M +USD 15.5 M +13% 17.8% 178% 50 8% 1
Alta Fox Capital Management
6428
Alta Fox Capital Management
Texas
USD 131 M -USD 25.6 M -16% 14.7% 261% 16 31.25% 0.6
26North Partners
6429
26North Partners
New York
USD 131 M +USD 6.28 M +5% 10.1% 77.8% 3 66.67% 1.3
Viewpoint Investment Partners
6430
Viewpoint Investment Partners
Alberta, Canada
USD 131 M -USD 12.7 M -9% 0.16% 38.4% 12 8.33% 2.1
SR
6431
Summer Road
Florida
USD 131 M +USD 96.5 M +282% 104% 214% 1 0% 6
Lowery Thomas LLC
6432
Lowery Thomas LLC
California
USD 131 M +USD 14.2 M +12% 9.12% 74.7% 48 8.33% 1.7
Jacobs Asset Management
6433
Jacobs Asset Management
New York
USD 131 M +USD 2.56 M +2% 8.79% 114% 32 25% 2
Bain Capital Venture Investors
6434
Bain Capital Venture Investors
Massachusetts
USD 131 M -USD 25.9 M -17% 4.65% 34.2% 3 0% 1.7
Strategic Investment Management
6435
Strategic Investment Management
Virginia
USD 130 M -USD 10.1 M -7% 6.97% 53.4% 11 0% 5.6
AIM
6436
AHL Investment Management
Florida
USD 130 M +USD 8.23 M +7% 7.5% 57.7% 66 6.06% 1.8
Triad Wealth Partners
6437
Triad Wealth Partners
Kansas
USD 130 M – – 5.66% – 59 – 0
VERITY Wealth Advisors
6438
VERITY Wealth Advisors
United States
USD 130 M +USD 14 M +12% 7.29% 59.9% 75 6.67% 3.4
Broadwater Capital
6439
Broadwater Capital
Massachusetts
USD 130 M +USD 2.67 M +2% 6.48% – 238 7.56% 0.2
Leibman Financial Services
6440
Leibman Financial Services
Nebraska
USD 130 M +USD 10 M +8% 8.72% 59.2% 54 5.56% 0.2
Wheelhouse Advisory Group
6441
Wheelhouse Advisory Group
Missouri
USD 130 M +USD 15.7 M +14% 8.19% 67.9% 40 12.5% 0.2
Future Financial Wealth Management
6442
Future Financial Wealth Management
Ohio
USD 130 M +USD 29.3 M +29% 7.52% 65.2% 508 77.76% 0.5
Scalar Gauge Management
6443
Scalar Gauge Management
Texas
USD 130 M +USD 24.5 M +23% 9.45% – 35 48.57% 0.2
RF&L Wealth Management
6444
RF&L Wealth Management
Massachusetts
USD 130 M +USD 9.5 M +8% 8.67% 73.8% 57 5.26% 1.1
GWMI
6445
Guardian Wealth Management (Illinois)
Illinois
USD 130 M +USD 11.5 M +10% 12% 98.1% 261 8.05% 1.7
Waypoint Wealth Counsel
6446
Waypoint Wealth Counsel
Georgia
USD 130 M +USD 12.3 M +11% 8.55% 111% 107 17.76% 1
Riverview Trust Company
6447
Riverview Trust Company
Washington
USD 130 M +USD 31.4 M +32% 9.26% 87.6% 650 85.69% 0.7
Horizon Family Wealth
6448
Horizon Family Wealth
Illinois
USD 130 M +USD 10.9 M +9% 9.04% 68.6% 81 22.22% 1.3
Brooktree Capital Management
6449
Brooktree Capital Management
Michigan
USD 130 M +USD 5.93 M +5% 10.9% 82.9% 29 17.24% 3.3
Exane Asset Management
6450
Exane Asset Management
France
USD 130 M +USD 11.8 M +10% 13.1% 74.5% 14 50% 0.6