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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)
Battery Global Advisors
6576
Battery Global Advisors
Massachusetts
USD 200 M +USD 13.6 M +7% 13.8% – 157 1.91% 1.7
CastleKeep Investment Advisors
6577
CastleKeep Investment Advisors
Connecticut
USD 200 M +USD 15.2 M +8% 7.33% – 76 13.16% 1.9
SharpePoint
6578
SharpePoint
Arizona
USD 200 M +USD 31.9 M +19% 32% – 94 13.83% 0.8
Rose Capital Advisors
6579
Rose Capital Advisors
Florida
USD 200 M – – 13% – 108 – 0
Independence Wealth Advisors (Ohio)
6580
Independence Wealth Advisors (Ohio)
Ohio
USD 199 M +USD 11.7 M +6% 10.3% – 96 17.71% 0.4
Cetera Trust Company
6581
Cetera Trust Company
Minnesota
USD 199 M +USD 22.4 M +13% 21.3% – 354 3.39% 2.3
SFC
6582
SEG Family Corp
USD 199 M -USD 26 M -12% 10.6% – 1 0% 1
All-Stars Investment
6583
All-Stars Investment
Hong Kong
USD 199 M -USD 6.86 M -3% 2.29% 41.7% 11 63.64% 0.7
Riverbend Wealth Management
6584
Riverbend Wealth Management
South Carolina
USD 199 M +USD 24.6 M +14% 17.2% – 180 17.78% 1
Patrick Mauro Investment Advisor
6585
Patrick Mauro Investment Advisor
Illinois
USD 199 M +USD 25 k +0% 3.11% 31.7% 43 18.6% 3
DT
6586
DBA Trading
Florida
USD 199 M -USD 2.39 M -1% 42.7% – 40 5% 0.4
MA
6587
McBroom & Associates
Nevada
USD 199 M +USD 19.3 M +11% 18% 148% 40 17.5% 3
ViaWealth
6588
ViaWealth
Kansas
USD 199 M +USD 19.1 M +11% 14.3% 77.2% 171 9.36% 2.5
Park Avenue Institutional Advisers
6589
Park Avenue Institutional Advisers
New York
USD 199 M -USD 514 k -0.3% 0.18% – 5 60% 0.3
Milestone Asset Management Group
6590
Milestone Asset Management Group
Connecticut
USD 199 M +USD 27.5 M +16% 17.3% – 134 6.72% 1.2
Aozora Bank
6591
Aozora Bank
Japan
USD 199 M +USD 155 M +355% 0.07% 5.45% 1 0% 3.8
Hilton Head Capital Partners
6592
Hilton Head Capital Partners
South Carolina
USD 198 M +USD 21.2 M +12% 18.3% – 1,037 16.68% 0.5
AI
6593
Arrien Investments
Idaho
USD 198 M +USD 13.9 M +8% 7.12% 46% 48 12.5% 2.1
Walker Asset Management
6594
Walker Asset Management
Missouri
USD 198 M +USD 13.3 M +7% 13.7% 87.6% 157 10.83% 2.8
Oceanside Advisors
6595
Oceanside Advisors
South Carolina
USD 198 M +USD 22.9 M +13% 9.5% – 57 7.02% 2
OneAscent Family Office
6596
OneAscent Family Office
Alabama
USD 198 M +USD 55 M +38% 18.5% – 271 40.59% 0.6
Frazier Financial Advisors
6597
Frazier Financial Advisors
Ohio
USD 198 M +USD 17.4 M +10% 14.5% – 859 30.62% 1.9
Piedmont Capital Management (Montana)
6598
Piedmont Capital Management (Montana)
Montana
USD 198 M +USD 1.4 M +0.7% 14.3% 94% 60 20% 2.7
Steadtrust
6599
Steadtrust
Texas
USD 198 M +USD 21.4 M +12% 28.7% – 140 17.86% 0.8
Cornerstone Wealth
6600
Cornerstone Wealth
Tennessee
USD 198 M +USD 20 M +11% 9.47% – 107 14.95% 0.2