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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)
Cove Private Wealth
6626
Cove Private Wealth
New York
USD 129 M +USD 3.73 M +3% 4.24% 126% 77 3.9% 0.7
Bruce G. Allen Investments
6627
Bruce G. Allen Investments
Colorado
USD 129 M +USD 9.8 M +8% 8.63% – 1,140 15.44% 0.6
Live Oak Investment Partners
6628
Live Oak Investment Partners
Texas
USD 129 M +USD 7.92 M +7% 5.78% – 276 0% 1.5
Frazier Financial Advisors
6629
Frazier Financial Advisors
Ohio
USD 129 M +USD 2.66 M +2% 7.62% – 1,059 24.36% 0.6
Templeton & Phillips Capital Management
6630
Templeton & Phillips Capital Management
Tennessee
USD 129 M +USD 15.9 M +14% 12.7% 74.3% 55 18.18% 0.7
Clifford Group
6631
Clifford Group
Massachusetts
USD 129 M +USD 4.73 M +4% 5.85% 67.9% 77 9.09% 1.5
Unionview LLC
6632
Unionview LLC
Washington
USD 128 M +USD 6.01 M +5% 5.82% 21.2% 95 5.26% 2
Nightview Capital
6633
Nightview Capital
Texas
USD 128 M +USD 26.6 M +26% 25.9% 170% 6 0% 3.6
Applied Capital LLC
6634
Applied Capital LLC
Florida
USD 128 M +USD 13.8 M +12% 11.5% 78.3% 86 11.63% 1.4
PIS
6635
POM Investment Strategies
North Carolina
USD 128 M +USD 3.02 M +2% 5.37% 67.9% 378 32.01% 0.6
Del-Sette Capital Management
6636
Del-Sette Capital Management
New York
USD 128 M +USD 6.19 M +5% 7.7% 112% 40 17.5% 1.5
TA
6637
TPG Advisors
Illinois
USD 128 M +USD 10.5 M +9% 6.6% – 91 9.89% 0.2
CVV
6638
Curative Ventures V
Texas
USD 128 M +USD 108 M +554% 554% 30.2% 1 0% 2.8
LifeSteps Financial
6639
LifeSteps Financial
California
USD 128 M +USD 6.67 M +6% 5.46% 98.4% 88 11.36% 3.2
Redwood Financial Network
6640
Redwood Financial Network
Ohio
USD 128 M +USD 8.74 M +7% 4.64% 74.1% 154 11.04% 1.8
BVC
6641
Bright Valley Capital
Hong Kong
USD 128 M +USD 39.1 M +44% 16.5% – 14 64.29% 0.3
Kraft Asset Management
6642
Kraft Asset Management
Tennessee
USD 128 M +USD 8.76 M +7% 6.66% 41% 48 10.42% 1.6
Cove Street Capital
6643
Cove Street Capital
California
USD 128 M -USD 11.5 M -8% 3.95% 84.2% 120 48.33% 2.4
Golden Road Advisors
6644
Golden Road Advisors
Florida
USD 128 M +USD 6.42 M +5% 5.97% – 38 5.26% 0.7
Balanced Rock Investment Advisors
6645
Balanced Rock Investment Advisors
Massachusetts
USD 128 M +USD 8.62 M +7% 6.72% – 91 5.49% 0.7
Traction Financial Partners
6646
Traction Financial Partners
Wyoming
USD 127 M -USD 9.9 M -7% 5.79% – 57 3.51% 0.7
APW
6647
Aurora Private Wealth
New Jersey
USD 127 M +USD 13.2 M +12% 5.35% – 156 10.26% 2.5
OxenFree Capital
6648
OxenFree Capital
Florida
USD 127 M +USD 12.9 M +11% 5.03% 56.4% 41 7.32% 0.7
Ellerson Group
6649
Ellerson Group
Maryland
USD 127 M -USD 4.08 M -3% 4.86% 148% 50 10% 1.4
Green Alpha Advisors
6650
Green Alpha Advisors
Colorado
USD 127 M +USD 2.87 M +2% 9.6% 316% 145 7.59% 2.7