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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)
DMC Group
6701
DMC Group
Alabama
USD 124 M +USD 6.9 M +6% 6.34% 116% 136 14.71% 1.9
Pine Haven Investment Counsel
6702
Pine Haven Investment Counsel
Massachusetts
USD 124 M +USD 7.2 M +6% 6.05% 86.3% 113 7.08% 2.3
Acuta Capital Partners
6703
Acuta Capital Partners
California
USD 123 M +USD 4.73 M +4% 25.9% 7,269% 49 48.98% 0.7
Two West Capital Advisors
6704
Two West Capital Advisors
Kansas
USD 123 M +USD 18.6 M +18% 5.47% – 74 17.57% 0.2
Finivi Inc
6705
Finivi Inc
Massachusetts
USD 123 M +USD 2.66 M +2% 7.64% 144% 96 17.71% 1.7
Spring Capital Management
6706
Spring Capital Management
Texas
USD 123 M -USD 3.43 M -3% 10.5% 73.6% 30 20% 2.3
BTC
6707
Bank & Trust Company
Illinois
USD 123 M +USD 5.42 M +5% 6.31% – 288 0.69% 0.2
Brooktree Capital Management
6708
Brooktree Capital Management
Michigan
USD 123 M +USD 6.18 M +5% 6.75% 82.9% 25 8% 3.5
Cruiser Capital Advisors
6709
Cruiser Capital Advisors
Connecticut
USD 123 M +USD 50.9 M +71% 9.81% 192% 60 38.33% 1.7
Tsai Capital
6710
Tsai Capital
New York
USD 123 M +USD 21.5 M +21% 3.17% 29.2% 25 4% 2.1
Old North State Trust
6711
Old North State Trust
North Carolina
USD 123 M +USD 7.21 M +6% 7.11% – 135 5.93% 4.1
Cadence Wealth Management
6712
Cadence Wealth Management
Massachusetts
USD 123 M -USD 20.1 M -14% 7.11% 56.4% 48 8.33% 1.7
Oxford Wealth Group
6713
Oxford Wealth Group
Florida
USD 123 M -USD 22.6 M -16% 4.82% – 71 22.54% 0.5
Gibson Wealth Advisors
6714
Gibson Wealth Advisors
Texas
USD 123 M +USD 16.1 M +15% 6.26% – 38 15.79% 2.3
Dynamic Wealth Strategies
6715
Dynamic Wealth Strategies
California
USD 123 M +USD 6.25 M +5% 5.82% 52.2% 246 6.5% 0.7
Somnio Financial Group
6716
Somnio Financial Group
Connecticut
USD 123 M +USD 9.2 M +8% 6.84% – 14 7.14% 0.3
RiverPark Advisors
6717
RiverPark Advisors
New York
USD 122 M +USD 1.62 M +1% 6.05% 87.5% 146 21.23% 2.2
JAIC
6718
Josh Arnold Investment Consultant
Minnesota
USD 122 M +USD 3.08 M +3% 9.14% 272% 31 51.61% 0.5
First Community Trust
6719
First Community Trust
Iowa
USD 122 M +USD 5.43 M +5% 4.34% 128% 319 6.9% 2.1
Gentry Private Wealth
6720
Gentry Private Wealth
Kansas
USD 122 M +USD 8.62 M +8% 5.06% – 88 19.32% 0.2
Cannon Advisors
6721
Cannon Advisors
North Carolina
USD 122 M – – 5.06% – 71 – 0
Exchange Bank
6722
Exchange Bank
California
USD 122 M +USD 4.6 M +4% 7.64% 75.2% 115 6.09% 1.1
Constant Guidance Financial
6723
Constant Guidance Financial
Massachusetts
USD 122 M +USD 25.7 M +27% 8.1% 79.6% 33 33.33% 0.6
BAWM
6724
Bennett Associates Wealth Management
Pennsylvania
USD 122 M +USD 11.1 M +10% 6.4% 51% 50 28% 0.5
Investment Partners Asset Management
6725
Investment Partners Asset Management
New Jersey
USD 122 M +USD 9.8 M +9% 6.34% 86.1% 145 9.66% 0.7