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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)
Anabranch Capital Management
6701
Anabranch Capital Management
Connecticut
USD 159 M -USD 8.6 M -5% 5.99% 139% 6 0% 3.6
Braun-Bostich & Associates
6702
Braun-Bostich & Associates
Pennsylvania
USD 159 M +USD 12.3 M +8% 7.05% 64.5% 129 13.18% 1.7
Sterling Manor Financial
6703
Sterling Manor Financial
New York
USD 159 M +USD 8.62 M +6% 5.48% – 36 19.44% 1.7
Terra Nova Asset Management
6704
Terra Nova Asset Management
New York
USD 159 M +USD 15.5 M +11% 8.55% 172% 99 15.15% 3.2
Zynergy Retirement Planning
6705
Zynergy Retirement Planning
New Jersey
USD 159 M +USD 9.48 M +6% 4.97% – 28 10.71% 1.1
Teca Partners
6706
Teca Partners
Texas
USD 159 M +USD 15.3 M +11% 4.89% 66% 13 30.77% 1.1
Providence Wealth Advisors
6707
Providence Wealth Advisors
Illinois
USD 159 M +USD 12.8 M +9% 8.33% 121% 88 6.82% 4.8
Richmond Brothers
6708
Richmond Brothers
Michigan
USD 158 M +USD 5.73 M +4% 6.26% 77.2% 35 17.14% 1.6
Paragon Financial Partners
6709
Paragon Financial Partners
California
USD 158 M +USD 12 M +8% 8.38% 90.6% 72 2.78% 3.2
VERITY Wealth Advisors
6710
VERITY Wealth Advisors
United States
USD 158 M +USD 9.46 M +6% 6.72% 59.9% 79 6.33% 4.4
Nipun Capital
6711
Nipun Capital
California
USD 158 M -USD 26 M -14% 2.69% 30.2% 13 53.85% 1.5
Graphene Investments SAS
6712
Graphene Investments SAS
France
USD 158 M +USD 4.72 M +3% 8.52% 103% 47 10.64% 1.9
Optimas Capital
6713
Optimas Capital
Hong Kong
USD 158 M +USD 63.3 M +67% 18.8% 358% 42 85.71% 0.2
Lakeside Advisors
6714
Lakeside Advisors
Washington
USD 158 M +USD 2.91 M +2% 4.57% 83.7% 64 4.69% 3.3
Boyar Asset Management
6715
Boyar Asset Management
New York
USD 158 M +USD 5.23 M +3% 6.55% 75.5% 81 7.41% 7.5
Dominguez Wealth Management Solutions
6716
Dominguez Wealth Management Solutions
Virginia
USD 158 M +USD 13.9 M +10% 7.12% 59.7% 64 4.69% 2.4
IDG China Venture Capital Fund V Associates
6717
IDG China Venture Capital Fund V Associates
Hong Kong
USD 158 M +USD 25.2 M +19% 19% 7.34% 1 0% 3.8
Redwood Financial Network
6718
Redwood Financial Network
Ohio
USD 158 M +USD 9.9 M +7% 6.14% 82.2% 183 9.29% 2.2
Hengistbury Investment Partners
6719
Hengistbury Investment Partners
United Kingdom
USD 158 M +USD 11.5 M +8% 9.74% 108% 3 0% 5.3
Members Wealth
6720
Members Wealth
Pennsylvania
USD 158 M – – 5.69% – 104 – 1.1
Bain Capital Public Equity
6721
Bain Capital Public Equity
Massachusetts
USD 158 M +USD 6.7 M +4% 9.03% 169% 32 46.88% 0.5
Stonekeep Investments
6722
Stonekeep Investments
New Mexico
USD 158 M +USD 9.31 M +6% 8.11% – 66 3.03% 1
Hestia Capital Management
6723
Hestia Capital Management
Pennsylvania
USD 158 M +USD 11.2 M +8% 6.11% – 17 41.18% 0.2
Momentous Wealth Management
6724
Momentous Wealth Management
Washington
USD 158 M +USD 2.95 M +2% 5.58% – 47 17.02% 0.7
Doheny Asset Management
6725
Doheny Asset Management
California
USD 158 M +USD 14.9 M +10% 12.1% 135% 67 5.97% 6.3