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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)
Roberts Capital Advisors
6951
Roberts Capital Advisors
Colorado
USD 135 M +USD 21 M +18% 22.7% – 84 8.33% 2.2
APW
6952
Aurora Private Wealth
New Jersey
USD 135 M +USD 9.9 M +8% 10.4% – 174 20.69% 2.7
Community Bank of Raymore
6953
Community Bank of Raymore
Missouri
USD 135 M +USD 11.3 M +9% 10.2% 91.9% 74 5.41% 5.6
Milestone Asset Management Group
6954
Milestone Asset Management Group
Connecticut
USD 135 M +USD 24.4 M +22% 12.1% – 103 10.68% 0.4
Milestones Private Investment Advisors
6955
Milestones Private Investment Advisors
New York
USD 135 M – – 7.94% – 119 – 0
FSA Investment Group
6956
FSA Investment Group
Florida
USD 135 M +USD 17.6 M +15% 8.61% – 26 34.62% 0.4
HEC
6957
Hudson Executive Capital
New York
USD 135 M +USD 31.1 M +30% 31.7% 127% 3 0% 4.8
Basso Capital Management
6958
Basso Capital Management
Connecticut
USD 135 M +USD 17.5 M +15% 7.52% 85.5% 81 16.05% 1.6
Copley Financial Group
6959
Copley Financial Group
California
USD 135 M +USD 4.22 M +3% 6.91% – 108 12.96% 0.7
Persistent Asset Partners
6960
Persistent Asset Partners
Hong Kong
USD 135 M +USD 15.6 M +13% 11.3% – 253 60.87% 0.2
MY.Alpha Management HK Advisors
6961
MY.Alpha Management HK Advisors
Hong Kong
USD 135 M -USD 66.3 M -33% 14.6% 423% 25 68% 0.7
Grantvest Financial Group
6962
Grantvest Financial Group
New Jersey
USD 135 M +USD 11.4 M +9% 5.42% – 142 12.68% 0.4
CSI
6963
Cross Staff Investments
New York
USD 135 M +USD 2.14 M +2% 6.47% 80.3% 131 8.4% 2.8
Washington Capital Management
6964
Washington Capital Management
Washington
USD 135 M +USD 10.6 M +9% 8.97% 81.8% 129 25.58% 2.6
Exome Asset Management
6965
Exome Asset Management
New York
USD 135 M +USD 22 M +20% 10.4% – 86 58.14% 0.4
Gibson Wealth Advisors
6966
Gibson Wealth Advisors
Texas
USD 134 M +USD 9.8 M +8% 7.47% – 40 7.5% 2.6
Accelerate Investment Advisors
6967
Accelerate Investment Advisors
California
USD 134 M +USD 15 M +13% 8.67% – 134 28.36% 0.5
Presper Financial Architects
6968
Presper Financial Architects
Ohio
USD 134 M – – 8.85% – 46 – 0
David Wealth Management
6969
David Wealth Management
Virginia
USD 134 M +USD 14.8 M +12% 7.41% – 57 17.54% 0.4
Winnow Wealth
6970
Winnow Wealth
Texas
USD 134 M +USD 25.9 M +24% 9.1% – 717 88.42% 0.2
Accordant Advisory Group
6971
Accordant Advisory Group
Maryland
USD 134 M +USD 32 M +31% 9.1% – 187 30.48% 0.8
Seed Wealth Management
6972
Seed Wealth Management
Illinois
USD 134 M +USD 11.4 M +9% 8.57% 62% 161 14.91% 1.9
SLT Holdings
6973
SLT Holdings
Arizona
USD 134 M +USD 27.9 M +26% 27.1% – 119 36.97% 0.3
Steinberg Asset Management
6974
Steinberg Asset Management
New York
USD 134 M +USD 11.3 M +9% 8.01% 130% 40 15% 4.6
Teza Capital Management
6975
Teza Capital Management
Illinois
USD 134 M -USD 84.6 M -39% 7.88% 133% 494 56.48% 0.6