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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)
Elevate Capital Advisors
7151
Elevate Capital Advisors
Colorado
USD 151 M +USD 7.75 M +5% 2.87% – 98 43.88% 0.6
Authentikos Wealth Advisory
7152
Authentikos Wealth Advisory
California
USD 151 M -USD 93.9 k -0.1% 0.96% 43.5% 73 28.77% 0.8
NDWM LLC
7153
NDWM LLC
California
USD 151 M +USD 3.76 M +3% 1.86% 50.3% 36 11.11% 1.4
Valley Brook Capital Group
7154
Valley Brook Capital Group
Pennsylvania
USD 151 M +USD 2.37 M +2% 3.07% 122% 127 7.87% 3.6
Versant Venture Management
7155
Versant Venture Management
California
USD 151 M -USD 61.4 M -29% 42.3% 409% 9 22.22% 1.9
Capstone Triton Financial Group
7156
Capstone Triton Financial Group
Oklahoma
USD 151 M +USD 1.79 M +1% 2.88% – 92 9.78% 3.1
Gordian Advisors
7157
Gordian Advisors
Arizona
USD 151 M +USD 2.11 M +1% 1.93% 55.4% 53 9.43% 1.3
Accredited Investor Services
7158
Accredited Investor Services
Minnesota
USD 151 M +USD 5.45 M +4% 2.86% – 79 8.86% 0.8
SA
7159
Sage Advisors
Colorado
USD 151 M +USD 11.3 M +8% 5.97% – 54 38.89% 1
Fairscale Capital
7160
Fairscale Capital
New Hampshire
USD 151 M +USD 5.37 M +4% 3.03% – 470 14.68% 1.2
GK Wealth Management
7161
GK Wealth Management
Nevada
USD 151 M +USD 14.1 M +10% 5.03% – 215 27.44% 0.6
Affinity Investment Advisors
7162
Affinity Investment Advisors
California
USD 151 M +USD 2.81 M +2% 5.61% 189% 155 20% 3.5
Lansing Management
7163
Lansing Management
New York
USD 151 M +USD 12.7 M +9% 0.53% 76.9% 14 42.86% 2.2
Silvia McColl Wealth Management
7164
Silvia McColl Wealth Management
California
USD 150 M +USD 2.72 M +2% 3.02% 82.7% 121 7.44% 2.4
ICMP
7165
Integrated Capital Management (Pennsylvania)
Pennsylvania
USD 150 M +USD 6.97 M +5% 1.91% 39.7% 62 8.06% 2.9
Daventry Group
7166
Daventry Group
New York
USD 150 M +USD 9.07 M +6% 3.34% 26.2% 9 44.44% 1.4
Sky-Mountain Capital Management
7167
Sky-Mountain Capital Management
Idaho
USD 150 M +USD 7.14 M +5% 0.03% – 40 12.5% 0.6
AAM
7168
Ackerman Asset Management
Maryland
USD 150 M +USD 10.7 M +8% 2.37% – 34 20.59% 0.6
Arini Captial Management
7169
Arini Captial Management
United Kingdom
USD 150 M – – 8.8% – 5 – 0
Brooktree Capital Management
7170
Brooktree Capital Management
Michigan
USD 150 M -USD 7.04 M -4% 2.43% 82.9% 42 2.38% 2.7
MontVue Capital Management
7171
MontVue Capital Management
Virginia
USD 150 M +USD 1.18 M +0.8% 2.35% 76% 67 4.48% 1.7
Brindle & Bay Financial Advisors
7172
Brindle & Bay Financial Advisors
Texas
USD 150 M – – 1.59% – 68 – 0
Black Diamond Capital Management I
7173
Black Diamond Capital Management I
USD 150 M -USD 180 k -0.1% 8.55% – 14 14.29% 0.3
Petros Family Wealth
7174
Petros Family Wealth
Minnesota
USD 150 M +USD 30.7 M +26% 3.45% – 176 42.05% 0.6
Templeton & Phillips Capital Management
7175
Templeton & Phillips Capital Management
Tennessee
USD 150 M +USD 11.2 M +8% 6.49% 74.3% 59 37.29% 1.4