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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)
Good Steward Wealth Advisors
7151
Good Steward Wealth Advisors
Tennessee
USD 166 M +USD 10.1 M +6% 7.49% – 75 14.67% 1
VERITY Wealth Advisors
7152
VERITY Wealth Advisors
United States
USD 166 M +USD 15.8 M +11% 13.8% 59.9% 85 9.41% 4.6
TopTier Wealth Management
7153
TopTier Wealth Management
Wisconsin
USD 166 M +USD 2.88 M +2% 12% – 795 83.27% 0.5
Robert Bosch
7154
Robert Bosch
Germany
USD 166 M +USD 5.15 M +3% 5.73% – 3 0% 1.1
Kerntke Otto McGlone Wealth Management Group
7155
Kerntke Otto McGlone Wealth Management Group
Wisconsin
USD 165 M +USD 18.8 M +13% 9.91% 64.9% 101 16.83% 2.8
OceanIQ Capital
7156
OceanIQ Capital
California
USD 165 M – – 12% – 110 – 0
Lancaster Investment Management
7157
Lancaster Investment Management
United Kingdom
USD 165 M -USD 16.3 M -9% 2.66% 0.78% 13 53.85% 0.9
GC
7158
Gratia Capital
California
USD 165 M -USD 61.8 M -27% 12.2% 42.4% 43 48.84% 1
Copley Financial Group
7159
Copley Financial Group
California
USD 165 M -USD 378 k -0.2% 7.59% – 124 12.1% 1.1
Anchorage Capital Advisors
7160
Anchorage Capital Advisors
New York
USD 165 M -USD 213 M -56% 5.06% – 7 42.86% 1.1
Lansing Management
7161
Lansing Management
New York
USD 165 M +USD 14.6 M +10% 13.7% 76.9% 14 7.14% 2.1
Multicoin Capital Management
7162
Multicoin Capital Management
Texas
USD 165 M +USD 89.2 M +117% 38.5% – 3 33.33% 0.4
Framtiden Holdings Management
7163
Framtiden Holdings Management
Illinois
USD 165 M +USD 62.9 M +62% 11.4% – 6 0% 0.5
Foresight Global Investors
7164
Foresight Global Investors
New York
USD 165 M +USD 10.9 M +7% 8.94% 69.9% 33 15.15% 1.1
Hahn Capital Management
7165
Hahn Capital Management
California
USD 165 M +USD 5.77 M +4% 9.86% 71.7% 32 6.25% 7.3
Hickory Point Bank & Trust
7166
Hickory Point Bank & Trust
Illinois
USD 165 M +USD 13.4 M +9% 12.7% – 473 10.15% 0.6
Tower Trust & Investment Company
7167
Tower Trust & Investment Company
Iowa
USD 165 M +USD 12.4 M +8% 17.1% – 254 20.87% 0.9
Laraway Financial Advisors
7168
Laraway Financial Advisors
Minnesota
USD 165 M +USD 22.5 M +16% 21.7% 92.3% 140 7.86% 3.4
Charter Research & Investment Group
7169
Charter Research & Investment Group
Connecticut
USD 165 M +USD 14.6 M +10% 13.2% 82.3% 93 8.6% 7.2
Ares Systematic Credit
7170
Ares Systematic Credit
USD 165 M +USD 38.1 M +30% 12.4% – 255 48.63% 0.2
HC Advisors
7171
HC Advisors
Georgia
USD 165 M +USD 15.3 M +10% 9.48% 63.5% 63 6.35% 3.7
Vann Equity Management
7172
Vann Equity Management
Texas
USD 165 M +USD 24.3 M +17% 29% – 188 26.6% 0.2
Gaddis Premier Wealth Advisors
7173
Gaddis Premier Wealth Advisors
Oklahoma
USD 165 M +USD 29 M +21% 14.7% – 106 26.42% 0.4
Atala Financial
7174
Atala Financial
California
USD 165 M +USD 15.6 M +10% 13.9% – 126 11.11% 1.3
Forerunner Ventures Management
7175
Forerunner Ventures Management
California
USD 164 M -USD 4.68 M -3% 9.34% – 1 0% 0.5