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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)
Refined Wealth Management
7151
Refined Wealth Management
Utah
USD 166 M +USD 7.27 M +5% 6.38% 99.4% 52 9.62% 2.3
Westco Advisory Services
7152
Westco Advisory Services
New York
USD 166 M +USD 10.2 M +7% 20.4% – 107 10.28% 0.4
S.R. Schill & Associates
7153
S.R. Schill & Associates
Washington
USD 166 M +USD 17.6 M +12% 8.66% 42.7% 29 13.79% 4
Good Steward Wealth Advisors
7154
Good Steward Wealth Advisors
Tennessee
USD 166 M +USD 10.1 M +6% 7.49% – 75 14.67% 1
VERITY Wealth Advisors
7155
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
7156
TopTier Wealth Management
Wisconsin
USD 166 M +USD 2.88 M +2% 12% – 795 83.27% 0.5
Robert Bosch
7157
Robert Bosch
Germany
USD 166 M +USD 5.15 M +3% 5.73% – 3 0% 1.1
Kerntke Otto McGlone Wealth Management Group
7158
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
7159
OceanIQ Capital
California
USD 165 M – – 12% – 110 – 0
Lancaster Investment Management
7160
Lancaster Investment Management
United Kingdom
USD 165 M -USD 16.3 M -9% 2.66% 0.78% 13 53.85% 0.9
GC
7161
Gratia Capital
California
USD 165 M -USD 61.8 M -27% 12.2% 42.4% 43 48.84% 1
Copley Financial Group
7162
Copley Financial Group
California
USD 165 M -USD 378 k -0.2% 7.59% – 124 12.1% 1.1
Anchorage Capital Advisors
7163
Anchorage Capital Advisors
New York
USD 165 M -USD 213 M -56% 5.06% – 7 42.86% 1.1
Lansing Management
7164
Lansing Management
New York
USD 165 M +USD 14.6 M +10% 13.7% 76.9% 14 7.14% 2.1
Multicoin Capital Management
7165
Multicoin Capital Management
Texas
USD 165 M +USD 89.2 M +117% 38.5% – 3 33.33% 0.4
Framtiden Holdings Management
7166
Framtiden Holdings Management
Illinois
USD 165 M +USD 62.9 M +62% 11.4% – 6 0% 0.5
Foresight Global Investors
7167
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
7168
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
7169
Hickory Point Bank & Trust
Illinois
USD 165 M +USD 13.4 M +9% 12.7% – 473 10.15% 0.6
Tower Trust & Investment Company
7170
Tower Trust & Investment Company
Iowa
USD 165 M +USD 12.4 M +8% 17.1% – 254 20.87% 0.9
Laraway Financial Advisors
7171
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
7172
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
7173
Ares Systematic Credit
USD 165 M +USD 38.1 M +30% 12.4% – 255 48.63% 0.2
HC Advisors
7174
HC Advisors
Georgia
USD 165 M +USD 15.3 M +10% 9.48% 63.5% 63 6.35% 3.7
Vann Equity Management
7175
Vann Equity Management
Texas
USD 165 M +USD 24.3 M +17% 29% – 188 26.6% 0.2