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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)
Travelers Companies
7201
Travelers Companies
Minnesota
USD 132 M +USD 12.7 M +11% 9.39% – 2 50% 0.9
Cannon Wealth Management Services
7202
Cannon Wealth Management Services
North Carolina
USD 132 M +USD 9.7 M +8% 6.14% – 86 11.63% 0.9
Kagan Cocozza Asset Management
7203
Kagan Cocozza Asset Management
New Jersey
USD 132 M +USD 1.65 M +1% 5.22% – 62 3.23% 0.7
Flight Deck Capital
7204
Flight Deck Capital
California
USD 132 M +USD 37.6 M +40% 60% 379% 17 41.18% 0.9
Orca Wealth Management
7205
Orca Wealth Management
Florida
USD 132 M +USD 13.3 M +11% 11.2% – 70 10% 0.7
Opulen Financial Group
7206
Opulen Financial Group
Virginia
USD 132 M +USD 10 M +8% 5.46% – 108 9.26% 0.6
Clayton Partners
7207
Clayton Partners
California
USD 132 M +USD 12.8 M +11% 12.4% 109% 41 21.95% 2.4
Womack Financial
7208
Womack Financial
Texas
USD 132 M +USD 11.7 M +10% 7.35% – 68 4.41% 0.7
Leibman Financial Services
7209
Leibman Financial Services
Nebraska
USD 132 M +USD 1.61 M +1% 6.86% 59.2% 53 16.98% 1.3
GeoSphere Capital Management
7210
GeoSphere Capital Management
Florida
USD 132 M +USD 14.9 M +13% 33% 446% 55 49.09% 0.4
WSA
7211
Warm Springs Advisors
California
USD 132 M +USD 15.2 M +13% 9.64% – 50 16% 0.7
Finward Bancorp
7212
Finward Bancorp
Indiana
USD 132 M +USD 5 M +4% 8.8% – 109 10.09% 0.7
Carnegie Mellon University
7213
Carnegie Mellon University
Pennsylvania
USD 132 M -USD 23 M -15% 13.1% 61.6% 5 0% 2.8
Affinity Wealth
7214
Affinity Wealth
Ohio
USD 132 M +USD 14.1 M +12% 7.65% – 84 52.38% 0.4
Institutional Venture Management XV
7215
Institutional Venture Management XV
California
USD 131 M -USD 111 M -46% 8.8% 116% 4 25% 3.1
PMG Wealth Management
7216
PMG Wealth Management
Illinois
USD 131 M +USD 10.1 M +8% 6.09% – 55 3.64% 0.6
TT Capital Management
7217
TT Capital Management
California
USD 131 M +USD 7.55 M +6% 0.98% – 77 22.08% 0.6
Pine Brook Road Advisors
7218
Pine Brook Road Advisors
New York
USD 131 M -USD 1.02 M -0.8% 9.47% – 2 50% 1.8
HC
7219
Hoese & Co
Minnesota
USD 131 M +USD 6.85 M +6% 4.86% 51% 154 18.83% 3
SIMA Wealth Partners
7220
SIMA Wealth Partners
Virginia
USD 131 M +USD 6.89 M +6% 5.51% – 183 26.23% 1
Kids Capital Management
7221
Kids Capital Management
California
USD 131 M +USD 8.7 M +7% 7.25% – 13 7.69% 1.4
Family Legacy Financial Solutions
7222
Family Legacy Financial Solutions
North Carolina
USD 131 M +USD 12.7 M +11% 4.08% – 292 28.08% 0.2
Kennondale Capital Management
7223
Kennondale Capital Management
Virginia
USD 131 M +USD 32.6 M +33% 17.2% – 84 4.76% 0.7
HAM
7224
Hedges Asset Management
Nevada
USD 131 M +USD 6.08 M +5% 11.6% – 110 15.45% 2.8
PAYA
7225
Phil A. Younker & Associates
Alaska
USD 131 M +USD 29.1 M +29% 3.9% – 34 17.65% 0.6