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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)
Argyle Capital Partners
7301
Argyle Capital Partners
California
USD 159 M +USD 19.9 M +14% 9.59% – 185 17.84% 1.1
Cooksen Wealth
7302
Cooksen Wealth
Texas
USD 159 M +USD 21 M +15% 14.7% 70.7% 45 0% 2.4
AC
7303
Agman Capital
Nebraska
USD 159 M +USD 33 M +26% 28.9% – 19 5.26% 0.5
Overlook Investments
7304
Overlook Investments
Cayman Islands
USD 159 M -USD 60.8 M -28% 10% – 2 50% 0.5
Oppenheimer & Close
7305
Oppenheimer & Close
New York
USD 159 M -USD 107 k -0.1% 5.43% 149% 61 14.75% 4.3
AGH Wealth Advisors
7306
AGH Wealth Advisors
Kansas
USD 158 M +USD 22.6 M +17% 19.7% – 137 16.06% 1.1
BTC
7307
Bank & Trust Company
Illinois
USD 158 M +USD 10 M +7% 12.2% – 310 4.19% 1.8
Virtus Fixed Income Advisers
7308
Virtus Fixed Income Advisers
Connecticut
USD 158 M +USD 35.9 M +29% 0.44% – 85 4.71% 0.2
Collaborative Capital Advisors
7309
Collaborative Capital Advisors
New York
USD 158 M – – 11.7% – 83 – 0
Seek First
7310
Seek First
California
USD 158 M +USD 16.5 M +12% 18.6% – 67 13.43% 1
Flagship Capital Management
7311
Flagship Capital Management
Pennsylvania
USD 158 M +USD 22.3 M +16% 17% – 50 4% 0.5
Superstring Capital Management
7312
Superstring Capital Management
New York
USD 158 M +USD 18.4 M +13% 40.7% – 43 44.19% 0.6
Schwallier Wealth Management
7313
Schwallier Wealth Management
Michigan
USD 158 M +USD 21.4 M +16% 11.4% – 73 26.03% 1.1
MA
7314
Minerva Advisors
Pennsylvania
USD 158 M +USD 3.37 M +2% 17.7% 166% 48 4.17% 8.5
Brightwater Advisory
7315
Brightwater Advisory
Florida
USD 158 M +USD 7.07 M +5% 11% – 61 4.92% 2.2
Kopion Asset Management
7316
Kopion Asset Management
Texas
USD 158 M +USD 29.7 M +23% 27.1% 80.5% 21 4.76% 4.1
Kastel Capital Advisors
7317
Kastel Capital Advisors
Massachusetts
USD 158 M -USD 4.79 M -3% 7.22% – 60 13.33% 0.5
Seed Wealth Management
7318
Seed Wealth Management
Illinois
USD 158 M +USD 12.6 M +9% 11.1% 62% 109 18.35% 2.5
Ridgeline Wealth Planning
7319
Ridgeline Wealth Planning
Ohio
USD 158 M +USD 20.9 M +15% 16.7% – 55 10.91% 1.1
Centerpoint Advisory Group
7320
Centerpoint Advisory Group
Kansas
USD 158 M +USD 24.9 M +19% 18.3% – 120 12.5% 1.2
Town Capital
7321
Town Capital
Maryland
USD 158 M +USD 34 M +28% 14.4% – 88 36.36% 0.4
APW
7322
Aurora Private Wealth
New Jersey
USD 158 M +USD 17.1 M +12% 18.9% – 195 23.59% 2.8
Lepercq De Neuflize Asset Management
7323
Lepercq De Neuflize Asset Management
New York
USD 158 M +USD 19.6 M +14% 14.5% – 37 29.73% 0.4
Blue Capital Inc
7324
Blue Capital Inc
Nebraska
USD 158 M +USD 4.41 M +3% 14.4% – 153 50.33% 0.5
ADG Wealth Management Group
7325
ADG Wealth Management Group
Louisiana
USD 158 M +USD 12.8 M +9% 10.6% – 54 31.48% 1