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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)
Black Diamond Capital Management I
7451
Black Diamond Capital Management I
USD 151 M +USD 15.3 M +11% 7.87% – 9 22.22% 0.7
Rik Saylor Financial
7452
Rik Saylor Financial
Ohio
USD 151 M +USD 19.3 M +15% 13.9% – 92 10.87% 1.3
Themes Management Co
7453
Themes Management Co
Connecticut
USD 151 M -USD 11.2 M -7% 19.4% – 161 31.68% 0.4
Signal Tree Financial Partners
7454
Signal Tree Financial Partners
Ohio
USD 151 M +USD 18.4 M +14% 10.2% – 54 14.81% 1.2
Hamrick Investment Counsel
7455
Hamrick Investment Counsel
Washington
USD 151 M -USD 29.7 M -16% 7.25% – 364 51.37% 0.5
A4 Wealth Advisors
7456
A4 Wealth Advisors
North Carolina
USD 151 M +USD 28.4 M +23% 14.9% – 119 37.82% 0.5
Adelphi Trust
7457
Adelphi Trust
Florida
USD 151 M +USD 27.8 M +23% 14.4% – 125 24.8% 0.4
Paladin Advisory Group
7458
Paladin Advisory Group
Iowa
USD 151 M +USD 19.1 M +15% 17.9% 71.9% 245 2.45% 2.7
Slocum, Gordon & Co
7459
Slocum, Gordon & Co
Rhode Island
USD 151 M +USD 3.57 M +2% 3.15% 65.3% 75 21.33% 2
Stonebridge Financial Group (Missouri)
7460
Stonebridge Financial Group (Missouri)
Missouri
USD 151 M +USD 31.9 M +27% 22.9% – 183 16.39% 0.4
CFG
7461
Chapman Financial Group
Hawaii
USD 150 M +USD 10.7 M +8% 11.6% – 270 5.56% 1.2
Richard Young Associates
7462
Richard Young Associates
Georgia
USD 150 M +USD 18.8 M +14% 13.2% – 31 25.81% 0.4
Leibman Financial Services
7463
Leibman Financial Services
Nebraska
USD 150 M +USD 14.2 M +10% 10.7% 59.2% 53 20.75% 1.5
Quattro Advisors
7464
Quattro Advisors
Pennsylvania
USD 150 M +USD 34.9 M +30% 24.1% – 60 18.33% 0.4
Spartan Planning & Wealth Management
7465
Spartan Planning & Wealth Management
North Carolina
USD 150 M +USD 15.1 M +11% 19.5% – 88 36.36% 1.2
AmeriServ Wealth Advisors
7466
AmeriServ Wealth Advisors
Pennsylvania
USD 150 M -USD 6.42 M -4% 12.6% – 60 11.67% 3.9
PIP
7467
PB Investment Partners
California
USD 150 M +USD 23.2 M +18% 15.7% 81.1% 10 10% 2.6
Index Venture Growth Associates III
7468
Index Venture Growth Associates III
Jersey
USD 150 M +USD 32.2 M +27% 45.2% 740% 2 0% 4.5
NMCM
7469
Nicholson Meyer Capital Management
Missouri
USD 150 M +USD 19.8 M +15% 15.4% – 46 8.7% 1.1
Bridger Management
7470
Bridger Management
New York
USD 150 M +USD 22.1 M +17% 21.8% 103% 29 34.48% 2.1
Kennondale Capital Management
7471
Kennondale Capital Management
Virginia
USD 150 M +USD 11.4 M +8% 12.1% – 80 2.5% 1.3
Turn8 Private Wealth
7472
Turn8 Private Wealth
USD 150 M -USD 10.2 M -6% 10.5% – 61 27.87% 0.9
PW Advisors
7473
PW Advisors
Florida
USD 150 M +USD 16.3 M +12% 9.08% – 37 8.11% 0.4
Sankala Group
7474
Sankala Group
Colorado
USD 150 M +USD 27.4 M +22% 8.8% – 655 18.93% 0.4
Sovereign's Capital Management
7475
Sovereign's Capital Management
Georgia
USD 150 M +USD 13.9 M +10% 17.5% – 76 7.89% 1.3