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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)
Matters Capital
7626
Matters Capital
Florida
USD 143 M +USD 30.1 M +27% 25.7% – 78 21.79% 0.4
Camelot Portfolios
7627
Camelot Portfolios
Ohio
USD 143 M +USD 7.65 M +6% 7.69% 41.3% 215 15.35% 3.3
Midwestern Financial
7628
Midwestern Financial
Iowa
USD 143 M +USD 15.7 M +12% 9.62% – 54 0% 1
Strategic Value Bank Partners
7629
Strategic Value Bank Partners
Ohio
USD 143 M -USD 43.3 M -23% 11.1% 98.1% 15 40% 2.8
White Knight Strategic Wealth Advisors
7630
White Knight Strategic Wealth Advisors
New Jersey
USD 143 M +USD 24.1 M +20% 16.1% 111% 95 21.05% 2.4
LifePlan Financial
7631
LifePlan Financial
Minnesota
USD 143 M +USD 7.45 M +6% 11.7% 69.9% 92 13.04% 1.8
Gilbert Capital Group
7632
Gilbert Capital Group
Maine
USD 143 M +USD 13.3 M +10% 14.5% – 63 30.16% 0.7
GPCM
7633
Guardsman Private Capital Management
Florida
USD 143 M +USD 14.7 M +11% 11.4% – 44 4.55% 0.5
Twin City Private Wealth
7634
Twin City Private Wealth
North Carolina
USD 143 M +USD 10.8 M +8% 9.23% – 106 11.32% 1.8
OF
7635
Outfitter Financial
Maine
USD 143 M +USD 13.4 M +10% 19.5% 97.6% 85 11.76% 3.4
Emmett Investment Management
7636
Emmett Investment Management
New York
USD 143 M +USD 11.8 M +9% 18.5% – 35 51.43% 0.7
Rye Brook Capital
7637
Rye Brook Capital
Connecticut
USD 143 M +USD 34.2 M +31% 13.7% 77.2% 44 45.45% 0.9
Clearfield Capital Management
7638
Clearfield Capital Management
New York
USD 143 M -USD 45.3 M -24% 94.7% 421% 18 77.78% 0.7
Peak Wealth Management
7639
Peak Wealth Management
New Hampshire
USD 143 M +USD 20.6 M +17% 15.2% – 61 14.75% 0.4
Somerset Group
7640
Somerset Group
Minnesota
USD 142 M +USD 7.82 M +6% 16.2% 84.6% 59 1.69% 7.8
Virtue Asset Management
7641
Virtue Asset Management
Illinois
USD 142 M +USD 16.9 M +13% 15.4% – 118 18.64% 0.6
Seelaus Asset Management
7642
Seelaus Asset Management
New Jersey
USD 142 M +USD 3.71 M +3% 24% 134% 239 29.71% 3.1
GCM
7643
Gunpowder Capital Management
Maryland
USD 142 M +USD 10.5 M +8% 9.38% – 428 9.35% 0.5
Greenhouse Wealth Management
7644
Greenhouse Wealth Management
Connecticut
USD 142 M -USD 19.4 M -12% 16% 87.2% 60 18.33% 3.9
Richwood Investment Advisors
7645
Richwood Investment Advisors
Ohio
USD 142 M +USD 12.4 M +10% 14.4% 66% 109 12.84% 3.6
Barington Capital Group
7646
Barington Capital Group
New York
USD 142 M +USD 19.1 M +15% 18.4% 71.1% 10 30% 2.2
KC
7647
KHIS Custodian
Texas
USD 142 M -USD 174 M -55% 37.6% – 1 0% 0.5
Legacy Advisory Services
7648
Legacy Advisory Services
Pennsylvania
USD 142 M +USD 11.1 M +8% 9.38% 59.4% 57 19.3% 1.3
MY Wealth Management
7649
MY Wealth Management
Maryland
USD 142 M +USD 38.7 M +37% 12.9% 41.2% 50 56% 1.7
AF
7650
ASL Financial
California
USD 142 M +USD 16.8 M +13% 13.4% – 100 10% 0.4