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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)
DT Investment Partners
2101
DT Investment Partners
Pennsylvania
USD 1202 M -USD 6.17 M -0.5% 1.37% 64.3% 551 7.99% 3.5
Whitney & Co
2102
Whitney & Co
New York
USD 1201 M -USD 55.6 M -4% 2.38% 110% 184 10.33% 4.6
JNBA Financial Advisors
2103
JNBA Financial Advisors
Minnesota
USD 1201 M +USD 56 M +5% 0.07% 66.8% 895 19.55% 5
FountainVest China Capital Partners GP3
2104
FountainVest China Capital Partners GP3
Cayman Islands
USD 1201 M -USD 189 M -14% 13.2% 121% 2 0% 4.1
Guardian Partners
2105
Guardian Partners
Canada
USD 1200 M -USD 47.9 M -4% 4.32% – 217 18.89% 0.9
Amplius Wealth Advisors
2106
Amplius Wealth Advisors
Pennsylvania
USD 1200 M +USD 7.79 M +0.7% 1.86% 58% 187 11.76% 2.9
Anchor Investment Management
2107
Anchor Investment Management
South Carolina
USD 1199 M -USD 32 M -3% 0.65% 75.1% 1,099 7.73% 5.8
Callahan Advisors
2108
Callahan Advisors
Texas
USD 1198 M -USD 18.5 M -2% 0.67% 87.7% 187 12.3% 5.8
KWMG LLC
2109
KWMG LLC
Kansas
USD 1198 M +USD 37.7 M +3% 3.25% 76.2% 153 6.54% 6.3
Shay Capital
2110
Shay Capital
New York
USD 1198 M +USD 229 M +24% 1.35% 166% 705 64.54% 0.5
Condor Capital Management
2111
Condor Capital Management
New Jersey
USD 1197 M -USD 38.4 M -3% 3.25% 58.2% 188 10.11% 5.8
JTC Employer Solutions Trustee
2112
JTC Employer Solutions Trustee
Jersey
USD 1197 M -USD 276 M -19% 3.8% 88.7% 321 5.92% 3.6
TCV Trust & Wealth Management
2113
TCV Trust & Wealth Management
Virginia
USD 1193 M -USD 45.3 M -4% 0.44% 75.3% 232 9.05% 7.1
Koss-Olinger Consulting
2114
Koss-Olinger Consulting
Florida
USD 1193 M -USD 97.7 M -8% 0.77% 57.9% 291 20.27% 1.3
Sone Capital Management
2115
Sone Capital Management
New York
USD 1191 M -USD 41.4 M -3% 8.19% – 129 44.19% 0.5
Main Management Fund Advisors
2116
Main Management Fund Advisors
California
USD 1191 M +USD 93.9 M +9% 0.4% 80% 8 37.5% 0.9
Elequin Capital
2117
Elequin Capital
New York
USD 1190 M -USD 155 M -12% 1.75% 52.4% 745 61.74% 0.2
Talbot Financial
2118
Talbot Financial
Washington
USD 1190 M -USD 24.9 M -2% 2.81% 118% 70 8.57% 2.4
Brandywine Oak Private Wealth
2119
Brandywine Oak Private Wealth
Pennsylvania
USD 1190 M -USD 1.99 M -0.2% 0.61% 62.2% 241 7.88% 5.3
PKO Investment Management Joint-Stock
2120
PKO Investment Management Joint-Stock
Poland
USD 1188 M -USD 65 M -5% 0.88% 145% 234 12.82% 3.3
Concentric Capital Strategies
2121
Concentric Capital Strategies
Connecticut
USD 1187 M -USD 893 M -43% 1.28% 165% 419 66.11% 0.4
KLCM Advisors
2122
KLCM Advisors
Wisconsin
USD 1185 M +USD 21 M +2% 1.4% 122% 291 16.15% 3.1
PAMJ
2123
Parvus Asset Management Jersey
Jersey
USD 1184 M -USD 750 M -39% 52.6% – 1 0% 0.8
ARS Wealth Advisors Group
2124
ARS Wealth Advisors Group
Florida
USD 1184 M +USD 74.5 M +7% 1.32% 89.5% 214 16.36% 2.5
J.M. Forbes & Co
2125
J.M. Forbes & Co
Massachusetts
USD 1182 M -USD 52.7 M -4% 0.76% 112% 153 9.8% 6.6