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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)
ADAR1 Capital Management
2226
ADAR1 Capital Management
Texas
USD 1065 M +USD 412 M +63% 150% – 270 41.85% 0.7
Kovack Advisors
2227
Kovack Advisors
Florida
USD 1062 M +USD 41.9 M +4% 10.1% 118% 664 14.91% 3.5
RDST Capital
2228
RDST Capital
Washington
USD 1062 M +USD 61.3 M +6% 3.02% 43% 20 15% 1.3
First Light Asset Management
2229
First Light Asset Management
Minnesota
USD 1061 M +USD 289 M +38% 50.7% 364% 47 31.91% 2
Syntegra Private Wealth Group
2230
Syntegra Private Wealth Group
Missouri
USD 1061 M +USD 80.5 M +8% 6.23% 56.9% 191 7.85% 1.8
49 Wealth Management
2231
49 Wealth Management
Texas
USD 1061 M +USD 121 M +13% 5.06% – 209 20.1% 1
Silicon Valley Capital Partners
2232
Silicon Valley Capital Partners
California
USD 1060 M +USD 102 M +11% 9.85% 103% 358 36.03% 2.2
Allen Capital Group
2233
Allen Capital Group
Nebraska
USD 1060 M +USD 86.4 M +9% 6% 62.8% 279 8.96% 1.9
EnCap Energy Capital Fund XI
2234
EnCap Energy Capital Fund XI
Texas
USD 1060 M +USD 38.5 M +4% 4.15% 21% 3 0% 1
AH
2235
Allen Holding
New York
USD 1060 M +USD 42.5 M +4% 8.67% 135% 10 10% 7.7
Wealth Architects
2236
Wealth Architects
California
USD 1059 M +USD 74.6 M +8% 8.68% 80.1% 241 8.71% 5.3
Apriem Advisors
2237
Apriem Advisors
California
USD 1057 M +USD 116 M +12% 8.68% 74.3% 201 10.45% 5.1
Asset Advisors Investment Management
2238
Asset Advisors Investment Management
Georgia
USD 1056 M +USD 43.9 M +4% 3.08% 67.5% 115 7.83% 4.6
Townsend & Associates
2239
Townsend & Associates
Colorado
USD 1054 M +USD 45.5 M +5% 5.28% 58% 118 10.17% 2.6
Crescent Grove Advisors
2240
Crescent Grove Advisors
Illinois
USD 1054 M +USD 21.8 M +2% 9.12% 64.1% 310 13.23% 3.7
TAM
2241
Telemark Asset Management
Massachusetts
USD 1054 M -USD 48.7 M -4% 12.3% 329% 56 28.57% 2.1
Stokes Family Office
2242
Stokes Family Office
Louisiana
USD 1053 M +USD 100 M +10% 7.89% 68.1% 267 13.11% 3.1
Certified Advisory Corp
2243
Certified Advisory Corp
Florida
USD 1053 M +USD 90.9 M +9% 6.39% 58.2% 325 9.85% 3.8
Shepherd Financial Partners
2244
Shepherd Financial Partners
Massachusetts
USD 1051 M +USD 105 M +11% 8.89% 78% 249 6.02% 3.8
Nadler Financial Group
2245
Nadler Financial Group
Illinois
USD 1049 M +USD 72.3 M +7% 8.09% 81.8% 143 11.89% 5.5
Crewe Advisors
2246
Crewe Advisors
Utah
USD 1048 M +USD 341 M +48% 7.87% 96.1% 1,072 40.39% 1.4
C
2247
Chescapmanager
Maryland
USD 1046 M +USD 141 M +16% 12.3% 202% 25 8% 3.5
Inspire Advisors
2248
Inspire Advisors
Idaho
USD 1046 M +USD 81.8 M +8% 6.74% 60.2% 584 23.63% 1.2
Jacobs & Co
2249
Jacobs & Co
California
USD 1045 M +USD 37.5 M +4% 5.99% 105% 126 3.97% 8
Goodnow Investment Group
2250
Goodnow Investment Group
Connecticut
USD 1045 M -USD 28.4 M -3% 5.59% 131% 25 12% 3.8