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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)
Strategies Wealth Advisors
2576
Strategies Wealth Advisors
Michigan
USD 687 M +USD 36.6 M +6% 1.08% 64.6% 101 10.89% 1.8
Greatmark Investment Partners
2577
Greatmark Investment Partners
Georgia
USD 686 M -USD 18.1 M -3% 1.3% 62% 129 3.1% 6.2
Adams Natural Resources Fund
2578
Adams Natural Resources Fund
Maryland
USD 685 M -USD 23.7 M -3% 2.92% 50.6% 55 1.82% 6.9
Aperture Investors
2579
Aperture Investors
New York
USD 685 M -USD 96.5 M -12% 0.06% 211% 93 32.26% 1.3
Monograph Wealth Advisors
2580
Monograph Wealth Advisors
California
USD 684 M +USD 3.08 M +0.5% 2.19% 68% 163 41.72% 1.7
Gilbert & Cook
2581
Gilbert & Cook
Iowa
USD 684 M -USD 49.7 M -7% 1.87% 63.2% 229 10.92% 3.3
LP
2582
LGL Partners
Pennsylvania
USD 684 M +USD 87.1 M +15% 2.65% 68.9% 120 19.17% 3.4
LVW Advisors
2583
LVW Advisors
New York
USD 684 M +USD 93.2 M +16% 2.89% 79.1% 315 15.24% 2.9
Arbor Investment Advisors
2584
Arbor Investment Advisors
North Carolina
USD 684 M +USD 820 k +0.1% 0.47% 44.3% 115 15.65% 4.7
Ascent Wealth Partners
2585
Ascent Wealth Partners
New York
USD 683 M +USD 9.4 M +1% 3.35% 105% 167 10.78% 4
GCM Grosvenor Holdings
2586
GCM Grosvenor Holdings
Illinois
USD 683 M +USD 27.2 M +4% 5.16% 78.7% 22 13.64% 1
Avitas Wealth Management
2587
Avitas Wealth Management
California
USD 683 M +USD 24.6 M +4% 6.6% 56.2% 213 8.92% 2.9
Bedel Financial Consulting
2588
Bedel Financial Consulting
Indiana
USD 682 M +USD 44.8 M +7% 8.07% 104% 260 6.15% 4.3
Keebeck Wealth Management
2589
Keebeck Wealth Management
Illinois
USD 682 M +USD 1.88 M +0.3% 3.35% 81.3% 287 12.54% 2.7
LaFleur & Godfrey
2590
LaFleur & Godfrey
Michigan
USD 682 M +USD 5.99 M +0.9% 1.58% 85.2% 141 8.51% 4.2
Multicoin Capital Management
2591
Multicoin Capital Management
Texas
USD 681 M +USD 44.2 M +7% 1.21% – 3 0% 0.4
Cary Street Partners Asset Management
2592
Cary Street Partners Asset Management
Virginia
USD 681 M +USD 36.1 M +6% 0.26% 25.3% 210 11.43% 2.3
Ardsley Advisory Partners
2593
Ardsley Advisory Partners
Connecticut
USD 681 M -USD 15.3 M -2% 6.14% 555% 188 59.57% 0.7
MONECO Advisors
2594
MONECO Advisors
Connecticut
USD 680 M +USD 50.5 M +8% 2.11% 70.5% 450 16.67% 2.2
Cooper Financial Group
2595
Cooper Financial Group
California
USD 680 M +USD 71.7 M +12% 2.93% 87.2% 398 18.84% 2.1
Passaic Partners
2596
Passaic Partners
New Jersey
USD 680 M -USD 13.5 M -2% 1.44% 53.2% 11 0% 1.3
Newbrook Capital Advisors
2597
Newbrook Capital Advisors
New York
USD 680 M -USD 91.2 M -12% 4.46% 299% 21 23.81% 0.9
Patriot Financial Group Insurance Agency
2598
Patriot Financial Group Insurance Agency
Massachusetts
USD 680 M +USD 50.7 M +8% 2.96% 97.3% 518 14.09% 3.7
Liberty Mutual Group Asset Management
2599
Liberty Mutual Group Asset Management
Massachusetts
USD 679 M +USD 328 M +94% 0.46% 47.9% 131 19.08% 1.6
Greenland Capital Management
2600
Greenland Capital Management
New York
USD 679 M -USD 218 M -24% 3.23% 210% 501 67.86% 0.3