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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)
Absher Wealth Management
2701
Absher Wealth Management
North Carolina
USD 563 M +USD 34.9 M +7% 5.3% 54.5% 75 6.67% 1.3
LVW Advisors
2702
LVW Advisors
New York
USD 563 M +USD 42.7 M +8% 7.1% 79.1% 231 10.39% 2.2
Hardy Reed
2703
Hardy Reed
Mississippi
USD 562 M +USD 40.8 M +8% 6.27% 69.7% 109 11.93% 1.5
Hoover Financial Advisors
2704
Hoover Financial Advisors
Pennsylvania
USD 562 M +USD 28.6 M +5% 5.9% – 710 17.46% 0.6
Avitas Wealth Management
2705
Avitas Wealth Management
California
USD 562 M +USD 51.1 M +10% 10.3% 56.2% 227 22.91% 1.4
Tarbox Family Office
2706
Tarbox Family Office
California
USD 560 M +USD 51.4 M +10% 6.31% 66.4% 1,255 14.26% 3.5
Apollon Wealth Management
2707
Apollon Wealth Management
South Carolina
USD 559 M +USD 41.9 M +8% 9.8% 96.7% 387 20.16% 0.6
Tanglewood Wealth Management
2708
Tanglewood Wealth Management
Texas
USD 559 M +USD 56.1 M +11% 6.68% 64.6% 23 13.04% 2.7
Mirabella Financial Services
2709
Mirabella Financial Services
United Kingdom
USD 559 M +USD 236 M +73% 6.41% 86.2% 438 75.11% 0.2
Medicxi Ventures Management
2710
Medicxi Ventures Management
Jersey
USD 558 M +USD 386 M +225% 0.51% 505% 6 16.67% 1
Capital Advisors Ltd
2711
Capital Advisors Ltd
Ohio
USD 557 M +USD 12.3 M +2% 5.2% 54.2% 496 4.84% 4.4
Globeflex Capital
2712
Globeflex Capital
California
USD 557 M +USD 8.06 M +1% 7.43% 186% 514 24.71% 1.7
BFSG LLC
2713
BFSG LLC
California
USD 557 M -USD 60 M -10% 5.57% 81.9% 219 45.66% 2
RGT Wealth Advisors
2714
RGT Wealth Advisors
Texas
USD 557 M +USD 44.3 M +9% 5.69% 9.35% 64 21.88% 1.4
Permanens Capital
2715
Permanens Capital
New York
USD 557 M +USD 69.9 M +14% 6.81% 76.9% 133 21.8% 1.7
ARS Wealth Advisors
2716
ARS Wealth Advisors
Florida
USD 556 M +USD 97.2 M +21% 5.9% 62.5% 146 17.12% 3.2
Sunbelt Securities
2717
Sunbelt Securities
Texas
USD 556 M +USD 47.9 M +9% 7.67% 83.5% 468 17.52% 1.8
Gilbert & Cook
2718
Gilbert & Cook
Iowa
USD 556 M +USD 47.1 M +9% 6.62% 63.2% 223 15.25% 1.8
ACM
2719
AIGH Capital Management
Maryland
USD 555 M +USD 80.2 M +17% 27.2% 3,007% 63 49.21% 0.3
PM Capital
2720
PM Capital
Australia
USD 555 M +USD 7.62 M +1% 12.2% 105% 17 23.53% 3.8
Nicholas Hoffman & Company
2721
Nicholas Hoffman & Company
Georgia
USD 554 M +USD 58 M +12% 6.8% 65.1% 265 9.06% 2.7
Gramercy Funds Management
2722
Gramercy Funds Management
Connecticut
USD 553 M +USD 158 M +40% 0.08% 87.6% 14 78.57% 0.7
Caledonia Investments plc (UK)
2723
Caledonia Investments plc (UK)
United Kingdom
USD 553 M +USD 36.5 M +7% 8.77% 61.9% 11 0% 4.5
Berger Financial Group
2724
Berger Financial Group
Minnesota
USD 553 M +USD 93.7 M +20% 5.98% 59.9% 209 10.53% 0.4
Greatmark Investment Partners
2725
Greatmark Investment Partners
Georgia
USD 553 M +USD 41 M +8% 7.64% 62% 140 5.71% 4.6