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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)
Great Waters Wealth Management
2726
Great Waters Wealth Management
Minnesota
USD 465 M – – 7.68% 49% 86 – 0
Hanson & Doremus Investment Management
2727
Hanson & Doremus Investment Management
Vermont
USD 465 M +USD 77.5 M +20% 9.64% 86.3% 574 19.51% 4.8
Advocate Group
2728
Advocate Group
Minnesota
USD 464 M +USD 59.9 M +15% 12.5% 56.3% 121 10.74% 0.5
Summit Financial Strategies
2729
Summit Financial Strategies
Ohio
USD 464 M +USD 43.3 M +10% 9.77% 59.4% 128 12.5% 2.8
Land & Buildings Investment Management
2730
Land & Buildings Investment Management
Connecticut
USD 464 M +USD 9.9 M +2% 5.79% 53.9% 22 18.18% 1.3
Legacy Financial Advisors
2731
Legacy Financial Advisors
Kentucky
USD 464 M +USD 45.9 M +11% 10% 86.3% 258 20.16% 1.7
Wescott Financial Advisory Group
2732
Wescott Financial Advisory Group
Pennsylvania
USD 464 M +USD 105 M +29% 7.4% 55.5% 160 15% 1
VM
2733
VPR Management
Texas
USD 463 M +USD 19.8 M +4% 7.64% 54.5% 53 47.17% 2.1
Meteora Capital
2734
Meteora Capital
Florida
USD 462 M +USD 66.9 M +17% 0.27% 56.9% 580 60.86% 0.3
Dillon & Associates
2735
Dillon & Associates
Michigan
USD 462 M +USD 31.2 M +7% 9.19% 117% 77 3.9% 6.2
9258 Wealth Management
2736
9258 Wealth Management
Ohio
USD 462 M +USD 71 M +18% 9.96% 49.6% 347 13.83% 2.6
McGuire Investment Group
2737
McGuire Investment Group
Rhode Island
USD 462 M +USD 23.1 M +5% 9.12% 202% 121 11.57% 2.9
Pinkerton Retirement Specialists
2738
Pinkerton Retirement Specialists
Idaho
USD 462 M +USD 203 M +78% 11% 98% 143 36.36% 2.3
Destiny Wealth Partners
2739
Destiny Wealth Partners
Florida
USD 462 M +USD 16.8 M +4% 5.9% 63.7% 723 25.45% 1
Oak Hill Capital Management
2740
Oak Hill Capital Management
New York
USD 462 M -USD 69.7 M -13% 4.4% 1.19% 2 50% 1
Skaana Management
2741
Skaana Management
New York
USD 462 M +USD 171 M +59% 3.62% 269% 232 73.71% 0.2
GYL Financial Synergies
2742
GYL Financial Synergies
Connecticut
USD 462 M +USD 95.1 M +26% 8.17% 36% 223 17.94% 2.3
Wallington Asset Management
2743
Wallington Asset Management
Indiana
USD 462 M +USD 39.2 M +9% 9.49% 108% 85 17.65% 4.5
RenaissanceRe Holdings
2744
RenaissanceRe Holdings
Bermuda
USD 461 M -USD 344 M -43% 4.08% 40.8% 9 11.11% 1.8
Zevin Asset Management
2745
Zevin Asset Management
Massachusetts
USD 460 M +USD 37.1 M +9% 8.41% 71.7% 83 15.66% 5.1
Bleichroeder LP
2746
Bleichroeder LP
New York
USD 460 M -USD 19.1 M -4% 2.82% 202% 94 9.57% 2
Faithward Advisors
2747
Faithward Advisors
Pennsylvania
USD 460 M +USD 38 M +9% 6.05% 119% 277 17.33% 1.5
Sunflower Bank
2748
Sunflower Bank
Texas
USD 459 M +USD 18.5 M +4% 9.51% 42.7% 119 9.24% 2.2
EEP
2749
Edgehill Endowment Partners
Connecticut
USD 459 M +USD 70.5 M +18% 3.87% 11.6% 9 0% 2.6
PGCM
2750
Prescott Group Capital Management
Oklahoma
USD 459 M +USD 135 M +42% 22.6% 148% 205 41.46% 1.7