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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)
CRA Financial Services
2801
CRA Financial Services
New Jersey
USD 868 M +USD 97.5 M +13% 15.2% 91.9% 324 9.57% 3.7
Fractal Investments
2802
Fractal Investments
Connecticut
USD 867 M +USD 21.9 M +3% 3.97% 86.4% 91 23.08% 2.3
Freedom Together Foundation
2803
Freedom Together Foundation
New York
USD 867 M +USD 105 M +14% 13.8% – 2 0% 1.5
LA
2804
LM Advisors
California
USD 866 M +USD 860 M +13,596% 18.7% – 231 11.26% 1.8
Parkway Wealth Management
2805
Parkway Wealth Management
Texas
USD 866 M +USD 75.6 M +10% 22.8% – 157 19.11% 0.4
LexAurum Advisors
2806
LexAurum Advisors
Kansas
USD 866 M +USD 94.6 M +12% 10.2% – 440 12.95% 3.2
LCM
2807
Lynx1 Capital Management
Puerto Rico
USD 866 M +USD 233 M +37% 48.1% 883% 29 27.59% 0.9
Valliance Asset Management
2808
Valliance Asset Management
Hong Kong
USD 864 M +USD 742 M +609% 252% 2,198% 13 84.62% 0.1
BBI
2809
Baxter Bros Inc
Connecticut
USD 864 M +USD 54.2 M +7% 9.61% 73.8% 184 16.3% 6
D'Orazio & Associates
2810
D'Orazio & Associates
Virginia
USD 864 M +USD 91.9 M +12% 15.2% 61.2% 345 19.71% 3.1
Berman McAleer
2811
Berman McAleer
Maryland
USD 864 M +USD 131 M +18% 13.7% – 182 14.84% 0.6
New England Asset Management
2812
New England Asset Management
Connecticut
USD 863 M +USD 77.2 M +10% 8.61% 55.6% 133 27.07% 5.5
BlueSky Wealth Advisors
2813
BlueSky Wealth Advisors
North Carolina
USD 863 M +USD 86.8 M +11% 9.84% 42.9% 129 24.81% 2.6
Curated Wealth Partners
2814
Curated Wealth Partners
California
USD 863 M +USD 69.7 M +9% 10.1% 39.9% 271 26.94% 1
University of Texas/Texas AM Investment Management Co (UTIMCO)
2815
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
USD 863 M +USD 176 M +26% 17.9% 68.3% 464 44.18% 0.7
HP
2816
Hound Partners
New York
USD 863 M +USD 63.5 M +8% 20.2% 19.7% 45 51.11% 0.9
EQT Fund Management
2817
EQT Fund Management
Luxembourg
USD 863 M -USD 158 M -15% 12.7% – 5 0% 0.6
Bernicke Wealth Management
2818
Bernicke Wealth Management
Wisconsin
USD 861 M +USD 87.3 M +11% 10% – 113 10.62% 3.4
Ellenbecker Investment Group
2819
Ellenbecker Investment Group
Wisconsin
USD 860 M +USD 117 M +16% 11.4% 56.3% 155 17.42% 3.7
PSG Equity
2820
PSG Equity
Massachusetts
USD 860 M -USD 117 M -12% 12% 15% 1 0% 4.5
Foundation Resource Management
2821
Foundation Resource Management
Arkansas
USD 860 M -USD 28.8 M -3% 1.32% 67.8% 57 5.26% 8.1
CANC
2822
Culbertson A N & Co
Virginia
USD 859 M +USD 87.8 M +11% 12.7% 80.7% 142 8.45% 7.8
Portside Wealth Group
2823
Portside Wealth Group
Utah
USD 858 M +USD 120 M +16% 15.8% 81.1% 564 26.42% 1.6
Unique Wealth
2824
Unique Wealth
Florida
USD 858 M +USD 135 M +19% 13.7% 68.5% 211 18.48% 1.4
Stokes Family Office
2825
Stokes Family Office
Louisiana
USD 858 M -USD 111 M -11% 13.4% 68.1% 292 12.33% 3.6