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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)
CANC
2826
Culbertson A N & Co
Virginia
USD 859 M +USD 87.8 M +11% 12.7% 87.5% 142 8.45% 7.8
Portside Wealth Group
2827
Portside Wealth Group
Utah
USD 858 M +USD 120 M +16% 15.8% 90.1% 564 26.42% 1.6
Unique Wealth
2828
Unique Wealth
Florida
USD 858 M +USD 135 M +19% 13.7% 68.5% 211 18.48% 1.4
Stokes Family Office
2829
Stokes Family Office
Louisiana
USD 858 M -USD 111 M -11% 13.4% 68.1% 292 12.33% 3.6
Pathway Financial Advisors
2830
Pathway Financial Advisors
Vermont
USD 857 M +USD 49 M +6% 9.87% 52.7% 141 11.35% 4.9
Mattern Capital Management
2831
Mattern Capital Management
Colorado
USD 857 M +USD 21.9 M +3% 4.29% 39.8% 173 5.78% 3.9
Slow Capital
2832
Slow Capital
California
USD 857 M +USD 86.7 M +11% 26.1% 156% 111 6.31% 5.1
ACK Asset Management
2833
ACK Asset Management
Connecticut
USD 856 M +USD 55.2 M +7% 33.2% 132% 27 48.15% 0.9
Alley Investment Management Company
2834
Alley Investment Management Company
Illinois
USD 856 M +USD 34.9 M +4% 9.31% 54.6% 90 6.67% 3.4
Quest Investment Management
2835
Quest Investment Management
Oregon
USD 856 M -USD 855 k -0.1% 21.9% 105% 127 13.39% 3.9
Evolution Wealth Advisors
2836
Evolution Wealth Advisors
Florida
USD 855 M -USD 127 M -13% 17.6% 84.5% 198 19.7% 2.8
Talon Private Wealth
2837
Talon Private Wealth
Florida
USD 855 M +USD 102 M +14% 13% – 254 35.43% 1
Hikari Power
2838
Hikari Power
Japan
USD 855 M -USD 293 M -26% 4.21% 53.9% 53 22.64% 7.1
Dimension Capital Management
2839
Dimension Capital Management
Florida
USD 854 M +USD 141 M +20% 10.4% 65.5% 144 16.67% 3.5
Brio Consultants
2840
Brio Consultants
California
USD 853 M +USD 35.4 M +4% 9.35% 42.7% 164 7.32% 3
FIFTHDELTA
2841
FIFTHDELTA
United Kingdom
USD 853 M +USD 128 M +18% 13.3% 16.6% 14 42.86% 0.3
United Bank (Virginia)
2842
United Bank (Virginia)
Virginia
USD 853 M +USD 71.9 M +9% 14.5% 76.1% 132 9.85% 5.9
Conversant Capital
2843
Conversant Capital
New Jersey
USD 852 M +USD 107 M +14% 29.6% 228% 27 77.78% 0.4
McGlone Suttner Wealth Management
2844
McGlone Suttner Wealth Management
Wisconsin
USD 852 M +USD 97.3 M +13% 12.4% 61.6% 202 9.41% 2.4
Burton Enright Welch
2845
Burton Enright Welch
California
USD 852 M +USD 116 M +16% 10.6% 62.8% 141 8.51% 2.6
Capital Advisors Wealth Management
2846
Capital Advisors Wealth Management
Washington
USD 851 M +USD 107 M +14% 13% 70.5% 242 14.05% 2.6
Harbor Group
2847
Harbor Group
New Hampshire
USD 851 M +USD 159 M +23% 8.95% 43% 123 12.2% 2.7
HCP
2848
Holt Capital Partners
Texas
USD 849 M +USD 107 M +14% 14.4% 69.5% 166 8.43% 7.4
Kimmeridge Energy Management
2849
Kimmeridge Energy Management
New York
USD 849 M +USD 549 M +183% 11.2% 19.7% 4 100% 0
Ellevest Inc
2850
Ellevest Inc
New York
USD 848 M +USD 129 M +18% 18% 73.8% 503 21.07% 3.2