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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)
Lifeworks Advisors
2851
Lifeworks Advisors
Michigan
USD 671 M +USD 68.9 M +11% 7.57% 80.4% 334 14.37% 1.6
Glenorchy Capital
2852
Glenorchy Capital
Australia
USD 671 M +USD 508 M +312% 11.8% – 66 4.55% 1.3
Live Oak Private Wealth
2853
Live Oak Private Wealth
North Carolina
USD 670 M +USD 53.3 M +9% 7.36% 65% 194 4.64% 3.7
Exchange Capital Management
2854
Exchange Capital Management
Michigan
USD 670 M +USD 53.3 M +9% 9.03% 57.8% 212 5.19% 5.5
ECM
2855
EagleClaw Capital Management
Massachusetts
USD 670 M +USD 33.6 M +5% 9.05% 104% 150 8% 6.6
Geometric Wealth Advisors
2856
Geometric Wealth Advisors
District of Columbia
USD 669 M +USD 84.2 M +14% 10.3% 62.1% 76 10.53% 1.9
Nexus Investment Management
2857
Nexus Investment Management
Ontario, Canada
USD 669 M -USD 214 M -24% 10.5% 77.5% 82 10.98% 4.2
Schneider Downs Wealth Management Advisors
2858
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 669 M +USD 117 M +21% 8.54% 55% 154 13.64% 3.8
LWANC
2859
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 669 M +USD 30.2 M +5% 7.08% 63.3% 698 73.21% 5.6
High Probability Advisors
2860
High Probability Advisors
New York
USD 669 M +USD 69.1 M +12% 7.77% 52.6% 61 11.48% 2.9
Family Management
2861
Family Management
New York
USD 668 M +USD 56.6 M +9% 10.5% 69% 255 23.53% 2.3
Daido Life Insurance Company
2862
Daido Life Insurance Company
Japan
USD 668 M -USD 69.2 M -9% 10.4% 68.7% 6 0% 5.1
Freemont Management
2863
Freemont Management
Switzerland
USD 667 M +USD 363 M +119% 25.4% 113% 113 32.74% 1.7
VCM
2864
Vivaldi Capital Management
Illinois
USD 666 M +USD 45.2 M +7% 9.12% 69.2% 309 12.62% 3.2
Evelyn Partners Investment Management Services
2865
Evelyn Partners Investment Management Services
USD 666 M +USD 56.4 M +9% 11.5% – 282 10.28% 0.5
Tarbox Family Office
2866
Tarbox Family Office
California
USD 665 M +USD 63.3 M +11% 8.78% 66.4% 117 9.4% 6.9
Concord Asset Management (Virginia)
2867
Concord Asset Management (Virginia)
Virginia
USD 665 M +USD 211 M +47% 8.89% 64.7% 204 41.67% 1.1
Arvest Investments
2868
Arvest Investments
Arkansas
USD 664 M +USD 30.3 M +5% 5.79% 50% 185 17.84% 1.1
Embree Financial Group
2869
Embree Financial Group
Illinois
USD 664 M +USD 67.2 M +11% 10.2% 87.6% 224 13.39% 1.2
Beryl Capital Management
2870
Beryl Capital Management
California
USD 664 M +USD 396 M +148% 54.3% 3,932% 39 94.87% 0
Boulay Financial Advisors
2871
Boulay Financial Advisors
Minnesota
USD 663 M +USD 364 M +122% 7.6% – 4 50% 0.1
Intelligence Driven Advisers
2872
Intelligence Driven Advisers
California
USD 663 M +USD 144 M +28% 8% 65.6% 126 24.6% 2
Atlas Venture Life Science Advisors
2873
Atlas Venture Life Science Advisors
Massachusetts
USD 662 M +USD 141 M +27% 52.9% 484% 13 15.38% 2.7
McGlone Suttner Wealth Management
2874
McGlone Suttner Wealth Management
Wisconsin
USD 662 M +USD 52.9 M +9% 7.04% 61.6% 200 10% 1.7
Financial Advisors Network
2875
Financial Advisors Network
California
USD 662 M +USD 59.4 M +10% 7.45% – 197 10.15% 3.4