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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)
WPI
3076
Walter Public Investments
Canada
USD 559 M -USD 14.1 M -2% 1.77% 72.7% 43 2.33% 1.9
Ellenbecker Investment Group
3077
Ellenbecker Investment Group
Wisconsin
USD 559 M +USD 30 M +6% 0.62% 56.3% 115 7.83% 3.8
LM Advisors
3078
LM Advisors
California
USD 559 M +USD 66.9 M +14% 5.42% – 200 21.5% 0.8
PAX Financial Group
3079
PAX Financial Group
Texas
USD 559 M +USD 1.23 M +0.2% 0.39% 56% 248 17.74% 2.6
First Turn Management
3080
First Turn Management
California
USD 558 M -USD 73.3 M -12% 0.83% – 45 35.56% 0.5
High Probability Advisors
3081
High Probability Advisors
New York
USD 558 M -USD 29.5 M -5% 1.83% 52.6% 57 3.51% 2.8
CM
3082
Capital Management
Virginia
USD 558 M -USD 5.29 M -0.9% 2.5% 63.6% 81 7.41% 4.3
EAM Global Investors
3083
EAM Global Investors
California
USD 557 M +USD 61.6 M +12% 27.2% 2,399% 168 69.05% 0.3
Sirios Capital Management
3084
Sirios Capital Management
Massachusetts
USD 557 M -USD 7.95 M -1% 6.42% 177% 69 17.39% 1.9
Valley National Advisers
3085
Valley National Advisers
Pennsylvania
USD 557 M +USD 3.04 M +0.5% 1.29% 87.2% 811 14.8% 5.5
KAS
3086
Kemnay Advisory Services
New York
USD 557 M +USD 4.6 M +0.8% 7.26% 167% 27 22.22% 3.5
MJP Associates
3087
MJP Associates
Connecticut
USD 557 M +USD 29.1 M +6% 2.33% 60.9% 249 23.69% 1.6
Essex Investment Management
3088
Essex Investment Management
Massachusetts
USD 556 M -USD 17.5 M -3% 12% 370% 322 10.87% 3.7
Thrive Wealth Management
3089
Thrive Wealth Management
Pennsylvania
USD 556 M +USD 11.1 M +2% 1.79% 84.1% 226 18.58% 2.1
Kelman-Lazarov Inc
3090
Kelman-Lazarov Inc
Tennessee
USD 556 M -USD 25.7 M -4% 1.6% 46.6% 113 7.08% 4.7
O'Brien Wealth Partners
3091
O'Brien Wealth Partners
Massachusetts
USD 555 M +USD 45.1 M +9% 0.26% 56.7% 70 10% 3.4
Peterson Wealth Advisors
3092
Peterson Wealth Advisors
Utah
USD 555 M +USD 25.6 M +5% 0.88% 50.9% 88 11.36% 3.5
Occudo Quantitative Strategies
3093
Occudo Quantitative Strategies
Florida
USD 555 M +USD 5.88 M +1% 3.11% 94.6% 1,018 69.94% 0.3
Lifeworks Advisors
3094
Lifeworks Advisors
Michigan
USD 554 M +USD 45.4 M +9% 1.96% 80.4% 325 14.77% 1.3
SA
3095
Strategic Advisors
New York
USD 554 M +USD 17.7 M +3% 5.53% 106% 219 17.81% 4.7
Oliver Luxxe Assets
3096
Oliver Luxxe Assets
New Jersey
USD 553 M -USD 6.27 M -1% 1.59% 137% 183 0.55% 3
Sphera Funds Management
3097
Sphera Funds Management
Israel
USD 553 M -USD 75.2 M -12% 0.94% 245% 133 33.08% 1.2
Elk River Wealth Management
3098
Elk River Wealth Management
Colorado
USD 552 M +USD 2.49 M +0.5% 1.33% 81.8% 102 7.84% 3
DSG Capital Advisors
3099
DSG Capital Advisors
Minnesota
USD 552 M – – 3.77% – 122 – 0
Mirador Capital Partners
3100
Mirador Capital Partners
California
USD 552 M -USD 4.12 M -0.7% 2.45% 120% 211 15.17% 3.7