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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)
Matthew Goff Investment Advisor
3126
Matthew Goff Investment Advisor
Texas
USD 371 M -USD 54.7 M -13% 12.7% 89.6% 86 15.12% 3.2
Foresite Capital Management IV
3127
Foresite Capital Management IV
California
USD 371 M +USD 13.9 M +4% 13.4% 151% 9 11.11% 1.6
Ackerman Capital Advisors
3128
Ackerman Capital Advisors
Texas
USD 371 M -USD 53.4 M -13% 10.7% 40.4% 133 33.08% 1.7
Blueprint Investment Partners
3129
Blueprint Investment Partners
North Carolina
USD 371 M -USD 17.2 M -4% 4.83% 90.8% 238 54.62% 0.8
Leo Brokerage
3130
Leo Brokerage
Texas
USD 371 M -USD 257 M -41% 16.3% – 265 42.26% 1.2
Oak Harvest Investment Services
3131
Oak Harvest Investment Services
Texas
USD 371 M -USD 33 M -8% 14% 120% 85 5.88% 1.3
K.J. Harrison & Partners
3132
K.J. Harrison & Partners
Ontario, Canada
USD 371 M -USD 252 M -40% 19.4% 140% 347 35.73% 2.3
Cubic Asset Management
3133
Cubic Asset Management
Massachusetts
USD 371 M -USD 58.9 M -14% 11% 40.5% 203 7.88% 4.9
Bright Rock Capital Management
3134
Bright Rock Capital Management
Massachusetts
USD 371 M -USD 53.2 M -13% 12.6% 53.1% 86 17.44% 4.1
Tetrad Corporation
3135
Tetrad Corporation
Nebraska
USD 370 M -USD 86.3 M -19% 19.6% 45.6% 4 25% 6.8
Armbruster Capital Management
3136
Armbruster Capital Management
New York
USD 370 M -USD 45.6 M -11% 13.7% 66.7% 127 16.54% 3.6
III
3137
Independent Investors Inc
New York
USD 369 M -USD 79.9 M -18% 16% 61.6% 76 9.21% 7
Ullmann Wealth Partners Group
3138
Ullmann Wealth Partners Group
Florida
USD 369 M -USD 22.1 M -6% 15.4% 62.2% 87 12.64% 2.9
Intercontinental Wealth Advisors
3139
Intercontinental Wealth Advisors
Texas
USD 369 M -USD 70.3 M -16% 16.5% 46.7% 295 12.2% 2.7
Hudson Way Capital Management
3140
Hudson Way Capital Management
Texas
USD 369 M -USD 55 M -13% 16% 51.3% 17 11.76% 2.1
NFC Investments
3141
NFC Investments
Tennessee
USD 369 M -USD 77.6 M -17% 15.7% – 39 12.82% 4.6
Abundance Wealth Counselors
3142
Abundance Wealth Counselors
Pennsylvania
USD 369 M +USD 688 k +0.2% 13.6% 94.7% 155 11.61% 0.8
Prestige Wealth Management Group
3143
Prestige Wealth Management Group
New Jersey
USD 369 M -USD 37.6 M -9% 9.99% 55.8% 1,116 12.1% 2.3
ECM
3144
EagleClaw Capital Management
Massachusetts
USD 369 M -USD 66.7 M -15% 13.3% 104% 135 6.67% 5.4
Glen Eagle Advisors
3145
Glen Eagle Advisors
New Jersey
USD 369 M -USD 14.4 M -4% 11.9% 68.5% 1,035 11.59% 3
McRae Capital Management
3146
McRae Capital Management
New Jersey
USD 368 M -USD 74.7 M -17% 13.9% 78.2% 112 6.25% 4.8
Wescott Financial Advisory Group
3147
Wescott Financial Advisory Group
Pennsylvania
USD 368 M -USD 19.8 M -5% 12.5% 55.5% 143 18.88% 0.8
Horst & Graben Wealth Management
3148
Horst & Graben Wealth Management
Oregon
USD 368 M -USD 40.9 M -10% 12% 55.1% 143 14.69% 1.6
CVA Family Office
3149
CVA Family Office
Colorado
USD 368 M -USD 50.4 M -12% 13.8% 71.6% 1,021 14.59% 1
LA
3150
Lynch & Associates
Indiana
USD 368 M -USD 45.3 M -11% 10% 73.5% 106 3.77% 6.6