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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)
Liberty Wealth Management
3126
Liberty Wealth Management
California
USD 402 M -USD 2.98 M -0.7% 4.45% 64.2% 198 15.66% 2.2
Annandale Capital
3127
Annandale Capital
Texas
USD 401 M +USD 55.4 M +16% 0.51% 57.2% 153 21.57% 1.5
Pier 88 Investment Partners
3128
Pier 88 Investment Partners
California
USD 401 M -USD 2.34 M -0.6% 0.87% 40.3% 103 13.59% 1.9
Carolinas Wealth Consulting
3129
Carolinas Wealth Consulting
North Carolina
USD 401 M -USD 103 M -20% 3.02% 24.6% 1,143 18.46% 2.3
Greystone Financial Group
3130
Greystone Financial Group
Michigan
USD 401 M -USD 30.7 M -7% 2.9% 79.3% 124 30.65% 0.9
PWS
3131
Private Wealth Strategies
Ohio
USD 401 M -USD 15.3 M -4% 2.8% 18.8% 81 17.28% 2.6
Pinnbrook Capital Management
3132
Pinnbrook Capital Management
New York
USD 401 M +USD 119 M +42% 7.97% 913% 66 71.21% 0.2
McNamara Financial Services
3133
McNamara Financial Services
Massachusetts
USD 401 M -USD 15.8 M -4% 3.75% 42.6% 67 8.96% 4.4
Meridian Wealth Advisors
3134
Meridian Wealth Advisors
Texas
USD 400 M -USD 13.2 M -3% 1.99% 79.9% 190 10% 3.4
Red Door Wealth Management
3135
Red Door Wealth Management
Tennessee
USD 400 M -USD 51 M -11% 2.6% 100% 236 31.36% 2.2
Claro Advisors
3136
Claro Advisors
Massachusetts
USD 400 M -USD 2.49 M -0.6% 3.73% 98.8% 400 14.25% 2.2
Wellington Shields & Co
3137
Wellington Shields & Co
New York
USD 400 M -USD 25.4 M -6% 6.1% 127% 305 9.51% 2.9
Night Owl Capital Management
3138
Night Owl Capital Management
Connecticut
USD 399 M +USD 12.6 M +3% 3.23% 162% 25 4% 3.9
Ratio Wealth Group
3139
Ratio Wealth Group
Colorado
USD 399 M -USD 5.09 M -1% 3.3% – 72 9.72% 1.9
RIT Capital Partners
3140
RIT Capital Partners
United Kingdom
USD 399 M +USD 41.3 M +12% 3.72% 73.5% 14 21.43% 0.6
Gagnon Securities
3141
Gagnon Securities
New York
USD 399 M -USD 81.9 M -17% 9.94% 210% 104 13.46% 3.8
TP
3142
Thunderbird Partners
United Kingdom
USD 399 M +USD 74 M +23% 10.9% 38% 12 16.67% 1.8
Vantage Wealth
3143
Vantage Wealth
California
USD 399 M +USD 9.7 M +2% 3.35% 56.1% 40 12.5% 4.3
Bellecapital
3144
Bellecapital
Switzerland
USD 399 M -USD 14.6 M -4% 1.9% 152% 166 8.43% 3.3
Crane Advisory
3145
Crane Advisory
California
USD 399 M +USD 50.4 M +14% 2.19% 38.2% 33 21.21% 0.8
West Financial Advisors
3146
West Financial Advisors
Iowa
USD 399 M -USD 7.78 M -2% 3.84% 49.1% 212 13.68% 1.5
SJS Investment Consulting
3147
SJS Investment Consulting
Ohio
USD 398 M +USD 128 k +0% 2.93% 69.4% 1,668 6.77% 1.4
CT
3148
Chicago Trust
Illinois
USD 398 M -USD 18.9 M -5% 2.21% 96.7% 316 15.51% 4.3
Kesler Norman & Wride
3149
Kesler Norman & Wride
Utah
USD 398 M -USD 14.5 M -4% 3.89% 90% 165 7.88% 2.3
Sensible Financial Planning & Management
3150
Sensible Financial Planning & Management
Massachusetts
USD 398 M -USD 28.2 M -7% 3.57% 24.5% 32 12.5% 5.3