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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)
Lucia Wealth Services
3176
Lucia Wealth Services
California
USD 228 M -USD 79.5 M -26% 2.23% 45.6% 234 32.05% 0.3
YorkBridge Wealth Partners
3177
YorkBridge Wealth Partners
New York
USD 228 M +USD 10.8 M +5% 5.21% 36.5% 910 10% 1.3
Arax Advisory Partners
3178
Arax Advisory Partners
Colorado
USD 228 M +USD 35.2 M +18% 1.51% 64.7% 500 7.2% 1.3
Stanley Capital Management
3179
Stanley Capital Management
Texas
USD 228 M +USD 6.53 M +3% 4.92% 158% 35 5.71% 2.5
Smith & Howard Wealth Management
3180
Smith & Howard Wealth Management
Georgia
USD 228 M -USD 4.45 M -2% 0.1% 40.4% 51 21.57% 2.7
Engle Capital Management
3181
Engle Capital Management
Connecticut
USD 228 M +USD 24.7 M +12% 18% 398% 27 40.74% 0.7
BFSG LLC
3182
BFSG LLC
California
USD 228 M +USD 2.2 M +1% 3.18% 81.9% 165 35.76% 0.9
McNamara Financial Services
3183
McNamara Financial Services
Massachusetts
USD 227 M +USD 7.9 M +4% 1.48% 42.6% 42 11.9% 1.8
Riggs Asset Management
3184
Riggs Asset Management
Pennsylvania
USD 227 M -USD 15.5 M -6% 4.28% 207% 291 15.46% 2.4
Atlas Venture Associates IX
3185
Atlas Venture Associates IX
Massachusetts
USD 227 M +USD 94.9 M +72% 21.1% 89.8% 7 28.57% 0.6
Aveo Capital Partners
3186
Aveo Capital Partners
Colorado
USD 227 M -USD 12.8 M -5% 2.15% 19.1% 157 20.38% 1.1
Cedar Capital
3187
Cedar Capital
Illinois
USD 226 M +USD 11.8 M +5% 4.96% 98% 171 25.15% 1.1
Crestone Asset Management
3188
Crestone Asset Management
Colorado
USD 226 M +USD 6.79 M +3% 2.49% 6.65% 49 22.45% 1.5
Polunin Capital Partners
3189
Polunin Capital Partners
United Kingdom
USD 226 M -USD 14.7 M -6% 11.9% 268% 12 25% 0.5
GCMG
3190
Gyroscope Capital Management Group
Florida
USD 226 M +USD 15.4 M +7% 0.93% 24.8% 133 27.82% 1.1
Kistler-Tiffany Companies
3191
Kistler-Tiffany Companies
Pennsylvania
USD 226 M -USD 17.1 M -7% 2.36% 52% 634 17.67% 3.2
Claar Advisors
3192
Claar Advisors
New York
USD 226 M -USD 54.3 M -19% 3.86% 65.5% 35 37.14% 1
TCI Wealth Advisors
3193
TCI Wealth Advisors
Arizona
USD 225 M +USD 9.01 M +4% 4.41% 65% 1,705 26.16% 2.4
FCT
3194
Family Capital Trust
Massachusetts
USD 225 M +USD 5.68 M +3% 6.06% 39.1% 59 5.08% 3.5
Taylor Wealth Management Partners
3195
Taylor Wealth Management Partners
Massachusetts
USD 225 M +USD 17 M +8% 7.72% 62% 145 5.52% 2.2
HughesLittle Investment Management
3196
HughesLittle Investment Management
USD 224 M +USD 17.6 M +9% 3.57% 106% 20 5% 3.1
Shah Capital Management
3197
Shah Capital Management
North Carolina
USD 224 M +USD 9.23 M +4% 14% 287% 12 0% 2.9
Arias Resource Capital
3198
Arias Resource Capital
Cayman Islands
USD 224 M +USD 3.63 M +2% 4.47% 81.3% 2 0% 0.5
Advisors Preferred
3199
Advisors Preferred
Maryland
USD 224 M +USD 8.42 M +4% 5.62% 102% 327 67.28% 0.6
C.V. Starr & Co Trust
3200
C.V. Starr & Co Trust
New York
USD 224 M +USD 13.8 M +7% 7.63% 51.7% 30 0% 3.9