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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)
FIFTHDELTA
3251
FIFTHDELTA
United Kingdom
USD 459 M -USD 103 M -18% 7.6% 16.6% 14 28.57% 0.8
Providence Capital Advisors
3252
Providence Capital Advisors
North Carolina
USD 459 M +USD 339 k +0.1% 0.25% 47.4% 369 11.65% 3
Rowlandmiller & Partners
3253
Rowlandmiller & Partners
Georgia
USD 459 M -USD 15.1 M -3% 1.63% 84% 186 7.53% 5.7
Advantage Alpha Capital Partners
3254
Advantage Alpha Capital Partners
California
USD 458 M -USD 73.5 M -14% 7.88% 79.2% 170 16.47% 1.4
Tucker Asset Management
3255
Tucker Asset Management
Colorado
USD 458 M +USD 23.9 M +6% 2.7% 64.2% 1,995 31.43% 1.1
Raub Brock Capital Management
3256
Raub Brock Capital Management
California
USD 458 M -USD 14.3 M -3% 0.47% 54.7% 42 11.9% 3.4
De Lisle Partners
3257
De Lisle Partners
United Kingdom
USD 458 M +USD 25.2 M +6% 1.37% – 185 16.76% 0.2
IIA
3258
IPG Investment Advisors
California
USD 458 M -USD 792 k -0.2% 1.05% 106% 204 30.88% 2.1
MFA Wealth Advisors
3259
MFA Wealth Advisors
Pennsylvania
USD 458 M +USD 77.3 M +20% 1.51% 68.6% 533 84.24% 0.3
Strategic Planning Group
3260
Strategic Planning Group
Utah
USD 458 M +USD 57.6 M +14% 6.5% 162% 121 42.15% 0.5
Oarsman Capital
3261
Oarsman Capital
Wisconsin
USD 457 M +USD 38.2 M +9% 2.67% 70.6% 250 12.8% 3.7
VARA
3262
Value Aligned Research Advisors
New Jersey
USD 457 M -USD 50.4 M -10% 11.8% 1,641% 36 61.11% 0.5
Brickley Wealth Management
3263
Brickley Wealth Management
California
USD 457 M +USD 20.4 M +5% 3.89% 62.6% 46 2.17% 3.6
Arlington Financial Advisors
3264
Arlington Financial Advisors
California
USD 456 M +USD 747 k +0.2% 1.77% 67.6% 78 17.95% 3.5
Lebenthal Global Advisors
3265
Lebenthal Global Advisors
New York
USD 456 M +USD 6.14 M +1% 1.05% 50.8% 198 15.66% 1.4
TMD Wealth Management
3266
TMD Wealth Management
Arizona
USD 456 M +USD 27.2 M +6% 2.2% 2.41% 61 18.03% 1.7
III
3267
Independent Investors Inc
New York
USD 456 M +USD 37.5 M +9% 12.5% 61.6% 68 2.94% 8.2
HughesLittle Investment Management
3268
HughesLittle Investment Management
USD 456 M -USD 68.7 k -0% 4.75% 106% 18 11.11% 5
Marietta Investment Partners
3269
Marietta Investment Partners
Wisconsin
USD 455 M -USD 1.97 M -0.4% 3.43% 160% 168 7.14% 4.8
Bender Robert & Associates
3270
Bender Robert & Associates
California
USD 455 M +USD 28.6 M +7% 0% 146% 84 100% 0
Catalyst Financial Partners
3271
Catalyst Financial Partners
Massachusetts
USD 455 M +USD 66.5 M +17% 3.57% 98.6% 252 13.1% 1.1
Boston Standard Wealth Management
3272
Boston Standard Wealth Management
Massachusetts
USD 455 M +USD 13.3 M +3% 1% 47.1% 48 6.25% 4.9
Cornerstone Management
3273
Cornerstone Management
Georgia
USD 455 M +USD 4.28 M +1% 1.21% 43.6% 56 7.14% 4.7
Valor Management
3274
Valor Management
Illinois
USD 455 M -USD 24.8 M -5% 2.94% 14.5% 6 0% 1.2
Atlas Venture Advisors
3275
Atlas Venture Advisors
Massachusetts
USD 455 M -USD 47.9 M -10% 8.78% 29.2% 5 0% 4.5