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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)
LJI Wealth Management
3251
LJI Wealth Management
Indiana
USD 489 M +USD 36.9 M +8% 4.87% 68.8% 197 7.11% 1.2
Hartford Financial Management
3252
Hartford Financial Management
Connecticut
USD 489 M +USD 23 M +5% 6.6% 87.9% 409 10.27% 5.9
Land & Buildings Investment Management
3253
Land & Buildings Investment Management
Connecticut
USD 489 M +USD 64.5 M +15% 22.3% 53.9% 24 41.67% 0.9
Columbus Hill Capital Management
3254
Columbus Hill Capital Management
New Jersey
USD 489 M +USD 948 k +0.2% 8.51% 151% 36 38.89% 1.9
Martel Wealth Advisors
3255
Martel Wealth Advisors
Washington
USD 489 M +USD 22.8 M +5% 5.16% 43.4% 54 3.7% 4.2
CFSG
3256
Community Financial Services Group
Vermont
USD 489 M +USD 24.4 M +5% 5.66% – 127 10.24% 3.8
Dechtman Wealth Management
3257
Dechtman Wealth Management
Colorado
USD 489 M +USD 41.2 M +9% 6.36% – 66 10.61% 1
Schneider Downs Wealth Management Advisors
3258
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 489 M +USD 39.1 M +9% 5.74% 61.5% 145 11.03% 3.3
Essex LLC
3259
Essex LLC
Illinois
USD 488 M +USD 41 M +9% 6.15% 91.4% 175 14.86% 2.1
Jacobson & Schmitt Advisors
3260
Jacobson & Schmitt Advisors
Wisconsin
USD 487 M +USD 47.4 M +11% 7.63% 70.3% 75 6.67% 2.9
RA
3261
Resolute Advisors
California
USD 487 M +USD 99.1 M +26% 27.9% 36.7% 73 32.88% 2.1
Arlington Financial Advisors
3262
Arlington Financial Advisors
California
USD 487 M +USD 30.6 M +7% 6.49% 67.6% 72 6.94% 3.5
Iowa State Bank
3263
Iowa State Bank
Iowa
USD 486 M +USD 33.8 M +7% 6.91% 85.7% 112 8.04% 5.9
Cannell Capital
3264
Cannell Capital
Wyoming
USD 486 M +USD 44.4 M +10% 17.1% 127% 62 24.19% 2.3
RV Capital
3265
RV Capital
Switzerland
USD 485 M +USD 69.2 M +17% 15.5% 250% 11 27.27% 2
Scopia Capital Management
3266
Scopia Capital Management
New York
USD 485 M -USD 191 M -28% 6.45% 58.7% 41 36.59% 1.1
Greenup Street Wealth Management
3267
Greenup Street Wealth Management
Michigan
USD 484 M +USD 59.4 M +14% 5.38% 69.8% 95 22.11% 1.5
Atlas Venture Advisors
3268
Atlas Venture Advisors
Massachusetts
USD 484 M +USD 29.7 M +7% 6.99% 34.6% 5 0% 4.8
Stone House Investment Management
3269
Stone House Investment Management
Pennsylvania
USD 484 M +USD 99.4 M +26% 5.18% 57.9% 424 21.7% 1.1
San Luis Wealth Advisors
3270
San Luis Wealth Advisors
California
USD 484 M +USD 67.8 M +16% 5.96% 65% 159 26.42% 0.9
Patton Fund Management
3271
Patton Fund Management
Texas
USD 484 M +USD 10 M +2% 10% 211% 95 35.79% 1.4
5AM Venture Management
3272
5AM Venture Management
California
USD 484 M +USD 36.9 M +8% 17.7% 546% 29 6.9% 1.5
Cypress Wealth Services
3273
Cypress Wealth Services
California
USD 484 M +USD 34.5 M +8% 5.98% 82.7% 301 20.27% 2.3
Bain Capital Credit
3274
Bain Capital Credit
Massachusetts
USD 484 M -USD 23.3 M -5% 2.58% 14.4% 8 12.5% 1.6
Prestige Wealth Management Group
3275
Prestige Wealth Management Group
New Jersey
USD 484 M +USD 20.5 M +4% 5.98% 55.8% 1,060 8.96% 3.8