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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)
Beverly Hills Private Wealth
3276
Beverly Hills Private Wealth
California
USD 533 M +USD 27.8 M +6% 8.26% 80% 350 6.29% 1.9
Olstein Capital Management
3277
Olstein Capital Management
New York
USD 533 M -USD 9.8 M -2% 2.67% 16.6% 102 4.9% 5.8
Well Done LLC
3278
Well Done LLC
Michigan
USD 533 M -USD 18.4 M -3% 5.1% 80.4% 193 16.58% 4.6
Global Wealth Management Investment Advisory
3279
Global Wealth Management Investment Advisory
Florida
USD 533 M +USD 32.9 M +7% 8.12% 67.5% 152 14.47% 4.3
Moment Partners
3280
Moment Partners
California
USD 533 M +USD 28.2 M +6% 8.28% – 116 6.9% 0.5
SilverOak Wealth Management
3281
SilverOak Wealth Management
Minnesota
USD 533 M +USD 70.4 M +15% 11% – 119 18.49% 1.1
North Growth Management
3282
North Growth Management
British Columbia, Canada
USD 533 M +USD 59.2 M +12% 19.1% 243% 48 4.17% 4.2
MATAURO
3283
MATAURO
New York
USD 533 M +USD 40.3 M +8% 10.3% – 149 24.83% 0.4
SOA Wealth Advisors
3284
SOA Wealth Advisors
New York
USD 532 M +USD 53.4 M +11% 10.6% 79.1% 943 13.47% 3.5
Werba Rubin Papier Wealth Management
3285
Werba Rubin Papier Wealth Management
California
USD 532 M +USD 72.3 M +16% 8.68% 67% 237 21.94% 1.4
Advisors Management Group
3286
Advisors Management Group
Wisconsin
USD 531 M +USD 71.4 M +16% 7.15% 125% 153 3.92% 4.8
Arosa Capital Management
3287
Arosa Capital Management
Florida
USD 531 M +USD 260 M +96% 48.5% 536% 75 62.67% 0.3
Vanderbilt University
3288
Vanderbilt University
Tennessee
USD 530 M +USD 6.4 M +1% 6.31% 61.8% 87 22.99% 1.5
Lathrop Investment Management
3289
Lathrop Investment Management
Arkansas
USD 529 M +USD 25.1 M +5% 10.6% 72.2% 89 13.48% 6.7
Clearstead Trust
3290
Clearstead Trust
Maine
USD 529 M +USD 79.3 M +18% 15.5% 111% 1,553 47.59% 1
Nextech Invest
3291
Nextech Invest
Switzerland
USD 528 M +USD 98.1 M +23% 32.1% 982% 16 6.25% 2
Gateway Wealth Partners
3292
Gateway Wealth Partners
Wisconsin
USD 527 M +USD 82 M +18% 8.63% 58.9% 378 23.81% 1.3
Sensible Financial Planning & Management
3293
Sensible Financial Planning & Management
Massachusetts
USD 527 M +USD 25.6 M +5% 3.7% 24.5% 37 18.92% 5.2
TLWM Financial
3294
TLWM Financial
Texas
USD 526 M +USD 26.2 M +5% 6.81% 53.9% 76 10.53% 3.7
Optas LLC
3295
Optas LLC
Texas
USD 526 M -USD 48.5 M -8% 14.4% 118% 402 32.84% 2
Tufton Capital Management
3296
Tufton Capital Management
Maryland
USD 526 M +USD 6.79 M +1% 6.94% 96.1% 121 3.31% 8.3
Manitou Investment Management
3297
Manitou Investment Management
Ontario, Canada
USD 526 M +USD 11.4 M +2% 11.9% 69.3% 66 7.58% 3.2
Adams Wealth Management
3298
Adams Wealth Management
Utah
USD 525 M +USD 15.9 M +3% 10.5% 105% 191 28.27% 1.6
Wealth Alliance Advisory Group
3299
Wealth Alliance Advisory Group
Kansas
USD 525 M +USD 42.9 M +9% 8.01% 72.7% 205 13.66% 4
Maia Wealth
3300
Maia Wealth
Colorado
USD 525 M +USD 84 M +19% 9.08% – 344 20.93% 0.9