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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)
Ironwood Financial
3301
Ironwood Financial
Arizona
USD 380 M +USD 21.6 M +6% 6.16% 54.1% 140 2.14% 4.8
Fulcrum Capital
3302
Fulcrum Capital
Washington
USD 380 M +USD 8.78 M +2% 10.6% 102% 120 5.83% 2.2
Aire Advisors
3303
Aire Advisors
California
USD 380 M +USD 21.9 M +6% 6.08% 77.4% 142 7.75% 1.2
Ipswich Investment Management
3304
Ipswich Investment Management
Massachusetts
USD 380 M +USD 14.1 M +4% 6.09% 104% 195 6.67% 4.8
Summit Asset Management
3305
Summit Asset Management
Tennessee
USD 379 M +USD 16.1 M +4% 4.67% 48.9% 156 4.49% 5.5
Hexagon Capital Partners
3306
Hexagon Capital Partners
Arkansas
USD 379 M +USD 21.5 M +6% 6.68% 104% 1,514 10.44% 1.8
Callan Family Office
3307
Callan Family Office
Pennsylvania
USD 379 M -USD 32.8 M -8% 5.61% 93.4% 161 36.65% 0.4
Brian C. Broderick
3308
Brian C. Broderick
USD 379 M +USD 22.8 M +6% 7.37% 98.6% 81 1.23% 6.3
Great Diamond Partners
3309
Great Diamond Partners
Maine
USD 379 M +USD 33.4 M +10% 6.61% 86.1% 232 14.22% 2.2
New Harbor Financial Group
3310
New Harbor Financial Group
Massachusetts
USD 379 M +USD 82.4 M +28% 1.91% 94.6% 50 28% 1.7
IAG Wealth Partners
3311
IAG Wealth Partners
Wisconsin
USD 378 M +USD 18 M +5% 4.5% 47.3% 491 16.29% 2.3
Contravisory Investment Management
3312
Contravisory Investment Management
Massachusetts
USD 378 M +USD 24 M +7% 7.05% 135% 388 41.75% 1.6
Peterson Wealth Advisors
3313
Peterson Wealth Advisors
Utah
USD 378 M +USD 15.1 M +4% 4.55% 50.9% 68 13.24% 3.1
The Family Firm
3314
The Family Firm
Maryland
USD 378 M +USD 17.3 M +5% 3.76% 40.2% 187 5.35% 4.8
CNBTD
3315
Citizens National Bank Trust Department
Mississippi
USD 378 M +USD 18 M +5% 6.28% 114% 323 4.64% 2
Blue Bell Private Wealth Management
3316
Blue Bell Private Wealth Management
Pennsylvania
USD 378 M +USD 44.3 M +13% 6.74% 62.5% 701 9.27% 2.2
Walkner Condon Financial Advisors
3317
Walkner Condon Financial Advisors
Wisconsin
USD 378 M +USD 21 M +6% 3.82% 56.8% 253 13.44% 1.5
Light Street Capital Management
3318
Light Street Capital Management
California
USD 377 M -USD 32.6 M -8% 24.5% 377% 29 48.28% 1
Beacon Capital Management LLC (Tennessee)
3319
Beacon Capital Management LLC (Tennessee)
Tennessee
USD 377 M +USD 34.7 M +10% 9.62% 83% 1,059 14.07% 1
Yakira Capital Management
3320
Yakira Capital Management
Connecticut
USD 377 M -USD 17.2 M -4% 4.26% 74.1% 443 32.05% 0.9
Laffer Tengler Investments
3321
Laffer Tengler Investments
Tennessee
USD 377 M +USD 7.78 M +2% 4.57% 96.5% 422 13.98% 1.9
Harber Asset Management
3322
Harber Asset Management
North Carolina
USD 377 M +USD 6.7 M +2% 2.91% 63.6% 40 20% 1.3
Fortis Group Advisors
3323
Fortis Group Advisors
New Jersey
USD 377 M +USD 45.3 M +14% 2.95% 91.2% 143 22.38% 1.7
Fourthstone LLC
3324
Fourthstone LLC
Missouri
USD 376 M +USD 92.1 M +32% 10.3% 104% 70 55.71% 0.8
Wealth Advisory Solutions
3325
Wealth Advisory Solutions
Indiana
USD 376 M -USD 480 k -0.1% 5.34% 60.5% 140 42.86% 2