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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)
Greystone Financial Group
3326
Greystone Financial Group
Michigan
USD 396 M -USD 21.6 M -5% 2% 79.3% 96 28.13% 0.8
Bedell Frazier Investment Counselling
3327
Bedell Frazier Investment Counselling
California
USD 396 M -USD 14.8 M -4% 1.21% 72.5% 104 21.15% 2.4
BSW Wealth Partners
3328
BSW Wealth Partners
Colorado
USD 396 M -USD 2.7 M -0.7% 4.89% 75.4% 309 21.04% 2.2
Oliver Luxxe Assets
3329
Oliver Luxxe Assets
New Jersey
USD 395 M +USD 211 k +0.1% 0.23% 137% 226 29.65% 1.9
SFE Investment Counsel
3330
SFE Investment Counsel
California
USD 395 M +USD 5.79 M +1% 1.44% 114% 126 8.73% 4.4
Journey Advisory Group
3331
Journey Advisory Group
Kentucky
USD 395 M +USD 32.9 M +9% 3.58% 74.9% 229 14.41% 1
Martin Investment Management
3332
Martin Investment Management
Florida
USD 395 M -USD 8.9 M -2% 3.64% 44% 53 9.43% 4
59 North Capital Management
3333
59 North Capital Management
Texas
USD 395 M +USD 56 M +17% 5.46% 81.4% 14 35.71% 0.8
EverSource Wealth Advisors
3334
EverSource Wealth Advisors
Alabama
USD 394 M +USD 37.1 M +10% 2.89% 98.1% 1,929 18.51% 0.2
Semper Augustus Investments Group
3335
Semper Augustus Investments Group
Colorado
USD 393 M +USD 72.9 M +23% 15.3% 95.4% 34 8.82% 5.3
Growth Interface Management
3336
Growth Interface Management
Florida
USD 393 M -USD 560 M -59% 21.4% 12% 10 10% 1.6
White Lighthouse Investment Management
3337
White Lighthouse Investment Management
Massachusetts
USD 393 M -USD 8.14 M -2% 4.92% 62% 118 5.93% 3.3
Schneider Downs Wealth Management Advisors
3338
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 392 M -USD 26.2 M -6% 6.33% 61.5% 163 14.72% 2.2
Single Point Partners
3339
Single Point Partners
Massachusetts
USD 392 M +USD 18.9 M +5% 5.43% 56.4% 124 33.87% 0.4
Georgetown University
3340
Georgetown University
District of Columbia
USD 392 M +USD 112 M +40% 15.7% 79.9% 26 38.46% 0.7
Martin & Co
3341
Martin & Co
Tennessee
USD 392 M -USD 45.4 M -10% 2.64% 67.8% 111 2.7% 7
Squadra Investments
3342
Squadra Investments
Brazil
USD 392 M +USD 206 M +110% 1.7% 1.55% 9 44.44% 0.4
Marathon Asset Management (New York)
3343
Marathon Asset Management (New York)
New York
USD 392 M +USD 156 M +66% 9.16% 490% 30 40% 1
SG
3344
Swarthmore Group
Pennsylvania
USD 392 M -USD 29.1 M -7% 3.16% 44.2% 66 27.27% 1.3
Institutional Venture Management XIII
3345
Institutional Venture Management XIII
California
USD 392 M +USD 22.6 M +6% 15.4% – 5 20% 0.2
Brian C. Broderick
3346
Brian C. Broderick
USD 391 M -USD 24.4 M -6% 5.16% 98.6% 78 8.97% 5.9
Ullmann Wealth Partners Group
3347
Ullmann Wealth Partners Group
Florida
USD 391 M +USD 16.9 M +5% 5.1% 68% 92 15.22% 2.8
Occidental Asset Management
3348
Occidental Asset Management
California
USD 391 M -USD 29.9 M -7% 4.37% 97.4% 222 20.72% 3.2
Bond Capital Management
3349
Bond Capital Management
California
USD 391 M – – 24.3% 47.5% 5 – 0
PGCM
3350
Prescott Group Capital Management
Oklahoma
USD 391 M -USD 49.9 M -11% 2.89% 135% 220 51.82% 2