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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)
Family Management
3351
Family Management
New York
USD 378 M +USD 59.5 M +19% 8.1% 69% 208 26.44% 1.5
First Ascent Asset Management
3352
First Ascent Asset Management
Colorado
USD 377 M +USD 102 M +37% 4.16% 4.15% 24 8.33% 1.2
Synergy Asset Management
3353
Synergy Asset Management
Washington
USD 377 M +USD 43.2 M +13% 8.68% 97.3% 139 64.03% 0.2
Sharkey, Howes & Javer
3354
Sharkey, Howes & Javer
Colorado
USD 377 M +USD 57 M +18% 6.02% 60.2% 83 14.46% 2.4
Prestige Wealth Management Group
3355
Prestige Wealth Management Group
New Jersey
USD 377 M +USD 10.9 M +3% 5.77% 55.8% 1,065 5.82% 1.5
CFM Wealth Partners
3356
CFM Wealth Partners
Texas
USD 377 M +USD 45 M +14% 12.4% 152% 179 7.82% 1.2
Brian C. Broderick
3357
Brian C. Broderick
USD 376 M +USD 29 M +8% 7.34% 98.6% 81 3.7% 5.5
Ironwood Investment Counsel
3358
Ironwood Investment Counsel
Arizona
USD 376 M +USD 28.1 M +8% 6.48% 64% 205 4.39% 3.9
B&I Capital
3359
B&I Capital
Switzerland
USD 376 M +USD 31.9 M +9% 11.6% 30.5% 35 22.86% 0.4
Stillwater Investment Management (Minnesota)
3360
Stillwater Investment Management (Minnesota)
Minnesota
USD 376 M +USD 28 M +8% 7.21% 72.3% 82 3.66% 4.8
Occidental Asset Management
3361
Occidental Asset Management
California
USD 376 M +USD 39.7 M +12% 6.02% 82.5% 204 9.31% 2.5
Adelphi Capital
3362
Adelphi Capital
United Kingdom
USD 375 M -USD 17.6 M -4% 1.46% – 2 0% 4.1
Bulldog Investors
3363
Bulldog Investors
New Jersey
USD 375 M +USD 35 M +10% 3.69% 22.5% 311 53.7% 0.6
Wilsey Asset Management
3364
Wilsey Asset Management
California
USD 375 M +USD 25.3 M +7% 6.22% 66.9% 33 33.33% 2.2
Searchlight Capital Partners
3365
Searchlight Capital Partners
New York
USD 375 M -USD 81.4 M -18% 8.28% 38.5% 10 20% 1.7
HUB Investment Partners
3366
HUB Investment Partners
Texas
USD 374 M +USD 35.4 M +10% 5.4% 95.7% 266 37.97% 0.4
Quattro Financial Advisors
3367
Quattro Financial Advisors
Texas
USD 374 M -USD 66.4 M -15% 5.03% 77.6% 98 10.2% 0.8
Bank of New Hampshire
3368
Bank of New Hampshire
New Hampshire
USD 374 M – – 6.94% 96.5% 188 – 0
NorthStar Asset Management (Massachusetts)
3369
NorthStar Asset Management (Massachusetts)
Massachusetts
USD 374 M +USD 56.8 M +18% 9.82% 66.3% 90 27.78% 0.2
RV Capital
3370
RV Capital
Switzerland
USD 374 M +USD 61.6 M +20% 15% 250% 5 0% 1.5
SkyOak Wealth
3371
SkyOak Wealth
Michigan
USD 374 M +USD 14.3 M +4% 7.45% 73.4% 252 12.7% 1.1
Barry Investment Advisors
3372
Barry Investment Advisors
Massachusetts
USD 374 M +USD 10 M +3% 3.06% 66.7% 121 6.61% 2.3
Waller Financial Planning Group
3373
Waller Financial Planning Group
Ohio
USD 373 M +USD 25.1 M +7% 4.33% 47.5% 54 12.96% 1.9
Pettinga Financial Advisors
3374
Pettinga Financial Advisors
Indiana
USD 373 M +USD 30 M +9% 6.27% 78.1% 115 16.52% 1.4
Harbour Capital Advisors
3375
Harbour Capital Advisors
Virginia
USD 372 M +USD 32.7 M +10% 9.54% 168% 250 15.6% 1.3