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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)
Luminus Management
3376
Luminus Management
Texas
USD 325 M -USD 122 M -27% 15.5% 8.7% 27 59.26% 1.1
Catterton Management Company
3377
Catterton Management Company
Connecticut
USD 324 M -USD 119 M -27% 25.4% 13.2% 3 0% 1.3
Wealth Advisors of Tampa Bay
3378
Wealth Advisors of Tampa Bay
Florida
USD 324 M -USD 45.6 M -12% 12.2% 86.2% 107 14.02% 2.5
Sargent Investment Group
3379
Sargent Investment Group
Maryland
USD 324 M -USD 73.2 M -18% 18.1% 113% 207 14.98% 2.3
Market Street Wealth Management Advisors
3380
Market Street Wealth Management Advisors
Indiana
USD 323 M +USD 41.3 M +15% 11.8% 44% 94 30.85% 1.6
LDFR
3381
Lehman & Derafelo Financial Resources
Pennsylvania
USD 323 M -USD 36.4 M -10% 10.9% 37.5% 213 52.11% 1.5
Brickley Wealth Management
3382
Brickley Wealth Management
California
USD 323 M -USD 51.7 M -14% 14.9% 62.6% 49 20.41% 2.5
Summit Asset Management
3383
Summit Asset Management
Tennessee
USD 323 M -USD 25.3 M -7% 12.5% 48.9% 164 9.76% 4.8
Punch Card Management
3384
Punch Card Management
Florida
USD 323 M -USD 67.3 M -17% 20.4% 41% 4 25% 3.3
Northwest Quadrant Wealth Management
3385
Northwest Quadrant Wealth Management
Oregon
USD 323 M -USD 42.1 M -12% 12% 45.6% 66 10.61% 4
Essex LLC
3386
Essex LLC
Illinois
USD 323 M -USD 46.3 M -13% 11.9% 91.4% 168 10.12% 0.7
AW
3387
Avion Wealth
Texas
USD 322 M -USD 25.2 M -7% 9.33% 45.4% 568 28.7% 1.3
Vesa Equity Investment
3388
Vesa Equity Investment
Luxembourg
USD 322 M -USD 56.2 M -15% 14.9% 2.97% 1 0% 1.5
McIlrath & Eck
3389
McIlrath & Eck
Washington
USD 322 M -USD 23.9 M -7% 12.7% 44% 900 11.44% 2.8
High Falls Advisors
3390
High Falls Advisors
New York
USD 322 M -USD 50.9 M -14% 12% 56.9% 124 17.74% 2.4
Perennial Advisors
3391
Perennial Advisors
New York
USD 321 M -USD 55.4 M -15% 12.7% – 95 11.58% 3.8
M. Kulyk & Associates
3392
M. Kulyk & Associates
Georgia
USD 321 M -USD 44.9 M -12% 10.8% 63.3% 107 16.82% 1.1
Sicart Associates
3393
Sicart Associates
New York
USD 321 M -USD 65.2 M -17% 11.9% 99.1% 97 15.46% 3.1
True North Advisors
3394
True North Advisors
Texas
USD 321 M -USD 50.8 M -14% 14.7% 82.9% 216 18.06% 1.6
Jacobson & Schmitt Advisors
3395
Jacobson & Schmitt Advisors
Wisconsin
USD 321 M -USD 63.9 M -17% 16.1% 70.3% 66 24.24% 2.7
Independent Solutions Wealth Management
3396
Independent Solutions Wealth Management
New York
USD 321 M -USD 104 M -24% 12.6% 112% 253 30.43% 1.6
Greystone Financial Group
3397
Greystone Financial Group
Michigan
USD 321 M -USD 74.9 M -19% 9.76% 64.8% 98 47.96% 0.8
WrapManager Inc
3398
WrapManager Inc
California
USD 320 M -USD 52.6 M -14% 11.5% 64.6% 315 17.46% 2.8
HUB Investment Partners
3399
HUB Investment Partners
Texas
USD 320 M -USD 105 M -25% 12.4% 95.7% 200 27.5% 1.1
NAMP
3400
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 320 M -USD 70.6 M -18% 15.5% 90.2% 148 9.46% 5.3