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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)
Baring Fintech Fund III Managers
3451
Baring Fintech Fund III Managers
Guernsey
USD 616 M -USD 278 M -31% 17% – 1 0% 1.5
AGM
3452
Alpine Global Management
New York
USD 615 M -USD 52.6 M -8% 30.8% 149% 367 67.3% 0.4
TLWM Financial
3453
TLWM Financial
Texas
USD 615 M +USD 59.8 M +11% 11.9% 53.9% 78 17.95% 3.9
OL
3454
Odyssean LLC
Connecticut
USD 615 M +USD 341 M +124% 24.7% – 584 45.38% 0.2
Financial Security Advisor
3455
Financial Security Advisor
Virginia
USD 615 M +USD 70.3 M +13% 16.1% 83.5% 173 14.45% 1.8
Aire Advisors
3456
Aire Advisors
California
USD 615 M +USD 68.1 M +12% 13.4% 77.4% 190 17.89% 2.8
All Terrain Financial Advisors
3457
All Terrain Financial Advisors
Minnesota
USD 615 M +USD 189 M +45% 19.6% 71.1% 169 20.12% 3.2
Conrad Siegel Investment Advisors
3458
Conrad Siegel Investment Advisors
Pennsylvania
USD 615 M +USD 60.6 M +11% 12.1% 64.9% 75 17.33% 2
Sands Capital Ventures
3459
Sands Capital Ventures
Virginia
USD 614 M +USD 192 M +46% 17% 167% 24 12.5% 2.7
Turim 21 Investimentos
3460
Turim 21 Investimentos
Brazil
USD 613 M +USD 215 M +54% 4.96% 62.1% 125 9.6% 1.3
VisionPoint Advisory Group
3461
VisionPoint Advisory Group
Texas
USD 613 M +USD 82.2 M +15% 15.5% 79.3% 528 26.89% 1.3
M. Kulyk & Associates
3462
M. Kulyk & Associates
Georgia
USD 613 M +USD 77.1 M +14% 12.2% 63.3% 126 15.87% 3
Fonville Wealth Management
3463
Fonville Wealth Management
Virginia
USD 612 M +USD 87 M +17% 9.46% 53.9% 152 12.5% 1.8
Twele Capital Management
3464
Twele Capital Management
Minnesota
USD 612 M +USD 51.4 M +9% 8.01% 37.1% 40 2.5% 9.9
Jacobson & Schmitt Advisors
3465
Jacobson & Schmitt Advisors
Wisconsin
USD 612 M +USD 60.8 M +11% 12.4% 70.3% 86 15.12% 2.8
SkyOak Wealth
3466
SkyOak Wealth
Michigan
USD 612 M +USD 66 M +12% 14% 80.7% 276 16.3% 3.7
West Wealth Group
3467
West Wealth Group
California
USD 611 M +USD 105 M +21% 16.1% 79.8% 147 14.29% 1.8
Platform Technology Partners
3468
Platform Technology Partners
New York
USD 611 M +USD 92.5 M +18% 13.9% – 425 26.35% 2.5
Key Financial Inc
3469
Key Financial Inc
Pennsylvania
USD 611 M +USD 48.8 M +9% 11.2% 64.1% 1,466 12.41% 3.9
Integrated Quantitative Investments
3470
Integrated Quantitative Investments
Washington
USD 610 M +USD 59.2 M +11% 32.6% – 546 61.17% 0.4
Addison Capital
3471
Addison Capital
Pennsylvania
USD 610 M +USD 48.2 M +9% 8.84% 59.7% 189 6.35% 3.9
Grant Street Asset Management
3472
Grant Street Asset Management
Pennsylvania
USD 610 M +USD 91.3 M +18% 9.35% 47.2% 105 20.95% 2.8
Childress Capital Advisors
3473
Childress Capital Advisors
Texas
USD 610 M +USD 55.4 M +10% 17.9% 107% 425 22.59% 1.7
Francis Financial
3474
Francis Financial
USD 610 M +USD 70.9 M +13% 11% 56.2% 138 19.57% 2.1
Portfolio Design Labs
3475
Portfolio Design Labs
California
USD 610 M +USD 47.7 M +8% 21% 115% 243 11.11% 1.2