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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)
WFI
3551
West Family Investments
California
USD 352 M -USD 14.9 M -4% 12.3% 116% 360 30.83% 0.8
Orchard Capital Management
3552
Orchard Capital Management
Illinois
USD 352 M +USD 10.8 M +3% 5.58% 140% 54 24.07% 1
Walkner Condon Financial Advisors
3553
Walkner Condon Financial Advisors
Wisconsin
USD 352 M +USD 198 M +129% 3.9% 56.8% 223 49.78% 0.6
Bender Robert & Associates
3554
Bender Robert & Associates
California
USD 351 M +USD 4.55 M +1% 6.8% 146% 46 2.17% 6.5
Peninsula Wealth
3555
Peninsula Wealth
California
USD 351 M -USD 20.7 M -6% 5.93% 30% 70 10% 1.1
TFC Financial Management
3556
TFC Financial Management
Massachusetts
USD 351 M +USD 21.1 M +6% 4.46% 66.9% 610 12.46% 1.4
Nextech Invest
3557
Nextech Invest
Switzerland
USD 350 M -USD 29.3 M -8% 20.5% 982% 14 21.43% 0.2
Lineweaver Wealth Advisors
3558
Lineweaver Wealth Advisors
Ohio
USD 350 M +USD 3 M +0.9% 4.39% 68.4% 146 13.01% 1.4
Pacific Capital Wealth Advisors
3559
Pacific Capital Wealth Advisors
California
USD 350 M +USD 2.6 M +0.7% 4.71% 54.1% 96 10.42% 1.5
Inscription Capital
3560
Inscription Capital
Texas
USD 350 M -USD 16.2 M -4% 2.25% – 228 19.74% 1.3
Holloway Wealth Management
3561
Holloway Wealth Management
Florida
USD 350 M -USD 730 k -0.2% 0.29% 50.7% 349 0% 2.1
Gould Asset Management
3562
Gould Asset Management
California
USD 349 M -USD 7.85 M -2% 4.07% 42.8% 148 6.76% 4.5
CBTWT
3563
Community Bank & Trust (Waco, Texas)
Texas
USD 349 M +USD 9.36 M +3% 0.58% 124% 140 9.29% 4.3
Boston Standard Wealth Management
3564
Boston Standard Wealth Management
Massachusetts
USD 349 M -USD 9.7 M -3% 5.34% 47.1% 40 2.5% 3.9
Cartica Management
3565
Cartica Management
District of Columbia
USD 349 M -USD 124 M -26% 12.5% 92.9% 15 13.33% 1.1
Dixon Hughes Goodman Wealth Advisors
3566
Dixon Hughes Goodman Wealth Advisors
North Carolina
USD 349 M +USD 41.7 M +14% 2.05% – 1,119 29.58% 0.2
Regent Peak Wealth Advisors
3567
Regent Peak Wealth Advisors
Georgia
USD 349 M -USD 19.2 M -5% 3.78% – 172 8.72% 1.8
Summit Asset Management
3568
Summit Asset Management
Tennessee
USD 348 M -USD 4.27 M -1% 3.46% 48.9% 165 10.3% 4.5
Marathon Capital Management
3569
Marathon Capital Management
Maryland
USD 348 M -USD 78.4 M -18% 7.25% 74% 173 49.71% 3.2
IDG China Venture Capital Fund IV Associates
3570
IDG China Venture Capital Fund IV Associates
Hong Kong
USD 348 M -USD 152 M -30% 30% 59.2% 4 0% 1.9
AW
3571
Avion Wealth
Texas
USD 348 M -USD 6.04 M -2% 0.74% 45.4% 445 9.44% 1.5
Jackson Hole Capital Partners
3572
Jackson Hole Capital Partners
Oklahoma
USD 347 M +USD 27.3 M +9% 2.35% 71.4% 251 7.97% 2.2
Roberts, Glore & Co
3573
Roberts, Glore & Co
Illinois
USD 347 M -USD 33.2 M -9% 1.05% 72.3% 217 11.52% 4.5
Engine Capital Management
3574
Engine Capital Management
New York
USD 347 M -USD 30.3 M -8% 3.93% 21.1% 37 27.03% 1.2
WestHill Financial Advisors
3575
WestHill Financial Advisors
California
USD 347 M -USD 7.15 M -2% 5.76% 62.9% 134 15.67% 0.9