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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)
CAM
3551
Centre Asset Management
New York
USD 437 M -USD 27.2 M -6% 1.01% 45.3% 66 27.27% 2.9
Morgan Stanley Institutional Investment Advisors
3552
Morgan Stanley Institutional Investment Advisors
Colorado
USD 437 M -USD 8.32 M -2% 0.85% – 3 0% 0.4
Creekmur Asset Management
3553
Creekmur Asset Management
Illinois
USD 437 M +USD 10.8 M +3% 1.84% – 1,063 16.65% 0.8
CMH Wealth Management
3554
CMH Wealth Management
New Hampshire
USD 437 M +USD 11.5 M +3% 5.36% 88% 54 1.85% 3.9
NAMP
3555
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 436 M -USD 75.1 k -0% 1.16% 90.2% 145 2.76% 6.7
JFG Wealth Management
3556
JFG Wealth Management
Colorado
USD 436 M +USD 71.8 M +20% 0.32% 65.2% 98 26.53% 1.2
Corrigan Financial
3557
Corrigan Financial
Rhode Island
USD 436 M +USD 152 k +0% 2% 9.54% 44 4.55% 5.2
DI
3558
Diligent Investors
California
USD 436 M +USD 5.09 M +1% 1.64% 82.2% 375 9.33% 4.1
Pacific Ridge Capital Partners
3559
Pacific Ridge Capital Partners
Oregon
USD 436 M +USD 13.7 M +3% 5.46% 149% 146 10.96% 5.5
Sovereign Financial Group
3560
Sovereign Financial Group
Connecticut
USD 436 M +USD 7.75 M +2% 4.91% 90.7% 296 8.78% 2.5
Bulltick Wealth Management
3561
Bulltick Wealth Management
Florida
USD 436 M +USD 22.1 M +5% 4.06% 58.2% 140 30% 1.5
NI
3562
Naria Inc
Bahamas
USD 435 M – – 15.1% – 1 – 0
Presilium Private Wealth
3563
Presilium Private Wealth
Pennsylvania
USD 435 M +USD 675 k +0.2% 2.54% 45.9% 77 1.3% 1.5
Pathway Financial Advisors
3564
Pathway Financial Advisors
Vermont
USD 435 M +USD 45 M +12% 0.78% 52.7% 172 9.88% 4
FCA
3565
FLC Capital Advisors
California
USD 435 M +USD 1.1 M +0.3% 0.11% 59.3% 185 12.97% 3.3
Single Point Partners
3566
Single Point Partners
Massachusetts
USD 434 M +USD 372 M +592% 0.38% 56.4% 84 63.1% 0.9
Leonard Rickey Investment Advisors
3567
Leonard Rickey Investment Advisors
Washington
USD 434 M -USD 6.36 M -1% 1.11% 60.4% 113 7.96% 3.1
CCP
3568
Camelot Capital Partners
California
USD 434 M +USD 40.1 M +10% 16.7% – 3 33.33% 2.8
Blue Owl Capital Holdings
3569
Blue Owl Capital Holdings
New York
USD 434 M -USD 84.4 M -16% 2.91% 145% 147 53.06% 0.5
Dymon Asia Capital (Singapore)
3570
Dymon Asia Capital (Singapore)
Singapore
USD 434 M +USD 64.7 M +18% 4.42% 291% 147 67.35% 0.3
Turtle Creek Wealth Advisors
3571
Turtle Creek Wealth Advisors
Texas
USD 433 M -USD 65.3 M -13% 2.9% 112% 175 58.29% 1
Drucker Wealth 3.0
3572
Drucker Wealth 3.0
New Jersey
USD 433 M +USD 17.3 M +4% 0.17% – 161 17.39% 0.5
SMI Advisory Services
3573
SMI Advisory Services
Indiana
USD 433 M -USD 18.3 M -4% 0.15% 80.7% 60 16.67% 1.1
Essex Woodlands Management
3574
Essex Woodlands Management
Texas
USD 433 M +USD 82.8 M +24% 35.7% 55% 7 0% 6.3
DL
3575
DOHJ LLC
Washington
USD 433 M +USD 3.98 M +0.9% 0.62% 51.5% 147 12.24% 2.5