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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)
MYCIO Wealth Partners
3551
MYCIO Wealth Partners
Pennsylvania
USD 424 M +USD 6.74 M +2% 5.58% 60.3% 52 9.62% 5.8
Regent Peak Wealth Advisors
3552
Regent Peak Wealth Advisors
Georgia
USD 424 M -USD 22 M -5% 3.41% – 193 15.03% 3.1
one8zero8 LLC
3553
one8zero8 LLC
North Carolina
USD 423 M -USD 40.2 M -9% 1.48% – 279 15.77% 0.2
Financial Strategies Group
3554
Financial Strategies Group
Michigan
USD 423 M +USD 4.84 M +1% 0.7% 44.9% 99 10.1% 2.9
LHC
3555
Lodge Hill Capital
New York
USD 423 M +USD 60.1 M +17% 7.2% 17.9% 29 48.28% 1
Capco Asset Management
3556
Capco Asset Management
Florida
USD 423 M -USD 22.1 M -5% 2.57% 46.1% 18 0% 6.1
Cutter & Co Brokerage
3557
Cutter & Co Brokerage
Missouri
USD 423 M +USD 12.8 M +3% 3.75% 40.4% 243 38.68% 3.8
Schwarz Dygos Wheeler Investment Advisors
3558
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 422 M +USD 14.5 M +4% 2.4% 74% 164 7.32% 3.7
Stordahl Capital Management
3559
Stordahl Capital Management
Colorado
USD 422 M -USD 1.1 M -0.3% 2.45% 54% 62 9.68% 4.9
Greenspring Advisors
3560
Greenspring Advisors
Maryland
USD 422 M -USD 36.8 M -8% 1.57% – 105 12.38% 2.1
JMAC Enterprises
3561
JMAC Enterprises
Pennsylvania
USD 421 M -USD 216 M -34% 0.68% 68.5% 175 41.14% 2.4
Whalerock Point Partners
3562
Whalerock Point Partners
Rhode Island
USD 421 M -USD 8.98 M -2% 3.16% 103% 191 6.81% 5.4
ACM
3563
Aljian Capital Management
Nevada
USD 421 M -USD 39 M -8% 7.08% 162% 123 10.57% 1.8
Inspire Trust Company
3564
Inspire Trust Company
Nevada
USD 420 M +USD 29.2 M +7% 0.19% 64.4% 117 6.84% 1
Miramar Capital
3565
Miramar Capital
Illinois
USD 420 M +USD 1.03 M +0.2% 2.37% 47.3% 59 8.47% 3.7
Welch Capital Partners
3566
Welch Capital Partners
New York
USD 420 M -USD 42.9 M -9% 5.91% 79.2% 23 8.7% 5
Orrstown Financial Services
3567
Orrstown Financial Services
Pennsylvania
USD 420 M +USD 47.5 M +13% 2.21% 73.7% 142 14.79% 3.2
TIFF Advisory Services
3568
TIFF Advisory Services
Pennsylvania
USD 420 M +USD 113 M +37% 0.73% 86.3% 18 0% 2.1
CenterStar Asset Management
3569
CenterStar Asset Management
Illinois
USD 420 M +USD 131 M +45% 7.7% 104% 456 79.17% 0.2
Crawford Fund Management
3570
Crawford Fund Management
Massachusetts
USD 419 M -USD 158 M -27% 1.75% – 239 30.13% 0.8
Wealth Dimensions Group
3571
Wealth Dimensions Group
Ohio
USD 419 M +USD 10.7 M +3% 0.54% 63.6% 163 6.75% 3.1
RR Advisors
3572
RR Advisors
Texas
USD 419 M +USD 29.6 M +8% 12% 115% 31 32.26% 3
Reverence Capital Partners
3573
Reverence Capital Partners
New York
USD 418 M +USD 82.4 M +25% 24.5% 17.1% 1 0% 1
Cornerstone Planning Group
3574
Cornerstone Planning Group
New Jersey
USD 418 M +USD 10.9 M +3% 1.67% 60% 1,713 27.26% 1.2
Bernardo Wealth Planning
3575
Bernardo Wealth Planning
Pennsylvania
USD 418 M -USD 9.8 k -0% 2.74% 56.9% 117 10.26% 3.3