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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)
MFA Wealth Advisors
3551
MFA Wealth Advisors
Pennsylvania
USD 587 M +USD 78.5 M +15% 14.1% 68.6% 106 23.58% 2.4
Davern Capital Partners
3552
Davern Capital Partners
New York
USD 587 M +USD 222 M +61% 7.47% – 20 40% 0.3
Running Oak Capital
3553
Running Oak Capital
Minnesota
USD 587 M -USD 154 M -21% 3.21% 40.8% 63 19.05% 3.5
ESL Trust Services
3554
ESL Trust Services
New York
USD 587 M +USD 62.9 M +12% 12.4% 53.9% 277 10.83% 1.8
High Note Wealth
3555
High Note Wealth
Minnesota
USD 586 M +USD 77.4 M +15% 13.5% 82.8% 1,033 16.46% 1.4
REAP Financial Group
3556
REAP Financial Group
Texas
USD 586 M +USD 78.9 M +16% 12.1% 63% 587 16.87% 1.8
Bernardo Wealth Planning
3557
Bernardo Wealth Planning
Pennsylvania
USD 585 M +USD 74.5 M +15% 11.9% 56.9% 145 15.17% 3.5
Hutchinson Capital Management
3558
Hutchinson Capital Management
California
USD 584 M +USD 39.6 M +7% 7.84% 52.6% 112 16.96% 4.8
Land & Buildings Investment Management
3559
Land & Buildings Investment Management
Connecticut
USD 583 M -USD 7.92 M -1% 12.2% 53.9% 24 37.5% 1.7
DCPAL
3560
Div Capital Phoenix Assets Ltd
USD 583 M +USD 149 M +34% 17.6% – 12 33.33% 0.4
HPC
3561
Hobart Private Capital
North Carolina
USD 583 M +USD 74.1 M +15% 15% 60% 151 21.85% 1.7
Frisch Financial Group
3562
Frisch Financial Group
New York
USD 583 M +USD 105 M +22% 13.4% 66.6% 196 19.39% 3
Magnolia Capital Advisors
3563
Magnolia Capital Advisors
Mississippi
USD 583 M +USD 74 M +15% 14.7% 78.7% 313 15.97% 1.5
111 Capital
3564
111 Capital
France
USD 582 M +USD 176 M +43% 28.3% – 627 69.86% 0.3
Great Diamond Partners
3565
Great Diamond Partners
Maine
USD 582 M +USD 62.2 M +12% 15% 86.1% 250 13.6% 2.9
Liberty Capital Management
3566
Liberty Capital Management
Michigan
USD 582 M – – 13.8% – 184 – 6.2
Marietta Investment Partners
3567
Marietta Investment Partners
Wisconsin
USD 582 M +USD 82.2 M +16% 25.9% 160% 177 12.99% 4.8
Cambridge Advisors
3568
Cambridge Advisors
Nebraska
USD 582 M +USD 66.4 M +13% 11.4% 58.6% 185 4.86% 6.8
GFI
3569
Global Frontier Investments
South Carolina
USD 581 M -USD 151 M -21% 7.87% – 21 0% 4
Retirement Income Solutions
3570
Retirement Income Solutions
Michigan
USD 581 M -USD 4.26 M -0.7% 11.9% 60.8% 173 0.58% 4.1
Cedar Mountain Advisors
3571
Cedar Mountain Advisors
Oregon
USD 581 M +USD 69.3 M +14% 12.5% 57.7% 1,227 10.35% 1.6
Stempoint Capital
3572
Stempoint Capital
New York
USD 581 M +USD 58.2 M +11% 35.1% – 116 56.9% 0.4
Prosight Management
3573
Prosight Management
Texas
USD 580 M -USD 29.5 M -5% 1.98% 39.5% 51 39.22% 1.2
Correct Capital Wealth Management
3574
Correct Capital Wealth Management
Missouri
USD 580 M +USD 44.3 M +8% 11.8% 83.6% 113 7.96% 2.1
McNamara Financial Services
3575
McNamara Financial Services
Massachusetts
USD 580 M +USD 51.3 M +10% 10.3% 42.6% 105 6.67% 4.4