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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)
CV Advisors
3701
CV Advisors
Florida
USD 542 M +USD 175 M +48% 16.7% 112% 134 65.67% 0.6
Artia Global Partners
3702
Artia Global Partners
Florida
USD 542 M +USD 42.4 M +8% 28.5% 725% 57 28.07% 0.9
WCM
3703
Westerly Capital Management
California
USD 542 M +USD 174 M +47% 16.1% 116% 52 40.38% 1.2
CWWM
3704
Clear Wave Wealth Management
New Jersey
USD 541 M +USD 78.7 M +17% 17.8% – 212 26.89% 0.2
Chemung Canal Trust
3705
Chemung Canal Trust
New York
USD 541 M +USD 47.1 M +10% 17.9% 93.4% 116 7.76% 8.5
DI
3706
DAGCO Inc
Ohio
USD 541 M +USD 79.7 M +17% 18.7% 75% 364 70.88% 2.9
Verde Capital Management
3707
Verde Capital Management
Michigan
USD 541 M +USD 73.2 M +16% 13.2% 80.3% 81 16.05% 2.7
WWMSC
3708
Wagner Wealth Management (South Carolina)
South Carolina
USD 541 M +USD 45.4 M +9% 8% 36.4% 301 13.62% 3.3
CAM
3709
Cander Asset Management
New York
USD 540 M -USD 16.8 M -3% 8.53% – 56 37.5% 0.3
Mandatum Life Insurance Company
3710
Mandatum Life Insurance Company
Finland
USD 540 M +USD 95.4 M +21% 19.5% 95.9% 94 14.89% 4.9
Regent Peak Wealth Advisors
3711
Regent Peak Wealth Advisors
Georgia
USD 540 M +USD 49.8 M +10% 17.1% – 232 19.4% 3.2
Northwest Quadrant Wealth Management
3712
Northwest Quadrant Wealth Management
Oregon
USD 540 M +USD 58.9 M +12% 10.7% 45.6% 77 12.99% 4.8
DecisionPoint Financial
3713
DecisionPoint Financial
Arizona
USD 540 M +USD 76 M +16% 9.74% 48% 1,474 57.94% 0.7
ACM
3714
Aljian Capital Management
Nevada
USD 540 M +USD 52.9 M +11% 17.5% 162% 143 14.69% 2.6
MWM
3715
Mascoma Wealth Management
New Hampshire
USD 539 M +USD 55.5 M +11% 9.11% 43.7% 636 23.27% 3
GoalVest Advisory
3716
GoalVest Advisory
New York
USD 539 M +USD 27.1 M +5% 16.3% 94.8% 568 33.63% 1.9
America First Investment Advisors
3717
America First Investment Advisors
Nebraska
USD 539 M +USD 2.38 M +0.4% 2.63% 78.2% 46 13.04% 8.6
Keystone Wealth Services
3718
Keystone Wealth Services
California
USD 539 M +USD 70.9 M +15% 19.3% 91.1% 335 14.63% 1.9
Manitou Investment Management
3719
Manitou Investment Management
Ontario, Canada
USD 538 M +USD 32.3 M +6% 9.96% 69.3% 53 11.32% 4
Reverence Capital Partners
3720
Reverence Capital Partners
New York
USD 538 M +USD 63.7 M +13% 13.4% 5.38% 1 0% 2.3
AW
3721
Avion Wealth
Texas
USD 537 M +USD 53.5 M +11% 9.33% 48.8% 1,840 20.27% 2.2
Basecamp Wealth Advisors
3722
Basecamp Wealth Advisors
Washington
USD 537 M +USD 54.1 M +11% 18.8% – 2,015 9.68% 0.4
Firestone Capital Management
3723
Firestone Capital Management
Florida
USD 537 M +USD 56.8 M +12% 10.1% 56.9% 174 11.49% 3.9
Second Line Capital
3724
Second Line Capital
Louisiana
USD 537 M +USD 9.04 M +2% 11.3% – 198 17.68% 1.6
MHR
3725
Matthew Hamilton Rosenberg
USD 537 M +USD 48.7 M +10% 9.81% 52% 818 5.5% 4.4