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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)
WrapManager Inc
3726
WrapManager Inc
California
USD 341 M +USD 28.2 M +9% 10.2% 64.6% 301 16.28% 3.4
Vantage Financial Partners (Wisconsin)
3727
Vantage Financial Partners (Wisconsin)
Wisconsin
USD 340 M +USD 86 M +34% 9.59% 53.8% 137 41.61% 0.8
Mason & Associates (California)
3728
Mason & Associates (California)
California
USD 340 M +USD 27.7 M +9% 6.94% 68.5% 88 13.64% 1.5
RJA Asset Management
3729
RJA Asset Management
Connecticut
USD 340 M +USD 11 M +3% 12.4% 80.2% 4 0% 1.4
Concord Asset Management (Virginia)
3730
Concord Asset Management (Virginia)
Virginia
USD 340 M +USD 41.8 M +14% 7.25% 69% 149 24.16% 0.9
Warwick Investment Management
3731
Warwick Investment Management
Texas
USD 340 M +USD 73.1 M +27% 11% 69.9% 87 24.14% 1
Monaco Asset Management
3732
Monaco Asset Management
Monaco
USD 340 M +USD 2.58 M +0.8% 13.7% 120% 97 46.39% 0.8
MAM
3733
Morse Asset Management
Connecticut
USD 340 M +USD 23.6 M +7% 13.9% 222% 141 18.44% 3.5
PBF
3734
Petix & Botte Financial
California
USD 340 M +USD 22.6 M +7% 7.98% 47.5% 124 7.26% 2.2
Turtle Creek Wealth Advisors
3735
Turtle Creek Wealth Advisors
Texas
USD 340 M – – 11.6% 112% 850 – 0
Riverpoint Wealth Management Holdings
3736
Riverpoint Wealth Management Holdings
Illinois
USD 340 M +USD 36.5 M +12% 11.3% 53.6% 54 9.26% 4.6
FCPM III Services
3737
FCPM III Services
Netherlands
USD 339 M – – 0.76% – 6 – 0
Waterfront Wealth
3738
Waterfront Wealth
Kansas
USD 339 M +USD 33.7 M +11% 10.6% 77.2% 254 5.51% 2.2
SignalPoint Asset Management
3739
SignalPoint Asset Management
Missouri
USD 339 M +USD 25.4 M +8% 9.31% 36% 229 8.3% 5.4
DL
3740
DOHJ LLC
Washington
USD 338 M +USD 114 M +51% 10.3% 51.5% 140 41.43% 1.8
GPC
3741
Guardian Point Capital
Virginia
USD 338 M +USD 174 M +105% 7.61% 142% 8 12.5% 2.2
Adams Wealth Management
3742
Adams Wealth Management
Utah
USD 338 M +USD 43.4 M +15% 12.7% 105% 106 24.53% 2.2
Univest Financial
3743
Univest Financial
Pennsylvania
USD 338 M +USD 38.6 M +13% 12.6% 82.6% 122 15.57% 4.4
RS
3744
Retirement Solution
Washington
USD 338 M +USD 35 M +12% 12.1% 77.3% 48 25% 1.4
Financial & Tax Architects
3745
Financial & Tax Architects
Missouri
USD 338 M +USD 16 M +5% 7.41% 50.2% 98 22.45% 1.3
Integris Wealth Management
3746
Integris Wealth Management
California
USD 338 M +USD 32.8 M +11% 8.93% 60.3% 94 12.77% 0.8
Dymon Asia Capital (Singapore)
3747
Dymon Asia Capital (Singapore)
Singapore
USD 338 M +USD 69.5 M +26% 7.04% 291% 148 73.65% 0.2
Juniper Capital Advisors
3748
Juniper Capital Advisors
Texas
USD 338 M – – 24.7% – 1 – 0
Vertex Planning Partners
3749
Vertex Planning Partners
Illinois
USD 338 M +USD 47 M +16% 8.4% 55.4% 159 17.61% 0.7
True Wind Capital Management
3750
True Wind Capital Management
California
USD 337 M +USD 89.3 M +36% 42% 59.6% 3 0% 2