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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)
Inlet Private Wealth
3801
Inlet Private Wealth
Florida
USD 443 M +USD 36.2 M +9% 10.7% 111% 137 10.22% 4.4
Archer Investment Corporation
3802
Archer Investment Corporation
Indiana
USD 443 M +USD 23.6 M +6% 6.28% 68.2% 1,254 9.57% 3.2
Evelyn Partners Asset Management
3803
Evelyn Partners Asset Management
USD 443 M +USD 48.4 M +12% 7.19% – 287 19.86% 0.6
MAM
3804
Mystic Asset Management
Rhode Island
USD 443 M +USD 29.3 M +7% 9.38% 114% 226 3.1% 2.5
Baker Tilly Wealth Management
3805
Baker Tilly Wealth Management
Wisconsin
USD 443 M +USD 163 M +58% 7.93% 96.9% 281 18.86% 2.9
Standpoint Asset Management
3806
Standpoint Asset Management
Arizona
USD 442 M -USD 46.6 M -10% 7.23% 71.9% 8 0% 2.8
GWM
3807
Gibbs Wealth Management
Georgia
USD 442 M -USD 77.1 M -15% 6.96% – 386 19.95% 1.1
Goldstream Capital Management
3808
Goldstream Capital Management
Hong Kong
USD 442 M +USD 140 M +46% 13.9% 686% 57 15.79% 1.3
Scott Capital Advisors
3809
Scott Capital Advisors
Oregon
USD 442 M +USD 72.6 M +20% 5.36% 50.9% 54 9.26% 2.6
Triangle Securities Wealth Management
3810
Triangle Securities Wealth Management
North Carolina
USD 442 M +USD 35.4 M +9% 7.64% 83.6% 207 4.35% 6.3
PT
3811
Plimoth Trust
Massachusetts
USD 442 M +USD 24.6 M +6% 7.79% 110% 168 2.38% 6.1
GWM
3812
GSB Wealth Management
Connecticut
USD 441 M +USD 32.9 M +8% 6.54% 61.8% 249 7.63% 3.3
Curtis Advisory Group
3813
Curtis Advisory Group
California
USD 441 M +USD 43.1 M +11% 7.97% 79.8% 110 7.27% 3.2
AMCI
3814
Al Mehwar Commercial Investments
United Arab Emirates
USD 441 M -USD 172 M -28% 28% – 1 0% 1.8
Solstein Capital
3815
Solstein Capital
California
USD 441 M +USD 246 M +126% 11.9% 91.4% 520 18.65% 2.5
World Equity Group
3816
World Equity Group
Illinois
USD 441 M +USD 74 M +20% 10.1% 117% 377 23.87% 1.5
First PREMIER Bank
3817
First PREMIER Bank
South Dakota
USD 440 M +USD 27.4 M +7% 7.11% 63% 411 6.57% 4.9
Equitec Proprietary Markets
3818
Equitec Proprietary Markets
Illinois
USD 440 M +USD 334 M +316% 32.8% 526% 102 61.76% 0.9
Landaas & Company
3819
Landaas & Company
Wisconsin
USD 440 M +USD 21.4 M +5% 6.71% 68.3% 130 16.15% 3
Cypress Asset Management
3820
Cypress Asset Management
Texas
USD 440 M +USD 24.2 M +6% 8.12% 141% 111 5.41% 7.1
3Chopt Investment Partners
3821
3Chopt Investment Partners
Virginia
USD 440 M +USD 23.6 M +6% 8.94% 128% 240 10% 1
Avidity Partners Management
3822
Avidity Partners Management
Texas
USD 439 M -USD 62.6 M -12% 48.2% 492% 69 56.52% 1.1
Shakespeare Wealth Management
3823
Shakespeare Wealth Management
Wisconsin
USD 439 M +USD 64.3 M +17% 5.83% 55.5% 105 14.29% 4.2
Eldridge Investment Advisors
3824
Eldridge Investment Advisors
New Hampshire
USD 439 M -USD 39.1 M -8% 6.25% 50.9% 168 14.29% 3.8
Fairvoy Private Wealth
3825
Fairvoy Private Wealth
Alabama
USD 439 M +USD 36.7 M +9% 6.59% – 196 9.18% 0.6