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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)
FVCM
3876
F&V Capital Management
Florida
USD 343 M +USD 3.52 M +1% 0.34% 123% 60 20% 5
Paulson Wealth Management
3877
Paulson Wealth Management
Illinois
USD 343 M +USD 2.63 M +0.8% 2.21% 57.1% 146 4.79% 2.7
Archer Investment Corporation
3878
Archer Investment Corporation
Indiana
USD 343 M +USD 9.9 M +3% 1.34% 68.2% 1,176 14.54% 2.5
Waypoint Wealth Partners
3879
Waypoint Wealth Partners
California
USD 342 M -USD 9.15 M -3% 0.76% 52.1% 77 24.68% 2.1
Convergence Investment Partners
3880
Convergence Investment Partners
Florida
USD 342 M +USD 81.1 M +31% 5.94% 284% 303 39.6% 2.8
Sand Grove Capital Management
3881
Sand Grove Capital Management
United Kingdom
USD 342 M -USD 95.1 M -22% 2.41% 410% 33 72.73% 0.2
KMWM
3882
Keudell/Morrison Wealth Management
Oregon
USD 342 M +USD 11.4 M +3% 2.53% – 217 11.06% 3.2
Financial Consulate
3883
Financial Consulate
Maryland
USD 341 M +USD 2.77 M +0.8% 0.53% 61.4% 42 21.43% 4.8
Vitruvian Partners
3884
Vitruvian Partners
United Kingdom
USD 341 M +USD 25.3 M +8% 13.9% 96.9% 8 0% 2.5
Alliance Wealth Advisors (Utah)
3885
Alliance Wealth Advisors (Utah)
Utah
USD 341 M +USD 5.33 M +2% 0.38% 63.3% 247 15.38% 1.2
AMG
3886
Ace Management Global
Brazil
USD 340 M +USD 69.9 M +26% 2.26% – 9 44.44% 0.1
Marion Wealth Management
3887
Marion Wealth Management
Pennsylvania
USD 340 M +USD 5.47 M +2% 0.66% 51.7% 123 4.88% 1.8
NWAM LLC
3888
NWAM LLC
Washington
USD 340 M -USD 898 M -73% 8.31% 112% 568 75.35% 3.1
White Pine Investment Company
3889
White Pine Investment Company
Michigan
USD 340 M +USD 1.71 M +0.5% 0.89% 73.3% 68 14.71% 4.9
Monarch Capital Management
3890
Monarch Capital Management
Indiana
USD 340 M -USD 14 M -4% 1.75% 77% 118 5.08% 8
Stempoint Capital
3891
Stempoint Capital
New York
USD 340 M -USD 38.1 M -10% 9.68% – 79 67.09% 0.3
EGA
3892
E&G Advisors
Texas
USD 340 M +USD 21.5 M +7% 3.82% 97.7% 211 6.64% 2.3
Collective Family Office
3893
Collective Family Office
Pennsylvania
USD 340 M +USD 31.8 M +10% 0.22% 52.5% 184 10.33% 2.2
Monument Capital Management
3894
Monument Capital Management
Virginia
USD 340 M -USD 7.07 M -2% 1.69% 170% 202 19.31% 2
Fairfield Financial Advisors
3895
Fairfield Financial Advisors
Massachusetts
USD 340 M – – 3.37% – 290 – 1.8
Pensionfund Sabic
3896
Pensionfund Sabic
Netherlands
USD 340 M +USD 2.34 M +0.7% 2.12% 63.6% 193 1.04% 4.6
Rappaport Reiches Capital Management
3897
Rappaport Reiches Capital Management
Illinois
USD 339 M +USD 19.8 M +6% 3.51% 17.6% 111 18.02% 1.9
Tradewinds Capital Management
3898
Tradewinds Capital Management
Washington
USD 339 M -USD 22.8 M -6% 0.27% 96.9% 630 17.78% 4.1
Buck Wealth Strategies
3899
Buck Wealth Strategies
Colorado
USD 339 M +USD 47.7 M +16% 1.78% 42% 113 70.8% 0.6
Pinnacle Bancorp
3900
Pinnacle Bancorp
Nebraska
USD 339 M +USD 552 k +0.2% 0.61% 72.9% 865 7.05% 4.1