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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)
Murphy Pohlad Asset Management
4001
Murphy Pohlad Asset Management
Minnesota
USD 244 M +USD 28.3 M +13% 14.1% 83% 121 9.09% 5.3
Raffa Wealth Management
4002
Raffa Wealth Management
District of Columbia
USD 244 M +USD 18.5 M +8% 6.57% 35.8% 1,175 10.13% 2.7
Round Rock Advisors
4003
Round Rock Advisors
Connecticut
USD 244 M +USD 23.4 M +11% 8.69% 87.4% 158 13.29% 1.1
Thomas J. Herzfeld Advisors
4004
Thomas J. Herzfeld Advisors
Florida
USD 244 M +USD 9.6 M +4% 2.39% 17.7% 337 14.54% 2.8
MilWealth Group
4005
MilWealth Group
Wisconsin
USD 244 M +USD 14.3 M +6% 5.75% 36.8% 63 9.52% 3
Sycamore Partners Management
4006
Sycamore Partners Management
New York
USD 244 M -USD 100 M -29% 29% 31.8% 1 0% 1
Kathryn A. Hall
4007
Kathryn A. Hall
USD 243 M +USD 2.13 M +0.9% 8.99% 95.2% 52 7.69% 3.1
Deseret Mutual Benefit Administrators
4008
Deseret Mutual Benefit Administrators
Utah
USD 243 M -USD 112 M -31% 9.25% 75.5% 497 2.62% 1.5
Atticus Wealth Management
4009
Atticus Wealth Management
Florida
USD 243 M +USD 36.4 M +18% 6.26% 73.9% 660 28.64% 1.6
Proquility Private Wealth Partners
4010
Proquility Private Wealth Partners
Nevada
USD 243 M +USD 25.7 M +12% 11.3% 19.4% 98 13.27% 1.6
JW Asset Management
4011
JW Asset Management
Florida
USD 243 M +USD 48.6 M +25% 22.9% 251% 13 53.85% 2
Cutler Capital Management
4012
Cutler Capital Management
Massachusetts
USD 243 M +USD 27.3 M +13% 9.08% 39.7% 109 7.34% 2.5
Cowen Prime Advisors
4013
Cowen Prime Advisors
New York
USD 243 M +USD 68.9 M +40% 11.1% 116% 197 13.71% 5.2
Measured Wealth Private Client Group
4014
Measured Wealth Private Client Group
New Hampshire
USD 243 M +USD 16.5 M +7% 8.68% 84.3% 176 22.73% 1.9
Riggs Asset Management
4015
Riggs Asset Management
Pennsylvania
USD 243 M -USD 9.49 M -4% 10.4% 207% 355 12.11% 2.9
FAP
4016
Financial Advisory Partners
Florida
USD 243 M +USD 12.9 M +6% 7.66% 52.9% 67 2.99% 0.9
Boyd Watterson Asset Management
4017
Boyd Watterson Asset Management
Ohio
USD 243 M +USD 22.5 M +10% 10% 101% 426 69.95% 1.7
Navalign LLC
4018
Navalign LLC
California
USD 243 M +USD 20.4 M +9% 7.37% 50.7% 130 10% 1.5
Werba Rubin Papier Wealth Management
4019
Werba Rubin Papier Wealth Management
California
USD 242 M – – 10.1% 67% 104 – 0
Optas LLC
4020
Optas LLC
Texas
USD 242 M +USD 14.4 M +6% 7.08% 118% 155 18.06% 2.1
Alpha Paradigm Partners
4021
Alpha Paradigm Partners
Illinois
USD 242 M +USD 11.9 M +5% 8.69% – 643 57.7% 0.5
Martin Capital Partners
4022
Martin Capital Partners
Oregon
USD 242 M +USD 26.6 M +12% 14.7% 42.3% 78 10.26% 3.2
United Capital Management of KS
4023
United Capital Management of KS
Kansas
USD 242 M +USD 28.6 M +13% 5.97% 272% 91 13.19% 2.6
CIC Wealth
4024
CIC Wealth
Maryland
USD 242 M – – 7.72% – 166 – 0
Brady Family Wealth
4025
Brady Family Wealth
Missouri
USD 242 M – – 11% 61.8% 115 – 0