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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)
SIA
4026
Strategic Investment Advisors
Michigan
USD 146 M +USD 34.6 M +31% 9.52% 66.1% 139 24.46% 0.2
Nations Financial Group
4027
Nations Financial Group
Iowa
USD 146 M +USD 21 M +17% 12.7% 105% 177 10.73% 2.2
Adirondack Trust Company
4028
Adirondack Trust Company
New York
USD 146 M +USD 16.6 M +13% 11.9% 96.7% 372 11.29% 4
AIA
4029
AIMZ Investment Advisors
California
USD 146 M +USD 16.2 M +13% 12.3% 81.3% 99 7.07% 3.5
Murphy Middleton Hinkle & Parker
4030
Murphy Middleton Hinkle & Parker
Georgia
USD 146 M +USD 14.5 M +11% 9.82% 66.8% 129 8.53% 1.1
Wolf Group Capital Advisors
4031
Wolf Group Capital Advisors
Virginia
USD 146 M +USD 11.2 M +8% 10.5% 28.2% 86 11.63% 2
Lake Street Private Wealth
4032
Lake Street Private Wealth
Illinois
USD 145 M – – 14.2% 105% 98 – 0
Maso Capital Partners
4033
Maso Capital Partners
Hong Kong
USD 145 M +USD 65.8 M +83% 15.3% 8.67% 18 50% 0.4
NKCFO LLC
4034
NKCFO LLC
Illinois
USD 145 M +USD 16.5 M +13% 10.8% 211% 125 46.4% 0.2
Financial Life Advisors
4035
Financial Life Advisors
Texas
USD 145 M +USD 16.1 M +12% 8.64% 47% 49 6.12% 1.1
Virginia National Bank
4036
Virginia National Bank
Virginia
USD 145 M +USD 9.37 M +7% 11.7% – 107 15.89% 0.5
Ecofin Advisors
4037
Ecofin Advisors
United Kingdom
USD 145 M -USD 3.28 M -2% 15.3% 77% 29 31.03% 1.9
Pecaut & Co
4038
Pecaut & Co
Iowa
USD 145 M +USD 23.5 M +19% 12% 62.8% 78 25.64% 2.4
WESPAC Advisors
4039
WESPAC Advisors
California
USD 145 M +USD 41.6 M +40% 14.5% 126% 141 41.13% 0.9
Semmax Financial Advisors
4040
Semmax Financial Advisors
North Carolina
USD 145 M +USD 16.6 M +13% 9.93% – 509 15.91% 0.2
VAM
4041
Velanne Asset Management
United Kingdom
USD 145 M +USD 19.6 M +16% 10.6% 29.6% 23 8.7% 0.2
Tolleson Wealth Management
4042
Tolleson Wealth Management
Texas
USD 145 M -USD 25.5 M -15% 12.9% 56.2% 50 16% 0.2
Peloton Wealth Strategists
4043
Peloton Wealth Strategists
Indiana
USD 144 M +USD 21.6 M +18% 14.9% 51.3% 70 27.14% 2.6
Shaker Investments
4044
Shaker Investments
Ohio
USD 144 M +USD 29.2 M +25% 22.3% 205% 85 24.71% 1.7
One William Street Capital Management
4045
One William Street Capital Management
New York
USD 144 M +USD 110 M +319% 7.65% 44% 5 60% 0.3
Anson Funds Management
4046
Anson Funds Management
Texas
USD 144 M -USD 27.9 M -16% 13.4% 2,010% 68 73.53% 0.2
GCM
4047
Garland Capital Management
Washington
USD 144 M +USD 5.82 M +4% 11.8% 55.7% 39 12.82% 3.5
BIA
4048
Bigelow Investment Advisors
Maine
USD 144 M +USD 10.4 M +8% 11.4% 75.7% 158 13.29% 1
Allied Investment Advisors
4049
Allied Investment Advisors
Montana
USD 144 M +USD 23.1 M +19% 11.4% 68.4% 47 12.77% 1.1
Marlowe Partners
4050
Marlowe Partners
New York
USD 144 M +USD 33 M +30% 18.8% 16.3% 13 46.15% 0.8