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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)
Harbourvest Partners
4026
Harbourvest Partners
Massachusetts
USD 299 M +USD 4.02 M +1% 20.6% 8.96% 60 15% 2.2
Prosperity Consulting Group
4027
Prosperity Consulting Group
Maryland
USD 299 M +USD 80.9 M +37% 10.6% 66.8% 205 29.76% 0.9
Endeavour Capital Advisors
4028
Endeavour Capital Advisors
Connecticut
USD 298 M +USD 49.5 M +20% 17.8% 105% 33 3.03% 3.5
ETF Portfolio Partners
4029
ETF Portfolio Partners
Kansas
USD 298 M +USD 27.3 M +10% 10.3% 50.2% 50 14% 4.3
Home Federal Bank of Tennessee
4030
Home Federal Bank of Tennessee
Tennessee
USD 298 M +USD 28.5 M +11% 11% 74% 71 7.04% 6.3
Northwest Capital Management
4031
Northwest Capital Management
Oregon
USD 298 M +USD 39.2 M +15% 9.77% 57% 598 13.55% 1
Scott Capital Advisors
4032
Scott Capital Advisors
Oregon
USD 298 M +USD 47 M +19% 10% 50.9% 52 13.46% 1.4
Oak Harbor Wealth Partners
4033
Oak Harbor Wealth Partners
North Carolina
USD 298 M +USD 15.6 M +6% 10.1% 73.9% 246 15.85% 1.6
Alliance Wealth Advisors (Utah)
4034
Alliance Wealth Advisors (Utah)
Utah
USD 298 M +USD 27.8 M +10% 10.7% 70.7% 240 13.33% 0.8
Auxano Advisors
4035
Auxano Advisors
Washington
USD 298 M +USD 53 M +22% 12.1% 85.4% 136 30.88% 1.7
Peak Financial Management
4036
Peak Financial Management
Massachusetts
USD 298 M +USD 22.8 M +8% 8.91% 58.2% 89 23.6% 3.5
Lorne Steinberg Wealth Management
4037
Lorne Steinberg Wealth Management
Canada
USD 298 M +USD 37.8 M +15% 11.3% 83.4% 74 6.76% 2.2
WWMSC
4038
Wagner Wealth Management (South Carolina)
South Carolina
USD 298 M +USD 25.4 M +9% 6.65% 36.4% 238 13.45% 2.7
VeraBank
4039
VeraBank
Texas
USD 297 M +USD 36.6 M +14% 9.12% 60.6% 145 8.97% 3.5
Caligan Partners
4040
Caligan Partners
New York
USD 297 M +USD 78.8 M +36% 50% 2,628% 13 15.38% 0.9
Medicxi Ventures Management
4041
Medicxi Ventures Management
Jersey
USD 296 M -USD 17 M -5% 15.6% 369% 6 16.67% 2.7
Mountain Capital Investment Advisors
4042
Mountain Capital Investment Advisors
Colorado
USD 296 M +USD 29.3 M +11% 9.18% 63.3% 66 16.67% 2
Bordeaux Wealth Advisors
4043
Bordeaux Wealth Advisors
California
USD 296 M +USD 48.8 M +20% 12.1% 141% 114 22.81% 1.7
Barry Investment Advisors
4044
Barry Investment Advisors
Massachusetts
USD 296 M +USD 17.8 M +6% 8.23% 66.7% 120 16.67% 3.4
DI
4045
DDFG Inc
California
USD 296 M +USD 24.3 M +9% 9.01% 56.3% 75 9.33% 0.9
Gardner Lewis Asset Management
4046
Gardner Lewis Asset Management
Pennsylvania
USD 295 M +USD 5.56 M +2% 19.1% 240% 81 48.15% 3.2
Bayview Asset Management
4047
Bayview Asset Management
Florida
USD 295 M -USD 66.4 M -18% 8.9% 55.4% 24 58.33% 0.4
WFI
4048
West Family Investments
California
USD 295 M +USD 8.54 M +3% 8.28% 116% 266 25.94% 1.4
Forest Avenue Capital Management
4049
Forest Avenue Capital Management
Florida
USD 295 M +USD 73.4 M +33% 12.5% 415% 32 56.25% 0.5
SC
4050
Stephens Consulting
Michigan
USD 295 M +USD 49 M +20% 9.59% 50.1% 513 7.6% 1.7