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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)
WPA
4101
Winning Points Advisors
Florida
USD 123 M +USD 6.72 M +6% 5.77% – 72 6.94% 0.9
Northwest Wealth Management
4102
Northwest Wealth Management
Iowa
USD 123 M +USD 51.3 M +72% 4.05% 63.4% 92 31.52% 0.7
CRA
4103
Circle Road Advisors
New York
USD 123 M – – 6.92% – 19 – 0
Ayalon Insurance Company
4104
Ayalon Insurance Company
Israel
USD 123 M – – 6.5% 99.6% 45 – 1.4
WEO
4105
William E. Oberndorf
USD 123 M -USD 4.63 M -4% 3.07% 36.2% 8 0% 1.3
Winthrop Partners - WNY
4106
Winthrop Partners - WNY
New York
USD 123 M – – 5.26% – 124 – 0
Luzich Partners
4107
Luzich Partners
Nevada
USD 122 M +USD 3.73 M +3% 11.6% – 21 28.57% 0.8
Day & Ennis
4108
Day & Ennis
Georgia
USD 122 M +USD 8.91 M +8% 3.51% 15.2% 81 9.88% 1.5
Summit Financial Group
4109
Summit Financial Group
West Virginia
USD 122 M +USD 2.11 M +2% 5.12% 26.1% 122 7.38% 0.5
Ogorek Anthony Joseph
4110
Ogorek Anthony Joseph
New York
USD 122 M +USD 19.6 M +19% 3.87% 61.1% 140 52.86% 0.9
A.D. Beadell Investment Counsel
4111
A.D. Beadell Investment Counsel
Wisconsin
USD 122 M +USD 4.62 M +4% 4.1% 83.3% 93 10.75% 2.5
RiverGlades Family Offices
4112
RiverGlades Family Offices
Florida
USD 122 M – – 2.36% – 70 – 0
Central Asset Investments & Management Holdings
4113
Central Asset Investments & Management Holdings
Hong Kong
USD 122 M -USD 9.47 M -7% 9.15% 3,210% 38 60.53% 0.3
HM Capital Management
4114
HM Capital Management
Missouri
USD 122 M +USD 8.87 M +8% 6.19% 29.6% 39 5.13% 2.8
WPEP
4115
Walnut Private Equity Partners
Nebraska
USD 122 M -USD 2.95 M -2% 0.84% 48% 22 0% 2.8
Holistic Financial Partners
4116
Holistic Financial Partners
Indiana
USD 122 M – – 3.3% 95.7% 452 – 0
Nicollet Investment Management
4117
Nicollet Investment Management
Minnesota
USD 122 M – – 8.16% 104% 66 – 0
PCR
4118
Potrero Capital Research
California
USD 122 M +USD 2.74 M +2% 4.72% 226% 48 35.42% 0.8
LFWA
4119
LBJ Family Wealth Advisors
Texas
USD 122 M +USD 4.17 M +4% 4.62% 64.9% 17 0% 3
Pratt Collard Advisory Partners
4120
Pratt Collard Advisory Partners
New York
USD 121 M – – 6.03% 91.7% 112 – 0
Bandera Partners
4121
Bandera Partners
New York
USD 121 M +USD 6.81 M +6% 1.15% 55.4% 15 13.33% 2.5
Paragon Wealth Strategies
4122
Paragon Wealth Strategies
Florida
USD 121 M +USD 10.6 M +10% 7.3% 59.8% 31 12.9% 0.8
Kathryn A. Hall
4123
Kathryn A. Hall
USD 121 M +USD 18.2 M +18% 15.3% 95.2% 6 33.33% 2.6
Sigma Investment Management
4124
Sigma Investment Management
Oregon
USD 121 M +USD 4.08 M +3% 2.88% 8.4% 16 6.25% 3.2
Lesa Sroufe & Co
4125
Lesa Sroufe & Co
Washington
USD 121 M +USD 6.93 M +6% 6.81% – 44 6.82% 2.8