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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)
Essex Savings Bank
4101
Essex Savings Bank
Connecticut
USD 259 M +USD 30.3 M +13% 7.17% 95.2% 214 9.81% 1.8
Lumbard & Kellner
4102
Lumbard & Kellner
New Hampshire
USD 258 M -USD 26 M -9% 6.24% 137% 108 12.04% 3
Waypoint Wealth Partners
4103
Waypoint Wealth Partners
California
USD 258 M +USD 121 M +88% 2.27% 52.1% 43 13.95% 0.4
EE
4104
EWG Elevate
California
USD 258 M +USD 32.1 M +14% 6.01% 76% 93 31.18% 0.8
Crestwood Capital Management
4105
Crestwood Capital Management
New York
USD 258 M +USD 48.5 M +23% 9.77% 203% 23 34.78% 1.7
Shulman DeMeo Asset Management
4106
Shulman DeMeo Asset Management
New York
USD 258 M -USD 109 M -30% 8.13% 79.3% 148 67.57% 1.5
Guidance Point Advisors
4107
Guidance Point Advisors
Massachusetts
USD 258 M +USD 16.3 M +7% 4.06% 71.8% 88 4.55% 1.8
Compass Ion Advisors
4108
Compass Ion Advisors
Pennsylvania
USD 257 M +USD 14.4 M +6% 5.24% 75.6% 100 25% 0.8
Knightsbridge Asset Management
4109
Knightsbridge Asset Management
California
USD 257 M +USD 20.8 M +9% 8.84% 150% 70 15.71% 1.6
Liberty Wealth Management
4110
Liberty Wealth Management
California
USD 257 M +USD 52.4 M +26% 6.74% 64.2% 1,219 24.77% 1.5
Red Door Wealth Management
4111
Red Door Wealth Management
Tennessee
USD 257 M +USD 61 M +31% 7.81% 100% 666 82.43% 0.2
CP
4112
CPV Partners
Connecticut
USD 257 M +USD 81.7 M +47% 54.2% 105% 4 25% 1.7
Weik Capital Management
4113
Weik Capital Management
Pennsylvania
USD 257 M +USD 20.8 M +9% 7.14% 66.9% 117 6.84% 4.9
Stone House Investment Management
4114
Stone House Investment Management
Pennsylvania
USD 257 M +USD 58 M +29% 5.37% 57.9% 50 54% 1.1
Independent Family Office
4115
Independent Family Office
New York
USD 256 M +USD 1.64 M +0.6% 6.09% 68.4% 70 21.43% 1.2
MFM
4116
Mohican Financial Management
Connecticut
USD 256 M +USD 102 M +66% 0% 0% 73 34.25% 0.8
Black Diamond Financial
4117
Black Diamond Financial
Maryland
USD 256 M +USD 20.3 M +9% 6.36% 61% 90 10% 1.7
Frank Rimerman Advisors
4118
Frank Rimerman Advisors
California
USD 256 M +USD 29.9 M +13% 10.6% 149% 89 14.61% 0.5
WealthOne
4119
WealthOne
New York
USD 256 M +USD 23.2 M +10% 6.25% 23.4% 142 27.46% 1.4
SA
4120
SoftVest Advisors
Texas
USD 256 M -USD 83.2 M -25% 4.2% 178% 11 36.36% 0.7
Abacus Wealth Partners
4121
Abacus Wealth Partners
California
USD 255 M +USD 115 M +82% 3.45% 46% 126 21.43% 0.4
Wisconsin Capital Management
4122
Wisconsin Capital Management
Wisconsin
USD 255 M +USD 13.1 M +5% 12.4% 153% 59 13.56% 3
KP
4123
Kuvari Partners
United Kingdom
USD 255 M +USD 151 M +145% 0.84% – 9 77.78% 0.1
Bandera Partners
4124
Bandera Partners
New York
USD 255 M +USD 834 k +0.3% 38.8% 55.4% 18 0% 3.4
Howard Financial Services
4125
Howard Financial Services
Texas
USD 255 M +USD 32.6 M +15% 6.94% 55.9% 134 14.18% 1.4