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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)
WFI
4126
West Family Investments
California
USD 257 M +USD 4.73 M +2% 2.02% 116% 276 42.39% 1.2
Summit Financial Group
4127
Summit Financial Group
West Virginia
USD 257 M -USD 6.65 M -3% 5.07% 26.1% 192 4.69% 3.9
Deseret Mutual Benefit Administrators
4128
Deseret Mutual Benefit Administrators
Utah
USD 257 M +USD 4.24 M +2% 4.34% 75.5% 506 2.17% 1.9
BetterWealth
4129
BetterWealth
California
USD 257 M +USD 9.9 M +4% 5.18% 63.3% 47 10.64% 1
Mudrick Capital Management
4130
Mudrick Capital Management
New York
USD 257 M -USD 13.3 M -5% 0.6% 212% 13 23.08% 1.6
St. Clair Advisors
4131
St. Clair Advisors
Ohio
USD 257 M +USD 27.3 M +12% 6.24% 77.5% 81 6.17% 1.2
Capital Planning
4132
Capital Planning
Washington
USD 256 M +USD 14.6 M +6% 8.02% 81.2% 75 12% 1.8
Humankind Investments
4133
Humankind Investments
New York
USD 256 M +USD 15.3 M +6% 6.51% 62.5% 149 37.58% 1.5
AP
4134
Agilis Partners
Massachusetts
USD 256 M +USD 29.9 M +13% 4.62% 8.47% 23 4.35% 3.9
Horan Capital Advisors
4135
Horan Capital Advisors
Ohio
USD 256 M +USD 13.4 M +6% 5.24% 26.6% 105 4.76% 4.2
Builder Investment Group
4136
Builder Investment Group
Georgia
USD 256 M +USD 26.7 M +12% 14.4% 169% 96 6.25% 0.5
Vickerman Investment Advisors
4137
Vickerman Investment Advisors
Washington
USD 256 M +USD 2.49 M +1% 4.47% 47.3% 73 12.33% 1.5
Collective Family Office
4138
Collective Family Office
Pennsylvania
USD 256 M +USD 13.3 M +5% 2.7% 52.5% 186 15.59% 1.5
SSI
4139
Scott & Selber Inc
Texas
USD 256 M +USD 20.8 M +9% 10.3% 202% 103 7.77% 3.7
Proquility Private Wealth Partners
4140
Proquility Private Wealth Partners
Nevada
USD 256 M +USD 3.96 M +2% 3.67% 19.4% 96 13.54% 2.1
Lantz Financial
4141
Lantz Financial
Illinois
USD 255 M +USD 14.9 M +6% 5.24% 74.3% 197 7.11% 2.5
Origin Asset Management
4142
Origin Asset Management
United Kingdom
USD 255 M -USD 86.1 M -25% 5.19% 59.3% 31 64.52% 1.1
McLean Asset Management
4143
McLean Asset Management
Virginia
USD 255 M +USD 12.1 M +5% 5.19% 64.3% 134 5.97% 1.8
Innealta Capital
4144
Innealta Capital
Texas
USD 255 M +USD 18.5 M +8% 4.29% 63.7% 77 18.18% 1.6
Physicians Financial Services
4145
Physicians Financial Services
North Carolina
USD 255 M +USD 18.2 M +8% 9.35% 100% 108 0.93% 5.8
Warwick Investment Management
4146
Warwick Investment Management
Texas
USD 255 M +USD 18.9 M +8% 5.66% 69.9% 70 15.71% 0.9
My Legacy Advisors
4147
My Legacy Advisors
Oregon
USD 254 M +USD 21.2 M +9% 4.73% 49.1% 223 14.8% 1
Garden State Investment Advisory Services
4148
Garden State Investment Advisory Services
New Jersey
USD 254 M +USD 22.2 M +10% 6.19% 94% 276 32.61% 0.4
Summit Wealth & Retirement Planning
4149
Summit Wealth & Retirement Planning
California
USD 254 M -USD 13.2 M -5% 5.33% 67.6% 109 50.46% 2.4
Institutional Venture Management XV
4150
Institutional Venture Management XV
California
USD 254 M -USD 87.5 M -26% 3.1% 116% 6 33.33% 1.9