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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)
Safeguard Financial
4301
Safeguard Financial
Wisconsin
USD 264 M +USD 56.8 M +27% 11% 21.9% 87 26.44% 1.1
Portfolio Design Labs
4302
Portfolio Design Labs
California
USD 264 M – – 9.83% 115% 109 – 0
Hurlow Wealth Management Group
4303
Hurlow Wealth Management Group
Indiana
USD 264 M +USD 34.3 M +15% 10.2% 60.7% 113 8.85% 3.6
RDA Financial Network
4304
RDA Financial Network
Iowa
USD 264 M +USD 32.9 M +14% 10.5% 93.4% 237 12.24% 2.9
West Michigan Advisors
4305
West Michigan Advisors
Michigan
USD 264 M +USD 76.8 M +41% 7.41% 86.6% 171 21.64% 1.3
Physicians Financial Services
4306
Physicians Financial Services
North Carolina
USD 264 M +USD 19.5 M +8% 10.4% 116% 106 3.77% 6.2
Proquility Private Wealth Partners
4307
Proquility Private Wealth Partners
Nevada
USD 264 M +USD 20 M +8% 10.3% 19.4% 104 29.81% 2.1
Mach-1 Financial Group
4308
Mach-1 Financial Group
Arkansas
USD 264 M +USD 22.5 M +9% 11.4% 83.4% 289 54.33% 0.6
Mirabaud Asset Management (France)
4309
Mirabaud Asset Management (France)
France
USD 264 M – – 0% – 29 – 0
Legacy CG
4310
Legacy CG
Texas
USD 263 M +USD 48.3 M +22% 8.03% 62.6% 47 42.55% 0.9
AlphaMark Advisors
4311
AlphaMark Advisors
Kentucky
USD 263 M +USD 30 M +13% 11.6% 26.4% 838 22.55% 3.3
Bard Associates
4312
Bard Associates
Illinois
USD 263 M +USD 21.8 M +9% 17.9% 241% 188 8.51% 5.3
VR Advisory Services
4313
VR Advisory Services
Cayman Islands
USD 263 M -USD 17.7 M -6% 16.3% 89.7% 61 16.39% 2.4
Entrust Global Partners
4314
Entrust Global Partners
New York
USD 263 M +USD 29.5 M +13% 8.27% 82.3% 6 16.67% 2
AWA
4315
Aquire Wealth Advisors
Utah
USD 263 M +USD 23.2 M +10% 9.03% 60.2% 41 7.32% 1.7
Arcataur Capital Management
4316
Arcataur Capital Management
Wisconsin
USD 263 M +USD 23.5 M +10% 10.8% 65.4% 100 7% 0.5
Pathway Financial Advisers
4317
Pathway Financial Advisers
Indiana
USD 263 M +USD 20.6 M +9% 9.67% 88.2% 491 7.54% 0.9
Fairfield Financial Advisors
4318
Fairfield Financial Advisors
Massachusetts
USD 263 M +USD 25 M +11% 6.72% – 334 15.87% 1.4
Gradient Capital Advisors
4319
Gradient Capital Advisors
California
USD 263 M +USD 23.4 M +10% 10.2% 78.5% 145 8.28% 3.7
FirstPurpose Wealth
4320
FirstPurpose Wealth
Utah
USD 263 M +USD 31 M +13% 9.07% – 229 21.4% 1.3
Shilanski & Associates
4321
Shilanski & Associates
Alaska
USD 263 M +USD 17.3 M +7% 7.75% 84.2% 109 19.27% 1.4
Absolute Gestao de Investimentos
4322
Absolute Gestao de Investimentos
Brazil
USD 263 M – – 12.1% – 36 – 0
OFCM
4323
One Fin Capital Management
California
USD 262 M +USD 15.8 M +6% 14.3% 92% 31 58.06% 0.6
Chiron Investment Management
4324
Chiron Investment Management
New York
USD 262 M +USD 25.7 M +11% 12.7% 104% 107 63.55% 0.3
Counterpoint Mutual Funds
4325
Counterpoint Mutual Funds
California
USD 262 M +USD 142 M +118% 3.95% 74.3% 330 83.94% 0.3