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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)
ETF Portfolio Partners
4351
ETF Portfolio Partners
Kansas
USD 420 M +USD 39.7 M +10% 10.8% 50.2% 72 8.33% 4.5
Atticus Wealth Management
4352
Atticus Wealth Management
Florida
USD 420 M +USD 51.2 M +14% 14.4% 73.9% 190 11.58% 3.8
Liberty Square Wealth Partners
4353
Liberty Square Wealth Partners
Pennsylvania
USD 420 M +USD 61.4 M +17% 15% – 145 6.21% 1.4
University of Chicago
4354
University of Chicago
Illinois
USD 420 M +USD 96.3 M +30% 37.8% 62.3% 15 20% 1.6
Ballast Advisors
4355
Ballast Advisors
Minnesota
USD 420 M +USD 76.1 M +22% 11.8% 66.7% 407 54.3% 4.3
Prairie Wealth Advisors
4356
Prairie Wealth Advisors
Nebraska
USD 420 M +USD 189 M +82% 13.8% – 256 0.39% 0.1
325 Capital
4357
325 Capital
New York
USD 419 M +USD 145 M +53% 43.5% 226% 12 0% 2.8
Roman Butler Fullerton & Co
4358
Roman Butler Fullerton & Co
Missouri
USD 419 M +USD 55.5 M +15% 17.1% 134% 301 18.27% 3.4
Xcel Wealth Management
4359
Xcel Wealth Management
Florida
USD 419 M +USD 57.5 M +16% 22.1% 98.8% 147 14.29% 3.7
NTCM
4360
Nut Tree Capital Management
New York
USD 419 M +USD 174 M +71% 31.5% 101% 8 50% 1.5
Daybright Advisory Services
4361
Daybright Advisory Services
Florida
USD 419 M +USD 57.6 M +16% 20.5% – 152 17.11% 0.4
KFS
4362
Kurt F. Somerville
USD 419 M +USD 39.7 M +10% 27.3% 92.9% 98 8.16% 6.9
TM
4363
Thiel Macro
California
USD 419 M – – 1.85% – 8 – 0
Sunflower Bank
4364
Sunflower Bank
Texas
USD 418 M +USD 26 M +7% 15.6% 42.7% 168 13.1% 3.4
New England Capital Financial Advisors
4365
New England Capital Financial Advisors
Connecticut
USD 418 M +USD 53 M +15% 8.36% 58.3% 447 8.5% 2.6
Centurion Wealth Management
4366
Centurion Wealth Management
Virginia
USD 418 M -USD 25.6 M -6% 13.6% – 330 18.48% 2
TSP Capital Management Group
4367
TSP Capital Management Group
New Jersey
USD 418 M +USD 8.17 M +2% 8.13% 186% 43 100% 0.3
Fi3 Financial Advisors
4368
Fi3 Financial Advisors
Indiana
USD 418 M +USD 71.5 M +21% 18.6% 83.1% 282 40.43% 1.4
Landmark Wealth Management (New York)
4369
Landmark Wealth Management (New York)
New York
USD 418 M +USD 44.4 M +12% 11.3% 42.7% 152 3.29% 1.6
Concentrum Wealth Management
4370
Concentrum Wealth Management
California
USD 418 M +USD 79.2 M +23% 35.9% 174% 130 16.92% 2.3
Vestwell Advisors
4371
Vestwell Advisors
New York
USD 418 M +USD 52.7 M +14% 14.1% – 26 0% 0.7
RA
4372
Resolute Advisors
California
USD 417 M +USD 176 M +73% 27.9% 36.7% 107 39.25% 2.4
Almitas Capital
4373
Almitas Capital
California
USD 417 M -USD 25.2 M -6% 1.7% 86.1% 150 37.33% 0.7
Consilio Wealth Advisors
4374
Consilio Wealth Advisors
Washington
USD 417 M +USD 75 M +22% 16.1% 66.4% 118 21.19% 1.9
Seascape Capital Management
4375
Seascape Capital Management
New Hampshire
USD 417 M +USD 70 M +20% 25.8% 111% 100 13% 3.5