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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)
United Bank (Georgia)
4376
United Bank (Georgia)
Georgia
USD 148 M +USD 12.8 M +9% 7.01% 81.2% 79 7.59% 2.3
Rings Capital Management
4377
Rings Capital Management
Illinois
USD 147 M +USD 14.9 M +11% 13.1% 40.9% 5 0% 1
Turim 21 Investimentos
4378
Turim 21 Investimentos
Brazil
USD 147 M -USD 76.1 M -34% 13.9% 62.1% 22 27.27% 1.6
Seven Springs Wealth Group
4379
Seven Springs Wealth Group
Tennessee
USD 147 M – – 13.9% 59.2% 197 – 0
Morgens Waterfall Vintiadis & Co
4380
Morgens Waterfall Vintiadis & Co
New York
USD 147 M +USD 17 M +13% 25.6% 594% 58 25.86% 1.3
Fort Baker Capital Management
4381
Fort Baker Capital Management
California
USD 147 M +USD 38.7 M +36% 29.6% 46.3% 30 90% 0.1
Westbourne Investment Advisors
4382
Westbourne Investment Advisors
Maryland
USD 147 M +USD 12.9 M +10% 12.6% 107% 98 9.18% 2.9
RBA Wealth Management
4383
RBA Wealth Management
California
USD 147 M +USD 15.7 M +12% 10.7% 77.7% 104 7.69% 0.6
FP
4384
Financial Perspectives
Minnesota
USD 147 M – – 6.42% 87.8% 513 – 0
Tiemann Investment Advisors
4385
Tiemann Investment Advisors
California
USD 146 M +USD 8.88 M +6% 8.2% 77% 187 6.95% 4.1
Davis Rea
4386
Davis Rea
Ontario, Canada
USD 146 M +USD 9.8 M +7% 6.82% 66.9% 47 8.51% 3.8
Susquehanna Foundation
4387
Susquehanna Foundation
Pennsylvania
USD 146 M +USD 16.4 M +13% 12.6% 36.7% 4 0% 1.8
Marcho Partners
4388
Marcho Partners
United Kingdom
USD 146 M – – 3.21% 115% 10 – 0
Schwarz Dygos Wheeler Investment Advisors
4389
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 146 M +USD 20.2 M +16% 10.4% 74% 88 7.95% 0.9
Cougar Global Investments
4390
Cougar Global Investments
Ontario, Canada
USD 146 M -USD 3.22 M -2% 2.86% 17.4% 19 0% 1.7
Radnor Financial Advisors
4391
Radnor Financial Advisors
Pennsylvania
USD 146 M – – 6.92% 3.04% 17 – 0
Turiya Advisors Asia
4392
Turiya Advisors Asia
Hong Kong
USD 146 M +USD 35.7 M +32% 9.53% 247% 8 87.5% 0.1
Deane Retirement Strategies
4393
Deane Retirement Strategies
Louisiana
USD 146 M +USD 5.88 M +4% 2.27% 73.4% 68 35.29% 1.8
Marshall & Sullivan
4394
Marshall & Sullivan
Washington
USD 146 M +USD 9.9 M +7% 9.16% 82% 39 2.56% 4.3
Ascension Capital Advisors
4395
Ascension Capital Advisors
Texas
USD 146 M – – 4.24% 59.3% 53 – 0
WPEP
4396
Walnut Private Equity Partners
Nebraska
USD 146 M +USD 5.62 M +4% 3.49% 48% 23 4.35% 3.9
FA
4397
Financial Advantage
Maryland
USD 146 M -USD 838 k -0.6% 6.64% 24.3% 154 34.42% 1.8
EisnerAmper Wealth Management Corporate Benefits
4398
EisnerAmper Wealth Management Corporate Benefits
New Jersey
USD 146 M +USD 7.86 M +6% 5.4% 13% 36 8.33% 3.2
Strategic Blueprint
4399
Strategic Blueprint
Georgia
USD 146 M +USD 12.7 M +10% 6.87% 82.1% 470 82.77% 0.7
OptiFour Integrated Wealth Management
4400
OptiFour Integrated Wealth Management
Virginia
USD 145 M +USD 4.57 M +3% 4.87% – 74 4.05% 1.4