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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)
Legacy Wealth Asset Management
4376
Legacy Wealth Asset Management
Minnesota
USD 225 M +USD 8.54 M +4% 7.06% 116% 306 7.52% 0.5
LWA
4377
LWS Wealth Advisors
New Jersey
USD 225 M +USD 4.64 M +2% 4.34% 8.87% 62 12.9% 1.3
BDWCC
4378
B&D White Capital Company
Texas
USD 225 M +USD 36.7 M +20% 7.34% 38.1% 59 52.54% 0.3
Berkeley Capital Partners
4379
Berkeley Capital Partners
Georgia
USD 225 M +USD 17.3 M +8% 5.69% 62.8% 136 13.24% 2.5
VisionPoint Advisory Group
4380
VisionPoint Advisory Group
Texas
USD 224 M +USD 15.7 M +8% 7.95% 79.3% 121 31.4% 0.9
CP
4381
Columbus Point
United Kingdom
USD 224 M +USD 58.6 M +35% 10.3% – 17 17.65% 0.4
McLean Asset Management
4382
McLean Asset Management
Virginia
USD 224 M +USD 97.6 M +77% 3.81% 64.3% 117 11.97% 0.4
Unio Capital
4383
Unio Capital
New Jersey
USD 224 M +USD 13 M +6% 10.6% 97.8% 57 7.02% 2.4
Silverarc Capital Management
4384
Silverarc Capital Management
Massachusetts
USD 224 M +USD 40.9 M +22% 1.21% 2,765% 127 52.76% 0.3
Family Legacy Inc
4385
Family Legacy Inc
South Carolina
USD 224 M +USD 14.7 M +7% 5.59% 89% 110 3.64% 3
KPCB XV Associates
4386
KPCB XV Associates
California
USD 224 M -USD 8.11 M -3% 13.1% – 4 0% 0.5
Madison International Realty Holdings
4387
Madison International Realty Holdings
New York
USD 224 M +USD 23.4 M +12% 12.7% – 7 28.57% 3
Palisades Hudson Asset Management
4388
Palisades Hudson Asset Management
Florida
USD 224 M +USD 13.7 M +7% 6.25% 66.8% 111 1.8% 4.4
Union Square Park Capital Management
4389
Union Square Park Capital Management
New York
USD 224 M -USD 80 M -26% 5.93% 75.8% 116 67.24% 0.2
Bornite Capital Management
4390
Bornite Capital Management
New York
USD 224 M – – 10.7% 208% 28 – 0
HRC
4391
Hoertkorn Richard Charles
USD 223 M +USD 20.9 M +10% 9.33% 172% 83 4.82% 5.7
Ogorek Anthony Joseph
4392
Ogorek Anthony Joseph
New York
USD 223 M +USD 20.4 M +10% 7.44% 61.1% 208 6.73% 2.4
AIA
4393
AIMZ Investment Advisors
California
USD 223 M +USD 18.7 M +9% 7.57% 81.3% 116 7.76% 4.5
Canvas Wealth Advisors
4394
Canvas Wealth Advisors
Kansas
USD 223 M +USD 51.4 M +30% 9.16% 115% 123 12.2% 0.2
Rings Capital Management
4395
Rings Capital Management
Illinois
USD 223 M +USD 33.1 M +17% 17.6% 40.9% 8 0% 1.8
SCA
4396
Sander Capital Advisors
Washington
USD 223 M +USD 32.2 M +17% 16.3% 113% 19 31.58% 1.5
Neumann Capital Management
4397
Neumann Capital Management
California
USD 223 M +USD 12.3 M +6% 7.95% 89.9% 85 4.71% 4.9
HMS Capital Management
4398
HMS Capital Management
Tennessee
USD 222 M -USD 13.8 M -6% 10.3% 140% 153 33.99% 1.6
Tri-Star Advisors
4399
Tri-Star Advisors
Texas
USD 222 M +USD 15.3 M +7% 4.48% 3.07% 47 17.02% 0.7
Claro Advisors
4400
Claro Advisors
Massachusetts
USD 222 M +USD 24.8 M +13% 7.61% 85.5% 242 13.64% 1.5