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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)
Westbourne Investment Advisors
4376
Westbourne Investment Advisors
Maryland
USD 220 M -USD 1.11 M -0.5% 1.17% 107% 88 9.09% 2.5
Ellsworth Advisors
4377
Ellsworth Advisors
Ohio
USD 220 M +USD 15 M +7% 0.13% 131% 163 19.63% 0.7
Aprio Wealth Management
4378
Aprio Wealth Management
Georgia
USD 219 M +USD 8.03 M +4% 1.04% 66.1% 78 17.95% 1
Portland Investment Counsel
4379
Portland Investment Counsel
Ontario, Canada
USD 219 M +USD 16.5 M +8% 5.79% 108% 42 11.9% 2.7
Financial & Tax Architects
4380
Financial & Tax Architects
Missouri
USD 219 M +USD 15.4 M +8% 0.96% 50.2% 111 26.13% 0.4
Packer & Co
4381
Packer & Co
Australia
USD 219 M – – 3.66% – 2 – 3.3
Pragma Gestao de Patrimonio
4382
Pragma Gestao de Patrimonio
Brazil
USD 219 M -USD 15.3 M -7% 2.13% 75.2% 21 23.81% 1
Arthedge Capital Management
4383
Arthedge Capital Management
New York
USD 219 M -USD 9.18 M -4% 3.04% 80.7% 18 5.56% 0.6
Hayek Kallen Investment Management
4384
Hayek Kallen Investment Management
Alabama
USD 219 M -USD 18.7 M -8% 1.53% 71.9% 77 9.09% 5.2
Ogorek Anthony Joseph
4385
Ogorek Anthony Joseph
New York
USD 219 M -USD 4.21 M -2% 0.16% 61.1% 236 15.68% 2.4
MBM Wealth Consultants
4386
MBM Wealth Consultants
Missouri
USD 219 M +USD 5.91 M +3% 0.83% 57.1% 302 12.91% 1.8
FBT
4387
First Bank & Trust
South Dakota
USD 219 M +USD 11.7 M +6% 0.61% 85.6% 437 5.03% 2.8
Bison Wealth
4388
Bison Wealth
Georgia
USD 219 M -USD 9.9 M -4% 0.93% 37.4% 491 9.37% 2.3
Palisades Hudson Asset Management
4389
Palisades Hudson Asset Management
Florida
USD 219 M -USD 5.2 M -2% 1.04% 66.8% 112 2.68% 4.7
Geo Capital Gestora de Recursos
4390
Geo Capital Gestora de Recursos
Brazil
USD 219 M +USD 7.13 M +3% 3.59% 30.7% 49 2.04% 1.1
Legacy Wealth Asset Management
4391
Legacy Wealth Asset Management
Minnesota
USD 219 M -USD 6.58 M -3% 0.94% 116% 309 8.09% 0.7
MPS Loria Financial Planners
4392
MPS Loria Financial Planners
Illinois
USD 218 M +USD 1.43 M +0.7% 0.02% 80% 83 3.61% 3
LA
4393
LFL Advisers
Illinois
USD 218 M +USD 4.16 M +2% 2.63% 83% 11 0% 3.3
Allegheny Financial Group
4394
Allegheny Financial Group
Pennsylvania
USD 218 M -USD 2.85 M -1% 2.21% 71.1% 157 7.64% 0.5
IFG Advisors
4395
IFG Advisors
Missouri
USD 218 M +USD 8.18 M +4% 0.63% 78.7% 104 4.81% 1.4
Gradient Capital Advisors
4396
Gradient Capital Advisors
California
USD 218 M +USD 4.73 M +2% 0.08% 78.5% 124 8.06% 2.5
SEP
4397
Southland Equity Partners
Missouri
USD 218 M +USD 5.93 M +3% 0.17% 66.1% 172 12.21% 0.6
PAM
4398
Pegasus Asset Management
New York
USD 218 M +USD 3.41 M +2% 0.2% 89% 76 2.63% 3
Cabot-Wellington
4399
Cabot-Wellington
Massachusetts
USD 218 M -USD 2.9 M -1% 0.45% 65% 17 0% 4.4
MFA Wealth Advisors
4400
MFA Wealth Advisors
Pennsylvania
USD 218 M -USD 3.64 M -2% 1.65% 68.6% 67 17.91% 1.2