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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)
Lion Street Advisors
4476
Lion Street Advisors
Texas
USD 270 M +USD 25.3 M +10% 0.41% 38% 283 19.08% 1.4
Oxler Private Wealth
4477
Oxler Private Wealth
New York
USD 270 M +USD 15.1 M +6% 4.57% 119% 88 7.95% 2.6
RFG
4478
RFP Financial Group
Georgia
USD 270 M +USD 13.9 M +5% 1.72% 53.2% 952 13.13% 1
First Washington Corp
4479
First Washington Corp
Washington
USD 270 M +USD 8.55 M +3% 3.62% 142% 59 6.78% 3.9
Greenfield Seitz Capital Management
4480
Greenfield Seitz Capital Management
Texas
USD 270 M +USD 1.59 M +0.6% 1.19% – 108 8.33% 0.5
Benchmark Financial Wealth Advisors
4481
Benchmark Financial Wealth Advisors
Florida
USD 270 M +USD 8.21 M +3% 2.84% 81.6% 92 4.35% 2.6
Value Star Asset Management
4482
Value Star Asset Management
Hong Kong
USD 270 M -USD 20.1 M -7% 9.56% – 24 33.33% 0.9
Glassy Mountain Advisors
4483
Glassy Mountain Advisors
Maryland
USD 270 M +USD 4.07 M +2% 2.3% 91.5% 56 3.57% 0.9
Passive Capital Management
4484
Passive Capital Management
Maryland
USD 269 M +USD 13.9 M +5% 0.46% 37.7% 67 13.43% 1.7
BNC Wealth Management
4485
BNC Wealth Management
Oregon
USD 269 M +USD 35.5 M +15% 7.48% 204% 112 21.43% 2.3
West Branch Capital
4486
West Branch Capital
Massachusetts
USD 269 M +USD 21.3 M +9% 10.3% 156% 438 5.48% 3
Highland Financial Advisors
4487
Highland Financial Advisors
New Jersey
USD 269 M +USD 19.1 M +8% 2.47% 70% 58 13.79% 1.4
Flagstone Financial Management
4488
Flagstone Financial Management
Nebraska
USD 269 M +USD 10 M +4% 0.71% 43.9% 45 4.44% 1.2
First United Bank & Trust
4489
First United Bank & Trust
Maryland
USD 269 M -USD 1.38 M -0.5% 2.14% 78% 423 6.86% 2.5
Auour Investments
4490
Auour Investments
Massachusetts
USD 269 M -USD 2.47 M -0.9% 0.88% 35.5% 82 7.32% 0.9
SM
4491
Samjo Management
New York
USD 268 M -USD 15.8 M -6% 1.47% – 58 13.79% 0.5
Newbridge Financial Services Group
4492
Newbridge Financial Services Group
Florida
USD 268 M +USD 39.4 M +17% 7.27% 189% 1,257 19.97% 2.2
Westwood Wealth Management
4493
Westwood Wealth Management
California
USD 268 M +USD 63.9 M +31% 22.2% 425% 43 6.98% 1.6
First Citizens Asset Management
4494
First Citizens Asset Management
North Carolina
USD 268 M +USD 4.24 M +2% 1.28% 44.2% 33 0% 1.4
Hayek Kallen Investment Management
4495
Hayek Kallen Investment Management
Alabama
USD 268 M +USD 7.27 M +3% 4.27% 71.9% 95 5.26% 6
BBJS Financial Advisors
4496
BBJS Financial Advisors
Washington
USD 268 M -USD 12.2 M -4% 2.48% – 189 36.51% 0.9
Seascape Capital Management
4497
Seascape Capital Management
New Hampshire
USD 268 M -USD 921 k -0.3% 0.84% 111% 107 10.28% 2.7
Sovereign Investment Advisors
4498
Sovereign Investment Advisors
Arizona
USD 268 M -USD 21.7 M -7% 0.4% 43.7% 34 2.94% 3.6
Central Asset Investments & Management Holdings
4499
Central Asset Investments & Management Holdings
Hong Kong
USD 268 M +USD 145 M +118% 19.1% 3,210% 67 55.22% 0.6
Towarzystwo Funduszy Inwestycyjnych PZU SA
4500
Towarzystwo Funduszy Inwestycyjnych PZU SA
USD 268 M +USD 31.8 M +13% 7.48% – 589 6.96% 2.3