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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)
Brendel Financial Advisors
4501
Brendel Financial Advisors
New Hampshire
USD 112 M +USD 24.5 M +28% 13% 126% 89 31.46% 0.2
MilWealth Group
4502
MilWealth Group
Wisconsin
USD 111 M +USD 8.21 M +8% 9.83% 36.8% 77 18.18% 0.2
PI
4503
Pachira Investments
California
USD 111 M +USD 33.7 M +44% 13.1% 82.3% 13 15.38% 1.4
Piper Sandler & Co
4504
Piper Sandler & Co
Minnesota
USD 111 M +USD 21.8 M +24% 2.18% 0.04% 21 71.43% 0.2
PVG Asset Management
4505
PVG Asset Management
Colorado
USD 111 M +USD 9.5 M +9% 4.51% – 85 52.94% 0.8
Trellis Advisors
4506
Trellis Advisors
Washington
USD 111 M +USD 12.6 M +13% 12.2% 23.3% 46 10.87% 1
Performa Ltd (US)
4507
Performa Ltd (US)
South Carolina
USD 111 M +USD 26.9 M +32% 12.9% 55.8% 12 58.33% 0.3
Bryn Mawr Capital Management
4508
Bryn Mawr Capital Management
Pennsylvania
USD 111 M +USD 1.08 M +1% 12.7% 71.4% 88 19.32% 1.4
Acorn Wealth Advisors
4509
Acorn Wealth Advisors
Michigan
USD 111 M +USD 13.2 M +14% 10.5% 58.8% 123 8.13% 1.1
Viewpoint Investment Partners
4510
Viewpoint Investment Partners
Alberta, Canada
USD 111 M +USD 52 M +89% 10.6% 38.4% 13 69.23% 0.3
SMP
4511
Santa Monica Partners
Florida
USD 111 M +USD 19.1 M +21% 21.9% 135% 27 3.7% 1.2
Steinberg Asset Management
4512
Steinberg Asset Management
New York
USD 111 M -USD 21.8 M -16% 11.2% 130% 43 25.58% 3.2
Capital Insight Partners
4513
Capital Insight Partners
Arizona
USD 111 M +USD 13.8 M +14% 14.1% 51.7% 80 8.75% 2.3
RiverGlades Family Offices
4514
RiverGlades Family Offices
Florida
USD 111 M -USD 7.76 M -7% 9.71% – 93 88.17% 0.1
Lincoln Capital Corp
4515
Lincoln Capital Corp
Rhode Island
USD 111 M +USD 2.09 M +2% 10.3% 82% 54 22.22% 1.3
AM
4516
Account Management
Massachusetts
USD 110 M +USD 8.8 M +9% 11.2% 87.4% 22 0% 3.7
SkyBridge Capital II
4517
SkyBridge Capital II
New York
USD 110 M -USD 9.19 M -8% 7.27% – 30 0% 1.7
Strategic Blueprint
4518
Strategic Blueprint
Georgia
USD 110 M +USD 41.3 M +60% 11% 82.1% 74 35.14% 0.2
Quad-Cities Investment Group
4519
Quad-Cities Investment Group
Iowa
USD 110 M +USD 12.7 M +13% 13.1% 67.3% 927 12.41% 0.7
Wambolt & Associates
4520
Wambolt & Associates
Colorado
USD 110 M +USD 19.4 M +21% 13.8% 62.2% 161 17.39% 0.2
Freestate Advisors
4521
Freestate Advisors
Kansas
USD 110 M +USD 6.31 M +6% 9.49% – 6 66.67% 0.1
Qtron Investments
4522
Qtron Investments
Massachusetts
USD 110 M -USD 20.4 M -16% 18.5% 140% 251 52.99% 0.2
Bell & Brown Wealth Advisors
4523
Bell & Brown Wealth Advisors
California
USD 110 M +USD 16.2 M +17% 14.1% 125% 90 14.44% 1
Northstar Capital Management
4524
Northstar Capital Management
New York
USD 110 M +USD 15.6 M +17% 14.7% – 93 21.51% 0.9
TCG Advisors
4525
TCG Advisors
Texas
USD 110 M +USD 10.9 M +11% 10% – 513 85.58% 0