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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)
Total Clarity Wealth Management
4526
Total Clarity Wealth Management
Illinois
USD 244 M +USD 36.2 M +17% 8.68% 73.2% 257 25.29% 1.4
Peachtree Investment Partners
4527
Peachtree Investment Partners
Florida
USD 244 M +USD 47.8 M +24% 12.4% 111% 107 8.41% 3
Shaker Financial Services
4528
Shaker Financial Services
Virginia
USD 244 M +USD 29 M +14% 5.82% 12.9% 175 24.57% 1.8
Hamilton Lane Advisors
4529
Hamilton Lane Advisors
Pennsylvania
USD 243 M +USD 65.8 M +37% 50.8% 167% 37 45.95% 1.5
L2 Asset Management
4530
L2 Asset Management
Massachusetts
USD 243 M +USD 30.7 M +14% 13.1% 128% 245 40% 1.2
PH
4531
Pinnacle Holdings
Oklahoma
USD 243 M +USD 29.6 M +14% 11.7% 79.6% 228 15.79% 4.9
Foundry Group Next
4532
Foundry Group Next
Colorado
USD 243 M +USD 70.1 M +41% 69.4% – 5 20% 0.9
Mathes Company
4533
Mathes Company
New York
USD 243 M +USD 27.2 M +13% 11.9% 121% 132 8.33% 5.7
SFA
4534
Spectrum Financial Alliance
Kentucky
USD 243 M +USD 44.2 M +22% 23.1% 187% 14 0% 3.1
Glassy Mountain Advisors
4535
Glassy Mountain Advisors
Maryland
USD 242 M +USD 32.6 M +16% 12.8% 91.5% 59 16.95% 0.4
Wealthstream Advisors
4536
Wealthstream Advisors
New York
USD 242 M +USD 48.5 M +25% 11.1% 88.2% 150 28.67% 1
Phraction Management
4537
Phraction Management
Connecticut
USD 242 M +USD 30 M +14% 11.2% 106% 54 11.11% 1.5
Gilliland Jeter Wealth Management
4538
Gilliland Jeter Wealth Management
Arkansas
USD 242 M – – 10.9% 128% 164 – 0
GWA
4539
GGM Wealth Advisors
Maryland
USD 242 M +USD 10.7 M +5% 8% 25.9% 149 14.77% 1.1
Aristotle Pacific Capital
4540
Aristotle Pacific Capital
California
USD 242 M +USD 72.7 M +43% 3.07% 1.84% 5 0% 1.8
Murphy Pohlad Asset Management
4541
Murphy Pohlad Asset Management
Minnesota
USD 242 M +USD 13.6 M +6% 9.4% 83% 118 6.78% 5.7
Jeppson Wealth Management
4542
Jeppson Wealth Management
California
USD 242 M +USD 23.3 M +11% 10% 107% 209 15.31% 2.2
Cutler Capital Management
4543
Cutler Capital Management
Massachusetts
USD 241 M +USD 19.7 M +9% 8.32% 39.7% 120 15.83% 3
CHA
4544
Carmichael Hill & Associates
Maryland
USD 241 M +USD 24.1 M +11% 10.8% 39.7% 830 8.55% 3
Cornell Pochily Investment Advisors
4545
Cornell Pochily Investment Advisors
New York
USD 241 M +USD 11.8 M +5% 9.88% 97% 182 14.29% 4.1
Argyle Capital Management
4546
Argyle Capital Management
Pennsylvania
USD 241 M -USD 31.7 M -12% 9.46% 106% 127 12.6% 8.7
AB
4547
Atlas Brown
Kentucky
USD 241 M +USD 22 M +10% 10.2% 115% 190 6.32% 6.1
EE
4548
EWG Elevate
California
USD 241 M +USD 19.8 M +9% 9.21% 76% 122 33.61% 1.5
Mendon Capital Advisors
4549
Mendon Capital Advisors
Florida
USD 241 M – – 25.7% – 56 – 2.6
Long Road Investment Counsel
4550
Long Road Investment Counsel
Michigan
USD 241 M +USD 34.7 M +17% 8.6% 64.4% 70 4.29% 7.4