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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)
Cowen Prime Advisors
4551
Cowen Prime Advisors
New York
USD 174 M -USD 1.56 M -0.9% 5.96% 116% 178 2.25% 5.5
First Pacific Financial
4552
First Pacific Financial
Washington
USD 174 M -USD 38.9 M -18% 5.48% 53.6% 110 11.82% 1.4
LAM
4553
LifePro Asset Management
California
USD 174 M -USD 19.1 M -10% 7.69% 49% 136 61.03% 0.9
Triatomic Management
4554
Triatomic Management
California
USD 174 M +USD 65.1 M +60% 10.6% – 61 45.9% 0.4
Satovsky Asset Management
4555
Satovsky Asset Management
New York
USD 174 M +USD 2.86 M +2% 4.71% 53.6% 34 5.88% 1.4
TL
4556
TowerView LLC
New York
USD 174 M -USD 12.9 M -7% 2.64% 17.9% 35 14.29% 3
Copperwynd Financial
4557
Copperwynd Financial
Arizona
USD 174 M +USD 3.73 M +2% 2.77% 90% 128 10.94% 2.7
Radcliff Management
4558
Radcliff Management
New York
USD 174 M +USD 28.3 M +19% 22.1% 47.6% 2 0% 0.8
DLG
4559
Daniel L. Goodwin
USD 174 M -USD 8.28 M -5% 2.81% 72.6% 97 15.46% 4
RBA Wealth Management
4560
RBA Wealth Management
California
USD 174 M -USD 6.76 M -4% 4.16% 77.7% 95 12.63% 1
Hall Private Wealth Advisors
4561
Hall Private Wealth Advisors
North Carolina
USD 174 M -USD 4.5 M -3% 5.84% – 45 20% 1.2
Global Financial Private Client
4562
Global Financial Private Client
Florida
USD 174 M -USD 3.52 M -2% 4.21% 100% 684 8.33% 2
INCA Investments
4563
INCA Investments
Florida
USD 173 M -USD 5.67 M -3% 3.79% 128% 13 23.08% 2.8
Cassady Schiller Wealth Management
4564
Cassady Schiller Wealth Management
Ohio
USD 173 M -USD 16.9 M -9% 9.12% 21.8% 110 11.82% 0.7
&Partners
4565
&Partners
Tennessee
USD 173 M -USD 273 k -0.2% 5.46% 78.4% 200 12.5% 1.9
JNE Partners
4566
JNE Partners
United Kingdom
USD 173 M +USD 19.7 M +13% 4.46% 100% 15 20% 1.2
Congress Park Capital
4567
Congress Park Capital
New York
USD 173 M +USD 8.11 M +5% 1.45% 99.9% 145 20% 2.4
Northwest Capital Management
4568
Northwest Capital Management
Oregon
USD 173 M -USD 18.3 M -10% 5.91% 57% 98 16.33% 2.5
Solidarity Wealth
4569
Solidarity Wealth
Utah
USD 173 M -USD 13 M -7% 5.72% 85.9% 124 20.97% 0.4
AWA
4570
Aquire Wealth Advisors
Utah
USD 172 M +USD 930 k +0.5% 6.34% 60.2% 35 5.71% 0.7
ZCM
4571
Zenyatta Capital Management
Delaware
USD 172 M +USD 40.8 M +31% 0.44% – 59 61.02% 0.3
NatWest Group
4572
NatWest Group
United Kingdom
USD 172 M -USD 3.98 M -2% 4.07% 207% 56 23.21% 3.8
Interactive Financial Advisors
4573
Interactive Financial Advisors
Illinois
USD 172 M -USD 26.7 M -13% 4.9% 47.6% 174 13.22% 4.7
Exeter Financial
4574
Exeter Financial
Arizona
USD 172 M -USD 7.06 M -4% 5.06% 59.1% 89 4.49% 3.7
Bullseye Asset Management
4575
Bullseye Asset Management
Colorado
USD 172 M -USD 5.36 M -3% 4.15% 81% 90 6.67% 2