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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)
Abdiel Capital Advisors
4551
Abdiel Capital Advisors
New York
USD 331 M -USD 739 M -69% 7.95% 43.7% 10 60% 2.8
Lexington Partners
4552
Lexington Partners
New York
USD 330 M +USD 320 M +3,190% 41.8% 1.27% 4 75% 1
Terril Brothers
4553
Terril Brothers
Missouri
USD 330 M +USD 64.6 M +24% 11.6% 94.4% 80 22.5% 3.3
Stolper & Co
4554
Stolper & Co
Oklahoma
USD 330 M +USD 25.6 M +8% 8.47% 77.1% 97 16.49% 4
Sterling Wealth Management
4555
Sterling Wealth Management
Illinois
USD 330 M +USD 36.4 M +12% 5.99% – 115 8.7% 1.5
VWM
4556
VCI Wealth Management
Missouri
USD 330 M +USD 44.1 M +15% 8.28% 86.3% 145 49.66% 0.7
BCH
4557
Berkshire Capital Holdings
California
USD 329 M +USD 43.4 M +15% 27.3% 2,748% 124 28.23% 2.7
325 Capital
4558
325 Capital
New York
USD 329 M +USD 75.7 M +30% 22.8% 226% 12 8.33% 2.4
SHFA
4559
SS&H Financial Advisors
Michigan
USD 329 M +USD 29.7 M +10% 10.3% – 130 9.23% 2.9
Carmel Capital Management
4560
Carmel Capital Management
California
USD 329 M +USD 32.5 M +11% 12.2% 247% 25 0% 3.6
ITIM
4561
Indiana Trust & Investment Management
Indiana
USD 329 M +USD 26.3 M +9% 9.74% 114% 494 9.51% 3.3
Nixon Capital
4562
Nixon Capital
Texas
USD 329 M +USD 21.4 M +7% 11.6% 118% 27 18.52% 1.4
Moseley Investment Management
4563
Moseley Investment Management
Florida
USD 329 M +USD 38.4 M +13% 8.76% 96.6% 179 10.61% 3.6
Hixon Zuercher
4564
Hixon Zuercher
Ohio
USD 329 M +USD 19.1 M +6% 5.95% 101% 87 10.34% 3.2
Independence Financial Advisors
4565
Independence Financial Advisors
New Hampshire
USD 328 M +USD 71.2 M +28% 5.91% – 55 10.91% 0.4
Insight Wealth Partners
4566
Insight Wealth Partners
Texas
USD 328 M +USD 70.7 M +27% 6.22% 56.2% 119 12.61% 2.4
Cypress Financial Planning
4567
Cypress Financial Planning
New Jersey
USD 328 M +USD 21.6 M +7% 4.61% 41.2% 89 6.74% 1.8
LLWM
4568
Life Line Wealth Management
California
USD 328 M +USD 19.2 M +6% 7.36% – 37 5.41% 1.1
Rooted Wealth Advisors
4569
Rooted Wealth Advisors
Illinois
USD 328 M +USD 38.6 M +13% 6.01% 50.8% 130 19.23% 1.4
LOM Asset Management
4570
LOM Asset Management
USD 328 M +USD 32.3 M +11% 8.77% – 259 7.34% 0.2
Chesapeake Wealth Management
4571
Chesapeake Wealth Management
Virginia
USD 328 M +USD 27.9 M +9% 7.4% 65.9% 162 2.47% 5.5
Accretive Wealth Partners
4572
Accretive Wealth Partners
New Jersey
USD 328 M +USD 22.8 M +7% 6.08% 57.3% 156 6.41% 2.8
Landmark Investment Partners
4573
Landmark Investment Partners
Florida
USD 328 M -USD 49.1 M -13% 3% – 101 62.38% 0.2
Enavate Sciences
4574
Enavate Sciences
California
USD 328 M +USD 151 M +86% 70.3% – 7 14.29% 0.6
SC
4575
Steph & Co
Wisconsin
USD 327 M +USD 19.2 M +6% 6.74% 61.6% 328 13.72% 3