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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)
Exeter Financial
4601
Exeter Financial
Arizona
USD 179 M -USD 5.2 M -3% 9.3% 59.1% 88 6.82% 3.5
Olympus Wealth Management
4602
Olympus Wealth Management
Utah
USD 179 M -USD 27.5 M -13% 13.1% 43.1% 14 14.29% 0.5
Malaga Cove Capital
4603
Malaga Cove Capital
California
USD 179 M -USD 40.8 M -19% 16.9% 97.3% 180 21.67% 1.9
General Motors Holdings
4604
General Motors Holdings
Michigan
USD 179 M -USD 286 M -61% 59.6% 4.78% 4 25% 0.4
INCA Investments
4605
INCA Investments
Florida
USD 179 M -USD 11.2 M -6% 27.8% 128% 12 33.33% 2.8
GWA
4606
GGM Wealth Advisors
Maryland
USD 179 M -USD 20.5 M -10% 11.7% 25.9% 142 10.56% 0.9
PFA
4607
Professional Financial Advisors
Nebraska
USD 179 M -USD 52.6 M -23% 13% 59.2% 529 13.04% 1.3
DHJJ Financial Advisors
4608
DHJJ Financial Advisors
Illinois
USD 179 M -USD 29.4 M -14% 13.8% 62.5% 138 8.7% 1.3
ITIM
4609
Indiana Trust & Investment Management
Indiana
USD 179 M -USD 29.2 M -14% 7.52% 114% 120 6.67% 6.5
Weaver Consulting Group
4610
Weaver Consulting Group
California
USD 179 M -USD 27.3 M -13% 12.5% 56.4% 180 13.89% 2.2
Grandview Asset Management
4611
Grandview Asset Management
Pennsylvania
USD 179 M -USD 57.7 M -24% 18.3% 200% 136 8.09% 1
Waterton Global Resource Management
4612
Waterton Global Resource Management
Ontario, Canada
USD 179 M -USD 166 M -48% 48% 21% 1 0% 3.5
Centennial Wealth Advisory
4613
Centennial Wealth Advisory
Michigan
USD 178 M -USD 4.48 M -2% 9.03% 63% 136 36.03% 0.7
Brick & Kyle Associates
4614
Brick & Kyle Associates
Pennsylvania
USD 178 M -USD 27.8 M -13% 13.4% 97.4% 60 6.67% 4.6
Vantage Consulting Group
4615
Vantage Consulting Group
Virginia
USD 178 M -USD 77.9 M -30% 9.07% 261% 227 11.45% 1.1
PFG Private Wealth Management
4616
PFG Private Wealth Management
Florida
USD 178 M -USD 16.5 M -8% 10.2% 52.6% 344 18.31% 0.8
Hall Private Wealth Advisors
4617
Hall Private Wealth Advisors
North Carolina
USD 178 M -USD 9.14 M -5% 14.8% – 51 21.57% 1
Palisades Hudson Asset Management
4618
Palisades Hudson Asset Management
Florida
USD 178 M -USD 36 M -17% 14.9% 66.8% 113 12.39% 5.4
Institutional Venture Management XIII
4619
Institutional Venture Management XIII
California
USD 178 M -USD 213 M -55% 35.2% – 5 20% 0.4
OLIO Financial Planning
4620
OLIO Financial Planning
Virginia
USD 178 M +USD 3.19 M +2% 11.3% 52.9% 47 8.51% 0.5
US Financial Advisors
4621
US Financial Advisors
Massachusetts
USD 178 M -USD 29.9 M -14% 12.5% 12.6% 83 37.35% 2.3
WCM
4622
W Capital Management
New York
USD 178 M -USD 95 M -35% 31.1% – 6 0% 0.4
Providence First Trust
4623
Providence First Trust
Arizona
USD 178 M -USD 31.1 M -15% 11.7% 64.1% 92 3.26% 2.5
Argent Advisors
4624
Argent Advisors
Louisiana
USD 178 M -USD 8.79 M -5% 10.5% 63.1% 148 17.57% 1.9
WC
4625
Weil Company
California
USD 178 M -USD 21.2 M -11% 13.1% 71.7% 137 18.98% 2.4