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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)
Wealth Management Solutions
4626
Wealth Management Solutions
Pennsylvania
USD 178 M -USD 14.8 M -8% 11.9% – 114 18.42% 0.5
CWM
4627
CCG Wealth Management
California
USD 178 M -USD 26.5 M -13% 14.3% 82.6% 126 15.08% 1.7
Pecaut & Co
4628
Pecaut & Co
Iowa
USD 177 M -USD 27.9 M -14% 14.2% 67.6% 110 17.27% 2.5
Bullseye Asset Management
4629
Bullseye Asset Management
Colorado
USD 177 M -USD 40 M -18% 16.8% 81% 98 16.33% 1.8
Midwest Professional Planners Ltd (MPPL)
4630
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 177 M -USD 26 M -13% 13% 130% 125 12% 2.5
FP
4631
Financial Perspectives
Minnesota
USD 177 M -USD 36.9 M -17% 15.4% 87.8% 701 2.71% 1.9
SIM
4632
SW Investment Management
Colorado
USD 177 M -USD 108 M -38% 29.3% 143% 9 22.22% 1.4
Maso Capital Partners
4633
Maso Capital Partners
Hong Kong
USD 177 M -USD 68.7 M -28% 3.56% 8.67% 77 48.05% 0.6
Global Financial Private Client
4634
Global Financial Private Client
Florida
USD 177 M -USD 29.6 M -14% 13% 100% 674 5.64% 1.9
Cadent Capital Advisors
4635
Cadent Capital Advisors
Oklahoma
USD 177 M -USD 42.7 M -19% 5.87% 106% 148 31.76% 1.1
Drake & Associates
4636
Drake & Associates
Wisconsin
USD 177 M – – 11.4% 47.9% 65 – 0
GA
4637
Greytown Advisors
Florida
USD 176 M -USD 30.6 M -15% 13.5% 14.1% 114 11.4% 2.9
Cowbird Capital
4638
Cowbird Capital
New York
USD 176 M -USD 89.5 M -34% 8.88% 21.3% 12 41.67% 1.4
Chicago Capital Management
4639
Chicago Capital Management
Illinois
USD 176 M +USD 888 k +0.5% 25.1% 270% 48 72.92% 0.1
NatWest Group
4640
NatWest Group
United Kingdom
USD 176 M -USD 31.1 M -15% 15.3% 207% 51 3.92% 4.5
SCF Partners
4641
SCF Partners
Texas
USD 176 M -USD 58.6 M -25% 21% 2.1% 4 0% 5.4
Kinnevik AB
4642
Kinnevik AB
Sweden
USD 176 M -USD 303 M -63% 60.3% 51.4% 2 0% 0.5
Lake Point Wealth Management
4643
Lake Point Wealth Management
Texas
USD 176 M -USD 40.1 M -19% 11.8% – 537 21.6% 2.1
Taylor Wealth Management Partners
4644
Taylor Wealth Management Partners
Massachusetts
USD 176 M -USD 71.1 M -29% 14.1% 62% 66 16.67% 2.7
SGH
4645
Sivik Global Healthcare
Connecticut
USD 176 M -USD 66.3 M -27% 8.09% 83.8% 51 29.41% 1.6
Elmwood Wealth Management
4646
Elmwood Wealth Management
California
USD 176 M -USD 19.2 M -10% 8.09% 42.1% 118 10.17% 2.9
SP
4647
StackLine Partners
New York
USD 176 M -USD 73.4 M -29% 20.8% 12.7% 13 23.08% 2
Beacon Financial Advisory
4648
Beacon Financial Advisory
Ohio
USD 176 M -USD 33.5 M -16% 12.1% 76.8% 249 16.87% 1.8
Raleigh Capital Management
4649
Raleigh Capital Management
North Carolina
USD 176 M -USD 8.75 M -5% 8.58% 71.8% 684 13.3% 0.3
Iron Horse Wealth Management
4650
Iron Horse Wealth Management
Iowa
USD 176 M -USD 6.53 M -4% 11.4% 29.1% 336 33.63% 0.9