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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)
WA
4626
Wealth Advisors
California
USD 188 M -USD 8.15 M -4% 1.65% 40% 71 23.94% 1.9
Northwest Capital Management
4627
Northwest Capital Management
Oregon
USD 188 M +USD 15.6 M +9% 5.35% 57% 101 17.82% 2.5
KEB Asset Management
4628
KEB Asset Management
Illinois
USD 188 M +USD 31.3 M +20% 12.1% 68.9% 63 23.81% 0.7
MWM
4629
MTC Wealth Management
Florida
USD 188 M +USD 11.3 M +6% 6.76% 30.5% 12 0% 1.6
Rather & Kittrell
4630
Rather & Kittrell
Tennessee
USD 188 M +USD 92.9 M +98% 8.21% 41.1% 63 14.29% 0.8
Invus Financial Advisors
4631
Invus Financial Advisors
New York
USD 188 M +USD 5.75 M +3% 19.7% 29.5% 9 11.11% 1.8
PA
4632
PSI Advisors
Florida
USD 188 M -USD 2.42 M -1% 7.08% 58.2% 880 16.36% 1.2
Atlas Private Wealth Advisors
4633
Atlas Private Wealth Advisors
New Jersey
USD 188 M +USD 21.2 M +13% 8.01% 57.8% 137 16.79% 1.7
NewView Capital Partners I
4634
NewView Capital Partners I
California
USD 188 M -USD 53 M -22% 15.4% 20.8% 4 0% 0.8
Forefront Analytics
4635
Forefront Analytics
Pennsylvania
USD 188 M -USD 119 k -0.1% 6.93% 50.9% 81 25.93% 2.7
OPL
4636
Orland Properties Ltd
British Virgin Islands
USD 188 M – – 3.11% 77.6% 15 – 0.3
Lapides Asset Management
4637
Lapides Asset Management
Connecticut
USD 188 M +USD 12.1 M +7% 9.34% 63% 58 20.69% 3.3
Jacobsen Capital Management
4638
Jacobsen Capital Management
Utah
USD 188 M +USD 12.9 M +7% 7.39% 97.3% 55 14.55% 2.5
Unique Wealth
4639
Unique Wealth
Florida
USD 187 M – – 6.91% 68.5% 61 – 0
Hilltop Partners
4640
Hilltop Partners
Indiana
USD 187 M – – 8.51% 64.9% 56 – 0
Blue Zone Wealth Advisors
4641
Blue Zone Wealth Advisors
California
USD 187 M -USD 5.78 M -3% 4.72% 91.1% 88 9.09% 1.9
Operose Advisors
4642
Operose Advisors
Wisconsin
USD 187 M +USD 35 M +23% 10.4% 68.8% 392 20.92% 0.8
Cornerstone Advisors Asset Management
4643
Cornerstone Advisors Asset Management
Pennsylvania
USD 187 M +USD 56.7 M +43% 7.6% 41.2% 82 30.49% 0.7
SCM
4644
Snowhook Capital Management
New York
USD 187 M -USD 59.9 M -24% 2.08% – 18 50% 0.6
Autumn Glory Partners
4645
Autumn Glory Partners
Texas
USD 187 M +USD 38.7 M +26% 12.7% 76% 171 17.54% 0.7
Rede Wealth
4646
Rede Wealth
Virginia
USD 187 M +USD 18.8 M +11% 11% 84.4% 98 19.39% 1.5
Symetra Investment Management
4647
Symetra Investment Management
Connecticut
USD 187 M +USD 42.5 M +29% 6.53% 37.3% 3 0% 1.3
Ameliora Wealth Management
4648
Ameliora Wealth Management
Switzerland
USD 187 M +USD 2.35 M +1% 6.25% 73.9% 246 15.45% 0.3
Oak Family Advisors
4649
Oak Family Advisors
Illinois
USD 187 M -USD 185 k -0.1% 10.3% 81.9% 129 19.38% 1.3
Triumph Capital Management
4650
Triumph Capital Management
Colorado
USD 187 M +USD 3.12 M +2% 2.94% 55.5% 250 41.6% 0.7