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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)
Team Hewins
4676
Team Hewins
California
USD 184 M – – 13.7% 60.5% 25 – 0
Northpond Ventures
4677
Northpond Ventures
Maryland
USD 184 M +USD 41.6 M +29% 37.4% 67.3% 5 0% 1
OLIO Financial Planning
4678
OLIO Financial Planning
Virginia
USD 184 M +USD 15.6 M +9% 7.56% 52.9% 43 6.98% 0.9
GA
4679
Greytown Advisors
Florida
USD 184 M +USD 18.6 M +11% 9.78% 14.1% 102 10.78% 3.3
Intrepid Financial Planning Group
4680
Intrepid Financial Planning Group
Indiana
USD 184 M +USD 8 M +5% 6.19% 92.5% 123 20.33% 0.4
Benchmark Financial Wealth Advisors
4681
Benchmark Financial Wealth Advisors
Florida
USD 184 M +USD 13.8 M +8% 8.66% 81.6% 75 16% 2.2
ECG
4682
EPIQ Capital Group
California
USD 183 M -USD 19.5 M -10% 5.57% 6.25% 50 8% 2.1
Susquehanna Foundation
4683
Susquehanna Foundation
Pennsylvania
USD 183 M -USD 55.1 k -0% 0.04% 36.7% 4 0% 4.8
Prosight Management
4684
Prosight Management
Texas
USD 183 M -USD 3.29 M -2% 6.3% 39.5% 56 60.71% 0.6
Andesa Financial Management
4685
Andesa Financial Management
Pennsylvania
USD 183 M -USD 103 M -36% 11.4% 73.6% 160 18.13% 2.5
Malaga Cove Capital
4686
Malaga Cove Capital
California
USD 183 M +USD 7.91 M +5% 8.07% 97.3% 174 13.22% 2.1
Seascape Capital Management
4687
Seascape Capital Management
New Hampshire
USD 183 M +USD 37.2 M +25% 8.63% 111% 101 21.78% 1.7
Arena Capital Advisors
4688
Arena Capital Advisors
California
USD 183 M -USD 146 M -44% 1.9% 127% 262 38.93% 1.2
Wilshire Advisors
4689
Wilshire Advisors
California
USD 183 M +USD 8.45 M +5% 7.67% 118% 11 0% 1.7
Turim 21 Investimentos
4690
Turim 21 Investimentos
Brazil
USD 183 M +USD 66.3 M +57% 12.3% 62.1% 93 27.96% 1.1
Mill Road Capital Management
4691
Mill Road Capital Management
Connecticut
USD 183 M -USD 26.4 M -13% 19.4% 85.1% 27 14.81% 2.6
3Chopt Investment Partners
4692
3Chopt Investment Partners
Virginia
USD 183 M – – 11% 128% 266 – 0
Carnegie Mellon University
4693
Carnegie Mellon University
Pennsylvania
USD 183 M +USD 3.16 M +2% 1.81% 61.6% 6 0% 1
LDR Capital Management
4694
LDR Capital Management
New York
USD 183 M -USD 15.3 M -8% 0.81% 28.4% 48 22.92% 1
FSB Premier Wealth Management
4695
FSB Premier Wealth Management
Iowa
USD 183 M +USD 11.5 M +7% 8.64% 53.9% 150 14% 1.4
Bordeaux Wealth Advisors
4696
Bordeaux Wealth Advisors
California
USD 182 M +USD 23.1 M +15% 1.97% 141% 90 14.44% 1.4
Allred Capital Management
4697
Allred Capital Management
Texas
USD 182 M +USD 21.9 M +14% 9.7% 73.5% 159 10.06% 3.2
RS
4698
Retirement Solution
Washington
USD 182 M -USD 4.28 M -2% 5.46% 77.3% 37 35.14% 1.5
Ceeto Capital Group
4699
Ceeto Capital Group
Florida
USD 182 M +USD 7.5 M +4% 7.48% 94.4% 164 5.49% 3.4
Bell & Brown Wealth Advisors
4700
Bell & Brown Wealth Advisors
California
USD 182 M +USD 19.8 M +12% 13% 125% 71 11.27% 3.7