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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)
Anfield Capital Management
4676
Anfield Capital Management
California
USD 267 M +USD 60.6 M +29% 4.26% 65.3% 473 18.39% 0.5
Walled Lake Planning & Wealth Management
4677
Walled Lake Planning & Wealth Management
Illinois
USD 266 M +USD 21.4 M +9% 8.06% 62.6% 136 11.76% 1.8
UG Investment Advisers
4678
UG Investment Advisers
Taiwan
USD 266 M -USD 28.8 M -10% 9.41% 172% 11 9.09% 1
Cabot-Wellington
4679
Cabot-Wellington
Massachusetts
USD 266 M +USD 10.7 M +4% 6.26% 65% 4 0% 5.2
Bouvel Investment Partners
4680
Bouvel Investment Partners
Pennsylvania
USD 266 M +USD 7.4 M +3% 5.3% 199% 81 9.88% 2.4
Peachtree Investment Partners
4681
Peachtree Investment Partners
Florida
USD 266 M +USD 10.9 M +4% 4.92% 92.2% 115 17.39% 3.1
MP
4682
Mediatel Partners
Texas
USD 266 M +USD 18.1 M +7% 7.35% 11.6% 3 0% 8.3
Verity Asset Management
4683
Verity Asset Management
North Carolina
USD 266 M +USD 10.6 M +4% 7.18% 87% 238 28.99% 2.7
Vista Investment Management
4684
Vista Investment Management
Pennsylvania
USD 265 M +USD 18.4 M +7% 6.07% 54.4% 177 5.08% 4.4
Shaker Financial Services
4685
Shaker Financial Services
Virginia
USD 265 M +USD 18 M +7% 4.98% 12.9% 177 22.6% 2
Ceera Investments
4686
Ceera Investments
Texas
USD 265 M +USD 28.9 M +12% 8.9% 47.9% 104 13.46% 1.8
Leeward Financial Partners
4687
Leeward Financial Partners
Washington
USD 265 M +USD 18.8 M +8% 4.6% 97.9% 89 10.11% 1.8
Bandera Partners
4688
Bandera Partners
New York
USD 265 M -USD 10.9 M -4% 1.3% 55.4% 20 15% 3.3
MAM
4689
Mystic Asset Management
Rhode Island
USD 265 M +USD 17.3 M +7% 7.36% 114% 178 6.74% 2.1
Pure Portfolios Holdings
4690
Pure Portfolios Holdings
Oregon
USD 265 M – – 7.36% – 105 – 0
Financial Life Advisors
4691
Financial Life Advisors
Texas
USD 265 M +USD 18.4 M +7% 4.8% 47% 57 15.79% 3.1
OFCM
4692
One Fin Capital Management
California
USD 265 M -USD 14 M -5% 3.71% 92% 27 59.26% 0.6
Seaside Wealth Management
4693
Seaside Wealth Management
California
USD 265 M +USD 23.3 M +10% 6.23% 53.4% 61 8.2% 1.7
Cerro Pacific Wealth Advisors
4694
Cerro Pacific Wealth Advisors
California
USD 265 M +USD 3.01 M +1% 5.11% – 150 1.33% 2.7
ARQ Wealth Advisors
4695
ARQ Wealth Advisors
Arizona
USD 264 M +USD 33.4 M +14% 5.77% 59.3% 96 16.67% 1.8
Multicoin Capital Management
4696
Multicoin Capital Management
Texas
USD 264 M -USD 417 M -61% 13.1% – 4 50% 0.4
Pineridge Advisors
4697
Pineridge Advisors
Missouri
USD 264 M -USD 28.8 M -10% 5.71% – 684 18.71% 0.6
Vance Wealth
4698
Vance Wealth
California
USD 264 M +USD 20.6 M +8% 7.19% 66.4% 101 11.88% 1.8
Silverlake Wealth Management
4699
Silverlake Wealth Management
Vermont
USD 264 M +USD 20.2 M +8% 7.21% 73.3% 302 14.9% 1.7
Gordian Capital (Singapore)
4700
Gordian Capital (Singapore)
Singapore
USD 264 M +USD 88.2 M +50% 2.2% 321% 213 26.29% 1.4