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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)
LJCM
4701
Lee Johnson Capital Management
Texas
USD 291 M +USD 102 M +54% 18.6% 118% 77 57.14% 0.6
Endeavour Capital Advisors
4702
Endeavour Capital Advisors
Connecticut
USD 291 M +USD 21.1 M +8% 4.98% 105% 39 25.64% 3.2
RJA Asset Management
4703
RJA Asset Management
Connecticut
USD 290 M -USD 33.7 M -10% 3.01% 80.2% 4 0% 2.7
Cabot-Wellington
4704
Cabot-Wellington
Massachusetts
USD 290 M +USD 18.9 M +7% 10.5% 65% 5 0% 4.8
BWM Planning
4705
BWM Planning
Texas
USD 290 M +USD 53.9 M +23% 6.66% – 85 14.12% 0.7
Moseley Investment Management
4706
Moseley Investment Management
Florida
USD 290 M +USD 34.5 M +13% 12.4% 96.6% 166 10.84% 3.7
Pinion Investment Advisors
4707
Pinion Investment Advisors
Kansas
USD 290 M -USD 164 M -36% 9.4% 75.4% 171 16.96% 3.1
EWA
4708
ERTS Wealth Advisors
Michigan
USD 290 M -USD 225 M -44% 6.82% 39.3% 85 69.41% 3.9
Baker Boyer National Bank
4709
Baker Boyer National Bank
Washington
USD 290 M +USD 18.9 M +7% 6.31% 44.7% 79 8.86% 5.4
AA
4710
AF Advisors
California
USD 290 M -USD 239 M -45% 0.12% 76.5% 30 33.33% 2.3
Hudson Value Partners
4711
Hudson Value Partners
Florida
USD 290 M +USD 23.7 M +9% 10.7% 124% 115 18.26% 2.5
Kercheville Advisors
4712
Kercheville Advisors
Texas
USD 290 M +USD 44.4 M +18% 16.8% 261% 113 28.32% 2.2
Stiles Financial Services
4713
Stiles Financial Services
Minnesota
USD 290 M +USD 29 M +11% 12% 133% 180 8.33% 2.6
Liberty Square Wealth Partners
4714
Liberty Square Wealth Partners
Pennsylvania
USD 289 M +USD 27.4 M +10% 8.02% – 155 11.61% 0.5
Hoxton Planning & Management
4715
Hoxton Planning & Management
West Virginia
USD 289 M +USD 27.2 M +10% 9.84% 77.8% 223 17.04% 1.6
NIA Impact Advisors
4716
NIA Impact Advisors
California
USD 289 M +USD 20 M +7% 15.9% – 105 13.33% 1.9
Rooted Wealth Advisors
4717
Rooted Wealth Advisors
Illinois
USD 289 M +USD 57.2 M +25% 7.72% 50.8% 109 18.35% 1.5
Jeppson Wealth Management
4718
Jeppson Wealth Management
California
USD 289 M +USD 15.9 M +6% 8.86% 107% 221 11.31% 3.2
SA
4719
SAM Advisors
California
USD 289 M +USD 22.2 M +8% 9.68% 57.5% 45 17.78% 2
SFMG
4720
Sage Financial Management Group
Virginia
USD 289 M +USD 13.6 M +5% 7.44% 47.3% 57 5.26% 1
Darwin Wealth Management
4721
Darwin Wealth Management
Florida
USD 289 M -USD 8.55 M -3% 9.85% 56.8% 681 17.62% 1.1
Henrickson Nauta Wealth Advisors
4722
Henrickson Nauta Wealth Advisors
Michigan
USD 289 M +USD 44.6 M +18% 8.76% 61.6% 85 8.24% 2.4
WPA
4723
WIT Partners Advisory
Singapore
USD 289 M -USD 14 M -5% 4.63% 22.7% 1 0% 1.5
Annis Gardner Whiting Capital Advisors
4724
Annis Gardner Whiting Capital Advisors
Florida
USD 289 M +USD 52.4 M +22% 11.6% 85% 1,354 47.19% 0.8
Iridian Asset Management
4725
Iridian Asset Management
Connecticut
USD 289 M -USD 30.1 M -9% 5.91% 88.4% 46 10.87% 4