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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)
New Silk Road Investment
4726
New Silk Road Investment
Singapore
USD 121 M -USD 144 M -54% 8.78% 21.2% 17 35.29% 0.9
Moulton Wealth Management
4727
Moulton Wealth Management
Washington
USD 121 M – – 1.89% 47.8% 27 – 0
Heron Financial Group
4728
Heron Financial Group
New York
USD 121 M – – 7.84% 47.5% 133 – 0
Benchmark Financial Wealth Advisors
4729
Benchmark Financial Wealth Advisors
Florida
USD 121 M +USD 18.8 M +18% 8.37% 81.6% 38 13.16% 0.8
GS Investments
4730
GS Investments
Minnesota
USD 121 M -USD 15.8 M -12% 7.37% 94.1% 130 20.77% 2.1
Ayrshire Capital Management
4731
Ayrshire Capital Management
Connecticut
USD 121 M – – 8.25% 84.8% 66 – 0
SA
4732
SoftVest Advisors
Texas
USD 121 M – – 20.3% 178% 3 – 0
Legacy Bridge
4733
Legacy Bridge
Iowa
USD 120 M +USD 15.7 M +15% 11.5% 225% 304 16.45% 0.8
Xcel Wealth Management
4734
Xcel Wealth Management
Florida
USD 120 M +USD 12.4 M +11% 10.9% 93.7% 81 20.99% 0.9
Field & Main Bank
4735
Field & Main Bank
Kentucky
USD 120 M +USD 9.48 M +9% 9.73% 107% 202 7.92% 4.3
Rip Road Capital Partners
4736
Rip Road Capital Partners
Massachusetts
USD 120 M – – 15.9% 121% 14 – 0
Harbor Advisory Corp
4737
Harbor Advisory Corp
New Hampshire
USD 120 M +USD 5.63 M +5% 6.86% 63.2% 39 2.56% 1.9
Hillcrest Wealth Advisors
4738
Hillcrest Wealth Advisors
New Jersey
USD 120 M +USD 3.92 M +3% 7.87% 58.7% 41 14.63% 0.9
Fairhaven Wealth Management
4739
Fairhaven Wealth Management
Illinois
USD 120 M +USD 13.3 M +12% 7.61% – 81 6.17% 0.9
Capital Wealth Alliance
4740
Capital Wealth Alliance
Arizona
USD 120 M – – 5.38% 124% 399 – 0
Intercontinental Wealth Advisors
4741
Intercontinental Wealth Advisors
Texas
USD 120 M -USD 42.7 M -26% 7.41% 46.7% 466 27.47% 1.4
Swaine & Leidel Wealth Services
4742
Swaine & Leidel Wealth Services
Florida
USD 120 M +USD 9.42 M +9% 6.17% – 93 64.52% 0.4
Red Spruce Capital
4743
Red Spruce Capital
Pennsylvania
USD 120 M – – 6.7% 98.4% 85 – 0
SMP
4744
Santa Monica Partners
Florida
USD 120 M +USD 3.93 M +3% 7.82% 135% 28 17.86% 1.8
Van Leeuwen & Company
4745
Van Leeuwen & Company
New Jersey
USD 120 M +USD 13.8 M +13% 7.71% 75.4% 82 21.95% 0.9
Nationwide Asset Management
4746
Nationwide Asset Management
Ohio
USD 120 M – – 5.99% 8.56% 8 – 0
Howard Wealth Management
4747
Howard Wealth Management
Connecticut
USD 120 M – – 6.59% 60.3% 551 – 0
Palmer Knight Company
4748
Palmer Knight Company
Florida
USD 120 M +USD 1.84 M +2% 7.49% 78.9% 25 4% 0.9
Alambic Investment Management
4749
Alambic Investment Management
California
USD 119 M -USD 13.5 M -10% 11.5% 47.6% 389 51.41% 0.5
Morris Capital Advisors
4750
Morris Capital Advisors
Pennsylvania
USD 119 M +USD 5.63 M +5% 12.6% 72.9% 72 12.5% 2.7