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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)
Gibraltar Capital Management
4726
Gibraltar Capital Management
Oklahoma
USD 221 M +USD 24 M +12% 6.62% 65% 82 19.51% 2.2
Mountain Capital Investment Advisors
4727
Mountain Capital Investment Advisors
Colorado
USD 221 M +USD 31.6 M +17% 6.23% 70.1% 130 16.15% 1.2
Graybill Wealth Management
4728
Graybill Wealth Management
Illinois
USD 221 M +USD 17.4 M +9% 9.37% – 51 5.88% 4.4
Levy Wealth Management Group
4729
Levy Wealth Management Group
Pennsylvania
USD 220 M +USD 38.1 M +21% 9.03% 21.1% 77 12.99% 0.8
Total Clarity Wealth Management
4730
Total Clarity Wealth Management
Illinois
USD 220 M +USD 9.8 M +5% 7.53% 73.2% 1,091 19.62% 0.4
University of Texas/Texas AM Investment Management Co (UTIMCO)
4731
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
USD 220 M +USD 45.2 M +26% 3.72% 94.2% 66 74.24% 1.1
Investment Management Associates
4732
Investment Management Associates
Colorado
USD 220 M +USD 27.9 M +15% 5.3% 50.4% 55 9.09% 0.9
SL
4733
SOF Ltd
Cayman Islands
USD 220 M -USD 7.14 M -3% 3.14% 42.3% 1 0% 5
Moseley Investment Management
4734
Moseley Investment Management
Florida
USD 220 M +USD 20.1 M +10% 8.48% 96.6% 183 9.29% 1.7
Axiom Financial Strategies
4735
Axiom Financial Strategies
Indiana
USD 220 M +USD 7.86 M +4% 4.72% 54.5% 82 9.76% 1.3
BIA
4736
Bigelow Investment Advisors
Maine
USD 220 M +USD 17 M +8% 6.89% 75.7% 149 10.74% 2.9
Meritech Capital Associates VI
4737
Meritech Capital Associates VI
California
USD 220 M – – 11.7% – 5 – 0
EisnerAmper Wealth Management Corporate Benefits
4738
EisnerAmper Wealth Management Corporate Benefits
New Jersey
USD 220 M +USD 21.3 M +11% 5.73% 13% 52 15.38% 3.6
Beacon Wealthcare LLC
4739
Beacon Wealthcare LLC
North Carolina
USD 220 M +USD 12.7 M +6% 4.89% 47% 13 15.38% 0.6
Jacobs Asset Management
4740
Jacobs Asset Management
New York
USD 220 M -USD 41 M -16% 4.9% 114% 53 45.28% 1.4
US Financial Advisors
4741
US Financial Advisors
Massachusetts
USD 220 M +USD 17.6 M +9% 5.27% 12.6% 80 16.25% 1.9
Sturgeon Ventures
4742
Sturgeon Ventures
United Kingdom
USD 219 M +USD 12.3 M +6% 15.5% 85.9% 50 24% 1.8
Harbour Investment Management
4743
Harbour Investment Management
Washington
USD 219 M +USD 22.1 M +11% 12.5% 58.8% 78 2.56% 5.9
FFG
4744
Fortem Financial Group
California
USD 219 M +USD 21.9 M +11% 12.2% 183% 183 14.21% 1.7
360 Financial
4745
360 Financial
Minnesota
USD 219 M +USD 25.6 M +13% 9.86% 82.5% 96 10.42% 1.4
SA
4746
SAM Advisors
California
USD 219 M +USD 12.8 M +6% 6.8% 57.5% 27 14.81% 0.2
LDR Capital Management
4747
LDR Capital Management
New York
USD 219 M +USD 42.4 M +24% 3.73% 28.4% 50 40% 0.7
JPC
4748
Jabodon PT Co
Nevada
USD 219 M -USD 22.4 M -9% 4.79% 61.9% 46 76.09% 0.2
Seven Springs Wealth Group
4749
Seven Springs Wealth Group
Tennessee
USD 219 M +USD 14.8 M +7% 8.02% 59.2% 82 30.49% 1.6
Oakcliff Capital Partners
4750
Oakcliff Capital Partners
New York
USD 219 M -USD 6.97 M -3% 4.13% 133% 11 9.09% 3.1