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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)
Atwater Malick
4726
Atwater Malick
Pennsylvania
USD 207 M -USD 8.29 M -4% 4.87% 83.4% 62 12.9% 2.1
Monterey Private Wealth
4727
Monterey Private Wealth
California
USD 207 M +USD 5.12 M +3% 3.07% 29.8% 133 30.08% 1.3
GA
4728
Greytown Advisors
Florida
USD 207 M -USD 28.4 M -12% 4.16% 14.1% 122 17.21% 2.5
Baymount Management
4729
Baymount Management
Florida
USD 207 M +USD 39 M +23% – – 7 100% 0
Kendall Capital Management
4730
Kendall Capital Management
Maryland
USD 207 M -USD 3.76 M -2% 2.81% 130% 168 5.95% 2.3
Exane Asset Management
4731
Exane Asset Management
France
USD 207 M -USD 176 M -46% 4.7% 74.5% 12 66.67% 1
Global Financial Private Client
4732
Global Financial Private Client
Florida
USD 207 M -USD 168 k -0.1% 1.95% 100% 682 9.38% 1.6
Olympus Wealth Management
4733
Olympus Wealth Management
Utah
USD 207 M +USD 62.7 M +44% 3.64% 43.1% 14 14.29% 0.2
MTM Investment Management
4734
MTM Investment Management
South Carolina
USD 207 M -USD 3.78 M -2% 1.6% 80.5% 304 13.82% 1
Selway Asset Management
4735
Selway Asset Management
USD 207 M -USD 4.43 M -2% 4.7% 36.5% 79 10.13% 4.1
Davis Rea
4736
Davis Rea
Ontario, Canada
USD 206 M -USD 8.93 M -4% 0.63% 66.9% 46 6.52% 5.4
MorganRosel Wealth Management
4737
MorganRosel Wealth Management
Colorado
USD 206 M +USD 633 k +0.3% 0.12% 67.5% 99 29.29% 1.5
NIA Impact Advisors
4738
NIA Impact Advisors
California
USD 206 M +USD 17.7 M +9% 5.95% – 61 8.2% 1.1
Weaver Consulting Group
4739
Weaver Consulting Group
California
USD 206 M -USD 1.51 M -0.7% 3.06% 56.4% 174 6.9% 2
Brick & Kyle Associates
4740
Brick & Kyle Associates
Pennsylvania
USD 206 M -USD 8.2 M -4% 1.29% 97.4% 60 6.67% 4.5
Sozo Ventures GP II
4741
Sozo Ventures GP II
California
USD 206 M -USD 67.8 M -25% 24.8% 8.44% 1 0% 0.3
Bull Street Advisors
4742
Bull Street Advisors
Georgia
USD 206 M -USD 4.05 M -2% 2% 48.5% 95 1.05% 2.3
Affiance Financial
4743
Affiance Financial
Minnesota
USD 206 M -USD 33.9 M -14% 4.22% 57.8% 150 14% 3.9
Harbour Investment Management
4744
Harbour Investment Management
Washington
USD 206 M -USD 13.8 M -6% 2.95% 58.8% 78 6.41% 6.3
Pinnbrook Capital Management
4745
Pinnbrook Capital Management
New York
USD 205 M -USD 51.1 M -20% 4.89% 913% 79 91.14% 0
Pecaut & Co
4746
Pecaut & Co
Iowa
USD 205 M +USD 8.42 M +4% 1.21% 62.8% 108 13.89% 2.3
O'Keefe Stevens Advisory
4747
O'Keefe Stevens Advisory
New York
USD 205 M -USD 7.68 M -4% 0.55% 208% 44 15.91% 3.5
Graybill Wealth Management
4748
Graybill Wealth Management
Illinois
USD 205 M -USD 15.5 M -7% 1.26% – 52 9.62% 4.5
Matrix Private Capital Group
4749
Matrix Private Capital Group
New York
USD 205 M -USD 6.39 M -3% 2.26% 62.5% 271 9.23% 1.6
Lipe & Dalton
4750
Lipe & Dalton
New York
USD 205 M -USD 6.56 M -3% 1.41% 101% 116 14.66% 4.2