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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)
Westshore Wealth
4901
Westshore Wealth
California
USD 245 M +USD 3.83 M +2% 5.85% 58.8% 100 12% 2.6
Cherrydale Wealth Management
4902
Cherrydale Wealth Management
New Jersey
USD 245 M +USD 16.5 M +7% 6.32% 80.8% 77 23.38% 1.4
FSI
4903
Flow State Investments
Illinois
USD 245 M -USD 72.7 M -23% 0.55% – 230 88.26% 0.3
GBI
4904
GP Brinson Investments
Illinois
USD 244 M +USD 12.1 M +5% 5.68% 51.2% 16 0% 2.9
American Trust Investment Advisors
4905
American Trust Investment Advisors
New Hampshire
USD 244 M +USD 38.5 M +19% 8.54% 91% 110 24.55% 3.1
Next Level Private
4906
Next Level Private
New York
USD 244 M +USD 25.4 M +12% 7.36% 95.9% 144 8.33% 1.3
All-Stars Investment
4907
All-Stars Investment
Hong Kong
USD 244 M -USD 36.1 M -13% 11.1% 41.7% 4 25% 1.6
SLA
4908
Silver Lake Advisory
Utah
USD 244 M +USD 22.2 M +10% 9.14% 76.7% 99 5.05% 3.8
FSB Premier Wealth Management
4909
FSB Premier Wealth Management
Iowa
USD 244 M +USD 22.5 M +10% 6.52% 53.9% 206 11.17% 2.2
Hengistbury Investment Partners
4910
Hengistbury Investment Partners
United Kingdom
USD 244 M +USD 5.45 M +2% 9.04% 108% 6 33.33% 3.1
Beddow Capital Management
4911
Beddow Capital Management
Wyoming
USD 244 M +USD 15.3 M +7% 6.46% 50.7% 60 3.33% 5.1
JCIC Asset Management
4912
JCIC Asset Management
Ontario, Canada
USD 244 M +USD 842 k +0.3% 3.34% – 108 12.04% 4.5
Tidemark
4913
Tidemark
California
USD 244 M +USD 26.3 M +12% 5.48% – 650 8% 0.7
Essential Planning
4914
Essential Planning
New Hampshire
USD 244 M +USD 16.5 M +7% 4.85% 40.9% 83 14.46% 1.2
True Wind Capital Management
4915
True Wind Capital Management
California
USD 244 M +USD 41.6 M +21% 35% 59.6% 2 0% 2.8
DI
4916
DAGCO Inc
Ohio
USD 244 M +USD 18.2 M +8% 7.03% 75% 226 6.19% 1.3
Bare Financial Services
4917
Bare Financial Services
Pennsylvania
USD 243 M +USD 53.3 M +28% 6.5% – 155 4.52% 0.6
Biltmore Wealth Management
4918
Biltmore Wealth Management
Arizona
USD 243 M +USD 12.6 M +5% 6.79% 59.8% 56 5.36% 3.6
FCP
4919
Fosse Capital Partners
United Kingdom
USD 243 M -USD 43.5 M -15% 4.19% 80% 3 0% 3.8
Dorval Corp
4920
Dorval Corp
Minnesota
USD 243 M +USD 16.5 M +7% 6.14% 29.6% 30 13.33% 0.7
Gunma Bank
4921
Gunma Bank
Japan
USD 243 M +USD 123 M +102% 6.3% 24.5% 32 31.25% 0.7
Brown Financial Advisors
4922
Brown Financial Advisors
Ohio
USD 243 M +USD 19.1 M +9% 5.49% – 229 49.78% 0.2
SA
4923
Skyline Advisors
Washington
USD 243 M +USD 12.9 M +6% 4.79% – 92 13.04% 0.6
Whelan Financial
4924
Whelan Financial
California
USD 243 M +USD 19 M +8% 6.91% 64.6% 43 6.98% 1.9
HGC Investment Management
4925
HGC Investment Management
Ontario, Canada
USD 243 M +USD 25.4 M +12% 3.48% 33.2% 127 35.43% 0.8