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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)
Olympus Peak Asset Management
4901
Olympus Peak Asset Management
Connecticut
USD 294 M +USD 21.2 M +8% 11.3% – 1 0% 1
Encompass Wealth Advisors
4902
Encompass Wealth Advisors
Oregon
USD 294 M +USD 20.9 M +8% 6.67% 68.7% 110 6.36% 3.5
XY Planning Network
4903
XY Planning Network
Montana
USD 294 M USD 0 0% 6.03% – 173 0% 0.5
Wealth Advisors of Iowa
4904
Wealth Advisors of Iowa
Iowa
USD 294 M +USD 26.2 M +10% 5.64% 60.9% 87 18.39% 1.8
25 LLC
4905
25 LLC
Missouri
USD 294 M +USD 21.5 M +8% 6.21% 48.7% 68 10.29% 1.7
AV
4906
Aspiring Ventures
Ohio
USD 293 M +USD 66.4 M +29% 22.2% – 74 20.27% 0.5
Goepper Burkhardt
4907
Goepper Burkhardt
South Carolina
USD 293 M +USD 21.9 M +8% 6.35% 50.4% 103 6.8% 2.8
Parkwoods Wealth Partners
4908
Parkwoods Wealth Partners
New York
USD 293 M +USD 120 M +69% 6.94% – 100 29% 0.5
Davis Investment Partners
4909
Davis Investment Partners
North Carolina
USD 293 M +USD 13.5 M +5% 7.8% 88.9% 167 10.78% 1.6
Richard W. Paul & Associates
4910
Richard W. Paul & Associates
Michigan
USD 293 M +USD 16.3 M +6% 7.52% 65.2% 354 15.54% 2.2
Lifestyle Asset Management
4911
Lifestyle Asset Management
Texas
USD 293 M +USD 78.6 M +37% 9.5% 88.3% 149 26.17% 1
Twin Peaks Wealth Advisors
4912
Twin Peaks Wealth Advisors
California
USD 293 M -USD 16 M -5% 10.9% – 2,271 92.82% 1.3
BIMC
4913
Benson Investment Management Company
Virginia
USD 293 M +USD 28.8 M +11% 10.1% 99.8% 60 23.33% 1.7
Westshore Wealth
4914
Westshore Wealth
California
USD 293 M +USD 32 M +12% 7.36% 58.8% 107 14.95% 3
Flagship Pioneering
4915
Flagship Pioneering
Massachusetts
USD 293 M +USD 24.2 M +9% 12.9% 13.3% 4 0% 6.3
Rosalind Advisors
4916
Rosalind Advisors
Ontario, Canada
USD 293 M +USD 81.7 M +39% 42% – 48 41.67% 0.7
Oak Asset Management
4917
Oak Asset Management
California
USD 292 M +USD 13.4 M +5% 10.1% 91.8% 108 6.48% 2.8
Q3 Asset Management
4918
Q3 Asset Management
Michigan
USD 292 M +USD 9.12 M +3% 6.54% 96.2% 80 73.75% 0.4
Solitude Financial Services
4919
Solitude Financial Services
Virginia
USD 292 M +USD 16.2 M +6% 7.13% 62.4% 42 19.05% 2.8
SC
4920
Stephens Consulting
Michigan
USD 292 M -USD 130 M -31% 6.21% 50.1% 1,226 71.7% 2.7
Leisure Capital Management
4921
Leisure Capital Management
California
USD 292 M +USD 26.7 M +10% 11% 111% 147 11.56% 5.3
SoundView Advisors
4922
SoundView Advisors
Washington
USD 292 M +USD 20.4 M +8% 8.75% – 42 59.52% 0.5
VU
4923
Valence8 US
Massachusetts
USD 292 M +USD 54.1 M +23% 6.83% 76.6% 14 14.29% 1.5
Thomas J. Herzfeld Advisors
4924
Thomas J. Herzfeld Advisors
Florida
USD 292 M +USD 11.3 M +4% 3.17% 17.7% 121 24.79% 4.4
Barrett & Company
4925
Barrett & Company
Rhode Island
USD 292 M +USD 25 M +9% 7.59% 83.6% 659 6.53% 2.4