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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)
PWM
4926
Prosperity Wealth Management
California
USD 270 M +USD 57.1 M +27% 21.5% 175% 289 43.6% 0.9
Pioneer Wealth Management Group
4927
Pioneer Wealth Management Group
Texas
USD 270 M +USD 37.5 M +16% 6.23% – 49 30.61% 1.6
Vista Investment Management
4928
Vista Investment Management
Pennsylvania
USD 270 M +USD 13.9 M +5% 6.53% 54.4% 176 5.68% 5.1
Scott Marsh Financial
4929
Scott Marsh Financial
Utah
USD 270 M – – 12.4% – 248 – 0
LCM
4930
Lonestar Capital Management
California
USD 270 M +USD 8.62 M +3% 17.7% 260% 25 56% 0.8
Mathes Company
4931
Mathes Company
New York
USD 270 M +USD 23.7 M +10% 15.2% 121% 127 7.09% 6.9
Robertson Opportunity Capital
4932
Robertson Opportunity Capital
Texas
USD 270 M +USD 6.83 M +3% 10.7% 93.4% 29 6.9% 6.4
WCM
4933
Westerly Capital Management
California
USD 270 M +USD 38.3 M +17% 11.6% 116% 49 36.73% 1.5
Prairiewood Capital
4934
Prairiewood Capital
North Dakota
USD 269 M +USD 23.6 M +10% 4.37% 42.6% 80 7.5% 2.7
Empower Annuity Insurance Company
4935
Empower Annuity Insurance Company
Connecticut
USD 269 M +USD 2.26 M +0.8% 0.85% 0.86% 1 0% 2.5
ISFAN
4936
Investor's Fiduciary Advisor Network
Washington
USD 269 M +USD 57.1 M +27% 8.58% – 222 26.13% 0.4
Thomist Capital Management
4937
Thomist Capital Management
Texas
USD 269 M +USD 15.3 M +6% 16.7% 71.2% 69 82.61% 0.3
Christopher J. Hasenberg
4938
Christopher J. Hasenberg
Wisconsin
USD 269 M +USD 28.1 M +12% 7.79% – 247 22.67% 0.8
USAdvisors Wealth Management
4939
USAdvisors Wealth Management
Minnesota
USD 269 M -USD 17.7 M -6% 7.77% 59.6% 150 18% 2.6
HTG Investment Advisors
4940
HTG Investment Advisors
Connecticut
USD 269 M +USD 29.2 M +12% 8.34% 57.4% 75 16% 1.9
Acorn Wealth Advisors
4941
Acorn Wealth Advisors
Michigan
USD 269 M +USD 28.6 M +12% 6.53% 58.8% 265 18.11% 3.2
Lavaca Capital
4942
Lavaca Capital
Texas
USD 269 M +USD 26.5 M +11% 13.5% 46.5% 277 13% 1.4
Essential Planning
4943
Essential Planning
New Hampshire
USD 269 M +USD 20.4 M +8% 5.42% 40.9% 83 3.61% 1.9
CIBC Capital Markets (Europe)
4944
CIBC Capital Markets (Europe)
Luxembourg
USD 268 M +USD 203 M +311% 23.5% – 10 0% 0.5
Flagship Pioneering
4945
Flagship Pioneering
Massachusetts
USD 268 M +USD 32.7 M +14% 20% 13.3% 4 0% 6
Investment Research & Advisory Group
4946
Investment Research & Advisory Group
Georgia
USD 268 M +USD 29 M +12% 11.6% 105% 276 21.01% 2.8
RBA Wealth Management
4947
RBA Wealth Management
California
USD 268 M +USD 15.6 M +6% 8.27% 91% 97 7.22% 2.7
CWM
4948
Capital Wealth Management
Rhode Island
USD 268 M +USD 27.1 M +11% 6.77% 51.3% 40 5% 3.6
Etesian Wealth Advisors
4949
Etesian Wealth Advisors
Oregon
USD 268 M +USD 36.2 M +16% 8.23% 60.6% 142 7.75% 1.9
FullCircle Wealth
4950
FullCircle Wealth
Texas
USD 268 M +USD 25.2 M +10% 8.84% – 277 18.77% 0.7