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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)
Goepper Burkhardt
4976
Goepper Burkhardt
South Carolina
USD 333 M +USD 33.8 M +11% 11.1% 50.4% 104 11.54% 3.3
Vista Investment Management
4977
Vista Investment Management
Pennsylvania
USD 333 M +USD 32.1 M +11% 12.8% 54.4% 180 3.33% 5.6
Ducere Wealth Management
4978
Ducere Wealth Management
California
USD 333 M +USD 81.1 M +32% 23.3% – 153 29.41% 0.4
JPLA
4979
Joseph P. Lucia & Associates
New York
USD 333 M +USD 52.8 M +19% 17.4% 84% 189 11.11% 3.6
Steadview Capital Management
4980
Steadview Capital Management
United Kingdom
USD 333 M +USD 106 M +47% 71.1% 839% 17 47.06% 1.1
Tandem Financial
4981
Tandem Financial
Colorado
USD 332 M +USD 18.1 M +6% 9.44% – 106 8.49% 0.7
Canopy Partners
4982
Canopy Partners
Ohio
USD 332 M +USD 41 M +14% 19.2% 108% 274 17.15% 1.8
Master's Wealth Management
4983
Master's Wealth Management
Pennsylvania
USD 332 M +USD 37.1 M +13% 9.29% – 95 17.89% 0.8
Gallatin Point Capital
4984
Gallatin Point Capital
Connecticut
USD 332 M +USD 94.2 M +40% 24.8% – 3 33.33% 1
American Assets Inc
4985
American Assets Inc
California
USD 332 M +USD 33.8 M +11% 20.5% 49.9% 30 60% 6.1
Hidden Lake Asset Management
4986
Hidden Lake Asset Management
New York
USD 332 M +USD 1.33 M +0.4% 121% 849% 48 91.67% 0.1
Iams Wealth Management
4987
Iams Wealth Management
Nebraska
USD 332 M +USD 45.3 M +16% 10.9% 57.7% 205 16.59% 1.6
Prodigy Asset Management
4988
Prodigy Asset Management
Nebraska
USD 332 M +USD 32.5 M +11% 8.53% – 32 21.88% 1.1
BCS Private Wealth Management
4989
BCS Private Wealth Management
New Jersey
USD 332 M +USD 2.96 M +0.9% 12.7% – 217 28.11% 0.7
Precision Wealth Strategies
4990
Precision Wealth Strategies
Missouri
USD 332 M +USD 30.4 M +10% 32.8% 106% 194 31.96% 1.1
Legacy Capital Group California
4991
Legacy Capital Group California
California
USD 332 M +USD 69 M +26% 19.9% 129% 333 27.03% 1.6
Mayfair Advisory Group
4992
Mayfair Advisory Group
Alabama
USD 332 M +USD 45.3 M +16% 11.4% 71.5% 194 14.43% 3
FDx Advisors
4993
FDx Advisors
Illinois
USD 332 M +USD 18.4 M +6% 12.9% 66.2% 196 15.31% 3.6
Left Brain Wealth Management
4994
Left Brain Wealth Management
Illinois
USD 332 M +USD 77.1 M +30% 55% 376% 119 50.42% 1
Argentarii
4995
Argentarii
Ohio
USD 332 M +USD 45.6 M +16% 16.1% – 225 17.33% 1
SCMS
4996
Serenity Capital Management (Singapore)
Singapore
USD 332 M -USD 82.8 M -20% 12.6% 21% 11 9.09% 1.3
Pacifica Partners
4997
Pacifica Partners
Canada
USD 332 M +USD 30.4 M +10% 23.7% 127% 456 8.55% 3.8
L.K. Benson & Company
4998
L.K. Benson & Company
Maryland
USD 332 M +USD 29 M +10% 15.6% – 120 10% 1.3
Long Corridor Asset Management
4999
Long Corridor Asset Management
Hong Kong
USD 331 M -USD 79.8 M -19% 9.59% 73.6% 46 47.83% 0.6
Foundation Wealth Management (Pennsylvania)
5000
Foundation Wealth Management (Pennsylvania)
Pennsylvania
USD 331 M +USD 47.8 M +17% 10% – 106 15.09% 1.2