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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)
Evelyn Partners Investment Management (Europe)
5001
Evelyn Partners Investment Management (Europe)
USD 291 M -USD 17.7 M -6% 3.16% – 190 4.21% 1.1
Barrett & Company
5002
Barrett & Company
Rhode Island
USD 291 M -USD 9.21 M -3% 1.49% 83.6% 679 6.77% 2.7
Oak Asset Management
5003
Oak Asset Management
California
USD 290 M -USD 2.76 M -0.9% 1.12% 91.8% 111 9.01% 3.2
Everpar Advisors
5004
Everpar Advisors
Oklahoma
USD 290 M +USD 20.8 M +8% 0.35% – 305 19.67% 1.5
Arch Capital Group
5005
Arch Capital Group
Bermuda
USD 290 M -USD 1.87 M -0.6% 0.64% 2.89% 4 0% 3.6
ODFS
5006
O'Donnell Financial Services
California
USD 290 M -USD 2.19 M -0.7% 2.79% 61% 64 15.63% 1.7
Orion Capital Management
5007
Orion Capital Management
California
USD 290 M -USD 7.17 M -2% 1.91% 75.3% 524 13.36% 1.8
Fairfield Financial Advisors
5008
Fairfield Financial Advisors
Massachusetts
USD 290 M -USD 16.6 M -5% 2.67% – 75 9.33% 2.9
Friday Financial
5009
Friday Financial
Iowa
USD 290 M +USD 6.56 M +2% 0.27% – 95 7.37% 1
Altrafin AG
5010
Altrafin AG
USD 290 M -USD 25.2 M -8% 8.95% 97.6% 56 25% 2.4
SI
5011
Saxon Interests
Texas
USD 290 M +USD 4.8 M +2% 0.76% 81.2% 242 19.83% 1.6
Powell Investment Advisors
5012
Powell Investment Advisors
Florida
USD 290 M -USD 371 k -0.1% 1.91% 82.4% 177 6.21% 3.3
Glass Jacobson Investment Advisors
5013
Glass Jacobson Investment Advisors
Maryland
USD 290 M +USD 12 M +4% 0.65% 63.1% 623 9.15% 2.4
Raleigh Capital Management
5014
Raleigh Capital Management
North Carolina
USD 290 M +USD 14.2 M +5% 1.05% 79.9% 808 33.91% 1.7
Sonoma Allocations
5015
Sonoma Allocations
California
USD 290 M -USD 11.5 M -4% 1.17% – 152 20.39% 0.4
WMA
5016
Wealth Management Associates
New Jersey
USD 290 M +USD 2.12 M +0.7% 1.93% 111% 257 17.51% 3.7
Cable Car Capital
5017
Cable Car Capital
California
USD 289 M -USD 2716 M -90% 0.98% – 160 48.13% 0.5
Blue Water Asset Management
5018
Blue Water Asset Management
Michigan
USD 289 M +USD 11.3 M +4% 0.2% – 108 8.33% 0.2
LeClair Wealth Partners
5019
LeClair Wealth Partners
Ohio
USD 289 M +USD 117 M +68% 0.2% – 204 94.61% 0.1
Windward Private Wealth Management
5020
Windward Private Wealth Management
Kansas
USD 289 M +USD 530 k +0.2% 0.65% 35.5% 45 4.44% 4.5
PineBridge Investments Asia
5021
PineBridge Investments Asia
USD 289 M -USD 56.8 M -16% 0.06% – 8 25% 0.2
Costello Asset Management
5022
Costello Asset Management
Pennsylvania
USD 289 M -USD 13.2 M -4% 2.6% 81.5% 739 13.8% 1.7
Goodlander Investment Management
5023
Goodlander Investment Management
Texas
USD 289 M +USD 27.3 M +10% 25.6% – 19 78.95% 0.2
Plum Street Advisors
5024
Plum Street Advisors
Louisiana
USD 289 M +USD 8 M +3% 0.31% – 100 7% 1.7
New Perspectives Inc
5025
New Perspectives Inc
Mississippi
USD 289 M +USD 370 k +0.1% 1.32% – 44 4.55% 2.6