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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)
Alta Wealth Advisors
5126
Alta Wealth Advisors
Massachusetts
USD 144 M -USD 24.2 M -14% 16.6% 120% 152 15.13% 1.2
New England Professional Planning Group
5127
New England Professional Planning Group
Rhode Island
USD 144 M -USD 22.9 M -14% 15.1% 59% 45 15.56% 3.8
Signet Investment Advisory Group
5128
Signet Investment Advisory Group
Rhode Island
USD 144 M -USD 22.1 M -13% 9.32% 59.6% 86 12.79% 2.7
Smart Money Group
5129
Smart Money Group
Texas
USD 144 M -USD 4.78 M -3% 8.82% 58.9% 59 27.12% 2.6
Wall Capital Group
5130
Wall Capital Group
Arizona
USD 144 M -USD 98.7 M -41% 16.3% – 23 39.13% 3.9
CJM Wealth Advisers
5131
CJM Wealth Advisers
Virginia
USD 144 M -USD 2.22 M -2% 14.6% 71.5% 60 8.33% 0.5
Stagwell Group
5132
Stagwell Group
Florida
USD 144 M -USD 48 M -25% 25% 8.47% 1 0% 0.5
Mitchell & Pahl Private Wealth
5133
Mitchell & Pahl Private Wealth
Oklahoma
USD 144 M -USD 13.3 M -8% 10.5% 82.3% 174 14.37% 1.3
Bluestem Financial Advisors
5134
Bluestem Financial Advisors
Illinois
USD 144 M -USD 15.6 M -10% 11.4% 42.2% 29 10.34% 1.9
JVL Associates
5135
JVL Associates
Michigan
USD 144 M -USD 17.3 M -11% 17.3% 81% 41 12.2% 3.5
Stevens Capital Management
5136
Stevens Capital Management
Pennsylvania
USD 144 M -USD 315 M -69% 14.8% 108% 269 70.63% 0.5
Transatlantique Private Wealth
5137
Transatlantique Private Wealth
New York
USD 144 M – – 12% 88.6% 191 – 0
City State Bank
5138
City State Bank
Iowa
USD 143 M -USD 22.1 M -13% 11.7% 79.1% 722 9.14% 0.5
Arbor Trust Wealth Advisors
5139
Arbor Trust Wealth Advisors
Michigan
USD 143 M -USD 23.2 M -14% 13% 63.8% 108 12.96% 2
SRN Advisors
5140
SRN Advisors
Pennsylvania
USD 143 M -USD 83.1 M -37% 21.2% 146% 111 5.41% 1.1
MBE Wealth Management
5141
MBE Wealth Management
Wisconsin
USD 143 M -USD 24.9 M -15% 14.5% 60.9% 74 24.32% 1.6
Wick Capital Partners
5142
Wick Capital Partners
Pennsylvania
USD 143 M -USD 8.94 M -6% 14.5% 60% 70 52.86% 0.3
Moseley Investment Management
5143
Moseley Investment Management
Florida
USD 143 M -USD 41.8 M -23% 15.9% 96.6% 173 18.5% 2.2
Heronetta Management
5144
Heronetta Management
New York
USD 143 M -USD 11.7 M -8% 8.47% 59.7% 25 4% 6.2
Foresite Capital Management V
5145
Foresite Capital Management V
California
USD 143 M -USD 102 M -42% 22% 401% 17 17.65% 0.9
Genesee Capital Advisors
5146
Genesee Capital Advisors
New York
USD 143 M -USD 48.6 M -25% 10.9% 107% 125 37.6% 0.6
GMEI
5147
Global Media & Entertainment Investments
Bahamas
USD 143 M -USD 51.1 M -26% 0% 0% 1 0% 0.5
Cordant Inc
5148
Cordant Inc
Oregon
USD 143 M -USD 18.4 M -11% 9.64% 47% 1,418 96.26% 1.9
Lugano Financial Advisors SA (LFA)
5149
Lugano Financial Advisors SA (LFA)
Switzerland
USD 143 M -USD 6.46 M -4% 9.36% 44.8% 132 17.42% 1.8
Old West Investment Management
5150
Old West Investment Management
California
USD 143 M -USD 42.9 M -23% 21.7% 242% 46 21.74% 3.3