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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)
Charles-Lim Capital
5126
Charles-Lim Capital
Hong Kong
USD 319 M +USD 18.1 M +6% 16.5% 4.44% 7 42.86% 3.5
Tiller Private Wealth
5127
Tiller Private Wealth
Pennsylvania
USD 319 M +USD 37.8 M +13% 15% 60.2% 72 12.5% 3.4
Shaker Financial Services
5128
Shaker Financial Services
Virginia
USD 319 M +USD 32.3 M +11% 7.31% 12.9% 170 27.65% 2.3
Barnes Pettey Financial Advisors
5129
Barnes Pettey Financial Advisors
Mississippi
USD 319 M +USD 89.7 M +39% 14.1% 79.7% 177 12.99% 2.1
Centerline Wealth Advisors
5130
Centerline Wealth Advisors
Kentucky
USD 319 M +USD 41.2 M +15% 14.5% – 82 14.63% 0.8
Axiom Financial Strategies
5131
Axiom Financial Strategies
Indiana
USD 319 M +USD 35 M +12% 12.8% 54.5% 35 11.43% 1.1
Powers Advisory Group
5132
Powers Advisory Group
Illinois
USD 319 M +USD 35.5 M +13% 8.3% 49.8% 133 8.27% 3
TTA
5133
Thor Trading Advisors
Pennsylvania
USD 319 M +USD 77.3 M +32% 16.2% – 41 75.61% 0.3
SA
5134
Skyline Advisors
Washington
USD 319 M +USD 32 M +11% 10% 52% 132 15.91% 1.5
Berkeley Inc
5135
Berkeley Inc
Idaho
USD 319 M +USD 20.6 M +7% 9% 49.4% 88 10.23% 3.1
Summa Corp
5136
Summa Corp
Texas
USD 319 M +USD 76.7 M +32% 58.9% 348% 90 15.56% 1.4
Arcadia Wealth Management (New Hampshire)
5137
Arcadia Wealth Management (New Hampshire)
New Hampshire
USD 319 M +USD 42.2 M +15% 11.3% 55.5% 73 17.81% 2.2
Beacon Investment Advisors
5138
Beacon Investment Advisors
Maryland
USD 318 M +USD 53.5 M +20% 26.5% 96.4% 182 8.24% 2.5
Chaney Capital Management
5139
Chaney Capital Management
Washington
USD 318 M +USD 34.4 M +12% 14% – 47 17.02% 1.8
ShoreHaven Wealth Partners
5140
ShoreHaven Wealth Partners
New Jersey
USD 318 M +USD 39.4 M +14% 14.3% 72.4% 114 16.67% 2.4
Sittner & Nelson
5141
Sittner & Nelson
Oregon
USD 318 M +USD 44.3 M +16% 15.2% 88.1% 650 18% 3.3
Nixon Capital
5142
Nixon Capital
Texas
USD 318 M +USD 25 M +9% 19.9% 118% 27 40.74% 1.1
GoodHaven Capital Management
5143
GoodHaven Capital Management
New Jersey
USD 318 M +USD 30.7 M +11% 9.98% 80.7% 26 0% 6.1
Cambridge Financial Group (Arizona)
5144
Cambridge Financial Group (Arizona)
Arizona
USD 318 M +USD 22.2 M +8% 13.3% 69.5% 177 17.51% 2
Mills Wealth Advisors
5145
Mills Wealth Advisors
Texas
USD 318 M +USD 31.3 M +11% 6.56% 37.9% 88 22.73% 1.8
Boothe Investment Group
5146
Boothe Investment Group
Delaware
USD 317 M +USD 6.73 M +2% 10.7% 75.6% 41 9.76% 2.4
Genesee Capital Advisors
5147
Genesee Capital Advisors
New York
USD 317 M +USD 78.7 M +33% 25.3% 107% 181 28.73% 1.9
Theory Financial
5148
Theory Financial
Colorado
USD 317 M +USD 32.4 M +11% 13.2% 54.5% 104 14.42% 2
Wealthspan Partners
5149
Wealthspan Partners
Iowa
USD 317 M +USD 33.5 M +12% 9.99% 65% 133 10.53% 2.8
Medallion Wealth Advisors
5150
Medallion Wealth Advisors
Connecticut
USD 317 M +USD 11 M +4% 12.7% – 1,314 21.77% 1.1