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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)
Privium Fund Management (UK)
5226
Privium Fund Management (UK)
United Kingdom
USD 202 M +USD 54.3 M +37% 8.95% 34.4% 108 48.15% 0.6
Crestmont Private Wealth
5227
Crestmont Private Wealth
Texas
USD 202 M +USD 5.01 M +3% 6.37% 54.8% 59 15.25% 1.2
Bridge Advisory
5228
Bridge Advisory
California
USD 202 M +USD 2.12 M +1% 4.84% 6.7% 117 22.22% 1.7
Lunt Capital Management
5229
Lunt Capital Management
Utah
USD 201 M +USD 8.32 M +4% 5.35% 36.9% 94 15.96% 0.6
Moseley Investment Management
5230
Moseley Investment Management
Florida
USD 201 M +USD 21.5 M +12% 12.8% 96.6% 158 12.66% 3.3
Benedetti & Gucer
5231
Benedetti & Gucer
Georgia
USD 201 M +USD 10.5 M +6% 13% 42.7% 154 15.58% 1.5
Addison Capital
5232
Addison Capital
Pennsylvania
USD 201 M +USD 40.2 M +25% 7.62% 59.7% 131 21.37% 4.1
Wilshire Advisors
5233
Wilshire Advisors
California
USD 201 M +USD 7.97 M +4% 4.8% 118% 11 0% 2.7
Juniper Investment Company
5234
Juniper Investment Company
New York
USD 201 M +USD 12.9 M +7% 10.9% 358% 11 18.18% 3.1
Sterling Wealth Management
5235
Sterling Wealth Management
Illinois
USD 201 M +USD 23.2 M +13% 6.56% – 97 5.15% 0.2
One Degree Advisors
5236
One Degree Advisors
California
USD 201 M +USD 5.26 M +3% 6.01% 54.1% 54 7.41% 0.3
Lokken Investment Group
5237
Lokken Investment Group
Delaware
USD 201 M +USD 23.9 M +13% 7.21% 65.3% 150 14.67% 1.9
Long Walk Management
5238
Long Walk Management
Connecticut
USD 200 M +USD 46.1 M +30% 21.4% 302% 11 27.27% 1.2
WAM
5239
Westport Asset Management
Connecticut
USD 200 M +USD 14.4 M +8% 8.24% 64.2% 75 5.33% 6.4
Elevation Wealth Partners
5240
Elevation Wealth Partners
California
USD 200 M +USD 33.4 M +20% 5.94% 69.9% 516 21.32% 0.7
Christensen King & Associates Investment Services
5241
Christensen King & Associates Investment Services
Washington
USD 200 M +USD 13.4 M +7% 6.27% 57.9% 99 8.08% 0.2
CNA Financial
5242
CNA Financial
Illinois
USD 200 M +USD 47.7 M +31% 8.82% 48.6% 20 45% 1.7
May Barnhard Investments
5243
May Barnhard Investments
Maryland
USD 200 M +USD 5.33 M +3% 7.54% 65.4% 84 7.14% 0.2
Amtrust Financial Services
5244
Amtrust Financial Services
New York
USD 200 M +USD 14.3 M +8% 7.36% 61.9% 16 12.5% 2.6
Essential Planning
5245
Essential Planning
New Hampshire
USD 200 M +USD 1.56 M +0.8% 4.86% 40.9% 65 1.54% 1.1
Ausbil Investment Management
5246
Ausbil Investment Management
Australia
USD 200 M +USD 15.1 M +8% 7.65% 115% 67 37.31% 0.7
Deseret Mutual Benefit Administrators
5247
Deseret Mutual Benefit Administrators
Utah
USD 200 M +USD 26.3 M +15% 7.81% 81.9% 487 2.05% 2.6
Evergreen Private Wealth
5248
Evergreen Private Wealth
Colorado
USD 200 M +USD 14.1 M +8% 6.39% 80.2% 234 14.1% 0.2
Joseph Group Capital Management
5249
Joseph Group Capital Management
Ohio
USD 200 M +USD 27.3 M +16% 6.51% 64.3% 88 12.5% 1.7
Warner Financial
5250
Warner Financial
Maryland
USD 200 M +USD 22.1 M +12% 7.47% 69.2% 109 8.26% 1.7