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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)
BCK Partners
5276
BCK Partners
New York
USD 160 M +USD 6.11 M +4% 3.74% 46% 28 10.71% 2.1
Scholtz & Company
5277
Scholtz & Company
Connecticut
USD 160 M +USD 19.7 M +14% 11.8% 89.2% 42 26.19% 2.3
Alpha Financial Advisors
5278
Alpha Financial Advisors
North Carolina
USD 160 M +USD 15.7 M +11% 3.11% 41.6% 47 17.02% 0.4
IGYL
5279
I.G.Y. Ltd
United Kingdom
USD 160 M +USD 21.5 M +16% 16.1% 80.5% 3 0% 3.3
Shira Ridge Wealth Management
5280
Shira Ridge Wealth Management
California
USD 160 M +USD 8.11 M +5% 6% 72.8% 66 6.06% 0.5
Buttonwood Financial Advisors
5281
Buttonwood Financial Advisors
Maryland
USD 160 M +USD 30.6 M +24% 7.19% 73.4% 97 26.8% 1
Camelot Portfolios
5282
Camelot Portfolios
Ohio
USD 160 M +USD 15.8 M +11% 4.06% 41.3% 203 14.29% 3
Catalyst Private Wealth
5283
Catalyst Private Wealth
California
USD 160 M +USD 14.8 M +10% 9.89% 120% 75 8% 2
Thomist Capital Management
5284
Thomist Capital Management
Texas
USD 159 M -USD 9.9 M -6% 1.14% 71.2% 36 83.33% 0.1
Applied Fundamental Research
5285
Applied Fundamental Research
Massachusetts
USD 159 M +USD 20.6 M +15% 14.9% 44.6% 11 0% 2
Roth Financial Partners
5286
Roth Financial Partners
Texas
USD 159 M +USD 9.25 M +6% 5.28% 61% 26 15.38% 1.9
Bellevue Asset Management
5287
Bellevue Asset Management
Washington
USD 159 M +USD 12 M +8% 9.62% 56.7% 498 6.83% 2.9
Van Leeuwen & Company
5288
Van Leeuwen & Company
New Jersey
USD 159 M +USD 10.4 M +7% 10.4% 75.4% 83 21.69% 1.9
PWP
5289
Pursue Wealth Partners
California
USD 159 M +USD 12.9 M +9% 14.8% 108% 110 21.82% 1.1
Red Tortoise LLC
5290
Red Tortoise LLC
Georgia
USD 159 M +USD 10.5 M +7% 3.31% 43.7% 630 24.44% 0.6
CWM
5291
CCG Wealth Management
California
USD 159 M +USD 8.04 M +5% 5.83% 82.6% 67 8.96% 2.8
Idaho Trust Bank
5292
Idaho Trust Bank
Idaho
USD 159 M – – 3.15% 47.5% 74 – 0
Wealth Management Partners
5293
Wealth Management Partners
Arizona
USD 159 M +USD 16 M +11% 11.6% 194% 116 6.03% 1.7
Viewpoint Investment Partners
5294
Viewpoint Investment Partners
Alberta, Canada
USD 159 M +USD 33.3 M +27% 3.56% 31.9% 7 0% 3
AllGen Financial Advisors
5295
AllGen Financial Advisors
Florida
USD 159 M +USD 15.6 M +11% 1.73% 39.7% 35 8.57% 1.8
Highline Wealth Partners
5296
Highline Wealth Partners
California
USD 159 M +USD 12.5 M +9% 8.97% 93.8% 349 6.88% 0.7
MA
5297
Menlo Advisors
California
USD 159 M +USD 13.1 M +9% 7.29% 108% 31 6.45% 5.7
Imprint Wealth
5298
Imprint Wealth
South Carolina
USD 159 M +USD 6.64 M +4% 4.12% – 182 19.78% 0.2
StrongBox Wealth
5299
StrongBox Wealth
Missouri
USD 159 M +USD 9.5 M +6% 5.47% 57.8% 90 11.11% 2.2
FWG Holdings
5300
FWG Holdings
Florida
USD 158 M +USD 19.6 M +14% 7.19% 91.6% 100 17% 1.1