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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)
Aventura Private Wealth
5351
Aventura Private Wealth
Florida
USD 231 M +USD 40.2 M +21% 13.5% – 850 15.88% 0.4
Boyd Wealth Management
5352
Boyd Wealth Management
California
USD 231 M +USD 30.3 M +15% 8.05% 56.8% 53 18.87% 2.4
Red Spruce Capital
5353
Red Spruce Capital
Pennsylvania
USD 231 M +USD 18.1 M +8% 12.6% 98.4% 93 5.38% 3.8
SK Wealth Management
5354
SK Wealth Management
Rhode Island
USD 231 M +USD 44.4 M +24% 7.28% – 82 14.63% 0.6
Firethorn Wealth Partners
5355
Firethorn Wealth Partners
Georgia
USD 231 M +USD 21.1 M +10% 9.53% 75.1% 191 18.32% 2.2
Kirkwood Financial Services
5356
Kirkwood Financial Services
Texas
USD 231 M +USD 32.6 M +16% 11.5% – 34 32.35% 0.2
Ranch Capital Advisors
5357
Ranch Capital Advisors
Florida
USD 231 M +USD 19.7 M +9% 9.27% 92.6% 145 6.21% 3.7
Smith Shellnut Wilson
5358
Smith Shellnut Wilson
Mississippi
USD 231 M +USD 12.4 M +6% 12% 98.6% 147 10.88% 5
ORIX Corp
5359
ORIX Corp
Japan
USD 231 M +USD 18.8 M +9% 18.4% 11.7% 1 0% 7.5
Muzinich & Co
5360
Muzinich & Co
New York
USD 230 M +USD 54.3 M +31% 2.34% 13.5% 71 38.03% 4.8
Wills Financial Group
5361
Wills Financial Group
Virginia
USD 230 M +USD 4.85 M +2% 4.26% 57.5% 71 15.49% 5.1
Sherbrooke Park Advisers
5362
Sherbrooke Park Advisers
New York
USD 230 M +USD 15.6 M +7% 6.29% 9.59% 827 70.98% 0.3
Balanced Wealth Group
5363
Balanced Wealth Group
Ohio
USD 230 M +USD 23.4 M +11% 7.49% – 70 7.14% 1.3
OIA
5364
Optimum Investment Advisors
Illinois
USD 230 M +USD 17.9 M +8% 13.1% 125% 650 7.23% 6.3
Swan Capital
5365
Swan Capital
Florida
USD 230 M +USD 13.7 M +6% 6.32% 47.9% 516 33.33% 0.7
Seldon Capital
5366
Seldon Capital
California
USD 230 M +USD 71.3 M +45% 23.4% 604% 71 23.94% 2
EVR Research
5367
EVR Research
Virginia
USD 230 M -USD 123 M -35% 18% 165% 44 52.27% 0.7
Spectrum Asset Management (California)
5368
Spectrum Asset Management (California)
California
USD 230 M +USD 5.05 M +2% 8.03% 68.3% 107 28.04% 3.4
MBE Wealth Management
5369
MBE Wealth Management
Wisconsin
USD 230 M +USD 21 M +10% 8.15% 66.5% 136 11.76% 2.1
Summit Investment Advisory Services
5370
Summit Investment Advisory Services
Minnesota
USD 230 M +USD 26 M +13% 9.83% 68.3% 71 4.23% 0.9
Trellis Wealth Advisors
5371
Trellis Wealth Advisors
California
USD 230 M +USD 23.7 M +11% 9.41% 62.2% 37 5.41% 1.7
Greenbush Financial Group
5372
Greenbush Financial Group
New York
USD 230 M +USD 28.5 M +14% 9.49% – 33 3.03% 0.5
Lumbard & Kellner
5373
Lumbard & Kellner
New Hampshire
USD 229 M +USD 2.62 M +1% 14.9% 137% 97 24.74% 3
SAM
5374
Stenahm Asset Management
Guernsey
USD 229 M -USD 16.3 M -7% 10.4% – 33 42.42% 1.5
Collaborative Wealth Management
5375
Collaborative Wealth Management
Florida
USD 229 M +USD 15.4 M +7% 5.19% 41.6% 188 11.17% 3.1