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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)
Lewis Asset Management
5451
Lewis Asset Management
California
USD 285 M +USD 40.9 M +17% 20.1% 142% 228 16.67% 1.4
Alexander Labrunerie & Co
5452
Alexander Labrunerie & Co
Missouri
USD 285 M +USD 17.9 M +7% 17.2% – 136 18.38% 1.6
Strait & Sound Wealth Management
5453
Strait & Sound Wealth Management
California
USD 285 M +USD 16.6 M +6% 11.8% 74% 188 15.96% 2.1
HFM Investment Advisors
5454
HFM Investment Advisors
New Jersey
USD 285 M +USD 25.1 M +10% 10% – 1,330 12.26% 1.1
LAI
5455
Legal Advantage Investments
California
USD 285 M +USD 91.6 M +47% 9.19% 116% 89 24.72% 3.1
Midwest Financial Group
5456
Midwest Financial Group
Kansas
USD 285 M +USD 50.6 M +22% 31.9% 103% 142 15.49% 2.1
Choice Wealth Advisors
5457
Choice Wealth Advisors
Maine
USD 285 M +USD 30.2 M +12% 10.5% 60.3% 36 5.56% 2.5
MBE Wealth Management
5458
MBE Wealth Management
Wisconsin
USD 284 M +USD 43.7 M +18% 13% 66.5% 173 20.23% 2.4
Formula Growth
5459
Formula Growth
Quebec, Canada
USD 284 M +USD 62.7 M +28% 39.6% 118% 169 33.14% 2.8
Advantage Trust Company
5460
Advantage Trust Company
Kansas
USD 284 M +USD 61.1 M +27% 15.2% 77.6% 203 42.36% 1.3
Vivid Wealth Management
5461
Vivid Wealth Management
Iowa
USD 284 M +USD 37.1 M +15% 15.7% 107% 76 17.11% 1.4
Bandera Partners
5462
Bandera Partners
New York
USD 284 M +USD 62.8 M +28% 27.4% 55.4% 19 10.53% 3.8
Cumberland Advisors
5463
Cumberland Advisors
Florida
USD 284 M +USD 28.3 M +11% 14.5% 80.7% 50 6% 5.4
1776 Wealth
5464
1776 Wealth
Georgia
USD 284 M +USD 29.4 M +12% 15% 90.4% 155 7.74% 3.3
William Mack & Associates
5465
William Mack & Associates
Michigan
USD 284 M +USD 109 M +62% 10.3% – 110 35.45% 0.9
CWMGP
5466
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
USD 284 M +USD 44.9 M +19% 21% 75.9% 109 21.1% 1.8
FreeGulliver LLC
5467
FreeGulliver LLC
Louisiana
USD 284 M +USD 46.4 M +20% 13.6% – 137 26.28% 1.1
American Financial Group
5468
American Financial Group
Ohio
USD 284 M +USD 13.9 M +5% 4.33% 32.5% 76 10.53% 5.6
Sellwood Investment Partners
5469
Sellwood Investment Partners
Oregon
USD 284 M +USD 29.7 M +12% 10.4% – 61 6.56% 1.2
Game Creek Capital
5470
Game Creek Capital
Massachusetts
USD 283 M -USD 17.4 M -6% 41% 176% 98 26.53% 3.3
Beaconlight Capital
5471
Beaconlight Capital
New York
USD 283 M +USD 93.5 M +49% 32.5% 282% 46 54.35% 1.3
Lodestone Wealth Management
5472
Lodestone Wealth Management
Washington
USD 283 M +USD 30.9 M +12% 17% 87.1% 801 5.24% 1
Flagship Private Wealth
5473
Flagship Private Wealth
Massachusetts
USD 283 M +USD 36.5 M +15% 14.8% 62.7% 121 14.88% 3.2
Mendon Capital Advisors
5474
Mendon Capital Advisors
Florida
USD 283 M +USD 24.9 M +10% 19% – 57 26.32% 2.4
Seneca House Advisors
5475
Seneca House Advisors
Virginia
USD 283 M +USD 31.2 M +12% 12.1% 58.2% 107 14.02% 4