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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)
Eudaimonia Advisors
5476
Eudaimonia Advisors
Tennessee
USD 149 M +USD 715 k +0.5% 4.11% – 158 13.29% 1.2
West Bancorporation
5477
West Bancorporation
Iowa
USD 149 M +USD 17.6 M +13% 10.5% 64.4% 99 13.13% 2.5
X-Square Capital
5478
X-Square Capital
Puerto Rico
USD 149 M -USD 20.7 M -12% 6.83% 158% 166 21.08% 2.6
Cherry Creek Investment Advisors
5479
Cherry Creek Investment Advisors
Colorado
USD 149 M +USD 12.3 M +9% 11.6% 151% 99 10.1% 1.6
DCM
5480
Dudley Capital Management
Virginia
USD 149 M +USD 1.58 M +1% 6.85% 129% 129 13.18% 0.5
GCM
5481
Garland Capital Management
Washington
USD 149 M +USD 1.49 M +1% 0.65% 55.7% 36 5.56% 5
MFG
5482
Monumental Financial Group
Maryland
USD 149 M +USD 8.88 M +6% 4.64% 18.2% 93 67.74% 1.1
Moser Wealth Advisors
5483
Moser Wealth Advisors
Washington
USD 149 M – – 8.25% – 127 – 2.8
Berkeley Inc
5484
Berkeley Inc
Idaho
USD 148 M +USD 10.7 M +8% 4.22% 49.4% 79 2.53% 2
Centennial Bank
5485
Centennial Bank
Arkansas
USD 148 M -USD 4.87 M -3% 5.15% 69.9% 327 6.73% 0.5
Rooted Wealth Advisors
5486
Rooted Wealth Advisors
Illinois
USD 148 M +USD 13.5 M +10% 4.28% 50.8% 104 38.46% 0.3
CP
5487
CPV Partners
Connecticut
USD 148 M +USD 26.2 M +21% 32.8% 105% 6 0% 2.5
Hatteras Investment Partners
5488
Hatteras Investment Partners
North Carolina
USD 148 M – – 66.7% – 1 – 0
MWA
5489
Miller Wealth Advisors
Colorado
USD 148 M +USD 128 M +620% 14.6% 117% 79 24.05% 1
Gemsstock Ltd
5490
Gemsstock Ltd
United Kingdom
USD 148 M +USD 56.7 M +62% 24.7% 149% 10 60% 0.8
Lexington Partners
5491
Lexington Partners
New York
USD 148 M -USD 7.95 M -5% 4.41% 1.27% 7 28.57% 1.8
Blue Water Life Science Advisors
5492
Blue Water Life Science Advisors
California
USD 148 M -USD 3.08 M -2% 6.71% 503% 9 33.33% 1.3
Flynn Zito Capital Management
5493
Flynn Zito Capital Management
New York
USD 148 M +USD 10.4 M +8% 5.61% 97.3% 78 10.26% 0.8
Family Asset Management
5494
Family Asset Management
South Carolina
USD 148 M +USD 11.2 M +8% 4.79% – 196 14.29% 0.4
EWG
5495
Executive Wealth Group
Washington
USD 148 M +USD 6.8 M +5% 4.56% 14.9% 47 4.26% 4.3
LifeGuide Financial Advisors
5496
LifeGuide Financial Advisors
Pennsylvania
USD 148 M +USD 23.7 M +19% 1.1% 35.4% 35 11.43% 1.1
Treasure Coast Financial Planning
5497
Treasure Coast Financial Planning
Florida
USD 148 M +USD 4.91 M +3% 1.38% 32.6% 41 21.95% 1
Derbend Asset Management
5498
Derbend Asset Management
Georgia
USD 148 M +USD 14.4 M +11% 6.98% 23.9% 85 15.29% 1.5
FOCUS Wealth Advisors
5499
FOCUS Wealth Advisors
Texas
USD 148 M -USD 4.41 M -3% 3.62% 68.7% 70 31.43% 1.3
Paradigm Strategies in Wealth Management
5500
Paradigm Strategies in Wealth Management
Minnesota
USD 148 M +USD 20.7 M +16% 3.23% 41.2% 45 6.67% 1.8