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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)
Silicon Hills Wealth Management
5501
Silicon Hills Wealth Management
Texas
USD 135 M +USD 8.67 M +7% 8.42% 30.9% 96 9.38% 1.9
Banyan Capital Management
5502
Banyan Capital Management
Georgia
USD 135 M +USD 214 k +0.2% 11.7% 42.5% 18 11.11% 3.7
Aryeh Capital Management
5503
Aryeh Capital Management
Ontario, Canada
USD 134 M -USD 74.4 M -36% 15.7% 87.7% 9 22.22% 1.1
Milestone Advisory Partners
5504
Milestone Advisory Partners
North Carolina
USD 134 M +USD 1.09 M +0.8% 8.29% 19.7% 78 23.08% 2.4
Burke & Herbert Bank & Trust
5505
Burke & Herbert Bank & Trust
Virginia
USD 134 M +USD 13.7 M +11% 11.8% 67.8% 135 8.89% 6.8
MA
5506
Minerva Advisors
Pennsylvania
USD 134 M +USD 2.36 M +2% 4.43% 166% 68 5.88% 6.6
Cairn Investment Group
5507
Cairn Investment Group
Washington
USD 134 M +USD 10.6 M +9% 10.6% 61.3% 77 15.58% 2.1
GIS
5508
Grayhawk Investment Strategies
Alberta, Canada
USD 134 M -USD 13.2 M -9% 11.8% 20.3% 157 22.29% 0.5
Genesee Capital Advisors
5509
Genesee Capital Advisors
New York
USD 134 M +USD 2.84 M +2% 8.6% 107% 94 26.6% 1
PL
5510
Polianta Ltd
Jersey
USD 134 M +USD 12.3 M +10% 10.1% 31.6% 94 52.13% 0.5
Oakcliff Capital Partners
5511
Oakcliff Capital Partners
New York
USD 134 M +USD 15.1 M +13% 15.3% 133% 10 30% 4.3
PATRIZIA Pty Ltd
5512
PATRIZIA Pty Ltd
Australia
USD 134 M – – 12.3% – 16 – 3.9
Treasure Coast Financial Planning
5513
Treasure Coast Financial Planning
Florida
USD 134 M +USD 9.43 M +8% 7.23% 32.6% 39 20.51% 0.7
LFWA
5514
LBJ Family Wealth Advisors
Texas
USD 134 M +USD 10.1 M +8% 7.68% 64.9% 23 4.35% 6.6
Denver Wealth Management
5515
Denver Wealth Management
Colorado
USD 134 M +USD 28.4 M +27% 6.26% 64.4% 72 30.56% 0.9
Sowa Financial Group
5516
Sowa Financial Group
Rhode Island
USD 134 M +USD 7.35 M +6% 6.66% 100% 37 10.81% 2.7
Rockingstone Advisors
5517
Rockingstone Advisors
Massachusetts
USD 134 M – – 10.8% 114% 100 – 0
Mayport LLC
5518
Mayport LLC
Massachusetts
USD 134 M +USD 11 M +9% 5.45% 57% 59 13.56% 0.8
Muzinich & Co
5519
Muzinich & Co
New York
USD 134 M +USD 17.1 M +15% 8.46% 13.5% 57 35.09% 4.3
Insight Wealth Partners
5520
Insight Wealth Partners
Texas
USD 134 M +USD 27.7 M +26% 9.59% 56.2% 66 22.73% 1.9
Divisadero Street Capital Management
5521
Divisadero Street Capital Management
Florida
USD 134 M +USD 43.5 M +48% 27.6% 718% 62 64.52% 0.3
MI
5522
Moneywise Inc
Virginia
USD 134 M +USD 11.2 M +9% 7.37% 60.8% 52 15.38% 3.3
First National Bank of South Miami
5523
First National Bank of South Miami
Florida
USD 134 M +USD 4.52 M +3% 9.17% 35.2% 281 6.05% 3.3
MAS
5524
Madden Advisory Services
Florida
USD 134 M +USD 8.52 M +7% 7.14% 52.3% 80 7.5% 5
Left Brain Wealth Management
5525
Left Brain Wealth Management
Illinois
USD 134 M – – 12.2% 376% 67 – 0