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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)
Avaii Wealth Management
5501
Avaii Wealth Management
Wisconsin
USD 198 M +USD 17.7 M +10% 4.73% 100% 159 29.56% 1.5
Doma Perpetual Capital Management
5502
Doma Perpetual Capital Management
Florida
USD 198 M -USD 17.7 M -8% 4.46% – 10 30% 0.6
Lipe & Dalton
5503
Lipe & Dalton
New York
USD 198 M +USD 12 M +6% 8.73% 101% 105 9.52% 5.5
Meridian Financial Partners
5504
Meridian Financial Partners
Virginia
USD 198 M +USD 29.5 M +18% 6.3% 80.8% 104 25% 1.4
Security Benefit Life Insurance Company
5505
Security Benefit Life Insurance Company
Kansas
USD 198 M -USD 109 M -36% 29.8% 60.6% 32 25% 2.1
Beaton Management Company
5506
Beaton Management Company
Massachusetts
USD 198 M +USD 11.7 M +6% 7.56% 95.9% 140 6.43% 5.2
ORBA Wealth Advisors
5507
ORBA Wealth Advisors
Illinois
USD 198 M +USD 4.41 M +2% 6.03% 70.5% 107 10.28% 0.7
Painted Porch Advisors
5508
Painted Porch Advisors
California
USD 198 M +USD 20.6 M +12% 8.71% – 446 12.11% 0.3
Littlejohn & Co
5509
Littlejohn & Co
Connecticut
USD 198 M +USD 1.38 M +0.7% 50.5% 56.2% 30 20% 2.1
Plum Street Advisors
5510
Plum Street Advisors
Louisiana
USD 197 M +USD 26.1 M +15% 6.41% – 84 22.62% 0.6
ASM
5511
AI-Squared Management
Hong Kong
USD 197 M +USD 19.7 M +11% 11.1% – 38 65.79% 0.2
Boyd Wealth Management
5512
Boyd Wealth Management
California
USD 197 M +USD 16.2 M +9% 5.9% 56.8% 50 16% 1.9
Tri Ri Asset Management
5513
Tri Ri Asset Management
Ontario, Canada
USD 197 M – – 10.2% – 29 – 0
Tandem Wealth Advisors
5514
Tandem Wealth Advisors
Arizona
USD 197 M +USD 10.8 M +6% 5.69% 43.1% 51 5.88% 1.5
Garrison Asset Management
5515
Garrison Asset Management
Arkansas
USD 197 M +USD 7.07 M +4% 6.6% 52.1% 111 8.11% 6
Luminus Management
5516
Luminus Management
Texas
USD 197 M +USD 23.5 M +14% 26% 8.7% 28 35.71% 1.5
American Financial & Tax Strategies
5517
American Financial & Tax Strategies
New York
USD 197 M +USD 7.38 M +4% 6.41% 46.9% 93 1.08% 0.7
Firethorn Wealth Partners
5518
Firethorn Wealth Partners
Georgia
USD 197 M +USD 20.1 M +11% 6.26% 75.1% 165 19.39% 2
Westhampton Capital
5519
Westhampton Capital
North Carolina
USD 197 M +USD 12.5 M +7% 8.49% 105% 121 9.09% 3.8
Traveka Wealth
5520
Traveka Wealth
California
USD 197 M -USD 7.87 M -4% 5.7% 78.1% 143 16.08% 0.6
Fairway Wealth
5521
Fairway Wealth
Ohio
USD 197 M +USD 27.2 M +16% 6.78% 51.5% 380 77.89% 0.6
HM
5522
Harvest Management
New York
USD 197 M +USD 65.7 M +50% 7.56% 610% 65 55.38% 0.4
Jackson Hill Advisors
5523
Jackson Hill Advisors
Texas
USD 197 M +USD 14.2 M +8% 16.2% 61.2% 13 0% 1.9
Carolina Wealth Advisors
5524
Carolina Wealth Advisors
South Carolina
USD 197 M -USD 7.33 M -4% 7.3% 62% 360 43.06% 2.1
Deseret Mutual Benefit Administrators
5525
Deseret Mutual Benefit Administrators
Utah
USD 197 M -USD 19.1 M -9% 6.05% 75.5% 498 1.41% 3