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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)
Boyd Wealth Management
5576
Boyd Wealth Management
California
USD 181 M +USD 6.11 M +3% 1.85% 56.8% 47 17.02% 1.8
Hutchens & Kramer Investment Management Group
5577
Hutchens & Kramer Investment Management Group
Indiana
USD 181 M +USD 12.1 M +7% 5.32% 83% 161 16.15% 1.3
Bellevue Asset Management
5578
Bellevue Asset Management
Washington
USD 181 M +USD 4.94 M +3% 4.32% 56.7% 479 8.14% 3.6
Pinnacle Family Advisors
5579
Pinnacle Family Advisors
Missouri
USD 181 M -USD 6.7 M -4% 4.12% 85.8% 130 39.23% 2
Three Seasons Wealth
5580
Three Seasons Wealth
Utah
USD 181 M +USD 37.9 M +27% 5.71% 156% 97 27.84% 0.5
AJ Advisors
5581
AJ Advisors
Tennessee
USD 181 M -USD 462 k -0.3% 1.65% 59.8% 49 34.69% 1.2
Quad-Cities Investment Group
5582
Quad-Cities Investment Group
Iowa
USD 181 M +USD 9.5 M +6% 2.85% 67.3% 185 8.11% 3.5
DCM
5583
Dudley Capital Management
Virginia
USD 181 M +USD 9.39 M +5% 5.82% 129% 123 8.13% 1.3
Creekside Partners
5584
Creekside Partners
California
USD 181 M – – 0.83% – 162 – 0
Avaii Wealth Management
5585
Avaii Wealth Management
Wisconsin
USD 180 M +USD 10 M +6% 2.25% 100% 152 17.11% 1.4
GECH
5586
Garnet Equity Capital Holdings
New York
USD 180 M -USD 273 M -60% 3.36% 302% 36 44.44% 0.9
Mendon Capital Advisors
5587
Mendon Capital Advisors
Florida
USD 180 M -USD 6.24 M -3% 0.91% – 55 21.82% 2.9
Masso Torrence Wealth Management
5588
Masso Torrence Wealth Management
New Jersey
USD 180 M +USD 11.7 M +7% 7.41% 130% 100 13% 1.5
MA
5589
Menlo Advisors
California
USD 180 M +USD 5.54 M +3% 2.89% 108% 35 25.71% 5.2
HWMA
5590
Heritage Wealth Management (Arizona)
Arizona
USD 180 M -USD 16.2 M -8% 0.31% – 188 16.49% 2.5
Heritage Family Offices
5591
Heritage Family Offices
Arizona
USD 180 M – – 0.31% – 168 – 0
Silver Oak Advisory Group
5592
Silver Oak Advisory Group
Oregon
USD 180 M +USD 1.9 M +1% 0.21% 27% 67 8.96% 2
Tieton Capital Management
5593
Tieton Capital Management
Washington
USD 180 M -USD 10.7 M -6% 5.76% 172% 40 7.5% 4.4
Dravo Bay
5594
Dravo Bay
Delaware
USD 180 M +USD 12 M +7% 0.71% 45.2% 49 2.04% 2
Ecofi Investissements
5595
Ecofi Investissements
France
USD 180 M – – 1.87% – 41 – 0
Bond Capital Management
5596
Bond Capital Management
California
USD 180 M -USD 7.46 M -4% 0.14% 47.5% 5 0% 2.3
Chronos Wealth Management
5597
Chronos Wealth Management
Florida
USD 180 M +USD 8.85 M +5% 5.78% 92.3% 41 7.32% 3.3
D. Scott Neal
5598
D. Scott Neal
Kentucky
USD 180 M +USD 26.7 M +17% 2.34% 105% 65 9.23% 3.2
Blue Barn Wealth
5599
Blue Barn Wealth
Utah
USD 180 M +USD 258 k +0.1% 0.15% 46.4% 149 16.78% 1.7
Shira Ridge Wealth Management
5600
Shira Ridge Wealth Management
California
USD 179 M +USD 4.74 M +3% 3.14% 72.8% 77 7.79% 1.2