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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)
P.A.W. Capital
5601
P.A.W. Capital
Connecticut
USD 119 M +USD 5.47 M +5% 13.2% 54.6% 75 28% 3.5
Refined Wealth Management
5602
Refined Wealth Management
Utah
USD 119 M – – 5.06% 99.4% 20 – 0
Courant Investment Management
5603
Courant Investment Management
Tennessee
USD 119 M -USD 1.54 M -1% 2.74% 35.2% 11 9.09% 3
Navis Wealth Advisors
5604
Navis Wealth Advisors
New York
USD 119 M -USD 10.1 M -8% 4.01% 107% 121 23.97% 0.4
Provident Wealth Management
5605
Provident Wealth Management
Tennessee
USD 119 M +USD 28.6 M +32% 5.14% 61.1% 79 18.99% 0.9
Clayton Partners
5606
Clayton Partners
California
USD 119 M +USD 15.5 M +15% 8.9% 109% 42 28.57% 0.2
Snow Phipps Group
5607
Snow Phipps Group
New York
USD 119 M – – 32.1% 58% 2 – 1.3
Salvus Wealth Management
5608
Salvus Wealth Management
New Jersey
USD 119 M +USD 11.6 M +11% 8.2% 108% 98 17.35% 0.4
NED
5609
Nancy E. Dempze
USD 119 M +USD 5.47 M +5% 7.06% 83.1% 71 11.27% 4
Wells Financial Advisors
5610
Wells Financial Advisors
Massachusetts
USD 119 M +USD 7.09 M +6% 6.37% 54% 62 1.61% 0.5
Avalon Capital Management
5611
Avalon Capital Management
California
USD 119 M +USD 11.1 M +10% 7.37% 151% 36 47.22% 1.4
Cadence Wealth Management
5612
Cadence Wealth Management
Massachusetts
USD 118 M +USD 7.77 M +7% 5.83% 56.4% 39 30.77% 0.2
Cruiser Capital Advisors
5613
Cruiser Capital Advisors
Connecticut
USD 118 M +USD 6.75 M +6% 5.23% 192% 63 34.92% 0.6
Pacific Wealth Management
5614
Pacific Wealth Management
California
USD 118 M +USD 1.99 M +2% 5.63% 72.8% 13 38.46% 0.4
S. Muoio & Co
5615
S. Muoio & Co
New York
USD 118 M +USD 24.6 M +26% 12.8% 327% 115 45.22% 1.8
HPS Investment Partners
5616
HPS Investment Partners
New York
USD 118 M -USD 23.2 M -16% 22.3% 55.9% 5 40% 0.5
GVO Asset Management
5617
GVO Asset Management
Switzerland
USD 118 M +USD 18.5 M +19% 18.8% 71.2% 68 14.71% 0.3
Safir Wealth Advisors
5618
Safir Wealth Advisors
New Hampshire
USD 118 M +USD 8.77 M +8% 4.83% 52.1% 14 14.29% 0.5
VFG
5619
V2 Financial group
Illinois
USD 118 M +USD 6.84 M +6% 6.76% 63.3% 61 13.11% 0.4
Yarra Square Partners
5620
Yarra Square Partners
New York
USD 118 M -USD 4.8 M -4% 7.25% 55.9% 21 28.57% 0.4
Franklin Street Capital Partners
5621
Franklin Street Capital Partners
New York
USD 118 M -USD 7.82 M -6% 3.66% – 56 58.93% 0.3
GWA
5622
GGM Wealth Advisors
Maryland
USD 118 M -USD 7.56 M -6% 6.54% 25.9% 93 9.68% 0.4
Northern Capital Management (Washington)
5623
Northern Capital Management (Washington)
Washington
USD 118 M +USD 7.66 M +7% 6.8% 80% 44 9.09% 0.5
New Thinking Investment Management Company (HK)
5624
New Thinking Investment Management Company (HK)
Hong Kong
USD 118 M – – 31.4% – 5 – 0
Relaxing Retirement Coach
5625
Relaxing Retirement Coach
Massachusetts
USD 118 M +USD 30.1 M +34% 3.8% 28.6% 47 8.51% 2.8