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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)
Smallwood Wealth Investment Management
5601
Smallwood Wealth Investment Management
New Jersey
USD 111 M +USD 12.6 M +13% 4.34% 67.4% 78 26.92% 0.5
Westwood Wealth Management
5602
Westwood Wealth Management
California
USD 111 M +USD 24.6 M +28% 5.52% 425% 45 15.56% 0.6
A.D. Beadell Investment Counsel
5603
A.D. Beadell Investment Counsel
Wisconsin
USD 111 M -USD 9.12 M -8% 6.69% 83.3% 83 26.51% 4.6
6C
5604
6elm Capital
New York
USD 111 M +USD 53.9 M +94% 4.79% – 15 40% 0.3
Sandy Cove Advisors
5605
Sandy Cove Advisors
Massachusetts
USD 111 M +USD 1.1 M +1% 4.53% 78% 80 11.25% 0.7
Silphium Asset Management
5606
Silphium Asset Management
United Kingdom
USD 111 M +USD 45.2 M +69% 24% 118% 54 66.67% 0.3
Walker Asset Management
5607
Walker Asset Management
Missouri
USD 111 M +USD 154 k +0.1% 1.37% 87.6% 92 9.78% 0.7
Unison Asset Management
5608
Unison Asset Management
Florida
USD 111 M +USD 8.71 M +9% 3.86% 81.4% 34 26.47% 1.3
WFA
5609
WMG Financial Advisors
Tennessee
USD 111 M -USD 4.3 M -4% 6.11% 68% 154 16.23% 0.6
SI
5610
Schusterman Interests
Oklahoma
USD 111 M +USD 16.4 M +17% 16.6% 344% 14 28.57% 0.6
WFA of San Diego
5611
WFA of San Diego
California
USD 111 M -USD 5.79 M -5% 3.94% – 438 80.59% 1.7
Arbor Capital Management (Alaska)
5612
Arbor Capital Management (Alaska)
Alaska
USD 111 M +USD 6.01 M +6% 0.36% 62.7% 103 10.68% 0.7
Buttonwood Financial Advisors
5613
Buttonwood Financial Advisors
Maryland
USD 111 M +USD 64 k +0.1% 4.51% 73.4% 73 5.48% 0.6
Riverpark Capital Management
5614
Riverpark Capital Management
New York
USD 111 M -USD 9.32 M -8% 1.23% 152% 34 23.53% 3.7
Northeast Financial Group
5615
Northeast Financial Group
Pennsylvania
USD 111 M -USD 7.59 M -6% 4.81% 31.6% 36 22.22% 1.3
Piedmont Capital Management (Montana)
5616
Piedmont Capital Management (Montana)
Montana
USD 111 M +USD 13.5 M +14% 4.69% 94% 44 22.73% 1.3
LCM
5617
Lynx1 Capital Management
Puerto Rico
USD 111 M -USD 6.52 M -6% 5.46% 883% 12 0% 0.6
Refined Wealth Management
5618
Refined Wealth Management
Utah
USD 111 M -USD 1 M -0.9% 2.31% 99.4% 25 0% 1
Key Client Fiduciary Advisors
5619
Key Client Fiduciary Advisors
New Jersey
USD 111 M +USD 7.89 M +8% 5.48% 107% 119 12.61% 0.7
MFG
5620
MTM Financial Group
Pennsylvania
USD 111 M -USD 3.47 M -3% 3.57% 36.5% 50 8% 0.5
First Bancorp
5621
First Bancorp
Maine
USD 110 M +USD 4.73 M +4% 6.38% 80.3% 112 11.61% 1.2
BC
5622
Bowman & Company
Wisconsin
USD 110 M -USD 4.22 M -4% 4.69% 59.7% 86 19.77% 0.6
Lake Hills Wealth Management
5623
Lake Hills Wealth Management
Texas
USD 110 M -USD 25 M -18% 0% 83.7% 56 98.21% 0
Masterton Capital Management
5624
Masterton Capital Management
New York
USD 110 M +USD 27 M +32% 5.04% 1.94% 25 44% 0.5
Khrom Capital Management
5625
Khrom Capital Management
Florida
USD 110 M +USD 9.6 M +10% 13% 35.6% 16 31.25% 0.8