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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)
MBE Wealth Management
5751
MBE Wealth Management
Wisconsin
USD 181 M +USD 16.1 M +10% 7.57% 66.5% 102 11.76% 2.4
Lifestyle Asset Management
5752
Lifestyle Asset Management
Texas
USD 181 M +USD 7.06 M +4% 5.57% 88.3% 114 23.68% 0.9
Alamar Capital Management
5753
Alamar Capital Management
California
USD 181 M +USD 16.1 M +10% 7.24% – 84 10.71% 1.9
Patron Partners
5754
Patron Partners
Texas
USD 181 M +USD 10.9 M +6% 7.8% 90.2% 187 15.51% 2.5
Cairn Investment Group
5755
Cairn Investment Group
Washington
USD 181 M +USD 9.6 M +6% 7.03% 61.3% 69 8.7% 3.3
Client First Capital
5756
Client First Capital
California
USD 181 M +USD 14.9 M +9% 3.99% 54.6% 19 5.26% 1.2
Glass Wealth Management
5757
Glass Wealth Management
Texas
USD 181 M +USD 9.9 M +6% 3.96% – 57 3.51% 0.5
Yarger Wealth Strategies
5758
Yarger Wealth Strategies
Ohio
USD 181 M +USD 14.5 M +9% 4.55% 55.1% 95 11.58% 1.5
626 Financial
5759
626 Financial
Michigan
USD 181 M +USD 7.65 M +4% 5.36% 71.3% 117 11.11% 2.5
Constellation Investimentos e Participacoes
5760
Constellation Investimentos e Participacoes
Brazil
USD 181 M -USD 20.2 M -10% 12.3% 172% 13 23.08% 0.9
EPIQ Partners
5761
EPIQ Partners
Minnesota
USD 181 M +USD 32.8 M +22% 6.43% 49.6% 84 19.05% 2.9
GoalFusion Wealth Management
5762
GoalFusion Wealth Management
Texas
USD 181 M +USD 19.6 M +12% 5.68% 47.6% 32 12.5% 1.7
Institutional Venture Management XV
5763
Institutional Venture Management XV
California
USD 180 M +USD 34.2 M +23% 0.11% 116% 5 0% 2.6
Birchbrook
5764
Birchbrook
Maine
USD 180 M +USD 13.6 M +8% 6.09% 49.1% 285 14.04% 0.7
Mad River Investors
5765
Mad River Investors
Massachusetts
USD 180 M +USD 31 M +21% 18.5% 169% 29 17.24% 3.7
Hutchens & Kramer Investment Management Group
5766
Hutchens & Kramer Investment Management Group
Indiana
USD 180 M -USD 869 k -0.5% 5.77% 83% 172 22.67% 1.4
Intrepid Capital Management
5767
Intrepid Capital Management
Florida
USD 180 M +USD 23.2 M +15% 5.6% 70.2% 107 17.76% 2.2
RCS Financial Planning
5768
RCS Financial Planning
Maryland
USD 180 M +USD 10.5 M +6% 5.32% 48.2% 71 7.04% 1.3
Proactive Wealth Strategies
5769
Proactive Wealth Strategies
Georgia
USD 180 M – – 5.08% – 124 – 0
Security National Bank of So Dak
5770
Security National Bank of So Dak
Iowa
USD 180 M +USD 12.8 M +8% 8.74% 67.7% 104 11.54% 5.8
Crown Oak Advisors
5771
Crown Oak Advisors
California
USD 180 M +USD 3.05 M +2% 6.19% 53.3% 22 0% 0.7
Summit Place Financial Advisors
5772
Summit Place Financial Advisors
New Jersey
USD 179 M +USD 10.1 M +6% 10.7% 111% 91 3.3% 2.9
NED
5773
Nancy E. Dempze
USD 179 M +USD 33.5 M +23% 6.08% 83.1% 106 28.3% 3.2
MQS Management
5774
MQS Management
New York
USD 179 M +USD 13.8 M +8% 4.22% 6.42% 694 81.7% 0.1
AFT
5775
Alpha Family Trust
California
USD 179 M +USD 8.44 M +5% 7.03% 198% 167 17.96% 1.3