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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)
Parker Financial
5776
Parker Financial
Washington
USD 127 M +USD 9.7 M +8% 5.54% 49.7% 45 26.67% 0.2
Register Financial Advisors
5777
Register Financial Advisors
Georgia
USD 127 M -USD 29.5 M -19% 6.08% 130% 867 45.1% 0.2
Beryl Capital Management
5778
Beryl Capital Management
California
USD 127 M -USD 121 M -49% 9.57% 3,932% 34 82.35% 0.1
Meritas Wealth Management
5779
Meritas Wealth Management
California
USD 127 M +USD 6.07 M +5% 5.61% 69.4% 45 13.33% 0.2
Paradigm Strategies in Wealth Management
5780
Paradigm Strategies in Wealth Management
Minnesota
USD 127 M +USD 14.7 M +13% 4.57% 41.2% 43 13.95% 1.6
Next Level Private
5781
Next Level Private
New York
USD 127 M -USD 8.85 M -7% 5.97% 95.9% 102 42.16% 0.6
Pension & Wealth Management Advisors
5782
Pension & Wealth Management Advisors
Massachusetts
USD 127 M +USD 10.2 M +9% 4.2% 49.9% 339 27.73% 0.2
GL
5783
GHE LLC
Tennessee
USD 127 M +USD 20.5 M +19% 27.3% 188% 55 0% 1.1
Privium Fund Management (UK)
5784
Privium Fund Management (UK)
United Kingdom
USD 127 M -USD 4.82 M -4% 9.88% 34.4% 76 43.42% 0.3
Piershale Financial Group
5785
Piershale Financial Group
Illinois
USD 127 M +USD 6.25 M +5% 1.06% 82% 314 10.19% 0.4
KC
5786
Kades & Cheifetz
Pennsylvania
USD 127 M +USD 7.21 M +6% 4.41% – 78 7.69% 0.2
Ewing Morris & Co Investment Partners
5787
Ewing Morris & Co Investment Partners
Ontario, Canada
USD 127 M +USD 43.9 M +53% 1.01% 63.5% 31 64.52% 0.4
Sebold Capital Management
5788
Sebold Capital Management
Illinois
USD 127 M +USD 4.99 M +4% 4.25% – 72 8.33% 0.2
Purus Wealth Management
5789
Purus Wealth Management
California
USD 127 M +USD 16.5 M +15% 16.3% 174% 114 7.89% 1.7
GCM
5790
Granby Capital Management
Florida
USD 127 M -USD 8.35 M -6% 3.28% 50% 29 41.38% 1.1
Eschler Asset Management
5791
Eschler Asset Management
United Kingdom
USD 127 M +USD 73.8 M +140% 15% 274% 82 54.88% 0.5
Cohen Investment Advisors
5792
Cohen Investment Advisors
New Hampshire
USD 126 M +USD 6.46 M +5% 7.52% 90.6% 78 2.56% 2.1
Birchcreek Wealth Management
5793
Birchcreek Wealth Management
Ohio
USD 126 M +USD 14 M +12% 6.35% 80.7% 144 25.69% 1.5
PWM
5794
Prosperity Wealth Management
California
USD 126 M +USD 20.2 M +19% 19.3% 175% 172 44.19% 0.2
Masso Torrence Wealth Management
5795
Masso Torrence Wealth Management
New Jersey
USD 126 M +USD 788 k +0.6% 11.6% 130% 99 17.17% 0.9
Heritage Wealth Partners
5796
Heritage Wealth Partners
Ohio
USD 126 M +USD 17.3 M +16% 0.27% – 59 50.85% 0.1
Cascade Investment Advisors
5797
Cascade Investment Advisors
Oregon
USD 126 M +USD 6.13 M +5% 6.73% 79.1% 240 56.67% 1.9
AFT
5798
Alpha Family Trust
California
USD 126 M +USD 15.5 M +14% 16.4% 215% 135 22.96% 0.4
ViaWealth
5799
ViaWealth
Kansas
USD 126 M +USD 4.68 M +4% 6.98% 77.2% 163 13.5% 0.2
Cohanzick Management
5800
Cohanzick Management
New York
USD 126 M -USD 220 M -64% 2.21% 1.18% 215 62.33% 0.7