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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)
ViaWealth
5776
ViaWealth
Kansas
USD 134 M +USD 7.83 M +6% 6.01% 77.2% 157 10.19% 0.5
Firethorn Wealth Partners
5777
Firethorn Wealth Partners
Georgia
USD 134 M +USD 6.06 M +5% 5.85% 75.1% 131 12.21% 1.7
Hazlett, Burt & Watson
5778
Hazlett, Burt & Watson
West Virginia
USD 134 M +USD 11.7 M +10% 6.88% 97.1% 734 18.26% 1
Cascade Investment Advisors
5779
Cascade Investment Advisors
Oregon
USD 134 M +USD 7.67 M +6% 6.33% 71.4% 247 60.32% 3.8
Woodward Financial Advisors
5780
Woodward Financial Advisors
North Carolina
USD 134 M +USD 12.1 M +10% 4.48% 55% 50 12% 1.2
PACK Private Wealth
5781
PACK Private Wealth
Minnesota
USD 134 M +USD 8.02 M +6% 4.69% 52.8% 39 7.69% 1.3
Altai Capital Management
5782
Altai Capital Management
California
USD 134 M +USD 16.7 M +14% 27% 24.9% 5 0% 2.6
Berkshire Partners
5783
Berkshire Partners
Massachusetts
USD 133 M +USD 3.42 M +3% 5.43% 79% 1 0% 1.5
Birchview Capital
5784
Birchview Capital
Vermont
USD 133 M +USD 5.69 M +4% 15.3% 327% 56 5.36% 3.2
Bay Rivers Group
5785
Bay Rivers Group
Virginia
USD 133 M +USD 19 M +17% 11.9% 166% 68 10.29% 2.4
CI
5786
Carroll Investors
South Carolina
USD 133 M +USD 10.8 M +9% 16.2% 241% 39 33.33% 1.2
Prentiss Smith & Co
5787
Prentiss Smith & Co
Vermont
USD 133 M -USD 1.46 M -1% 7.01% 63.9% 66 12.12% 5.9
Fortune Financial Advisors
5788
Fortune Financial Advisors
Kansas
USD 133 M – – 6.07% 76.8% 121 – 0
Paces Ferry Wealth Advisors
5789
Paces Ferry Wealth Advisors
Georgia
USD 133 M +USD 9.22 M +7% 10.1% 72% 115 9.57% 2.1
Meritas Wealth Management
5790
Meritas Wealth Management
California
USD 133 M +USD 6.03 M +5% 4.96% 69.4% 43 6.98% 0.5
Growth Interface Management
5791
Growth Interface Management
Florida
USD 133 M +USD 32.9 M +33% 32% 12% 10 10% 1.3
Capital Wealth Alliance
5792
Capital Wealth Alliance
Arizona
USD 133 M +USD 9.14 M +7% 1.73% 124% 117 20.51% 1.9
HighMark Wealth Management
5793
HighMark Wealth Management
Minnesota
USD 133 M +USD 4.83 M +4% 6.98% 110% 636 16.67% 2.3
D. Scott Neal
5794
D. Scott Neal
Kentucky
USD 133 M -USD 46 M -26% 3.02% 105% 71 22.54% 2.8
MGO Private Wealth
5795
MGO Private Wealth
California
USD 133 M +USD 5.26 M +4% 4.47% 51.5% 81 25.93% 0.6
AFG Fiduciary Services
5796
AFG Fiduciary Services
Massachusetts
USD 133 M +USD 24.5 M +23% 6.12% 72.4% 91 25.27% 1
EFH
5797
Eaton Financial Holdings
Florida
USD 133 M +USD 4.84 M +4% 5.36% – 56 14.29% 0.5
Trustees of The University of Pennsylvania
5798
Trustees of The University of Pennsylvania
Pennsylvania
USD 133 M +USD 30.3 M +30% 29% – 8 37.5% 0.9
Security National Bank of Sioux City Iowa
5799
Security National Bank of Sioux City Iowa
Iowa
USD 133 M – – 4.78% 61% 93 – 5.3
Woodward Diversified Capital
5800
Woodward Diversified Capital
California
USD 133 M +USD 5.29 M +4% 6.7% 118% 160 20.63% 1.7