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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)
New Insight Wealth Advisors
5876
New Insight Wealth Advisors
California
USD 160 M +USD 11.7 M +8% 5.59% – 85 9.41% 0.2
CoreFirst Bank & Trust
5877
CoreFirst Bank & Trust
Kansas
USD 160 M +USD 9.5 M +6% 7.71% 61.4% 371 4.58% 2.6
LA
5878
Latitude Advisors
Florida
USD 160 M +USD 17.5 M +12% 8.36% 79.6% 197 18.78% 1.8
ViaWealth
5879
ViaWealth
Kansas
USD 160 M +USD 14.5 M +10% 10.9% 77.2% 158 7.59% 1.1
Vivid Wealth Management
5880
Vivid Wealth Management
Iowa
USD 160 M +USD 12.8 M +9% 9.62% 107% 71 2.82% 0.2
RE Dickinson Investment Advisors
5881
RE Dickinson Investment Advisors
Iowa
USD 160 M +USD 9.44 M +6% 6.21% 2.24% 253 15.81% 1.9
Nucleo Capital
5882
Nucleo Capital
Brazil
USD 160 M -USD 74.9 M -32% 22.7% 116% 3 0% 1.9
Owen LaRue
5883
Owen LaRue
Kentucky
USD 160 M +USD 54.7 M +52% 11.4% 126% 95 28.42% 0.8
JKSF
5884
John & Kathleen Schreiber Foundation
Illinois
USD 160 M -USD 15.4 M -9% 0.58% 30.8% 3 0% 2
Greater Midwest Financial Group
5885
Greater Midwest Financial Group
Minnesota
USD 160 M +USD 12.7 M +9% 11.1% 157% 55 12.73% 0.2
SummerHaven Investment Management
5886
SummerHaven Investment Management
Connecticut
USD 160 M +USD 3.91 M +3% 4.98% 150% 196 0.51% 1.5
BM
5887
Bislett Management
California
USD 160 M +USD 3.34 M +2% 4.01% 19.8% 16 0% 5.6
Peak Planning Group
5888
Peak Planning Group
Colorado
USD 160 M +USD 20.6 M +15% 11% 105% 78 12.82% 2.5
Cape Ann Savings Bank
5889
Cape Ann Savings Bank
Massachusetts
USD 160 M +USD 8.25 M +5% 7.03% 72.7% 89 11.24% 5.7
Power Wealth Management
5890
Power Wealth Management
Georgia
USD 159 M +USD 15.5 M +11% 5.67% 41.8% 107 20.56% 0.2
MGO Private Wealth
5891
MGO Private Wealth
California
USD 159 M +USD 13.9 M +10% 6.02% 51.5% 84 16.67% 1.1
General Partner Inc
5892
General Partner Inc
Pennsylvania
USD 159 M +USD 40.2 M +34% 8.49% 83.1% 174 30.46% 0.8
PACK Private Wealth
5893
PACK Private Wealth
Minnesota
USD 159 M +USD 10.7 M +7% 5.3% 52.8% 40 7.5% 1.8
FinDec Wealth Services
5894
FinDec Wealth Services
California
USD 159 M +USD 9.45 M +6% 7.42% 52.7% 45 8.89% 1.1
KPCB DGF II Associates
5895
KPCB DGF II Associates
California
USD 159 M +USD 49.9 M +46% 53.4% 2.08% 2 0% 0.5
Shelton Wealth Management
5896
Shelton Wealth Management
Texas
USD 159 M +USD 18.2 M +13% 8.52% 89.4% 119 16.81% 1.1
CarsonAllaria Wealth Management
5897
CarsonAllaria Wealth Management
Illinois
USD 159 M +USD 19.5 M +14% 5.67% 51.7% 418 19.62% 1.5
SCP Investment
5898
SCP Investment
California
USD 159 M +USD 26.8 M +20% 6.38% 32.8% 57 24.56% 1.1
PFG Private Wealth Management
5899
PFG Private Wealth Management
Florida
USD 159 M +USD 10.3 M +7% 5.85% 52.6% 242 10.33% 2.2
Pine Harbor Wealth Management
5900
Pine Harbor Wealth Management
Maryland
USD 159 M +USD 27.5 M +21% 8.32% – 101 8.91% 0.2