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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)
LA
5901
Lane & Associates
New Jersey
USD 159 M +USD 21.4 M +16% 7.78% – 115 13.04% 1
Luminvest Wealth Management
5902
Luminvest Wealth Management
Arizona
USD 159 M +USD 6.33 M +4% 4.95% 47.7% 23 8.7% 0.2
Squire Investment Management Company
5903
Squire Investment Management Company
Utah
USD 159 M +USD 35.9 M +29% 6.05% 62.4% 54 9.26% 0.2
Alliance Wealth Advisors (Pennsylvania)
5904
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
USD 159 M +USD 7.32 M +5% 7.15% 74.4% 140 12.86% 2.2
Eagle Bay Advisors
5905
Eagle Bay Advisors
New York
USD 159 M +USD 424 k +0.3% 6.31% 85% 1,038 25.14% 1.5
Aviso Wealth Management
5906
Aviso Wealth Management
Washington
USD 159 M +USD 20.6 M +15% 14.1% 153% 161 16.77% 0.2
Acorn Creek Capital
5907
Acorn Creek Capital
Colorado
USD 159 M -USD 65.6 M -29% 7.72% 66.6% 83 20.48% 0.2
Penobscot Wealth Management
5908
Penobscot Wealth Management
Maine
USD 158 M +USD 10.1 M +7% 6.54% 56.7% 83 24.1% 1.6
Roubaix Capital
5909
Roubaix Capital
Colorado
USD 158 M +USD 15.4 M +11% 12% 174% 63 55.56% 0.6
SeaTown Holdings
5910
SeaTown Holdings
Singapore
USD 158 M -USD 978 M -86% 13.3% 220% 46 69.57% 2.1
Fortune Financial Advisors
5911
Fortune Financial Advisors
Kansas
USD 158 M +USD 14.7 M +10% 8.33% 76.8% 140 16.43% 0.6
Yorktown Energy Partners XI
5912
Yorktown Energy Partners XI
New York
USD 158 M +USD 9.7 M +7% 6.5% 105% 4 0% 3
Hassell Wealth Management
5913
Hassell Wealth Management
Louisiana
USD 158 M +USD 8.74 M +6% 6.32% 49.7% 24 25% 0.9
Cresta Advisors
5914
Cresta Advisors
Texas
USD 158 M +USD 7.7 M +5% 7.86% 66.8% 53 20.75% 1.1
New Republic Capital
5915
New Republic Capital
North Carolina
USD 158 M +USD 17 M +12% 9.44% 91.4% 242 15.7% 1
Teca Partners
5916
Teca Partners
Texas
USD 157 M +USD 16.8 M +12% 18.5% 66% 17 29.41% 1.3
Covestor
5917
Covestor
United Kingdom
USD 157 M +USD 11.2 M +8% 9.17% 134% 2,927 7.96% 1.8
RMSCM
5918
R.M. Sincerbeaux Capital Management
New York
USD 157 M +USD 16.1 M +11% 9.74% 76.4% 41 2.44% 8.5
LFWA
5919
LBJ Family Wealth Advisors
Texas
USD 157 M +USD 12.8 M +9% 7.02% 64.9% 23 0% 7.2
VCM
5920
Viewpoint Capital Management
Washington
USD 157 M +USD 14.3 M +10% 13.5% 127% 134 2.24% 1.9
Vantage Consulting Group
5921
Vantage Consulting Group
Virginia
USD 157 M +USD 8.45 M +6% 12.7% 261% 225 13.33% 2.3
Standard General
5922
Standard General
New York
USD 157 M +USD 682 k +0.4% 1.35% 259% 3 0% 5.6
Independent Order of Foresters
5923
Independent Order of Foresters
Ontario, Canada
USD 157 M +USD 1.03 M +0.7% 8.76% 75.1% 18 16.67% 2.9
WPEP
5924
Walnut Private Equity Partners
Nebraska
USD 157 M +USD 12.3 M +9% 7.68% 48% 16 0% 6.5
Summerhill Capital Management
5925
Summerhill Capital Management
Ontario, Canada
USD 157 M – – 11.5% – 23 – 0