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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)
Technology Crossover Management VII
6076
Technology Crossover Management VII
California
USD 107 M +USD 21.6 M +25% 25.3% 35.2% 1 0% 8.3
Greenstone Partners & Co
6077
Greenstone Partners & Co
California
USD 107 M +USD 7.42 M +7% 3.68% 527% 10 0% 1.5
EC
6078
Euclidean Capital
New York
USD 107 M -USD 833 k -0.8% 12.2% 79.7% 11 9.09% 1.6
Finer Wealth Management
6079
Finer Wealth Management
Massachusetts
USD 107 M +USD 5.25 M +5% 10.1% 175% 80 7.5% 0.9
AIP
6080
Alapocas Investment Partners
Massachusetts
USD 106 M +USD 6.83 M +7% 6.03% 50% 18 0% 1
Bank of Marin
6081
Bank of Marin
California
USD 106 M +USD 4.85 M +5% 7.41% 80.3% 119 6.72% 2.4
MAS Advisors
6082
MAS Advisors
Florida
USD 106 M -USD 42.7 M -29% 5.92% 47.9% 108 23.15% 0.7
HIA
6083
Harvest Investment Advisors
Florida
USD 106 M – – 9.95% 78.3% 52 – 0
PCC
6084
Park Circle Company
Maryland
USD 106 M +USD 9.26 M +10% 15.6% 70.5% 135 22.96% 2.9
Defined Wealth Management
6085
Defined Wealth Management
Oregon
USD 106 M +USD 14.6 M +16% 9.86% 78.1% 106 16.98% 1.6
Crown Wealth Group
6086
Crown Wealth Group
North Carolina
USD 106 M +USD 8.9 M +9% 6.47% 98.2% 76 36.84% 0.5
GL
6087
GHE LLC
Tennessee
USD 106 M +USD 12.2 M +13% 12.5% 188% 55 1.82% 0.8
AFG Fiduciary Services
6088
AFG Fiduciary Services
Massachusetts
USD 106 M +USD 95.6 k +0.1% 5.71% 72.4% 93 27.96% 0.7
Gouws Capital LLC
6089
Gouws Capital LLC
North Carolina
USD 106 M +USD 5.87 M +6% 8.5% 114% 49 8.16% 0.9
Pioneer Wealth Management Group
6090
Pioneer Wealth Management Group
Texas
USD 106 M – – 6.31% – 33 – 0
PWM
6091
Prosperity Wealth Management
California
USD 106 M – – 6.58% 175% 136 – 0
Taylor & Morgan Wealth Management
6092
Taylor & Morgan Wealth Management
Michigan
USD 106 M +USD 5.64 M +6% 6.85% 85.9% 66 3.03% 0.9
Pavadi Capital
6093
Pavadi Capital
New York
USD 106 M +USD 1.66 M +2% 10.1% – 28 53.57% 0.7
GeoSphere Capital Management
6094
GeoSphere Capital Management
Florida
USD 106 M – – 27.6% 446% 31 – 0.6
Pinion Investment Advisors
6095
Pinion Investment Advisors
Kansas
USD 106 M -USD 8.38 M -7% 8.71% 75.4% 162 30.25% 2.7
Trust Investment Advisors
6096
Trust Investment Advisors
Indiana
USD 106 M +USD 10.2 M +11% 12.7% 178% 106 23.58% 3.3
Catalyst Wealth Management
6097
Catalyst Wealth Management
Georgia
USD 106 M – – 10.7% – 126 – 0
High Ground Investment Management
6098
High Ground Investment Management
United Kingdom
USD 106 M – – 8.12% 25.9% 5 – 0
Geneva Partners
6099
Geneva Partners
Wisconsin
USD 106 M +USD 18.4 M +21% 13.2% 417% 62 24.19% 2.4
Guardian Investment Management
6100
Guardian Investment Management
California
USD 106 M +USD 7.18 M +7% 12.4% 103% 55 3.64% 5.4