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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)
Highland Investment Advisors
6126
Highland Investment Advisors
Florida
USD 229 M – – 9.85% – 734 – 0
Alhambra Investment Management
6127
Alhambra Investment Management
Florida
USD 229 M +USD 12.6 M +6% 9.94% 67.7% 189 10.58% 3.8
Catherine Avery Investment Management
6128
Catherine Avery Investment Management
Florida
USD 229 M +USD 5.55 M +2% 15% – 173 41.04% 0.9
Paul R. Ried Financial Group
6129
Paul R. Ried Financial Group
Washington
USD 229 M +USD 13.8 M +6% 6.75% – 47 12.77% 1.1
Smallwood Wealth Investment Management
6130
Smallwood Wealth Investment Management
New Jersey
USD 229 M +USD 39.1 M +21% 12.7% 78% 551 9.07% 1.4
Painted Porch Advisors
6131
Painted Porch Advisors
California
USD 229 M +USD 19.3 M +9% 9.76% – 81 24.69% 1.7
Asset Advisory Group
6132
Asset Advisory Group
New Jersey
USD 229 M +USD 29.5 M +15% 13.2% – 126 8.73% 0.5
tru Independence
6133
tru Independence
Oregon
USD 229 M +USD 26.5 M +13% 11.3% 67.4% 110 9.09% 2.9
Innovative Asset Advisors Group
6134
Innovative Asset Advisors Group
Connecticut
USD 229 M +USD 55.4 M +32% 29.4% – 1,099 79.34% 0.2
Wildcat Capital Management
6135
Wildcat Capital Management
New York
USD 229 M +USD 122 M +115% 120% 77.7% 3 33.33% 3
Dow Chemical Company
6136
Dow Chemical Company
Michigan
USD 228 M -USD 10.3 M -4% 2.29% 29.4% 6 50% 2.6
Summit Place Financial Advisors
6137
Summit Place Financial Advisors
New Jersey
USD 228 M +USD 20.1 M +10% 11% 111% 116 13.79% 3.2
Benchmark Investment Advisors
6138
Benchmark Investment Advisors
Illinois
USD 228 M +USD 56 M +33% 56.3% – 79 15.19% 2.9
MA
6139
Menlo Advisors
California
USD 228 M +USD 5.34 M +2% 8.2% 108% 33 18.18% 6.2
Adalta Capital Management
6140
Adalta Capital Management
New York
USD 228 M +USD 18.7 M +9% 16% 80.4% 108 14.81% 4.2
Mission Hills Financial Advisory
6141
Mission Hills Financial Advisory
California
USD 228 M +USD 32.3 M +17% 7.52% – 89 39.33% 0.7
Capital Square
6142
Capital Square
Tennessee
USD 228 M +USD 10.6 M +5% 10.5% 62.5% 252 14.68% 2.3
Castleview Partners
6143
Castleview Partners
Texas
USD 228 M +USD 32.4 M +17% 8.05% 61.3% 251 31.47% 2.4
BCM
6144
Beartown Capital Management
Michigan
USD 227 M +USD 18.8 M +9% 63.1% – 56 51.79% 0.3
Tower View Wealth Management
6145
Tower View Wealth Management
Wisconsin
USD 227 M +USD 32.6 M +17% 26% 135% 220 14.09% 3.6
Signet Investment Advisory Group
6146
Signet Investment Advisory Group
Rhode Island
USD 227 M +USD 9.06 M +4% 6.12% 68.2% 73 5.48% 5.4
KWM
6147
KRM Wealth Management
Nevada
USD 227 M +USD 35.3 M +18% 9.98% – 47 10.64% 0.4
Next Level Wealth Planning
6148
Next Level Wealth Planning
Idaho
USD 227 M +USD 32.5 M +17% 17.2% – 76 6.58% 1.1
Flower City Capital
6149
Flower City Capital
New York
USD 227 M +USD 27.8 M +14% 13.4% 69.5% 49 6.12% 2.5
Wingate Wealth Advisors
6150
Wingate Wealth Advisors
Massachusetts
USD 227 M +USD 39.9 M +21% 9.86% – 132 12.12% 1.1