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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)
Basepoint Wealth
6351
Basepoint Wealth
Iowa
USD 124 M +USD 1.89 M +2% 9.43% 113% 103 3.88% 1.6
26North Partners
6352
26North Partners
New York
USD 124 M +USD 5 M +4% 12.1% 77.8% 3 0% 1
Imprint Wealth
6353
Imprint Wealth
South Carolina
USD 124 M +USD 6.19 M +5% 8.66% – 166 15.06% 0.6
True Vision MN
6354
True Vision MN
Minnesota
USD 124 M – – 9.81% – 86 – 0
CM
6355
CM Management
Florida
USD 124 M +USD 30.2 M +32% 25.6% 110% 77 22.08% 1.7
Longview Financial Advisors
6356
Longview Financial Advisors
Alabama
USD 124 M – – 5.82% 47.4% 39 – 0
Legend Financial Advisors
6357
Legend Financial Advisors
Pennsylvania
USD 124 M +USD 7.22 M +6% 11.3% 117% 207 15.94% 1.2
Oxbow Capital Management (HK)
6358
Oxbow Capital Management (HK)
Hong Kong
USD 124 M -USD 16.4 M -12% 12.4% 2,244% 3 0% 0.5
David J. Yvars Group
6359
David J. Yvars Group
Florida
USD 124 M +USD 4.47 M +4% 14.3% 143% 86 23.26% 1.9
Axiom Advisory
6360
Axiom Advisory
California
USD 124 M +USD 13.2 M +12% 10.3% 16.4% 39 17.95% 1.4
Higgins & Schmidt Wealth Strategies
6361
Higgins & Schmidt Wealth Strategies
Colorado
USD 124 M – – 9.89% 65.6% 43 – 0
New Leaf Venture Partners
6362
New Leaf Venture Partners
New York
USD 124 M +USD 46.3 M +59% 93.9% 3.91% 12 0% 4.3
Avondale Wealth Management
6363
Avondale Wealth Management
Texas
USD 124 M +USD 10.2 M +9% 11.5% 83.8% 134 13.43% 2.9
CIG
6364
Cascade Investment Group
Colorado
USD 124 M +USD 17.9 M +17% 12% 93.2% 137 12.41% 0.8
Morling Financial Advisors
6365
Morling Financial Advisors
California
USD 124 M +USD 23 M +23% 24.7% 97.6% 82 12.2% 1.5
Sheridan Capital Management
6366
Sheridan Capital Management
California
USD 124 M – – 9.55% – 24 – 0
Yarger Wealth Strategies
6367
Yarger Wealth Strategies
Ohio
USD 124 M +USD 6.39 M +5% 6.51% 55.1% 66 12.12% 1.3
Massachusetts Wealth Management
6368
Massachusetts Wealth Management
Massachusetts
USD 124 M +USD 15 M +14% 8.52% 110% 88 3.41% 0.9
Brooktree Capital Management
6369
Brooktree Capital Management
Michigan
USD 124 M +USD 4.01 M +3% 10.5% 82.9% 29 3.45% 3.1
Greenhouse Wealth Management
6370
Greenhouse Wealth Management
Connecticut
USD 124 M +USD 12.3 M +11% 11.1% 87.2% 56 7.14% 2.5
Vanguard Capital Wealth Advisors
6371
Vanguard Capital Wealth Advisors
Colorado
USD 124 M +USD 15.7 M +15% 13% 234% 161 20.5% 2.5
Clayton Partners
6372
Clayton Partners
California
USD 124 M +USD 5.84 M +5% 5.55% 109% 39 15.38% 1.7
RiverGlades Family Offices
6373
RiverGlades Family Offices
Florida
USD 123 M +USD 9.7 M +9% 9.12% – 81 12.35% 3.5
Kabouter Management
6374
Kabouter Management
Illinois
USD 123 M -USD 28.9 M -19% 9.86% 12.9% 15 6.67% 1.3
Omega Fund Management
6375
Omega Fund Management
Massachusetts
USD 123 M +USD 14.6 M +13% 0.51% 106% 15 26.67% 2.5