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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)
University of Chicago
6476
University of Chicago
Illinois
USD 130 M +USD 60.4 M +87% 1.01% 62.3% 8 25% 1.7
Broadwater Capital
6477
Broadwater Capital
Massachusetts
USD 130 M -USD 597 k -0.5% 3.13% – 239 2.09% 0.5
Refined Wealth Management
6478
Refined Wealth Management
Utah
USD 130 M -USD 12.3 M -9% 2.99% 99.4% 30 10% 2.1
CastleKeep Investment Advisors
6479
CastleKeep Investment Advisors
Connecticut
USD 130 M -USD 9.15 M -7% 1.86% – 115 33.04% 0.4
XXEC Inc
6480
XXEC Inc
Oklahoma
USD 130 M -USD 3.31 M -2% 2.61% 19.3% 25 16% 2.3
SWP
6481
Semus Wealth Partners
Florida
USD 130 M +USD 10.8 M +9% 10.2% 107% 134 19.4% 1.2
Smallwood Wealth Investment Management
6482
Smallwood Wealth Investment Management
New Jersey
USD 129 M +USD 475 k +0.4% 3.56% 67.4% 72 13.89% 1.9
Brightwater Advisory
6483
Brightwater Advisory
Florida
USD 129 M +USD 4.95 M +4% 0.44% – 63 12.7% 0.4
Clarity Capital Advisors
6484
Clarity Capital Advisors
Florida
USD 129 M +USD 4.09 M +3% 1.25% – 78 0% 0.5
Ariadne Wealth Management
6485
Ariadne Wealth Management
California
USD 129 M – – 0.76% – 159 – 0
Chicago Capital Management
6486
Chicago Capital Management
Illinois
USD 129 M +USD 34.3 M +36% 4.48% 270% 51 33.33% 0.3
GSC
6487
Ground Swell Capital
South Carolina
USD 129 M +USD 19 M +17% 1.3% 71.1% 232 93.53% 0.1
EdgeRock Capital
6488
EdgeRock Capital
Colorado
USD 129 M +USD 3.56 M +3% 4.17% 71.3% 295 84.07% 0.2
Vannoy Advisory Group
6489
Vannoy Advisory Group
Texas
USD 129 M +USD 786 k +0.6% 0.12% 52.5% 27 0% 0.5
Hidden Lake Asset Management
6490
Hidden Lake Asset Management
New York
USD 129 M -USD 36 M -22% 7.38% 849% 40 72.5% 0.2
MB Generational Wealth
6491
MB Generational Wealth
Washington
USD 129 M +USD 1.6 M +1% 0.3% – 68 30.88% 0.4
NRI Wealth Management
6492
NRI Wealth Management
California
USD 129 M +USD 10.7 M +9% 9.64% – 29 10.34% 0.5
Hofer & Associates
6493
Hofer & Associates
California
USD 129 M +USD 10.2 M +9% 3.67% 61.7% 57 5.26% 1.9
MKW
6494
Mullaney, Keating & Wright
Connecticut
USD 129 M – – 7.43% – 53 – 0
Community Bank of Raymore
6495
Community Bank of Raymore
Missouri
USD 129 M -USD 84.2 M -40% 0.2% 91.9% 90 17.78% 4.6
Client First Investment Management
6496
Client First Investment Management
Wisconsin
USD 129 M +USD 2.81 M +2% 5.18% 243% 32 53.13% 0.3
Avid Wealth Partners
6497
Avid Wealth Partners
Texas
USD 129 M +USD 4.23 M +3% 3.66% – 45 28.89% 0.4
PWAM
6498
Pinnacle West Asset Management
Wyoming
USD 129 M +USD 2.65 M +2% 3.79% 100% 107 3.74% 1.2
RiverGlades Family Offices
6499
RiverGlades Family Offices
Florida
USD 129 M +USD 3.1 M +2% 1.33% – 82 7.32% 3.7
SM
6500
Salzhauer Michael
USD 129 M -USD 2.32 M -2% 0.67% 107% 97 13.4% 3.8