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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)
Virtus Investment Advisers
6651
Virtus Investment Advisers
Connecticut
USD 127 M +USD 8.91 M +8% 15.1% 172% 384 27.08% 0.8
HFAS
6652
Hummer Financial Advisory Services
Illinois
USD 127 M +USD 11.4 M +10% 8.62% 71.8% 112 10.71% 3.4
Profit Investment Management
6653
Profit Investment Management
Maryland
USD 127 M -USD 32.7 M -20% 9.69% 101% 86 11.63% 6.2
Sage Private Wealth Group
6654
Sage Private Wealth Group
Illinois
USD 127 M +USD 8.18 M +7% 5.5% 72.3% 93 8.6% 1.7
SR
6655
Summer Road
Florida
USD 127 M +USD 23.6 M +23% 27% 130% 32 28.13% 0.5
SA
6656
Sage Advisors
Colorado
USD 127 M +USD 3.94 M +3% 3.61% – 27 14.81% 0.6
Merkkuri Wealth Advisors
6657
Merkkuri Wealth Advisors
New York
USD 127 M +USD 18 M +17% 5.05% – 83 4.82% 0.2
Lionsbridge Wealth Management
6658
Lionsbridge Wealth Management
Florida
USD 127 M +USD 1.73 M +1% 6.57% 65.5% 82 47.56% 1.2
Davis Capital Management
6659
Davis Capital Management
Florida
USD 126 M +USD 11.3 M +10% 8.26% – 348 12.64% 2.7
APS
6660
American Planning Services
Florida
USD 126 M -USD 15.7 M -11% 4.4% 23.8% 54 5.56% 1.3
IFS Advisors
6661
IFS Advisors
Kansas
USD 126 M +USD 7.71 M +6% 5.17% 54.2% 159 1.89% 2.2
Meadow Creek Wealth Advisors
6662
Meadow Creek Wealth Advisors
Georgia
USD 126 M +USD 20.4 M +19% 7.16% – 135 15.56% 2.5
Trademark Financial Management
6663
Trademark Financial Management
Minnesota
USD 126 M +USD 3.27 M +3% 5.31% 67.5% 102 24.51% 0.6
Mount Vernon Associates
6664
Mount Vernon Associates
Maryland
USD 126 M +USD 13.2 M +12% 6.17% 136% 56 10.71% 7.3
Grafton Street Partners
6665
Grafton Street Partners
Florida
USD 126 M +USD 6.68 M +6% 8.17% – 13 7.69% 0.7
SLFPAM
6666
St. Louis Financial Planners Asset Management
Missouri
USD 126 M +USD 9.6 M +8% 4.77% 139% 44 45.45% 0.7
Dougherty Wealth Advisers
6667
Dougherty Wealth Advisers
Minnesota
USD 126 M +USD 11.4 M +10% 7.33% 67.5% 113 6.19% 4.8
UHLMANN PRICE SECURITIES
6668
UHLMANN PRICE SECURITIES
Illinois
USD 126 M – – 6.19% – 180 – 0
MCM
6669
Magnolia Capital Management
New York
USD 126 M +USD 6.6 M +6% 5.73% 85.9% 71 2.82% 3.4
Northwest Financial Advisors
6670
Northwest Financial Advisors
Virginia
USD 126 M +USD 27.3 M +28% 6.18% 67% 570 84.21% 0.1
Accordant Advisory Group
6671
Accordant Advisory Group
Maryland
USD 126 M +USD 19.9 M +19% 8.15% – 167 28.14% 0.4
Laraway Financial Advisors
6672
Laraway Financial Advisors
Minnesota
USD 125 M +USD 8.34 M +7% 6.55% 92.3% 116 4.31% 2.4
Catalys Pacific
6673
Catalys Pacific
Japan
USD 125 M -USD 7.1 M -5% 14.9% 189% 3 0% 0.8
Ridgepath Capital Management
6674
Ridgepath Capital Management
Tennessee
USD 125 M +USD 23.5 M +23% 7.82% 73.5% 48 18.75% 0.6
Gordian Advisors
6675
Gordian Advisors
Arizona
USD 125 M +USD 21.6 M +21% 5.65% 55.4% 41 36.59% 0.4