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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)
Oceanside Advisors
6676
Oceanside Advisors
South Carolina
USD 160 M +USD 10.5 M +7% 5.77% 52.4% 48 4.17% 1.6
DIG
6677
Dauntless Investment Group
New Hampshire
USD 160 M +USD 102 M +178% 21.8% – 106 73.58% 0.2
Privium Fund Management (UK)
6678
Privium Fund Management (UK)
United Kingdom
USD 160 M +USD 3.85 M +2% 6.03% 34.4% 13 53.85% 0.6
Madrid Financial Services
6679
Madrid Financial Services
California
USD 160 M +USD 12.3 M +8% 8.34% – 27 22.22% 0.5
Tiptree Advisors
6680
Tiptree Advisors
New York
USD 160 M +USD 32.2 M +25% 40.9% – 25 28% 0.5
Atala Financial
6681
Atala Financial
California
USD 160 M +USD 14.8 M +10% 8.68% – 139 15.83% 0.7
AC
6682
Athos Capital
Hong Kong
USD 160 M +USD 92.8 M +139% 0.22% 110% 48 56.25% 0.8
FIG Financial Advisory Services
6683
FIG Financial Advisory Services
Oklahoma
USD 160 M +USD 9.9 M +7% 7.81% – 85 58.82% 0.3
Farrell Financial
6684
Farrell Financial
New York
USD 160 M +USD 10.5 M +7% 6.28% 57.8% 71 9.86% 1.5
Rainwater Charitable Foundation
6685
Rainwater Charitable Foundation
Texas
USD 159 M -USD 9.8 M -6% 5.71% 44% 4 0% 3.6
Upper Left Wealth Management
6686
Upper Left Wealth Management
Florida
USD 159 M +USD 9.42 M +6% 7% 52.7% 65 0% 2.7
Erickson Financial Group
6687
Erickson Financial Group
Pennsylvania
USD 159 M +USD 11.2 M +8% 7.43% 69.3% 26 0% 3.1
RPD Fund Management
6688
RPD Fund Management
New York
USD 159 M -USD 67.3 M -30% 11.9% – 8 50% 0.6
Pillar Financial Advisors
6689
Pillar Financial Advisors
Kentucky
USD 159 M +USD 14.4 M +10% 5.67% – 119 10.08% 0.7
AWM
6690
Aberdeen Wealth Management
Illinois
USD 159 M +USD 8.78 M +6% 6.97% 73.1% 170 5.88% 4.2
Gerber LLC
6691
Gerber LLC
Ohio
USD 159 M +USD 16.9 M +12% 9.51% 137% 99 23.23% 1.4
Newport Capital Group
6692
Newport Capital Group
New Jersey
USD 159 M +USD 11.5 M +8% 4.98% – 70 10% 1.5
Widmann Financial Services
6693
Widmann Financial Services
Maryland
USD 159 M +USD 15.6 M +11% 8.22% 75.2% 115 7.83% 2.7
Brewster Financial Planning
6694
Brewster Financial Planning
New York
USD 159 M +USD 10.8 M +7% 5.15% 44.3% 27 3.7% 2.2
PS
6695
Pennant Select
New Jersey
USD 159 M +USD 28.6 M +22% 69.3% – 12 0% 1.4
International Private Wealth Advisors
6696
International Private Wealth Advisors
California
USD 159 M +USD 42.4 M +36% 8.2% 63.4% 184 20.11% 1
Milestone Asset Management Group
6697
Milestone Asset Management Group
Connecticut
USD 159 M +USD 23.9 M +18% 11.2% – 114 10.53% 0.6
Vision One Management Partners
6698
Vision One Management Partners
Florida
USD 159 M -USD 7.75 M -5% 16.1% – 13 46.15% 0.7
TI-Trust
6699
TI-Trust
Illinois
USD 159 M +USD 9.7 M +7% 6.86% 88.8% 132 4.55% 4.2
Future Financial Wealth Management
6700
Future Financial Wealth Management
Ohio
USD 159 M +USD 12.1 M +8% 6.41% 65.2% 473 7.4% 1.5