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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)
Albert D. Mason Inc
6801
Albert D. Mason Inc
Massachusetts
USD 154 M +USD 15.4 M +11% 7% 83.4% 147 5.44% 6.1
Bay Capital Advisors
6802
Bay Capital Advisors
Virginia
USD 154 M +USD 22.4 M +17% 7.96% – 115 6.96% 0.7
Fingerlakes Wealth Management
6803
Fingerlakes Wealth Management
New York
USD 153 M +USD 19.3 M +14% 9.21% 80.2% 101 11.88% 2.8
Adams Street Partners
6804
Adams Street Partners
Illinois
USD 153 M +USD 11.2 M +8% 33% 399% 7 42.86% 3.7
Code Waechter
6805
Code Waechter
Florida
USD 153 M +USD 12.7 M +9% 6.74% – 119 12.61% 0.7
Cox Capital Management
6806
Cox Capital Management
Massachusetts
USD 153 M +USD 6.45 M +4% 11.1% 106% 67 16.42% 3.2
Vannoy Advisory Group
6807
Vannoy Advisory Group
Texas
USD 153 M +USD 8.37 M +6% 6% 52.5% 29 6.9% 1.6
U.S. Wealth Group
6808
U.S. Wealth Group
New York
USD 153 M +USD 24.8 M +19% 9.58% – 41 0% 0.7
Susquehanna Capital Management
6809
Susquehanna Capital Management
Pennsylvania
USD 153 M -USD 20.2 M -12% 11.7% 40.8% 1 0% 3.8
Waterfront Capital Partners
6810
Waterfront Capital Partners
New York
USD 153 M -USD 255 M -63% 7.25% 88.3% 38 63.16% 0.6
Rochester Wealth Strategies
6811
Rochester Wealth Strategies
Michigan
USD 153 M +USD 13.4 M +10% 6.13% – 23 4.35% 0.5
Bluegrass Capital Partners
6812
Bluegrass Capital Partners
Florida
USD 153 M +USD 8.53 M +6% 1.7% 60.1% 11 9.09% 3
VFS
6813
Valpey Financial Services
New Hampshire
USD 153 M +USD 8.18 M +6% 5.13% – 72 6.94% 0.2
Mittelman Wealth Management
6814
Mittelman Wealth Management
Massachusetts
USD 153 M +USD 34.3 M +29% 6.64% – 42 11.9% 1
AIFAIM
6815
American Institute for Advanced Investment Management
Arizona
USD 153 M +USD 11.3 M +8% 8.21% 72.8% 151 5.96% 3.3
Fairtree Asset Management
6816
Fairtree Asset Management
South Africa
USD 153 M +USD 20 M +15% 8.18% – 100 13% 0.6
JCP Investment Management
6817
JCP Investment Management
Texas
USD 153 M -USD 20.7 M -12% 14.9% 94.7% 28 64.29% 0.9
DIS
6818
Diversified Investment Strategies
Louisiana
USD 153 M +USD 4.68 M +3% 5.07% 93.8% 52 5.77% 5.2
Cedar Point Capital Partners
6819
Cedar Point Capital Partners
Iowa
USD 153 M +USD 10.7 M +8% 6.6% 55.4% 69 8.7% 1.4
Caldwell Investment Management
6820
Caldwell Investment Management
Ontario, Canada
USD 152 M +USD 36.9 M +32% 13.4% 162% 32 56.25% 1.2
Lummis Asset Management
6821
Lummis Asset Management
Texas
USD 152 M -USD 596 k -0.4% 9.64% – 166 9.64% 1.5
Financially Speaking
6822
Financially Speaking
Colorado
USD 152 M +USD 265 k +0.2% 13% – 183 18.58% 0.4
EQ Wealth Advisors
6823
EQ Wealth Advisors
Texas
USD 152 M +USD 5.46 M +4% 4.59% – 251 80.48% 0.7
Retirement Wealth Solutions
6824
Retirement Wealth Solutions
Wisconsin
USD 152 M +USD 15.2 M +11% 6.41% – 865 53.99% 0.4
Fidato Wealth
6825
Fidato Wealth
Ohio
USD 152 M +USD 12.2 M +9% 5.92% 61.1% 15 26.67% 1.9