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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)
Fidato Wealth
7051
Fidato Wealth
Ohio
USD 171 M +USD 17.1 M +11% 12.6% 61.1% 16 18.75% 2.6
CPC
7052
CFC Planning Company
Indiana
USD 171 M +USD 30.9 M +22% 24.5% – 88 37.5% 0.9
Guided Capital Wealth Management
7053
Guided Capital Wealth Management
Texas
USD 171 M +USD 19.4 M +13% 10.3% – 37 13.51% 1.1
Alexis Investment Partners
7054
Alexis Investment Partners
Texas
USD 171 M +USD 25.8 M +18% 13.8% – 42 26.19% 1.1
Longview Financial Advisors
7055
Longview Financial Advisors
Alabama
USD 171 M +USD 7.33 M +4% 5.15% 47.4% 162 73.46% 2.1
Ridgeline Wealth
7056
Ridgeline Wealth
Arizona
USD 171 M +USD 31.3 M +22% 13.7% – 61 16.39% 1.1
FIG Financial Advisory Services
7057
FIG Financial Advisory Services
Oklahoma
USD 171 M +USD 10.8 M +7% 7.66% – 107 72.9% 0.3
Strategic Value Partners
7058
Strategic Value Partners
Connecticut
USD 171 M +USD 37.9 M +28% 28.5% – 1 0% 0.5
Invariant Investment Management
7059
Invariant Investment Management
Pennsylvania
USD 171 M +USD 8.13 M +5% 6.08% – 72 8.33% 0.5
Cathy Pareto & Associates
7060
Cathy Pareto & Associates
Florida
USD 171 M +USD 21.6 M +14% 12% – 107 14.95% 1.2
Wilson & Boucher Capital Management
7061
Wilson & Boucher Capital Management
California
USD 170 M +USD 19.7 M +13% 17% 69.8% 122 8.2% 3.5
Banco de Sabadell
7062
Banco de Sabadell
Florida
USD 170 M +USD 19.6 M +13% 12.3% 75.1% 62 1.61% 5.6
Pfizer
7063
Pfizer
New York
USD 170 M -USD 68.4 M -29% 6.77% – 18 5.56% 1.4
NDWM LLC
7064
NDWM LLC
California
USD 170 M +USD 16 M +10% 9.88% – 42 16.67% 1.6
WPG Advisers
7065
WPG Advisers
Maryland
USD 170 M +USD 34.4 M +25% 19.8% – 1,588 9.51% 1.2
Evolution Wealth Management
7066
Evolution Wealth Management
Florida
USD 170 M +USD 33.3 M +24% 13.5% – 981 17.84% 0.7
Harbourvest Partners
7067
Harbourvest Partners
Massachusetts
USD 170 M +USD 69.1 M +69% 47.4% 8.96% 6 16.67% 1.9
Gordian Advisors
7068
Gordian Advisors
Arizona
USD 170 M +USD 19.9 M +13% 11.4% 55.4% 67 20.9% 1.4
OEP Capital Advisors
7069
OEP Capital Advisors
New York
USD 170 M -USD 24.1 M -12% 12.4% 23.2% 1 0% 5.5
Chatterton & Associates
7070
Chatterton & Associates
California
USD 170 M +USD 27.2 M +19% 13.2% – 110 20% 0.4
Aspetuck Financial Management
7071
Aspetuck Financial Management
Connecticut
USD 170 M +USD 23.9 M +16% 19.4% – 81 9.88% 1.3
Jackson Wealth Management
7072
Jackson Wealth Management
Florida
USD 170 M -USD 802 M -83% 12.3% 72.1% 152 46.05% 2.5
PCM
7073
Park Capital Management
Wisconsin
USD 170 M +USD 67.2 M +65% 56.2% – 175 65.14% 0.5
Providence Wealth Advisors
7074
Providence Wealth Advisors
Illinois
USD 170 M +USD 12.4 M +8% 15.4% 121% 88 13.64% 5.3
Nicholson Wealth Management Group
7075
Nicholson Wealth Management Group
South Carolina
USD 170 M -USD 2.1 M -1% 5.83% – 120 12.5% 1.4