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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)
Tide Cove Capital Partners
7301
Tide Cove Capital Partners
California
USD 145 M +USD 14.9 M +11% 0.96% – 13 23.08% 0.8
Bank of Marin
7302
Bank of Marin
California
USD 145 M +USD 3.05 M +2% 3.35% 80.3% 135 7.41% 2.7
Exchange Bank
7303
Exchange Bank
California
USD 145 M +USD 499 k +0.3% 3.47% 75.2% 126 5.56% 2.1
HC Advisors
7304
HC Advisors
Georgia
USD 145 M +USD 2.21 M +2% 2.66% 63.5% 62 4.84% 3.4
Amara Financial
7305
Amara Financial
California
USD 144 M +USD 8.62 M +6% 2.66% – 48 6.25% 1.1
Compass Planning Associates
7306
Compass Planning Associates
Massachusetts
USD 144 M +USD 35.3 M +32% 1.25% – 31 9.68% 0.9
BAWM
7307
Bennett Associates Wealth Management
Pennsylvania
USD 144 M +USD 6.52 M +5% 1.4% 51% 62 32.26% 1
Ridgeline Wealth
7308
Ridgeline Wealth
Arizona
USD 144 M +USD 8.72 M +6% 2.96% – 54 9.26% 0.8
Impact Investors
7309
Impact Investors
California
USD 144 M -USD 7.68 M -5% 1.06% – 103 9.71% 0.9
Cornerstone Select Advisors
7310
Cornerstone Select Advisors
Missouri
USD 144 M +USD 8.12 M +6% 5.56% – 124 16.94% 0.8
Teton Advisors
7311
Teton Advisors
New York
USD 144 M -USD 18 M -11% 2.2% 139% 164 8.54% 9.3
Cornerstone Wealth Partners
7312
Cornerstone Wealth Partners
Michigan
USD 144 M – – 2.38% – 17 – 0
Cathy Pareto & Associates
7313
Cathy Pareto & Associates
Florida
USD 144 M +USD 11.5 M +9% 3.22% – 94 6.38% 0.9
Campion Asset Management
7314
Campion Asset Management
Virginia
USD 144 M +USD 3.18 M +2% 2.37% 70.2% 83 3.61% 4.1
Occam Crest Management
7315
Occam Crest Management
Connecticut
USD 144 M -USD 20.4 M -12% 11.4% – 34 26.47% 0.2
FSA Advisors
7316
FSA Advisors
Michigan
USD 144 M +USD 17.6 M +14% 1.31% – 245 55.51% 0.7
Shepherd Wealth Management
7317
Shepherd Wealth Management
Ohio
USD 144 M -USD 6.64 M -4% 0.82% – 49 24.49% 0.6
Dahring Cusmano
7318
Dahring Cusmano
Michigan
USD 144 M +USD 5.36 M +4% 1.59% – 53 7.55% 0.9
Brickwood Asset Management
7319
Brickwood Asset Management
United Kingdom
USD 144 M +USD 940 k +0.7% 5.37% – 11 45.45% 0.4
Stoneridge Investment Partners
7320
Stoneridge Investment Partners
Pennsylvania
USD 144 M -USD 2.12 M -1% 0.06% 44.2% 167 51.5% 1.4
Aspire Growth Partners
7321
Aspire Growth Partners
Florida
USD 144 M +USD 6.79 M +5% 3.68% – 126 8.73% 0.9
SWM
7322
SpringVest Wealth Management
Texas
USD 144 M +USD 7.51 M +6% 1.23% – 73 10.96% 0.8
Masterton Capital Management
7323
Masterton Capital Management
New York
USD 143 M -USD 39 M -21% 2.88% 1.94% 25 28% 1
Opinicus Capital
7324
Opinicus Capital
Florida
USD 143 M -USD 931 k -0.6% 3.94% 129% 115 16.52% 1.5
PAYA
7325
Phil A. Younker & Associates
Alaska
USD 143 M +USD 12.9 M +10% 0.87% – 38 18.42% 0.7