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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)
Hamilton Lane Advisors
7501
Hamilton Lane Advisors
Pennsylvania
USD 149 M +USD 8.64 M +6% 9.11% 167% 23 52.17% 1.7
Whipplewood Advisors
7502
Whipplewood Advisors
Colorado
USD 149 M -USD 44.1 M -23% 7.96% – 1,070 41.03% 0.7
swisspartners Advisors
7503
swisspartners Advisors
Switzerland
USD 148 M -USD 10.7 M -7% 1.2% 73.2% 24 4.17% 3.6
Northstar Financial Companies
7504
Northstar Financial Companies
Pennsylvania
USD 148 M +USD 22.7 M +18% 16.7% – 125 16.8% 1.1
Morgan Creek Capital Management
7505
Morgan Creek Capital Management
North Carolina
USD 148 M -USD 2.97 M -2% 8.35% – 16 50% 0.3
Tuttle Capital Management
7506
Tuttle Capital Management
Connecticut
USD 148 M +USD 87.6 M +144% 54.2% 115% 200 80% 0.4
Monetta Financial Services
7507
Monetta Financial Services
Illinois
USD 148 M +USD 19.4 M +15% 44.2% 275% 80 53.75% 2.1
IUC
7508
Ivory Union Consulting
USD 148 M +USD 20.8 M +16% 17.7% – 3 0% 0.5
PAYA
7509
Phil A. Younker & Associates
Alaska
USD 148 M -USD 1.57 M -1% 6.13% – 37 24.32% 1.2
Accordant Advisory Group
7510
Accordant Advisory Group
Maryland
USD 148 M -USD 13.1 M -8% 10.6% – 252 9.52% 1.1
Perissos Private Wealth Management
7511
Perissos Private Wealth Management
Oklahoma
USD 148 M +USD 33 M +29% 11.9% – 85 22.35% 1.5
Sacks & Associates
7512
Sacks & Associates
New Jersey
USD 148 M +USD 13.7 M +10% 15.5% – 84 11.9% 0.5
VIS
7513
Vertex Investment Solutions
USD 148 M +USD 61.7 M +71% 3.73% – 29 24.14% 0.4
Peapod Lane Capital
7514
Peapod Lane Capital
New York
USD 148 M +USD 26.3 M +22% 27.7% – 69 21.74% 1
NCM
7515
Nitor Capital Management
New Jersey
USD 148 M +USD 18.3 M +14% 3.7% – 26 15.38% 0.5
Piscataqua Savings Bank
7516
Piscataqua Savings Bank
New Hampshire
USD 148 M +USD 5.82 M +4% 16.4% 96.8% 431 7.89% 3.8
9823 Capital
7517
9823 Capital
Texas
USD 148 M +USD 15.6 M +12% 13.7% – 64 78.13% 0.2
Moon Capital Management
7518
Moon Capital Management
New York
USD 148 M -USD 17.6 M -11% 12.2% 76.3% 15 20% 3.4
Harbour Wealth Management Group
7519
Harbour Wealth Management Group
South Carolina
USD 148 M +USD 15.1 M +11% 16.3% – 91 4.4% 0.5
Partnership Wealth Management
7520
Partnership Wealth Management
Maryland
USD 148 M +USD 16.8 M +13% 15.6% 67.6% 68 4.41% 2.3
Ahara Advisors
7521
Ahara Advisors
New Jersey
USD 148 M +USD 28.3 M +24% 22.4% – 56 7.14% 0.4
Total Wealth Planning & Management
7522
Total Wealth Planning & Management
Florida
USD 148 M +USD 12.5 M +9% 20.5% – 238 25.21% 1
Navi International
7523
Navi International
Brazil
USD 148 M -USD 74.4 M -33% 7.42% – 18 55.56% 0.3
Blake Schutter Theil Wealth Advisors
7524
Blake Schutter Theil Wealth Advisors
Ohio
USD 148 M +USD 25.1 M +20% 10.1% – 116 9.48% 1.4
Alcosta Capital Management
7525
Alcosta Capital Management
California
USD 148 M +USD 16.6 M +13% 22.3% 175% 23 4.35% 2.7