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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)
Partnership Wealth Management
7526
Partnership Wealth Management
Maryland
USD 148 M +USD 16.8 M +13% 15.6% 67.6% 68 4.41% 2.3
Ahara Advisors
7527
Ahara Advisors
New Jersey
USD 148 M +USD 28.3 M +24% 22.4% – 56 7.14% 0.4
Total Wealth Planning & Management
7528
Total Wealth Planning & Management
Florida
USD 148 M +USD 12.5 M +9% 20.5% – 238 25.21% 1
Navi International
7529
Navi International
Brazil
USD 148 M -USD 74.4 M -33% 7.42% – 18 55.56% 0.3
Blake Schutter Theil Wealth Advisors
7530
Blake Schutter Theil Wealth Advisors
Ohio
USD 148 M +USD 25.1 M +20% 10.1% – 116 9.48% 1.4
Alcosta Capital Management
7531
Alcosta Capital Management
California
USD 148 M +USD 16.6 M +13% 22.3% 175% 23 4.35% 2.7
RF&L Wealth Management
7532
RF&L Wealth Management
Massachusetts
USD 148 M +USD 14.2 M +11% 12% 73.8% 54 11.11% 3.1
LC
7533
Lawood & Co
Pennsylvania
USD 148 M +USD 39.9 M +37% 19% – 99 13.13% 0.5
BM
7534
Bislett Management
California
USD 148 M +USD 18 M +14% 18.6% 19.8% 18 0% 6.2
Vanguard Capital Wealth Advisors
7535
Vanguard Capital Wealth Advisors
Colorado
USD 148 M +USD 39.5 M +37% 48.7% 234% 152 34.21% 3.2
LiftPoint Family Wealth Advisors
7536
LiftPoint Family Wealth Advisors
New Jersey
USD 148 M +USD 26.8 M +22% 15.6% – 71 23.94% 0.4
Tepp RIA
7537
Tepp RIA
New Jersey
USD 147 M +USD 19.8 M +16% 14.9% – 54 33.33% 0.7
Dorato Capital Management
7538
Dorato Capital Management
Colorado
USD 147 M +USD 12 M +9% 16.1% – 259 3.86% 0.5
Summit Financial Consulting
7539
Summit Financial Consulting
Michigan
USD 147 M +USD 7.71 M +6% 10.7% – 51 23.53% 0.8
Red Tree Management
7540
Red Tree Management
California
USD 147 M +USD 35.5 M +32% 35% – 3 0% 1.5
IDG China Venture Capital Fund IV Associates
7541
IDG China Venture Capital Fund IV Associates
Hong Kong
USD 147 M -USD 72 M -33% 23.5% 59.2% 4 0% 4.3
Coquina Private Wealth LLC
7542
Coquina Private Wealth LLC
Florida
USD 147 M +USD 22.9 M +18% 19.4% – 104 10.58% 0.4
Castlefield Investment Partners
7543
Castlefield Investment Partners
USD 147 M +USD 16.5 M +13% 22.7% – 36 5.56% 0.5
Sincerus Advisory
7544
Sincerus Advisory
New York
USD 147 M +USD 15.3 M +12% 12% – 82 8.54% 1.2
Cygnus Capital Advisors
7545
Cygnus Capital Advisors
Georgia
USD 147 M +USD 915 k +0.6% 14.2% – 126 53.17% 0.3
Madson Wealth Advisors
7546
Madson Wealth Advisors
California
USD 147 M +USD 26.9 M +22% 15.6% – 100 19% 0.2
Diamant Asset Management
7547
Diamant Asset Management
Connecticut
USD 147 M +USD 9.9 M +7% 10% 66.9% 85 15.29% 5.4
Winnow Wealth
7548
Winnow Wealth
Texas
USD 147 M +USD 17.4 M +13% 14.8% – 138 11.59% 0.7
Koa Wealth Management
7549
Koa Wealth Management
California
USD 147 M +USD 8.74 M +6% 6.82% 74.8% 60 16.67% 1.8
Saber Capital Management
7550
Saber Capital Management
North Carolina
USD 147 M +USD 12.4 M +9% 17% – 40 20% 1.1