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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)
HBE Wealth Management
7701
HBE Wealth Management
Nebraska
USD 139 M +USD 24.5 M +21% 10.6% – 61 16.39% 0.4
Brickwood Asset Management
7702
Brickwood Asset Management
United Kingdom
USD 139 M +USD 5.93 M +4% 9.37% – 12 33.33% 0.6
Petiole USA
7703
Petiole USA
New York
USD 139 M -USD 3.86 M -3% 16.8% 105% 32 3.13% 3.4
Synergy Financial Group
7704
Synergy Financial Group
California
USD 139 M +USD 5.88 M +4% 21.4% 133% 133 18.05% 2.5
Liberty Atlantic Advisors
7705
Liberty Atlantic Advisors
Texas
USD 139 M +USD 22 M +19% 7.01% – 86 15.12% 0.4
SeedSafe Financial
7706
SeedSafe Financial
Texas
USD 139 M +USD 17.4 M +14% 8.98% – 40 17.5% 0.4
BG Investment Services
7707
BG Investment Services
Guam
USD 139 M +USD 18.4 M +15% 12.2% – 53 11.32% 1.7
Karani Asset Management
7708
Karani Asset Management
New York
USD 139 M +USD 16.6 M +14% 29.6% – 63 23.81% 1.7
New Mountain Capital
7709
New Mountain Capital
New York
USD 139 M +USD 28.8 M +26% 26.3% 64.8% 1 0% 3.8
Purewater Capital
7710
Purewater Capital
Texas
USD 139 M +USD 34.1 M +33% 31.7% – 75 34.67% 0.2
GS Investments
7711
GS Investments
Minnesota
USD 138 M -USD 36.2 M -21% 19.2% 94.1% 139 7.91% 4.3
Sandro Wealth Management
7712
Sandro Wealth Management
New Jersey
USD 138 M +USD 13.5 M +11% 17.4% – 108 12.96% 0.4
First Financial Group
7713
First Financial Group
North Carolina
USD 138 M +USD 15.9 M +13% 9.48% – 85 10.59% 1.2
E-Wealth Partners
7714
E-Wealth Partners
Minnesota
USD 138 M +USD 14.5 M +12% 13.8% – 62 14.52% 0.4
Hillman Capital Management
7715
Hillman Capital Management
Maryland
USD 138 M -USD 5.85 M -4% 4.93% 20.2% 58 10.34% 3.4
Prosperity Advisers
7716
Prosperity Advisers
Pennsylvania
USD 138 M +USD 17.8 M +15% 13.5% – 45 15.56% 0.4
WA
7717
Wilmar Advisors
Florida
USD 138 M +USD 22.4 M +19% 29.9% – 28 21.43% 1.2
ArborFi Advisors
7718
ArborFi Advisors
Michigan
USD 138 M +USD 15.4 M +13% 11.7% – 48 12.5% 1.2
ACM
7719
Appalachian Capital Management
Ohio
USD 138 M +USD 12.9 M +10% 11.5% – 45 4.44% 0.5
Broadwater Capital
7720
Broadwater Capital
Massachusetts
USD 138 M +USD 4.04 M +3% 14.6% – 218 7.8% 2.4
Cassilly Financial Group
7721
Cassilly Financial Group
Maryland
USD 138 M +USD 22.6 M +20% 10% – 79 24.05% 0.4
Orca Investment Management
7722
Orca Investment Management
Oregon
USD 138 M +USD 20.2 M +17% 25.2% 139% 61 8.2% 7.9
Approach Retirement Advisors
7723
Approach Retirement Advisors
Alabama
USD 138 M +USD 17.5 M +15% 9.42% – 86 12.79% 0.5
Windsor Advisory Group
7724
Windsor Advisory Group
Ohio
USD 138 M +USD 18 M +15% 9.26% 48.2% 112 40.18% 1.4
Littlejohn Financial Services
7725
Littlejohn Financial Services
Oregon
USD 138 M +USD 4.5 M +3% 10.2% – 86 46.51% 0.8