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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)
Ulland Investment Advisors
7776
Ulland Investment Advisors
Minnesota
USD 136 M +USD 19 M +16% 20.5% 161% 234 11.97% 2.9
BCG
7777
BRIA Capital Group
Florida
USD 136 M +USD 25.7 M +23% 21% – 92 56.52% 0.3
Targeted Financial Services
7778
Targeted Financial Services
Florida
USD 136 M +USD 13.6 M +11% 4.34% – 67 25.37% 0.4
Tsai Capital
7779
Tsai Capital
New York
USD 135 M +USD 912 k +0.7% 5% 29.2% 20 20% 2.8
1GI
7780
180 GPS Investments
USD 135 M – – 30.6% – 23 – 0.4
IFO
7781
Intrepid Family Office
Florida
USD 135 M +USD 11.6 M +9% 7.3% – 46 39.13% 1.6
RD Lewis Holdings
7782
RD Lewis Holdings
Florida
USD 135 M +USD 19.7 M +17% 17.8% – 91 7.69% 1.3
Granite Islands Private Wealth
7783
Granite Islands Private Wealth
Connecticut
USD 135 M +USD 26.7 M +25% 21.2% – 82 19.51% 0.4
Lakeshore Capital Group
7784
Lakeshore Capital Group
Illinois
USD 135 M +USD 12.6 M +10% 13.3% – 79 10.13% 1.3
Barnett & Company
7785
Barnett & Company
Tennessee
USD 135 M +USD 6.39 M +5% 14.2% 65.9% 95 16.84% 3.9
Titan Investment Management
7786
Titan Investment Management
Indiana
USD 135 M +USD 21.7 M +19% 30.8% – 41 17.07% 0.4
BFI Wealth Solutions
7787
BFI Wealth Solutions
Texas
USD 135 M +USD 30.8 M +30% 7.68% – 83 10.84% 0.4
Benningfield Financial Advisors
7788
Benningfield Financial Advisors
California
USD 135 M +USD 8.28 M +7% 6.51% – 19 5.26% 1.2
Paragon Capital Management (Utah)
7789
Paragon Capital Management (Utah)
Utah
USD 135 M +USD 16.9 M +14% 27.6% 72.3% 90 33.33% 1.6
Western Reserve Capital Management
7790
Western Reserve Capital Management
Ohio
USD 135 M +USD 13.1 M +11% 9.61% – 56 16.07% 0.4
Piper Sandler & Co
7791
Piper Sandler & Co
Minnesota
USD 135 M +USD 32.9 M +32% 0.01% 0.05% 21 14.29% 0.3
Stirlingshire Investments
7792
Stirlingshire Investments
New York
USD 135 M +USD 20.8 M +18% 15% – 255 36.47% 0.3
Poinciana Advisors Group
7793
Poinciana Advisors Group
Florida
USD 135 M +USD 8.06 M +6% 16.6% – 143 30.07% 1
Andrew Hill Investment Advisors
7794
Andrew Hill Investment Advisors
Florida
USD 135 M +USD 22.5 M +20% 16.3% 269% 68 36.76% 1.2
Oath Planning
7795
Oath Planning
Oklahoma
USD 135 M +USD 22.2 M +20% 9.22% – 73 8.22% 0.5
RM Financial Services
7796
RM Financial Services
Maine
USD 135 M +USD 18.6 M +16% 11.3% – 81 9.88% 0.5
VanWeelden Wealth Management
7797
VanWeelden Wealth Management
Ohio
USD 135 M +USD 9.17 M +7% 6.4% – 34 52.94% 1.3
BLVD Private Wealth
7798
BLVD Private Wealth
Kentucky
USD 135 M +USD 19.5 M +17% 23.8% – 79 29.11% 0.7
SIM
7799
Summitas Investment Management
Texas
USD 135 M +USD 7.03 M +6% 11.6% – 10 0% 0.5
Life Planning Partners
7800
Life Planning Partners
Florida
USD 135 M +USD 3.53 M +3% 9.67% 50.3% 74 12.16% 3.4