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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)
AM
8376
Account Management
Massachusetts
USD 99 M +USD 7.74 M +8% 14.6% 87.4% 23 4.35% 5.2
Professional Financial Management
8377
Professional Financial Management
Wisconsin
USD 98.6 M +USD 2.54 M +3% 1.3% – 26 19.23% 0.4
Financial Network Wealth Advisors
8378
Financial Network Wealth Advisors
Utah
USD 98.5 M +USD 818 k +0.8% 8.2% – 895 17.88% 1.3
Montchanin Asset Management
8379
Montchanin Asset Management
Delaware
USD 98.1 M +USD 4.08 M +4% 18.3% – 64 18.75% 2.2
PWM
8380
Puff Wealth Management
New Jersey
USD 98.1 M – – 13.2% – 77 – 1
Zinnia Wealth Advisory
8381
Zinnia Wealth Advisory
Florida
USD 98.1 M +USD 8.72 M +10% 16.3% – 109 22.94% 0.4
Drum Hill Capital
8382
Drum Hill Capital
Connecticut
USD 98 M -USD 10.9 M -10% 1.11% – 49 14.29% 1.3
EAP
8383
Elevation Advisory Partners
Florida
USD 97.7 M -USD 9.45 M -9% 26.1% – 101 56.44% 0.2
Wedgewood Investors
8384
Wedgewood Investors
Pennsylvania
USD 97.4 M +USD 10.1 M +12% 15.8% – 112 13.39% 7.2
Schrum Private Wealth Management
8385
Schrum Private Wealth Management
Florida
USD 97.3 M -USD 33.7 M -26% 10.6% 60.9% 139 30.94% 3.5
Lloyd Harbor Capital Management
8386
Lloyd Harbor Capital Management
New York
USD 97.2 M -USD 147 M -60% 9.41% 144% 35 74.29% 0.6
Anchor Capital Management Company
8387
Anchor Capital Management Company
North Carolina
USD 97 M +USD 4.25 M +5% 20.4% – 12 75% 0.5
Optimas Capital
8388
Optimas Capital
Hong Kong
USD 96.9 M +USD 52.4 M +118% 43.5% 355% 24 91.67% 0.1
Kore Advisors
8389
Kore Advisors
Florida
USD 96.2 M +USD 3.38 M +4% 16.5% – 19 31.58% 1
Inkwell Capital
8390
Inkwell Capital
Florida
USD 96.2 M -USD 2.04 M -2% 4.44% – 32 6.25% 1.3
JKSF
8391
John & Kathleen Schreiber Foundation
Illinois
USD 95.8 M -USD 1.75 M -2% 2.07% 30.8% 4 0% 3.6
OWMIAS
8392
One Wealth Management Investment & Advisory Services
Florida
USD 95.3 M +USD 12.2 M +15% 17.1% – 59 22.03% 1.9
AIP LLC
8393
AIP LLC
New York
USD 95.2 M -USD 173 M -65% 0.19% 54.9% 3 33.33% 1.4
FF
8394
Formulate Financial
Florida
USD 95 M +USD 14 M +17% 16.5% – 27 7.41% 0.7
Capitol Family Office
8395
Capitol Family Office
Oregon
USD 94.7 M +USD 10 M +12% 19.2% 72% 49 8.16% 1.9
IWMO
8396
Integrated Wealth Management (Ohio)
Ohio
USD 94.7 M +USD 7.48 M +9% 11.8% – 115 38.26% 0.4
Prism Planning Partners
8397
Prism Planning Partners
Illinois
USD 94.5 M +USD 9.9 M +12% 10% – 45 28.89% 0.5
Geremia Financial Services
8398
Geremia Financial Services
New Jersey
USD 94.3 M -USD 28.5 M -23% 35.3% – 10 10% 0.5
SkyKnight Capital
8399
SkyKnight Capital
California
USD 94.1 M -USD 13 M -12% 12.1% 11% 3 0% 4.5
Divco West Real Estate Services
8400
Divco West Real Estate Services
California
USD 94 M +USD 22.2 M +31% 32.9% 22.3% 4 0% 3.5