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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)
Private Capital Management (Florida)
2251
Private Capital Management (Florida)
Florida
USD 1091 M -USD 28.6 M -3% 0.67% 118% 204 28.43% 2.3
Connable Office Inc
2252
Connable Office Inc
Michigan
USD 1091 M +USD 12.7 M +1% 2.3% 68.3% 246 16.26% 4.1
Tanglewood Wealth Management
2253
Tanglewood Wealth Management
Texas
USD 1091 M +USD 14.7 M +1% 3.99% 64.6% 41 19.51% 3.8
Apriem Advisors
2254
Apriem Advisors
California
USD 1090 M +USD 32.6 M +3% 3.4% 74.3% 198 5.56% 5.3
Mar Vista Investment Partners
2255
Mar Vista Investment Partners
California
USD 1089 M -USD 61.2 M -5% 2.51% 73.9% 36 16.67% 6
Avenir Tech
2256
Avenir Tech
Hong Kong
USD 1089 M -USD 267 M -20% 22.4% – 33 36.36% 0.7
First Business Financial Services
2257
First Business Financial Services
Wisconsin
USD 1089 M -USD 1.04 M -0.1% 3.08% 80.9% 187 11.23% 5.1
Syntegra Private Wealth Group
2258
Syntegra Private Wealth Group
Missouri
USD 1089 M +USD 28.3 M +3% 1.55% 56.9% 196 6.63% 2
GA
2259
GuoLine Advisory
Singapore
USD 1087 M +USD 83.8 M +8% 5.88% 112% 23 4.35% 1.9
Inspire Advisors
2260
Inspire Advisors
Idaho
USD 1087 M +USD 41.4 M +4% 1.26% 60.2% 653 34.61% 1.3
Verus Financial Partners
2261
Verus Financial Partners
Virginia
USD 1087 M +USD 47.2 M +5% 1.82% 45.7% 125 11.2% 4.4
OneAscent Financial Services
2262
OneAscent Financial Services
Alabama
USD 1086 M -USD 416 M -28% 2.14% 63.8% 559 31.66% 1
Heartwood Wealth Advisors
2263
Heartwood Wealth Advisors
Virginia
USD 1086 M +USD 14 M +1% 1.89% 59.4% 632 68.2% 2.9
Baring Fintech Fund III Managers
2264
Baring Fintech Fund III Managers
Guernsey
USD 1084 M -USD 94.3 M -8% 4.35% – 1 0% 1
Asset Advisors Investment Management
2265
Asset Advisors Investment Management
Georgia
USD 1084 M +USD 27.5 M +3% 1.89% 67.5% 113 7.08% 4.9
L & S Advisors
2266
L & S Advisors
California
USD 1082 M +USD 41.8 M +4% 8.22% 231% 389 17.22% 2
Graham Holdings Company
2267
Graham Holdings Company
Virginia
USD 1082 M +USD 83.1 M +8% 10.4% 95.1% 6 0% 3.3
Pekin Hardy Strauss
2268
Pekin Hardy Strauss
Illinois
USD 1082 M +USD 84.3 M +8% 7.5% 102% 490 24.08% 3.6
CF
2269
Clarity Financial
Texas
USD 1081 M +USD 73.7 M +7% 1.92% 56.8% 128 16.41% 2.1
Everhart Financial Group
2270
Everhart Financial Group
Ohio
USD 1080 M +USD 81.8 M +8% 3.42% 123% 440 16.59% 2.1
Shepherd Financial Partners
2271
Shepherd Financial Partners
Massachusetts
USD 1079 M +USD 28.5 M +3% 3.21% 78% 257 9.73% 3.8
Crescent Grove Advisors
2272
Crescent Grove Advisors
Illinois
USD 1077 M +USD 23.7 M +2% 1.14% 64.1% 316 13.29% 3.8
Henry H. Armstrong Associates
2273
Henry H. Armstrong Associates
Pennsylvania
USD 1077 M -USD 28.8 M -3% 0.01% 70% 63 3.17% 7.6
LVM Capital Management
2274
LVM Capital Management
Michigan
USD 1076 M +USD 36 M +3% 5.86% 121% 177 15.82% 6.4
McIlrath & Eck
2275
McIlrath & Eck
Washington
USD 1076 M +USD 108 M +11% 2.5% 44% 1,026 13.55% 4.2