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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)
Journey Advisory Group
2926
Journey Advisory Group
Kentucky
USD 392 M -USD 43.4 M -10% 4.82% 66.2% 255 12.94% 1.3
SQN Investors
2927
SQN Investors
California
USD 392 M -USD 104 M -21% 1.66% – 20 20% 1.3
Crosslink Capital
2928
Crosslink Capital
California
USD 391 M +USD 45.3 M +13% 9.26% 135% 21 23.81% 3.3
9258 Wealth Management
2929
9258 Wealth Management
Ohio
USD 391 M +USD 1.17 M +0.3% 6.07% 49.6% 347 10.95% 2.6
EFL
2930
ERn Financial LLC
Wisconsin
USD 391 M -USD 19.1 M -5% 5.34% 61.2% 173 13.29% 1.8
PAX Financial Group
2931
PAX Financial Group
Texas
USD 391 M -USD 4.23 M -1% 5.18% 56% 178 11.24% 1.8
GPI Capital
2932
GPI Capital
New York
USD 391 M +USD 15.2 M +4% 11.3% 261% 8 12.5% 1.1
Sugarloaf Wealth Management
2933
Sugarloaf Wealth Management
Georgia
USD 391 M -USD 8.74 M -2% 4.42% 10.2% 898 15.03% 2
TBH Global Asset Management
2934
TBH Global Asset Management
Tennessee
USD 390 M -USD 32.2 M -8% 5.36% 70.7% 165 11.52% 1.9
RK Capital Management (Colorado)
2935
RK Capital Management (Colorado)
Colorado
USD 390 M -USD 35.1 M -8% 2.47% 89% 57 26.32% 2.2
PS
2936
Portfolio Strategies
New York
USD 389 M -USD 39.1 M -9% 4.56% 120% 51 3.92% 2.2
EEP
2937
Edgehill Endowment Partners
Connecticut
USD 389 M -USD 8.28 M -2% 4.76% 11.6% 9 0% 2.3
Sensible Financial Planning & Management
2938
Sensible Financial Planning & Management
Massachusetts
USD 389 M -USD 7.54 M -2% 5.66% 24.5% 50 20% 4.1
Family Management
2939
Family Management
New York
USD 389 M +USD 17.3 M +5% 4.13% 69% 188 23.94% 2.4
Sax Wealth Advisors
2940
Sax Wealth Advisors
New Jersey
USD 389 M -USD 4.68 M -1% 5.3% 64.3% 171 11.7% 1.4
CFS Investment Advisory Services
2941
CFS Investment Advisory Services
New Jersey
USD 388 M -USD 265 M -41% 4.42% 59.7% 221 56.56% 0.8
Sector Gamma AS
2942
Sector Gamma AS
Norway
USD 388 M -USD 58.9 M -13% 0.42% 35.3% 38 21.05% 2.8
FinTrust Capital Advisors
2943
FinTrust Capital Advisors
South Carolina
USD 388 M -USD 11.9 M -3% 4.4% 23.6% 1,311 10.3% 2.4
YorkBridge Wealth Partners
2944
YorkBridge Wealth Partners
New York
USD 388 M +USD 5.34 M +1% 3.94% 36.5% 296 13.51% 3.1
Liquid Strategies
2945
Liquid Strategies
Georgia
USD 388 M -USD 28.2 M -7% 5% 46.8% 7 0% 2.6
Archford Capital Strategies
2946
Archford Capital Strategies
Illinois
USD 387 M -USD 10.3 M -3% 4.12% 87.4% 279 9.32% 3.7
Hanson & Doremus Investment Management
2947
Hanson & Doremus Investment Management
Vermont
USD 387 M -USD 22.1 M -5% 5.91% 86.3% 548 10.4% 4.9
Blue Grotto Capital
2948
Blue Grotto Capital
Georgia
USD 387 M -USD 2.21 M -0.6% 0.33% 300% 24 45.83% 0.7
Cranbrook Wealth Management
2949
Cranbrook Wealth Management
Michigan
USD 387 M -USD 13.3 M -3% 6.01% 54.3% 327 4.59% 5.2
Legato Capital Management
2950
Legato Capital Management
California
USD 386 M -USD 60 M -13% 0.12% 243% 421 22.09% 1.2