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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)
Lineweaver Wealth Advisors
2951
Lineweaver Wealth Advisors
Ohio
USD 683 M +USD 49.6 M +8% 6.52% 68.4% 174 14.94% 2.6
Unique Wealth
2952
Unique Wealth
Florida
USD 682 M +USD 62.5 M +10% 6.34% 68.5% 190 14.21% 1.3
OCM
2953
Ogborne Capital Management
California
USD 682 M +USD 279 M +69% 11.6% 251% 16 50% 0.7
Eagle Rock Investment Company
2954
Eagle Rock Investment Company
Georgia
USD 682 M +USD 49.6 M +8% 9.01% 121% 170 8.24% 2.5
Tarbox Family Office
2955
Tarbox Family Office
California
USD 681 M +USD 16.3 M +2% 7.52% 66.4% 117 3.42% 7.3
Horizon Wealth Management
2956
Horizon Wealth Management
Illinois
USD 681 M +USD 112 M +20% 8.68% 97.2% 131 20.61% 1.9
Polunin Capital Partners
2957
Polunin Capital Partners
United Kingdom
USD 680 M +USD 68.1 M +11% 37.1% 268% 29 24.14% 1.6
Glenorchy Capital
2958
Glenorchy Capital
Australia
USD 680 M +USD 9.38 M +1% 11.7% – 69 10.14% 1.5
Arlington Financial Advisors
2959
Arlington Financial Advisors
California
USD 680 M +USD 68.9 M +11% 6.13% 67.6% 115 30.43% 2.9
Arkansas Financial Group
2960
Arkansas Financial Group
Arkansas
USD 679 M +USD 35.5 M +6% 4.76% 41.4% 94 15.96% 4.2
Titan Global Capital Management USA
2961
Titan Global Capital Management USA
New York
USD 679 M +USD 45.3 M +7% 17.8% 191% 59 0% 2.5
Capital Investment Counsel (Colorado)
2962
Capital Investment Counsel (Colorado)
Colorado
USD 679 M +USD 34.7 M +5% 5.53% 68.7% 140 11.43% 1.3
Financial Advisory Corporation
2963
Financial Advisory Corporation
Michigan
USD 679 M +USD 27.3 M +4% 4.34% – 56 8.93% 0.6
Yiheng Capital Management
2964
Yiheng Capital Management
California
USD 678 M -USD 433 M -39% 16.9% 82% 29 20.69% 3.4
Two Sigma Securities
2965
Two Sigma Securities
New York
USD 678 M -USD 133 M -16% 7.88% 109% 2,149 71.15% 0.3
Ellenbecker Investment Group
2966
Ellenbecker Investment Group
Wisconsin
USD 678 M +USD 58.7 M +9% 6.45% 56.3% 130 10% 4
Greenhaven Road Investment Management
2967
Greenhaven Road Investment Management
Connecticut
USD 678 M +USD 386 M +132% 3.36% 70.2% 21 28.57% 2.1
Advisors Preferred
2968
Advisors Preferred
Maryland
USD 677 M +USD 71.1 M +12% 8.47% 102% 303 60.4% 0.5
Breakwater Capital Group
2969
Breakwater Capital Group
New Jersey
USD 677 M +USD 63.7 M +10% 6.68% 67.4% 361 8.31% 1.8
Human Investing
2970
Human Investing
Oregon
USD 677 M +USD 41.9 M +7% 5.92% 56.9% 98 9.18% 3.9
Clayton Dubilier & Rice
2971
Clayton Dubilier & Rice
New York
USD 677 M +USD 319 M +89% 72.8% 176% 2 0% 2.3
KPP Advisory Services
2972
KPP Advisory Services
Kentucky
USD 675 M +USD 69.2 M +11% 8.36% 87.9% 340 12.65% 1.2
Kelman-Lazarov Inc
2973
Kelman-Lazarov Inc
Tennessee
USD 674 M +USD 57.2 M +9% 5.98% 46.6% 137 14.6% 4.4
ShawSpring Partners
2974
ShawSpring Partners
Massachusetts
USD 673 M -USD 120 M -15% 9.35% 3.53% 11 9.09% 1.3
Faithward Advisors
2975
Faithward Advisors
Pennsylvania
USD 673 M +USD 28.1 M +4% 10.9% 119% 311 17.04% 2.1