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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)
The Family Firm
3376
The Family Firm
Maryland
USD 457 M +USD 8.29 M +2% 6.25% 40.2% 890 76.29% 5.2
Edmonds Duncan Registered Investment Advisors
3377
Edmonds Duncan Registered Investment Advisors
Kansas
USD 457 M +USD 46.3 M +11% 6.21% 12.8% 136 25% 5.5
MYDA Advisors
3378
MYDA Advisors
New York
USD 456 M -USD 4.44 M -1% 10.5% 232% 199 66.33% 0.5
Mountain Capital Investment Advisors
3379
Mountain Capital Investment Advisors
Colorado
USD 456 M +USD 53 M +13% 6.51% 63.3% 67 34.33% 1.3
Austin Wealth Management
3380
Austin Wealth Management
Texas
USD 456 M +USD 28.9 M +7% 5.44% 48.2% 122 7.38% 0.9
PS
3381
Presima Securities
Quebec, Canada
USD 455 M +USD 5.78 M +1% 15.4% 10.3% 55 10.91% 4.4
Catalyst Funds Management
3382
Catalyst Funds Management
Australia
USD 455 M +USD 82.4 M +22% 10.5% – 1,671 55.77% 0.2
Mattern Wealth Management
3383
Mattern Wealth Management
Kansas
USD 455 M +USD 39 M +9% 5.04% 54% 183 10.93% 3
VS
3384
VK Services
California
USD 455 M +USD 45.3 M +11% 87.9% 1,605% 7 28.57% 2.3
LexAurum Advisors
3385
LexAurum Advisors
Kansas
USD 455 M +USD 45.2 M +11% 6.19% – 327 12.23% 3
Pier 88 Investment Partners
3386
Pier 88 Investment Partners
California
USD 454 M +USD 7.91 M +2% 3.23% 36.1% 104 21.15% 1.9
MRCM
3387
M&R Capital Management
New Jersey
USD 454 M +USD 34.6 M +8% 7.72% 52.6% 594 9.93% 5.1
Black Swift Group
3388
Black Swift Group
Colorado
USD 453 M +USD 20.3 M +5% 3.59% 139% 140 39.29% 0.9
Legacy Financial Strategies
3389
Legacy Financial Strategies
Kansas
USD 453 M +USD 37.2 M +9% 6.9% 76.7% 116 16.38% 2.6
Key Financial Inc
3390
Key Financial Inc
Pennsylvania
USD 452 M +USD 35.3 M +8% 6.36% 55.5% 1,368 3.29% 2.8
Aspen Grove Capital
3391
Aspen Grove Capital
Colorado
USD 452 M +USD 27.7 M +7% 7.31% 90% 222 14.86% 1.2
Cornerstone Advisors Asset Management
3392
Cornerstone Advisors Asset Management
Pennsylvania
USD 452 M +USD 98.4 M +28% 5.4% 41.2% 108 8.33% 1.9
Altiora Financial Group
3393
Altiora Financial Group
Ohio
USD 452 M +USD 35.7 M +9% 4.71% 38.3% 91 7.69% 1.2
Liberty Capital Management
3394
Liberty Capital Management
Michigan
USD 452 M +USD 30.4 M +7% 7.69% – 163 5.52% 5.8
Aire Advisors
3395
Aire Advisors
California
USD 452 M +USD 13.5 M +3% 7.4% 77.4% 164 9.76% 2
Correct Capital Wealth Management
3396
Correct Capital Wealth Management
Missouri
USD 452 M +USD 23.7 M +6% 5.49% – 127 14.17% 0.7
SkyOak Wealth
3397
SkyOak Wealth
Michigan
USD 452 M +USD 23.3 M +5% 6.41% 80.7% 269 18.59% 2.9
SMI Advisory Services
3398
SMI Advisory Services
Indiana
USD 452 M +USD 47.2 M +12% 6.93% 80.7% 65 23.08% 0.9
KC
3399
Keenan Capital
California
USD 452 M +USD 43.2 M +11% 16.9% 110% 9 0% 3.7
Sage Rhino Capital
3400
Sage Rhino Capital
California
USD 452 M +USD 32.8 M +8% 7.05% 93.9% 285 14.39% 2.9