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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)
CAN
3601
Claraphi Advisory Network
United States
USD 332 M -USD 30.7 M -8% 7.22% 88.3% 350 20.57% 1.5
Pinz Capital Management
3602
Pinz Capital Management
New York
USD 332 M -USD 45.8 M -12% 13.2% 199% 621 90.5% 0
Monetary Management Group
3603
Monetary Management Group
Missouri
USD 332 M +USD 13.9 M +4% 9.7% 138% 322 8.07% 4.9
Andesa Financial Management
3604
Andesa Financial Management
Pennsylvania
USD 332 M +USD 24.8 M +8% 5.95% 73.6% 157 13.38% 1.5
Engrave Wealth Partners
3605
Engrave Wealth Partners
Texas
USD 332 M +USD 83.2 M +33% 6.98% 39.9% 87 35.63% 0.7
Bank of Stockton
3606
Bank of Stockton
California
USD 331 M +USD 30.3 M +10% 6.01% 99.2% 127 8.66% 4.2
Xcel Wealth Management
3607
Xcel Wealth Management
Florida
USD 331 M +USD 50.9 M +18% 9.2% 93.7% 146 15.07% 1.4
Legacy Financial Group (Iowa)
3608
Legacy Financial Group (Iowa)
Iowa
USD 331 M +USD 43.3 M +15% 4.62% 44.3% 72 27.78% 0.4
Autonomy Capital (Jersey)
3609
Autonomy Capital (Jersey)
Jersey
USD 331 M -USD 686 M -67% 1.05% 33.4% 38 86.84% 0.3
Seven Post Investment Office
3610
Seven Post Investment Office
California
USD 331 M +USD 44.9 M +16% 10.8% 52.6% 49 14.29% 2
Element Pointe Advisors
3611
Element Pointe Advisors
Florida
USD 331 M +USD 32.7 M +11% 8.02% 75.1% 138 27.54% 1.1
MHP
3612
Manatuck Hill Partners
Connecticut
USD 331 M +USD 35.4 M +12% 12.1% 556% 181 66.85% 0.4
Boston Standard Wealth Management
3613
Boston Standard Wealth Management
Massachusetts
USD 331 M +USD 23.2 M +8% 4.96% 47.1% 37 0% 3.4
Capital City Trust
3614
Capital City Trust
Florida
USD 330 M +USD 15.6 M +5% 6.57% 98.5% 126 10.32% 4.9
Hill City Capital
3615
Hill City Capital
Massachusetts
USD 330 M +USD 88.9 M +37% 5.32% 194% 19 15.79% 0.4
BT Wealth Management
3616
BT Wealth Management
Georgia
USD 330 M +USD 29.3 M +10% 6.6% 34.8% 70 27.14% 1.4
Boston Research & Management
3617
Boston Research & Management
Massachusetts
USD 330 M +USD 19 M +6% 5.71% 53.2% 108 2.78% 5.9
Nalanda India Fund
3618
Nalanda India Fund
Mauritius
USD 329 M +USD 30.6 M +10% 10.3% 15.3% 1 0% 2.5
McIlrath & Eck
3619
McIlrath & Eck
Washington
USD 329 M +USD 42.1 M +15% 7.02% 44% 851 13.51% 2.2
Bellecapital
3620
Bellecapital
Switzerland
USD 329 M +USD 8.73 M +3% 6.36% 152% 193 9.33% 1.8
Liberty Capital Management
3621
Liberty Capital Management
Michigan
USD 329 M +USD 39.3 M +14% 7.68% – 127 3.94% 4.8
AXS Investments
3622
AXS Investments
New York
USD 328 M +USD 46.9 M +17% 11.3% 104% 183 28.42% 0.2
Princeton Global Asset Management
3623
Princeton Global Asset Management
New Jersey
USD 328 M +USD 19.1 M +6% 6.04% 110% 577 16.46% 1.5
AW
3624
Avion Wealth
Texas
USD 328 M +USD 42 M +15% 4.32% 45.4% 421 20.19% 0.9
FC
3625
Fore Capital
New York
USD 328 M -USD 210 M -39% 2.72% 25.4% 85 57.65% 0.6