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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)
MWM
3676
Mascoma Wealth Management
New Hampshire
USD 377 M +USD 25.5 M +7% 1.65% 43.7% 508 14.17% 2.7
Humankind Investments
3677
Humankind Investments
New York
USD 377 M -USD 1.21 M -0.3% 2.22% 62.5% 168 33.93% 1.9
Drucker Wealth 3.0
3678
Drucker Wealth 3.0
New Jersey
USD 377 M – – 1.96% – 149 – 0
GFG Capital
3679
GFG Capital
Florida
USD 377 M -USD 17.8 M -5% 5.01% 152% 149 21.48% 2.4
KPP Advisory Services
3680
KPP Advisory Services
Kentucky
USD 376 M +USD 11.9 M +3% 1.29% 87.9% 255 12.16% 0.5
Advanced Asset Management Advisors
3681
Advanced Asset Management Advisors
Ohio
USD 376 M -USD 28.4 M -7% 3.73% 93.6% 96 12.5% 4.4
Milestone Investment Advisors
3682
Milestone Investment Advisors
Wisconsin
USD 376 M +USD 5.28 M +1% 1.76% 52.8% 140 14.29% 1.2
Mason & Associates (California)
3683
Mason & Associates (California)
California
USD 376 M +USD 1.07 M +0.3% 1.95% 68.5% 119 15.97% 1.5
Systelligence LLC
3684
Systelligence LLC
Minnesota
USD 376 M -USD 6.54 M -2% 0.16% 57.3% 49 28.57% 1.3
Zeno Equity Partners
3685
Zeno Equity Partners
United Kingdom
USD 376 M -USD 70.9 M -16% 3.32% – 16 18.75% 0.4
Dymon Asia Capital (Singapore)
3686
Dymon Asia Capital (Singapore)
Singapore
USD 376 M -USD 76.4 M -17% 0.14% 268% 147 70.07% 0.2
NVWM LLC
3687
NVWM LLC
Pennsylvania
USD 376 M +USD 11.3 M +3% 4.27% 119% 688 18.31% 2.2
CWAG
3688
Compton Wealth Advisory Group
Virginia
USD 375 M +USD 9.8 M +3% 2.31% 76.1% 108 8.33% 3
Moller Wealth Partners
3689
Moller Wealth Partners
USD 375 M +USD 5.7 M +2% 0.73% 44.1% 66 24.24% 5.2
PT
3690
Plimoth Trust
Massachusetts
USD 375 M -USD 530 k -0.1% 3.51% 110% 158 1.9% 5.6
Harber Asset Management
3691
Harber Asset Management
North Carolina
USD 375 M -USD 36 M -9% 3.9% 63.6% 43 30.23% 1.4
SignalPoint Asset Management
3692
SignalPoint Asset Management
Missouri
USD 374 M +USD 10.6 M +3% 2.84% 36% 269 12.64% 5.1
True North Advisors
3693
True North Advisors
Texas
USD 374 M +USD 12 M +3% 5.78% 82.9% 216 17.59% 2
Shikiar Asset Management
3694
Shikiar Asset Management
New York
USD 374 M +USD 31.4 M +9% 6.73% 117% 75 10.67% 4.3
Tiger Pacific Capital
3695
Tiger Pacific Capital
New York
USD 374 M -USD 56.7 M -13% 2.5% 84.5% 17 47.06% 1.8
Rezny Wealth Management
3696
Rezny Wealth Management
Florida
USD 374 M +USD 28.2 M +8% 5.07% 99.6% 33 45.45% 1.6
First PREMIER Bank
3697
First PREMIER Bank
South Dakota
USD 374 M -USD 4.32 M -1% 1.36% 63% 515 24.66% 4.2
Whalerock Point Partners
3698
Whalerock Point Partners
Rhode Island
USD 374 M +USD 7.08 M +2% 7.15% 103% 179 11.73% 5.5
Rosenblum Silverman Sutton
3699
Rosenblum Silverman Sutton
California
USD 373 M +USD 20.3 M +6% 8.57% 90.1% 76 3.95% 5.4
RK Capital Management (Colorado)
3700
RK Capital Management (Colorado)
Colorado
USD 373 M -USD 122 M -25% 4.54% 89% 51 41.18% 2