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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)
Monetary Management Group
3776
Monetary Management Group
Missouri
USD 359 M +USD 38.3 M +12% 13.3% 138% 343 10.5% 6.7
HCAL
3777
HURRICANE CAPITAL ADVISORS LLC
New York
USD 359 M +USD 102 M +40% 20.3% – 708 54.8% 0.2
Geisinger Health
3778
Geisinger Health
Pennsylvania
USD 359 M +USD 39.3 M +12% 2.57% – 5 0% 1.1
Darwin Wealth Management
3779
Darwin Wealth Management
Florida
USD 359 M -USD 13.9 M -4% 5.84% 56.8% 153 17.65% 3.4
Engle Capital Management
3780
Engle Capital Management
Connecticut
USD 359 M +USD 73.3 M +26% 27.9% 398% 34 38.24% 0.5
Financial Insights
3781
Financial Insights
Washington
USD 359 M +USD 38.8 M +12% 9.17% 82.1% 166 10.84% 2.3
Park Edge Advisors
3782
Park Edge Advisors
Ohio
USD 358 M +USD 69.7 M +24% 12.4% 61.1% 135 25.19% 0.8
Sycale Advisors
3783
Sycale Advisors
New York
USD 358 M +USD 27.9 M +8% 7.29% 31.5% 24 37.5% 0.9
Catalyst Funds Management
3784
Catalyst Funds Management
Australia
USD 358 M – – 9.38% – 1,091 – 0
Inlet Private Wealth
3785
Inlet Private Wealth
Florida
USD 358 M +USD 31.8 M +10% 10.3% 111% 125 8% 3.8
First Pacific Financial
3786
First Pacific Financial
Washington
USD 358 M +USD 30.6 M +9% 4.97% 53.6% 449 20.71% 1
Schwarz Dygos Wheeler Investment Advisors
3787
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 358 M +USD 32.7 M +10% 7.8% 74% 158 13.92% 3
Raab & Moskowitz Asset Management
3788
Raab & Moskowitz Asset Management
New Jersey
USD 358 M +USD 40.9 M +13% 8.49% 84.7% 173 7.51% 6
Waterfront Wealth
3789
Waterfront Wealth
Kansas
USD 357 M +USD 18.2 M +5% 7.53% 77.2% 256 8.2% 2.4
Shah Capital Management
3790
Shah Capital Management
North Carolina
USD 357 M -USD 33 M -8% 6.92% 287% 18 22.22% 3.3
Globe Life
3791
Globe Life
Texas
USD 357 M +USD 22.7 M +7% 9.13% 67.5% 2 0% 3.9
Lifeworks Advisors
3792
Lifeworks Advisors
Michigan
USD 357 M +USD 67.5 M +23% 7.94% 80.4% 236 20.76% 1.1
General Pension Society PZU Joint Stock
3793
General Pension Society PZU Joint Stock
Poland
USD 357 M +USD 43.9 M +14% 11.9% 116% 19 0% 7.4
Ignite Planners
3794
Ignite Planners
California
USD 357 M +USD 20.2 M +6% 7.61% 83.8% 310 18.06% 1.2
Drive Wealth Management
3795
Drive Wealth Management
Utah
USD 357 M +USD 46.9 M +15% 9.09% 94.4% 344 18.9% 1.1
PhiloSmith Capital
3796
PhiloSmith Capital
Connecticut
USD 357 M +USD 45.7 M +15% 16.3% 47% 24 4.17% 5.9
Carderock Capital Management
3797
Carderock Capital Management
Maryland
USD 357 M -USD 5.39 M -1% 10.1% 97.6% 74 25.68% 5
Mountain Capital Investment Advisors
3798
Mountain Capital Investment Advisors
Colorado
USD 357 M +USD 60.8 M +21% 6.23% 70.1% 73 50.68% 1.5
IFS
3799
Ifrah Financial Services
Arkansas
USD 357 M +USD 15.6 M +5% 6.34% 64.1% 223 13.9% 4.3
Levy Wealth Management Group
3800
Levy Wealth Management Group
Pennsylvania
USD 356 M USD 0 0% 5.75% 21.1% 104 0% 2.1