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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)
Kadensa Capital
3776
Kadensa Capital
Hong Kong
USD 382 M -USD 42.1 M -10% 1.71% 191% 49 57.14% 0.4
Paradigm Asset Management
3777
Paradigm Asset Management
New York
USD 382 M +USD 23.7 M +7% 5.19% 73.8% 493 0.61% 2.5
Clare Market Investments
3778
Clare Market Investments
Texas
USD 382 M +USD 23.5 M +7% 5.91% – 168 25% 2.3
S&T Bank
3779
S&T Bank
Pennsylvania
USD 381 M -USD 11.1 M -3% 11% 193% 103 11.65% 5.7
Stuart Chaussee & Associates
3780
Stuart Chaussee & Associates
California
USD 381 M +USD 17.6 M +5% 1.32% 58.6% 173 5.78% 3.5
OCM
3781
Ogborne Capital Management
California
USD 381 M -USD 17 M -4% 14.7% 251% 24 66.67% 0.6
Shikiar Asset Management
3782
Shikiar Asset Management
New York
USD 380 M +USD 6.53 M +2% 2.92% 117% 76 10.53% 4.3
Alliance Wealth Advisors (Utah)
3783
Alliance Wealth Advisors (Utah)
Utah
USD 380 M +USD 39.7 M +12% 7.37% 70.7% 246 13.01% 1.3
Genworth Financial
3784
Genworth Financial
Virginia
USD 380 M +USD 21.1 M +6% 5.85% 73.6% 2 0% 3.4
Pacific Center for Financial Services
3785
Pacific Center for Financial Services
California
USD 380 M +USD 23 M +6% 5.6% 60.1% 487 2.46% 4.5
Francis Financial
3786
Francis Financial
USD 379 M +USD 48.9 M +15% 6.36% 56.2% 94 14.89% 1.6
Summit Securities Group
3787
Summit Securities Group
New York
USD 379 M -USD 150 M -28% 4.76% 136% 948 74.89% 0.5
Cornerstone Planning Group
3788
Cornerstone Planning Group
New Jersey
USD 378 M +USD 29.6 M +8% 5.66% 60% 1,393 15.65% 1.1
SIM
3789
SW Investment Management
Colorado
USD 378 M +USD 63.9 M +20% 16.5% 143% 14 0% 1.8
Stonebrook Private
3790
Stonebrook Private
Michigan
USD 378 M +USD 30.2 M +9% 5.93% – 195 17.95% 0.6
Hedeker Wealth
3791
Hedeker Wealth
Illinois
USD 377 M +USD 32.2 M +9% 8.38% 161% 91 15.38% 3
FSM Wealth Advisors
3792
FSM Wealth Advisors
Ohio
USD 377 M +USD 78.6 M +26% 5.99% 68.4% 194 21.13% 1.4
Whitegate Investment Counselors
3793
Whitegate Investment Counselors
New Hampshire
USD 377 M +USD 24.6 M +7% 7.2% 48% 66 1.52% 6.5
Waypoint Wealth Partners
3794
Waypoint Wealth Partners
California
USD 377 M +USD 34.2 M +10% 5.88% 52.1% 69 10.14% 2.2
Financial Consulate
3795
Financial Consulate
Maryland
USD 377 M +USD 35.4 M +10% 6.49% 61.4% 38 18.42% 4.6
Elevated Capital Advisors
3796
Elevated Capital Advisors
Utah
USD 376 M +USD 20.8 M +6% 6.39% 46% 281 25.62% 1.7
AXS Investments
3797
AXS Investments
New York
USD 376 M +USD 17.4 M +5% 6.97% 104% 253 26.48% 1.6
Centric Wealth Management
3798
Centric Wealth Management
Illinois
USD 376 M +USD 29.1 M +8% 4.4% 44.4% 194 28.87% 2
Tenere Capital
3799
Tenere Capital
New York
USD 376 M +USD 39.3 M +12% 5.42% 131% 33 36.36% 0.8
Rappaport Reiches Capital Management
3800
Rappaport Reiches Capital Management
Illinois
USD 376 M +USD 37 M +11% 5.11% 17.6% 115 15.65% 1.9