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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)
Strengthening Families & Communities LLC
3851
Strengthening Families & Communities LLC
Massachusetts
USD 349 M +USD 180 M +107% 2.68% 116% 635 65.83% 0.7
NFC Investments
3852
NFC Investments
Tennessee
USD 349 M +USD 873 k +0.3% 0.68% – 37 16.22% 5.4
Oliver Lagore Vanvalin Investment Group
3853
Oliver Lagore Vanvalin Investment Group
Michigan
USD 349 M +USD 7.69 M +2% 3.29% – 835 25.27% 1.4
Allegheny Financial Group
3854
Allegheny Financial Group
Pennsylvania
USD 349 M +USD 24.5 M +8% 0.08% 71.1% 232 16.38% 2
MSD Capital
3855
MSD Capital
New York
USD 348 M +USD 31.1 M +10% 11.4% 11.5% 3 0% 4.5
Sage Capital Advisors
3856
Sage Capital Advisors
South Dakota
USD 348 M +USD 3.3 M +1% 4.84% 105% 141 11.35% 3.4
Stonebrook Private
3857
Stonebrook Private
Michigan
USD 348 M +USD 5.07 M +1% 3.21% – 227 27.75% 0.5
Quarry LP
3858
Quarry LP
New York
USD 348 M -USD 176 M -34% 0.8% 83.2% 2,225 48.22% 0.4
ALM First Financial Advisors
3859
ALM First Financial Advisors
Texas
USD 348 M -USD 13.5 M -4% 0.15% 50.5% 23 8.7% 1.3
Noble Family Wealth
3860
Noble Family Wealth
Florida
USD 347 M -USD 3.77 M -1% 1.08% 60% 61 0% 1.2
CA
3861
Crumly & Associates
Illinois
USD 347 M -USD 33 M -9% 0.48% 58.1% 141 9.93% 2
Centric Wealth Management
3862
Centric Wealth Management
Illinois
USD 347 M +USD 32.6 M +10% 0.81% 44.4% 182 25.27% 2.1
AGUR Provident & Training Funds Management
3863
AGUR Provident & Training Funds Management
Israel
USD 347 M +USD 18.4 M +6% 5.16% – 24 0% 1.7
Kore Advisors
3864
Kore Advisors
Florida
USD 347 M -USD 1.91 M -0.5% 12% – 21 9.52% 0.4
Aikya Investment Management
3865
Aikya Investment Management
United Kingdom
USD 346 M +USD 73.3 M +27% 8.59% – 3 0% 0.5
Shakespeare Wealth Management
3866
Shakespeare Wealth Management
Wisconsin
USD 346 M +USD 1.35 M +0.4% 0.51% 55.5% 94 12.77% 3.7
Integris Wealth Management
3867
Integris Wealth Management
California
USD 346 M -USD 15.6 M -4% 0.82% 60.3% 97 6.19% 1.3
Parus Finance (UK)
3868
Parus Finance (UK)
United Kingdom
USD 346 M +USD 80.3 M +30% 8.63% 199% 36 5.56% 3.3
Hedeker Wealth
3869
Hedeker Wealth
Illinois
USD 345 M -USD 2.19 M -0.6% 3.39% 161% 97 20.62% 3
HCM
3870
Horrell Capital Management
Arkansas
USD 345 M -USD 16.3 M -5% 4.37% 55.6% 238 10.5% 6.1
RAM Investment Partners
3871
RAM Investment Partners
Washington
USD 345 M +USD 26.5 M +8% 2.47% 61.9% 94 18.09% 0.9
Wambolt & Associates
3872
Wambolt & Associates
Colorado
USD 344 M +USD 10 M +3% 3.23% 62.2% 223 10.76% 3.7
Conrad Siegel Investment Advisors
3873
Conrad Siegel Investment Advisors
Pennsylvania
USD 344 M +USD 2.29 M +0.7% 0.96% 64.9% 42 11.9% 1.4
Geisinger Health
3874
Geisinger Health
Pennsylvania
USD 344 M -USD 14.7 M -4% 1.24% – 6 33.33% 1
Harrell Investment Partners
3875
Harrell Investment Partners
Texas
USD 344 M +USD 6.57 M +2% 3.79% 121% 94 7.45% 3.1