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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)
Sunburst Financial Group
3901
Sunburst Financial Group
Alabama
USD 287 M +USD 15.4 M +6% 3.99% 55.7% 93 5.38% 2.4
WESCAP Management Group
3902
WESCAP Management Group
California
USD 286 M +USD 2.54 M +0.9% 2.29% 45.7% 90 3.33% 4.1
Legacy Wealth Asset Management
3903
Legacy Wealth Asset Management
Minnesota
USD 286 M +USD 9.2 M +3% 5.37% 116% 351 8.83% 1.7
Affinity Asset Advisors
3904
Affinity Asset Advisors
New York
USD 286 M -USD 16.7 M -6% 12.8% 1,487% 97 52.58% 0.6
Trinity Legacy Partners
3905
Trinity Legacy Partners
Texas
USD 286 M +USD 19.8 M +7% 6.44% 63.3% 95 22.11% 2.2
INCA Investments
3906
INCA Investments
Florida
USD 286 M +USD 16.8 M +6% 19.2% 128% 11 0% 3.6
EGA
3907
E&G Advisors
Texas
USD 286 M +USD 16 M +6% 6.84% 97.7% 201 4.48% 1.6
HA
3908
Hamel Associates
New Jersey
USD 286 M -USD 2.88 M -1% 2.4% 50.6% 82 12.2% 5.7
Platte River Wealth Advisors
3909
Platte River Wealth Advisors
Colorado
USD 285 M +USD 24.8 M +10% 6.14% 28.6% 104 20.19% 2.4
Court Place Advisors
3910
Court Place Advisors
Maryland
USD 285 M +USD 9.33 M +3% 6.99% 92% 167 5.39% 6.5
Georgetown University
3911
Georgetown University
District of Columbia
USD 285 M -USD 900 k -0.3% 8.97% 79.9% 22 4.55% 1.7
SL
3912
SWF LLC
Nebraska
USD 285 M +USD 25.8 M +10% 10% 87.4% 2 0% 5.5
NFAM
3913
North Fourth Asset Management
New Jersey
USD 285 M -USD 177 M -38% 12.8% 104% 126 82.54% 0.2
Sage Capital Advisors
3914
Sage Capital Advisors
South Dakota
USD 285 M +USD 22.4 M +9% 7.54% 105% 132 9.85% 3
S.E.E.D. Planning Group
3915
S.E.E.D. Planning Group
New York
USD 285 M +USD 25.8 M +10% 7.07% 57.3% 94 10.64% 2.2
Denali Advisors
3916
Denali Advisors
California
USD 285 M +USD 44.5 M +18% 7.18% 106% 533 30.21% 1.3
GDS
3917
Gimbel Daniel Scott
USD 285 M +USD 42.5 M +18% 17.6% 57.1% 2 0% 2.5
Wahed Invest
3918
Wahed Invest
New York
USD 284 M +USD 53 M +23% 11.2% 140% 244 7.79% 1.2
Smith & Howard Wealth Management
3919
Smith & Howard Wealth Management
Georgia
USD 284 M -USD 5.95 M -2% 3.5% 43.8% 72 6.94% 4.4
Riggs Asset Management
3920
Riggs Asset Management
Pennsylvania
USD 284 M +USD 26.3 M +10% 8.22% 207% 415 18.31% 2.7
General Pension Society PZU Joint Stock
3921
General Pension Society PZU Joint Stock
Poland
USD 284 M +USD 19.5 M +7% 6.47% 116% 19 0% 6.8
New World Advisors
3922
New World Advisors
Massachusetts
USD 284 M +USD 23.5 M +9% 8.16% 84.1% 64 10.94% 1.6
Concord Asset Management (Virginia)
3923
Concord Asset Management (Virginia)
Virginia
USD 284 M +USD 39.3 M +16% 3.76% 64.7% 118 9.32% 0.6
Absoluto Partners Gestao de Recursos
3924
Absoluto Partners Gestao de Recursos
Brazil
USD 283 M +USD 29.3 M +12% 43.4% 78.7% 32 40.63% 1.3
San Luis Wealth Advisors
3925
San Luis Wealth Advisors
California
USD 283 M +USD 22.7 M +9% 5.99% 65% 193 35.75% 0.7