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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)
WR Wealth Planners
3976
WR Wealth Planners
Missouri
USD 328 M +USD 6.22 M +2% 2.15% 22.1% 1,236 12.14% 0.5
3Chopt Investment Partners
3977
3Chopt Investment Partners
Virginia
USD 328 M +USD 84.1 M +35% 4.82% 116% 183 62.84% 0.4
Financial Sense Advisors
3978
Financial Sense Advisors
California
USD 327 M +USD 24.5 M +8% 4.25% 152% 137 25.55% 1.4
Ping Capital Management
3979
Ping Capital Management
New York
USD 327 M – – 7.53% – 75 – 0
High Note Wealth
3980
High Note Wealth
Minnesota
USD 327 M +USD 20.1 M +7% 2.85% 82.8% 99 9.09% 2.4
Park Edge Advisors
3981
Park Edge Advisors
Ohio
USD 327 M -USD 31.2 M -9% 9.83% 61.1% 143 19.58% 0.9
Gray Foundation
3982
Gray Foundation
New York
USD 327 M +USD 6.93 M +2% 4.07% – 12 8.33% 0.5
First Wilshire Securities Management
3983
First Wilshire Securities Management
California
USD 327 M -USD 14.9 M -4% 3.38% 135% 84 7.14% 4.9
Second Line Capital
3984
Second Line Capital
Louisiana
USD 327 M +USD 18.6 M +6% 1.58% – 131 25.19% 0.4
Susquehanna Foundation
3985
Susquehanna Foundation
Pennsylvania
USD 327 M +USD 23.4 M +8% 7.75% 36.7% 4 0% 6.3
BigSur Wealth Management
3986
BigSur Wealth Management
Florida
USD 327 M +USD 7.48 M +2% 2.3% 94.8% 160 11.88% 3.4
Apeiron RIA
3987
Apeiron RIA
Texas
USD 326 M -USD 18.9 M -5% 1.75% 68.5% 214 7.01% 1.6
JSF Financial
3988
JSF Financial
California
USD 326 M +USD 6.98 M +2% 3.3% 91% 117 13.68% 2.4
Decheng Capital
3989
Decheng Capital
California
USD 326 M -USD 419 M -56% 22.2% – 28 35.71% 0.3
MKC
3990
M. Kraus & Co
Vermont
USD 326 M -USD 3.31 M -1% 0.47% 65.9% 83 4.82% 5.5
Skaana Management
3991
Skaana Management
New York
USD 326 M -USD 4700 M -94% 34.7% 269% 221 36.65% 0.8
New Capital Management
3992
New Capital Management
Texas
USD 326 M -USD 8.95 M -3% 0.89% 49.4% 60 15% 3.1
Ararat Capital Management
3993
Ararat Capital Management
Connecticut
USD 326 M -USD 26.3 M -7% 5.8% 99.2% 25 24% 1.1
Vectors Research Management
3994
Vectors Research Management
New York
USD 326 M -USD 28.3 M -8% 1.22% 67.3% 136 9.56% 4.1
DeDora Capital
3995
DeDora Capital
California
USD 326 M +USD 11.4 M +4% 3.89% 91.2% 113 8.85% 2.6
Madrona Financial Services
3996
Madrona Financial Services
Washington
USD 325 M +USD 38.3 M +13% 2.61% 85.1% 111 20.72% 2.5
Supplemental Annuity Collective Trust (SACT) of New Jersey
3997
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
USD 325 M +USD 5.22 M +2% 5.64% 147% 219 4.11% 6.6
Tradewinds LLC
3998
Tradewinds LLC
North Carolina
USD 325 M +USD 116 M +56% 4.95% – 234 72.22% 0.3
Source Financial Advisors
3999
Source Financial Advisors
New York
USD 325 M -USD 4.2 M -1% 1.25% 18.5% 122 8.2% 2.4
Cavalier Investments
4000
Cavalier Investments
Georgia
USD 325 M +USD 51 M +19% 8.08% 171% 86 13.95% 1.5