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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)
Heirloom Wealth Management
4001
Heirloom Wealth Management
Colorado
USD 349 M +USD 15.5 M +5% 1.46% 81.8% 44 6.82% 2.1
First Wilshire Securities Management
4002
First Wilshire Securities Management
California
USD 349 M -USD 19.4 M -5% 3.38% 135% 89 15.73% 5.1
New Capital Management
4003
New Capital Management
Texas
USD 348 M +USD 6.52 M +2% 1.99% 55.4% 55 16.36% 3.5
3G Capital Partners
4004
3G Capital Partners
New York
USD 348 M -USD 526 k -0.2% 1.43% 351% 21 47.62% 0.8
IFS
4005
Ifrah Financial Services
Arkansas
USD 348 M -USD 13.9 M -4% 1.44% 64.1% 210 11.43% 5.3
Compton Financial Group
4006
Compton Financial Group
Maryland
USD 347 M +USD 10.8 M +3% 1.16% 37.7% 48 31.25% 2.2
Matrix Capital Management Company
4007
Matrix Capital Management Company
New Hampshire
USD 347 M -USD 1804 M -84% 19.2% 245% 6 50% 2.8
Mason & Associates (Virginia)
4008
Mason & Associates (Virginia)
Virginia
USD 347 M +USD 12.3 M +4% 1.12% – 40 5% 0.8
TFB Advisors
4009
TFB Advisors
Kansas
USD 347 M -USD 2.65 M -0.8% 2.05% 85% 341 12.32% 1.1
DeDora Capital
4010
DeDora Capital
California
USD 347 M -USD 18.2 M -5% 3.53% 91.2% 116 8.62% 3.1
Continental Grain Company
4011
Continental Grain Company
New York
USD 347 M +USD 54.6 M +19% 11.4% 5.73% 4 0% 1.9
Ripple Effect Asset Management
4012
Ripple Effect Asset Management
New York
USD 347 M -USD 13.4 M -4% 2.14% – 33 57.58% 0.2
Cypress Capital
4013
Cypress Capital
Tennessee
USD 347 M -USD 2.78 M -0.8% 0.06% 43.6% 82 15.85% 2.6
RA
4014
Resolute Advisors
California
USD 347 M -USD 150 M -30% 8.49% 36.7% 89 19.1% 1.9
Essex Woodlands Management
4015
Essex Woodlands Management
Texas
USD 347 M -USD 86.5 M -20% 18.9% 119% 7 14.29% 5.8
Prentice Wealth Management
4016
Prentice Wealth Management
New York
USD 346 M +USD 594 k +0.2% 0.77% 47.8% 117 17.09% 2.4
Bridgefront Capital
4017
Bridgefront Capital
Texas
USD 346 M +USD 49.6 M +17% 3.98% 52.1% 891 72.05% 0.2
Fielder Capital Group
4018
Fielder Capital Group
Tennessee
USD 346 M +USD 25 M +8% 5.87% – 235 14.47% 0.9
SimplyRich
4019
SimplyRich
California
USD 346 M -USD 4.78 M -1% 0.93% 105% 224 8.04% 3.3
Childress Capital Advisors
4020
Childress Capital Advisors
Texas
USD 345 M -USD 13.3 M -4% 0.4% 107% 242 16.94% 1.6
Brown, Lisle/Cummings
4021
Brown, Lisle/Cummings
Rhode Island
USD 345 M +USD 10 M +3% 0.32% 82.3% 800 22.25% 2
B.O.S.S. Retirement Advisors
4022
B.O.S.S. Retirement Advisors
Utah
USD 345 M -USD 13 M -4% 2.38% 78.2% 200 25% 0.6
DecisionPoint Financial
4023
DecisionPoint Financial
Arizona
USD 345 M +USD 17.4 M +5% 0.66% 48% 281 16.01% 1.6
Strategic Investment Solutions
4024
Strategic Investment Solutions
Illinois
USD 345 M +USD 45.7 M +15% 2.42% – 732 17.08% 1.3
Frontier Asset Management
4025
Frontier Asset Management
Wyoming
USD 345 M +USD 41.7 M +14% 0.88% 57.1% 70 14.29% 1.9