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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)
KCS Wealth Advisory
4101
KCS Wealth Advisory
California
USD 225 M +USD 8.66 M +4% 12.6% 45.3% 174 24.14% 2.8
Wolff Financial Management
4102
Wolff Financial Management
Michigan
USD 225 M -USD 27.1 M -11% 11.3% 56.7% 103 3.88% 1.3
Physicians Financial Services
4103
Physicians Financial Services
North Carolina
USD 225 M -USD 37.2 M -14% 14.4% 100% 123 11.38% 4.7
OpenView Management
4104
OpenView Management
Massachusetts
USD 225 M -USD 49.6 M -18% 9.81% – 3 0% 0.5
Lumature Wealth Partners
4105
Lumature Wealth Partners
Georgia
USD 224 M -USD 24.7 M -10% 10.1% – 449 13.81% 1.1
UID
4106
Union Investments & Development
Israel
USD 224 M -USD 54 M -19% 19.1% 17% 55 5.45% 0.4
Herold Advisors
4107
Herold Advisors
New York
USD 224 M -USD 56.8 M -20% 12.4% 90.2% 727 73.87% 0.7
VR Advisory Services
4108
VR Advisory Services
Cayman Islands
USD 224 M +USD 10.3 M +5% 16.4% 89.7% 80 22.5% 1.2
Onyx Bridge Wealth Group
4109
Onyx Bridge Wealth Group
New York
USD 224 M -USD 39.2 M -15% 10.7% 74.6% 192 29.69% 0.9
Goodman Advisory Group
4110
Goodman Advisory Group
Massachusetts
USD 224 M -USD 64.8 M -22% 6.45% 88.8% 189 75.13% 0.1
Cornell Pochily Investment Advisors
4111
Cornell Pochily Investment Advisors
New York
USD 224 M -USD 32.8 M -13% 11.4% 97% 173 9.25% 3.2
Householder Group Estate & Retirement Specialist
4112
Householder Group Estate & Retirement Specialist
Arizona
USD 224 M -USD 24.2 M -10% 13.4% – 213 21.13% 0.4
General Pension Society PZU Joint Stock
4113
General Pension Society PZU Joint Stock
Poland
USD 224 M -USD 64.7 M -22% 19.2% 116% 19 5.26% 5.8
Brave Asset Management
4114
Brave Asset Management
New Jersey
USD 224 M -USD 66.9 M -23% 10.5% 76.3% 167 17.96% 3.8
CP
4115
CPV Partners
Connecticut
USD 224 M -USD 14.9 M -6% 1.63% 105% 6 0% 1.5
Ironwood Wealth Management (Arizona)
4116
Ironwood Wealth Management (Arizona)
Arizona
USD 224 M -USD 19.9 M -8% 10.5% 31.1% 55 1.82% 3.4
Keystone Wealth Services
4117
Keystone Wealth Services
California
USD 224 M -USD 28.6 M -11% 12% 80.1% 190 16.84% 0.4
IBOK
4118
Independence Bank of Kentucky
Kentucky
USD 223 M -USD 29.3 M -12% 12.7% 94.3% 427 5.62% 3.1
WC
4119
Walthausen & Co
New York
USD 223 M -USD 131 M -37% 11.5% 63.3% 146 8.22% 2.2
Retirement Capital Strategies
4120
Retirement Capital Strategies
California
USD 223 M -USD 26.5 M -11% 7.45% 59% 73 38.36% 2.3
Roanoke Asset Management
4121
Roanoke Asset Management
New Jersey
USD 223 M -USD 46 M -17% 14.3% 50.3% 115 3.48% 5.2
Arlington Financial Advisors
4122
Arlington Financial Advisors
California
USD 223 M -USD 41.4 M -16% 15.1% 67.6% 55 14.55% 3.3
Rhino Investment Partners
4123
Rhino Investment Partners
Pennsylvania
USD 223 M -USD 1.9 M -0.8% 9.57% 110% 52 26.92% 0.7
OR
4124
Olympiad Research
Connecticut
USD 223 M -USD 105 M -32% 5.95% 189% 405 49.63% 0.7
ML&R Wealth Management
4125
ML&R Wealth Management
Texas
USD 222 M -USD 48.4 M -18% 15.3% – 62 29.03% 0.4