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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)
Susquehanna International Group (Ireland)
4226
Susquehanna International Group (Ireland)
Ireland
USD 223 M -USD 85.6 M -28% 8.7% 5.26% 69 55.07% 0.5
Alliance Wealth Advisors (Utah)
4227
Alliance Wealth Advisors (Utah)
Utah
USD 223 M – – 7.81% 70.7% 216 – 0
Oak Asset Management
4228
Oak Asset Management
California
USD 223 M +USD 16.5 M +8% 11.6% 91.8% 101 5.94% 0.5
Collective Family Office
4229
Collective Family Office
Pennsylvania
USD 222 M +USD 21.6 M +11% 9.47% 52.5% 194 26.8% 1.3
SSI
4230
Scott & Selber Inc
Texas
USD 222 M +USD 14.9 M +7% 10.3% 202% 100 8% 3.5
Engle Capital Management
4231
Engle Capital Management
Connecticut
USD 222 M -USD 119 M -35% 8.26% 398% 31 64.52% 0.6
Fountainhead AM
4232
Fountainhead AM
New Jersey
USD 222 M +USD 23.9 M +12% 7.64% 65.6% 90 32.22% 1.3
AFS
4233
Aft Forsyth & Sober
Florida
USD 222 M +USD 16.5 M +8% 10.7% 94.6% 85 3.53% 2.4
Quantum Financial Advisors
4234
Quantum Financial Advisors
California
USD 222 M -USD 3.3 M -1% 9% 61.1% 96 20.83% 0.4
BetterWealth
4235
BetterWealth
California
USD 222 M +USD 27.7 M +14% 7.72% 63.3% 41 17.07% 0.7
LJHT
4236
Laurie J. Hall Trustee
USD 222 M +USD 19.2 M +9% 11.9% 105% 327 6.12% 5.7
Physicians Financial Services
4237
Physicians Financial Services
North Carolina
USD 222 M +USD 15.2 M +7% 10.3% 100% 111 3.6% 5.4
BBJS Financial Advisors
4238
BBJS Financial Advisors
Washington
USD 222 M – – 4.12% – 139 – 0
Balboa Wealth Partners
4239
Balboa Wealth Partners
Arizona
USD 222 M -USD 5.56 M -2% 2.79% 214% 295 16.61% 0.2
GJCM
4240
Grand Jean Capital Management
California
USD 222 M -USD 3.93 M -2% 6.56% 61.4% 44 11.36% 4.5
Phase 2 Partners
4241
Phase 2 Partners
California
USD 221 M +USD 10.9 M +5% 6.9% 25.1% 30 50% 0.4
IAM
4242
Innovis Asset Management
Illinois
USD 221 M – – 9.26% – 150 – 0
Insight Folios
4243
Insight Folios
North Carolina
USD 221 M +USD 24.9 M +13% 12.7% 32.9% 106 2.83% 1.8
Newman & Schimel
4244
Newman & Schimel
Illinois
USD 221 M +USD 18.9 M +9% 6.15% – 54 24.07% 1.4
MSH Capital Advisors
4245
MSH Capital Advisors
Arizona
USD 221 M +USD 18.3 M +9% 9.42% 66.5% 201 9.45% 0.9
HIM
4246
Hotaling Investment Management
Pennsylvania
USD 221 M +USD 12.7 M +6% 9.01% 52.6% 129 20.16% 2.4
Auxano Advisors
4247
Auxano Advisors
Washington
USD 221 M +USD 3.63 M +2% 3.87% 85.4% 103 11.65% 1.4
Connacht Asset Management
4248
Connacht Asset Management
New York
USD 221 M +USD 80 M +57% 32.2% 63.8% 157 52.87% 0.6
Stelac Advisory Services
4249
Stelac Advisory Services
New York
USD 221 M +USD 1.15 M +0.5% 8.13% 84.9% 169 18.34% 3
WFA
4250
Wade Financial Advisory
California
USD 221 M +USD 21.1 M +11% 9.51% 15.9% 78 10.26% 2.3