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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)
Investment Management Associates
4276
Investment Management Associates
Colorado
USD 291 M +USD 1.29 M +0.4% 2.4% 51.6% 36 8.33% 2.3
Hurlow Wealth Management Group
4277
Hurlow Wealth Management Group
Indiana
USD 291 M +USD 8 M +3% 1.29% 55.8% 119 5.88% 3.8
YRHAM
4278
Yong Rong (HK) Asset Management
Hong Kong
USD 291 M -USD 84.5 M -22% 16.6% 2,310% 26 57.69% 0.3
Neumann Capital Management
4279
Neumann Capital Management
California
USD 291 M +USD 10.5 M +4% 5.11% 89.9% 101 5.94% 6.5
First International Bank & Trust
4280
First International Bank & Trust
North Dakota
USD 291 M +USD 889 k +0.3% 0.28% 38.6% 76 15.79% 1.8
Platform Technology Partners
4281
Platform Technology Partners
New York
USD 291 M – – 4.91% – 227 – 2.8
Regimen Wealth
4282
Regimen Wealth
Georgia
USD 290 M +USD 2.11 M +0.7% 0.07% 34.4% 73 27.4% 1
Strata Wealth Advisors
4283
Strata Wealth Advisors
Texas
USD 290 M +USD 5.99 M +2% 2.2% 73.6% 84 21.43% 0.8
Atwater Malick
4284
Atwater Malick
Pennsylvania
USD 290 M +USD 6.5 M +2% 2.34% 83.4% 81 9.88% 2.8
McElhenny Sheffield Capital Management
4285
McElhenny Sheffield Capital Management
Texas
USD 290 M +USD 9.17 M +3% 4.27% 86.3% 103 18.45% 1.8
Garden State Investment Advisory Services
4286
Garden State Investment Advisory Services
New Jersey
USD 290 M +USD 16.6 M +6% 3.77% 94% 285 23.51% 1
TIFF Advisory Services
4287
TIFF Advisory Services
Pennsylvania
USD 290 M +USD 60.8 M +27% 5.82% 86.3% 27 29.63% 1.3
Blue Zone Wealth Advisors
4288
Blue Zone Wealth Advisors
California
USD 290 M -USD 1.19 M -0.4% 1.97% 91.1% 94 13.83% 2.6
LPWM LLC
4289
LPWM LLC
Minnesota
USD 290 M +USD 17.3 M +6% 1.84% 59.4% 79 11.39% 2.8
Harbor Advisory Corp
4290
Harbor Advisory Corp
New Hampshire
USD 290 M -USD 4.23 M -1% 1.18% 63.2% 89 8.99% 3.6
Helen Stephens Group
4291
Helen Stephens Group
Texas
USD 289 M +USD 30.2 M +12% 1.72% 53.4% 85 16.47% 1.7
Wells Trecaso Financial Group
4292
Wells Trecaso Financial Group
Ohio
USD 289 M +USD 6.11 M +2% 3.36% 108% 94 5.32% 4.4
KLCM
4293
KG&L Capital Management
Louisiana
USD 289 M +USD 37.3 M +15% 3.03% 91.9% 197 19.8% 2.6
Teramo Advisors
4294
Teramo Advisors
Florida
USD 289 M +USD 31.4 M +12% 2.89% 72.1% 10 30% 1.4
KM
4295
KP Management
Minnesota
USD 289 M +USD 29.8 M +11% 7.58% – 79 22.78% 0.4
BCGM Wealth Management
4296
BCGM Wealth Management
Indiana
USD 289 M +USD 10.1 M +4% 1.86% 54.9% 154 8.44% 1.9
Kinsale Capital Group
4297
Kinsale Capital Group
Virginia
USD 289 M +USD 35.5 M +14% 2.22% 70.9% 36 8.33% 1.3
Matthew 25 Management Corp
4298
Matthew 25 Management Corp
Pennsylvania
USD 288 M -USD 5.68 M -2% 5.95% 141% 24 25% 6.2
Total Clarity Wealth Management
4299
Total Clarity Wealth Management
Illinois
USD 288 M +USD 624 k +0.2% 1.3% 73.2% 294 24.49% 1.5
Wick Capital Partners
4300
Wick Capital Partners
Pennsylvania
USD 288 M +USD 185 M +180% 2.5% 60% 82 53.66% 0.6