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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)
NTCM
4276
Nut Tree Capital Management
New York
USD 340 M +USD 32.8 M +11% 6.83% 101% 12 16.67% 2.1
Unio Capital
4277
Unio Capital
New Jersey
USD 340 M +USD 78.9 M +30% 8.37% 97.8% 24 16.67% 4.8
Quantessence Capital
4278
Quantessence Capital
New York
USD 340 M -USD 60.2 M -15% 14.4% – 483 93.79% 0.1
Kelly Financial Services
4279
Kelly Financial Services
Massachusetts
USD 339 M +USD 51.7 M +18% 8.52% 64.3% 124 15.32% 3.4
Ballast Advisors
4280
Ballast Advisors
Minnesota
USD 339 M +USD 25.6 M +8% 8.83% 66.7% 173 8.09% 4.3
Roman Butler Fullerton & Co
4281
Roman Butler Fullerton & Co
Missouri
USD 339 M +USD 81.7 M +32% 14% 134% 264 25.38% 3.1
Iron Horse Wealth Management
4282
Iron Horse Wealth Management
Iowa
USD 339 M +USD 27.5 M +9% 6.31% 29.1% 647 16.23% 1.9
Carr Financial Group
4283
Carr Financial Group
Massachusetts
USD 339 M +USD 33.7 M +11% 8.84% 66.1% 197 16.24% 1.8
KLCM
4284
KG&L Capital Management
Louisiana
USD 339 M +USD 30.2 M +10% 10.9% 91.9% 214 22.43% 3
D.B. Root & Company
4285
D.B. Root & Company
Pennsylvania
USD 339 M +USD 29 M +9% 7.31% 57.3% 204 18.14% 3.6
Gradient Capital Advisors
4286
Gradient Capital Advisors
California
USD 339 M +USD 32.1 M +10% 9% 78.5% 166 9.04% 4.4
Birnam Oak Advisors
4287
Birnam Oak Advisors
New York
USD 338 M -USD 214 M -39% 0.21% – 36 50% 0.3
Divergent Planning
4288
Divergent Planning
Maryland
USD 338 M +USD 37 M +12% 7.04% 43.3% 36 19.44% 2.4
LFGO
4289
Legacy Financial Group (Oklahoma)
Oklahoma
USD 338 M +USD 26.8 M +9% 8.06% 64.2% 93 20.43% 1.8
NatWest Group
4290
NatWest Group
United Kingdom
USD 338 M -USD 991 k -0.3% 22.8% 207% 38 26.32% 3
Selkirk Management
4291
Selkirk Management
New Jersey
USD 338 M +USD 77.6 M +30% 34.5% 245% 15 13.33% 5.3
West Branch Capital
4292
West Branch Capital
Massachusetts
USD 338 M +USD 38.4 M +13% 14.1% 156% 540 14.63% 3.3
Highline Wealth Partners
4293
Highline Wealth Partners
California
USD 338 M +USD 41 M +14% 12.8% 93.8% 1,100 26.55% 1.2
TA
4294
TrueWealth Advisors
Alabama
USD 338 M +USD 33.4 M +11% 8.4% 60.9% 226 11.95% 2.4
Haverford Financial Services
4295
Haverford Financial Services
Pennsylvania
USD 338 M +USD 13.2 M +4% 10.1% 57.9% 44 9.09% 6.1
BankPlus Trust Department
4296
BankPlus Trust Department
Mississippi
USD 338 M +USD 38.1 M +13% 8.4% – 488 12.3% 0.5
WT Wealth Management
4297
WT Wealth Management
Arizona
USD 338 M +USD 29.8 M +10% 9.14% 72% 157 27.39% 1.9
Ruedi Wealth Management
4298
Ruedi Wealth Management
Illinois
USD 337 M +USD 17.5 M +5% 5.97% 44.9% 335 84.48% 2.2
BNC Wealth Management
4299
BNC Wealth Management
Oregon
USD 337 M +USD 59.6 M +21% 25% 204% 108 18.52% 2.6
Princeton Capital Management
4300
Princeton Capital Management
New Jersey
USD 337 M +USD 52.7 M +19% 25.7% 206% 135 17.04% 3.9