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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)
SimplyRich
4326
SimplyRich
California
USD 123 M +USD 14.1 M +13% 11.5% 98.3% 82 18.29% 1.1
RB Capital Management
4327
RB Capital Management
Nevada
USD 123 M +USD 23.5 M +24% 12.7% 79.4% 122 13.11% 1.7
HighVista Strategies
4328
HighVista Strategies
Massachusetts
USD 123 M +USD 7.01 M +6% 14.8% 622% 163 61.35% 0.6
One Wealth Advisors
4329
One Wealth Advisors
California
USD 122 M +USD 22.1 M +22% 12.3% 66% 583 83.7% 0.2
OptiFour Integrated Wealth Management
4330
OptiFour Integrated Wealth Management
Virginia
USD 122 M +USD 13 M +12% 9.25% – 51 11.76% 1.1
Sterling Investment Advisors (Missouri)
4331
Sterling Investment Advisors (Missouri)
Missouri
USD 122 M +USD 9.9 M +9% 8.9% 45.1% 29 6.9% 3.6
IMS Capital Management
4332
IMS Capital Management
Oregon
USD 122 M +USD 15.5 M +15% 16.5% 119% 123 11.38% 3.2
Phoenician Capital
4333
Phoenician Capital
New York
USD 122 M +USD 50 M +69% 28.5% 41.1% 21 47.62% 0.2
MFGP
4334
Marshall Financial Group (Pennsylvania)
Pennsylvania
USD 122 M +USD 16.7 M +16% 11.7% 65.5% 53 11.32% 0.2
IBOK
4335
Independence Bank of Kentucky
Kentucky
USD 122 M +USD 12.1 M +11% 12.4% 94.3% 408 23.04% 1
SL
4336
SOF Ltd
Cayman Islands
USD 122 M +USD 9.2 M +8% 8.14% 42.3% 1 0% 2.3
SWMG
4337
Strategic Wealth Management Group
Maryland
USD 122 M +USD 17.9 M +17% 12.5% – 86 15.12% 0.2
Searcy Financial Services
4338
Searcy Financial Services
Kansas
USD 122 M +USD 43.2 M +55% 12.3% 60.2% 19 52.63% 0.2
Freedom Day Solutions
4339
Freedom Day Solutions
Texas
USD 122 M +USD 26.5 M +28% 14.5% 86.6% 87 18.39% 0.9
Growth Interface Management
4340
Growth Interface Management
Florida
USD 122 M +USD 22.4 M +23% 23.4% 12% 9 0% 0.3
Fluent Financial
4341
Fluent Financial
Texas
USD 122 M -USD 26.4 M -18% 11% 46.9% 60 20% 0.8
Garrett Wealth Advisory Group
4342
Garrett Wealth Advisory Group
Texas
USD 122 M +USD 12.2 M +11% 9.04% 74.6% 52 13.46% 0.2
Cincinnati Casualty Company
4343
Cincinnati Casualty Company
Ohio
USD 122 M +USD 14 M +13% 14% 56% 26 7.69% 4.1
Richmond Hill Investments
4344
Richmond Hill Investments
New York
USD 122 M -USD 37 M -23% 1.07% 55.2% 9 33.33% 3
Diametric Capital
4345
Diametric Capital
Massachusetts
USD 122 M -USD 11.6 M -9% 14.4% 175% 143 58.74% 0.4
Jentner Corp
4346
Jentner Corp
Ohio
USD 122 M +USD 12.1 M +11% 10.1% 38.9% 36 19.44% 1.6
Ridgewood Investments
4347
Ridgewood Investments
New Jersey
USD 122 M -USD 3.74 M -3% 9.33% – 203 26.11% 1.5
Rokos Capital Management (UK)
4348
Rokos Capital Management (UK)
United Kingdom
USD 122 M +USD 85.1 M +234% 20.3% 227% 29 82.76% 0.1
Horiko Capital Management
4349
Horiko Capital Management
New York
USD 121 M +USD 27.2 M +29% 16.1% 275% 33 21.21% 0.2
PAM
4350
Pegasus Asset Management
New York
USD 121 M +USD 15.5 M +15% 13.5% 89% 68 4.41% 1.1