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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)
Ceeto Capital Group
4401
Ceeto Capital Group
Florida
USD 222 M +USD 17.2 M +8% 7.5% 94.4% 150 6% 2.5
Sitrin Capital Management
4402
Sitrin Capital Management
California
USD 222 M +USD 11.2 M +5% 11.3% 139% 39 10.26% 2.4
CWM
4403
Cedar Wealth Management
California
USD 222 M +USD 20.9 M +10% 6.71% 68.1% 274 12.77% 1.9
Harbor Advisory Corp
4404
Harbor Advisory Corp
New Hampshire
USD 222 M -USD 29.7 M -12% 5.98% 63.2% 102 31.37% 1.7
Horan Capital Advisors
4405
Horan Capital Advisors
Ohio
USD 222 M +USD 13.1 M +6% 7.4% 26.6% 92 7.61% 3.5
BigSur Wealth Management
4406
BigSur Wealth Management
Florida
USD 222 M +USD 26.7 M +14% 8.06% 94.8% 140 21.43% 2.5
Affinity Investment Advisors
4407
Affinity Investment Advisors
California
USD 222 M -USD 51.5 M -19% 6.27% 189% 175 23.43% 1.9
Kapitalo Investimentos
4408
Kapitalo Investimentos
Brazil
USD 222 M +USD 131 M +143% 10.1% 66.5% 46 71.74% 0.1
MFA Wealth Advisors
4409
MFA Wealth Advisors
Pennsylvania
USD 221 M +USD 15.2 M +7% 5.61% 68.6% 66 18.18% 1.1
Cardinal Point Wealth Management
4410
Cardinal Point Wealth Management
California
USD 221 M +USD 22.9 M +12% 4.21% – 42 11.9% 0.4
Tucker Asset Management
4411
Tucker Asset Management
Colorado
USD 221 M +USD 31.7 M +17% 5.92% 64.2% 378 17.99% 0.4
Bickling Financial Services
4412
Bickling Financial Services
Massachusetts
USD 221 M +USD 22.5 M +11% 7.1% – 142 23.94% 0.4
Campbell Capital Management
4413
Campbell Capital Management
Florida
USD 221 M +USD 4.21 M +2% 7.98% – 66 34.85% 1.1
Allegheny Financial Group
4414
Allegheny Financial Group
Pennsylvania
USD 221 M +USD 84.3 M +62% 4.68% 71.1% 158 39.87% 0.3
SST
4415
S Squared Technology
New York
USD 221 M +USD 9.46 M +4% 3.81% 223% 43 25.58% 2
Bryn Mawr Capital Management
4416
Bryn Mawr Capital Management
Pennsylvania
USD 221 M +USD 16.9 M +8% 5.81% 71.4% 105 16.19% 2.4
SimpliFi Inc
4417
SimpliFi Inc
California
USD 221 M +USD 6.79 M +3% 2.37% 27.9% 29 37.93% 1.6
Excalibur Management
4418
Excalibur Management
Massachusetts
USD 221 M +USD 18 M +9% 6% 81.7% 161 9.32% 3
Westbourne Investment Advisors
4419
Westbourne Investment Advisors
Maryland
USD 221 M +USD 19.7 M +10% 8.99% 107% 88 7.95% 2.2
Cabot-Wellington
4420
Cabot-Wellington
Massachusetts
USD 221 M +USD 10.9 M +5% 6% 65% 17 0% 4.1
Old Well Partners
4421
Old Well Partners
North Carolina
USD 220 M +USD 17.7 M +9% 11% 97.8% 52 38.46% 0.6
D. Scott Neal
4422
D. Scott Neal
Kentucky
USD 220 M -USD 2.64 M -1% 6.03% 105% 52 15.38% 2.6
SFG
4423
SageGuard Financial Group
Tennessee
USD 220 M +USD 5.42 M +3% 6.63% – 150 20.67% 0.4
Running Point Capital Advisors
4424
Running Point Capital Advisors
California
USD 220 M +USD 38.7 M +21% 6.5% 52.1% 158 13.92% 0.4
Founders Financial Alliance
4425
Founders Financial Alliance
North Carolina
USD 220 M +USD 16.9 M +8% 6.87% 84.9% 494 9.51% 0.6