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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)
OnyxPoint Global Management
4476
OnyxPoint Global Management
New York
USD 359 M -USD 442 M -55% 2.57% 162% 48 62.5% 0.6
RFG - Bristol Wealth Advisors
4477
RFG - Bristol Wealth Advisors
Massachusetts
USD 359 M +USD 12.7 M +4% 2.25% – 184 10.33% 0.8
Montanaro Asset Management
4478
Montanaro Asset Management
United Kingdom
USD 359 M -USD 41.6 M -10% 4.35% 49.6% 43 9.3% 3.1
SK Wealth Management
4479
SK Wealth Management
Rhode Island
USD 359 M +USD 90.5 M +34% 2.84% – 90 20% 1
Amicus Financial Advisors
4480
Amicus Financial Advisors
Texas
USD 359 M – – 0.91% – 90 – 0
ParaFi Capital
4481
ParaFi Capital
New York
USD 358 M -USD 103 M -22% 25.2% – 19 42.11% 0.5
World Equity Group
4482
World Equity Group
Illinois
USD 358 M -USD 82.3 M -19% 3.28% 117% 394 29.19% 1.7
Argent Advisors
4483
Argent Advisors
Louisiana
USD 358 M +USD 19.1 M +6% 3.8% 63.1% 178 12.92% 3.5
MKC
4484
M. Kraus & Co
Vermont
USD 358 M +USD 17.6 k +0% 3.18% 65.9% 85 4.71% 6.5
Concentrum Wealth Management
4485
Concentrum Wealth Management
California
USD 358 M +USD 11.5 M +3% 0.13% 174% 92 16.3% 2.9
TFB Advisors
4486
TFB Advisors
Kansas
USD 358 M +USD 14.5 M +4% 2.08% 85% 323 9.6% 1.6
Crown Wealth Group
4487
Crown Wealth Group
North Carolina
USD 358 M +USD 25.1 M +8% 2.87% 98.2% 152 22.37% 1.6
Evexia Wealth
4488
Evexia Wealth
Wisconsin
USD 358 M +USD 23.8 M +7% 5% 95% 94 27.66% 1.5
Chase Investment Counsel
4489
Chase Investment Counsel
Virginia
USD 358 M +USD 20 M +6% 9.9% 350% 156 32.05% 1.6
Brand Asset Management Group
4490
Brand Asset Management Group
Missouri
USD 358 M +USD 2.11 M +0.6% 1.75% 70.2% 188 21.28% 2.8
Trinity Financial Advisors
4491
Trinity Financial Advisors
Ohio
USD 358 M +USD 11.3 M +3% 2.66% 74.5% 105 12.38% 2.5
VST
4492
Van Strum & Towne
California
USD 358 M +USD 17.1 M +5% 3.36% 72.3% 116 6.9% 6.1
Libra Wealth
4493
Libra Wealth
California
USD 357 M +USD 24.4 M +7% 1.09% 58.2% 72 12.5% 2.6
Martin Investment Management
4494
Martin Investment Management
Florida
USD 357 M -USD 36.1 M -9% 4.55% 44% 54 14.81% 5.4
Drummond Knight Asset Management
4495
Drummond Knight Asset Management
Australia
USD 357 M +USD 30.6 M +9% 26.9% – 15 46.67% 0.4
Legacy CG
4496
Legacy CG
Texas
USD 357 M +USD 2.12 M +0.6% 1.81% 62.6% 50 16% 1.4
Farmers & Merchants Trust Co of Chambersburg PA
4497
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
USD 357 M +USD 3.25 M +0.9% 1.42% 65.5% 342 5.26% 5.7
Cypress Capital
4498
Cypress Capital
Tennessee
USD 357 M +USD 7.61 M +2% 2.27% 43.6% 98 8.16% 2.8
2Xideas
4499
2Xideas
Switzerland
USD 357 M -USD 117 M -25% 1.95% 40.6% 65 36.92% 2.5
Capital Planning
4500
Capital Planning
Washington
USD 357 M +USD 13.6 M +4% 0.52% 81.2% 85 8.24% 3.1