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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)
Platform Technology Partners
4501
Platform Technology Partners
New York
USD 214 M +USD 1.23 M +0.6% 2.45% – 228 16.23% 2.5
Prudent Investors Network
4502
Prudent Investors Network
California
USD 214 M +USD 1.49 M +0.7% 2.59% – 38 15.79% 2.1
SHFA
4503
SS&H Financial Advisors
Michigan
USD 214 M – – 2.98% – 117 – 1.4
Retirement Capital Strategies
4504
Retirement Capital Strategies
California
USD 214 M -USD 3.81 M -2% 2% 59% 77 49.35% 2
Field & Main Bank
4505
Field & Main Bank
Kentucky
USD 214 M +USD 34.1 M +19% 2.69% 107% 265 10.19% 5.3
BFM
4506
Blacksheep Fund Management
Ireland
USD 213 M -USD 101 M -32% 1.08% 71.5% 4 0% 2.4
PH
4507
Pinnacle Holdings
Oklahoma
USD 213 M -USD 10.6 M -5% 2.07% 79.6% 215 11.63% 5.1
Detalus Advisors
4508
Detalus Advisors
Missouri
USD 213 M -USD 9.9 M -4% 3.84% 75.7% 156 16.03% 2.4
Eos Management LP
4509
Eos Management LP
New York
USD 213 M -USD 1.57 M -0.7% 4.14% 149% 47 17.02% 3.1
Copperwynd Financial
4510
Copperwynd Financial
Arizona
USD 213 M -USD 1.72 M -0.8% 2.7% 90% 145 18.62% 3
OLIO Financial Planning
4511
OLIO Financial Planning
Virginia
USD 213 M +USD 2.03 M +1% 3.85% 52.9% 55 18.18% 1.2
TFG Advisers
4512
TFG Advisers
Michigan
USD 213 M -USD 7.17 M -3% 3.58% 61.8% 201 5.97% 3.7
Benchmark Financial Wealth Advisors
4513
Benchmark Financial Wealth Advisors
Florida
USD 213 M -USD 2.95 M -1% 4.28% 81.6% 74 13.51% 2.7
L2 Asset Management
4514
L2 Asset Management
Massachusetts
USD 213 M +USD 8.15 M +4% 0.84% 128% 225 35.11% 0.9
Red Lighthouse Investment Management
4515
Red Lighthouse Investment Management
New York
USD 212 M -USD 6.44 M -3% 3.13% 63.4% 96 3.13% 0.7
Strategic Advocates
4516
Strategic Advocates
Utah
USD 212 M – – 4.08% 103% 141 – 0
Peoples Financial Services Corp
4517
Peoples Financial Services Corp
Pennsylvania
USD 212 M -USD 10.7 M -5% 3.48% 104% 270 4.81% 7.3
Phraction Management
4518
Phraction Management
Connecticut
USD 212 M +USD 9.48 M +5% 4.25% 106% 51 11.76% 1.3
Stoneridge Investment Partners
4519
Stoneridge Investment Partners
Pennsylvania
USD 212 M -USD 18.1 M -8% 4.82% 44.2% 121 28.93% 1.8
Robertson Opportunity Capital
4520
Robertson Opportunity Capital
Texas
USD 212 M +USD 4.89 M +2% 3.17% 93.4% 24 0% 6.5
Syntrinsic
4521
Syntrinsic
Colorado
USD 212 M – – 3.49% – 79 – 0
Roman Butler Fullerton & Co
4522
Roman Butler Fullerton & Co
Missouri
USD 212 M -USD 6.04 M -3% 2.17% 134% 201 16.92% 3.1
FP
4523
Fiduciary Planning
Florida
USD 212 M -USD 5.38 M -2% 2.94% 71.4% 65 40% 1.4
Oak Family Advisors
4524
Oak Family Advisors
Illinois
USD 212 M +USD 403 k +0.2% 2.42% 81.9% 118 8.47% 1.9
Wolf Group Capital Advisors
4525
Wolf Group Capital Advisors
Virginia
USD 211 M +USD 10.9 M +5% 2.38% 28.2% 110 10.91% 3