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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)
Raine Capital
4526
Raine Capital
New York
USD 309 M -USD 157 M -34% 45.4% 119% 5 40% 3.3
BC
4527
Bruce & Co
Illinois
USD 308 M -USD 3.36 M -1% 0.66% 94.5% 43 6.98% 6.2
WealthBridge Investment Counsel
4528
WealthBridge Investment Counsel
Alberta, Canada
USD 308 M +USD 33.7 M +12% 12% 106% 48 4.17% 4.3
Marks Wealth
4529
Marks Wealth
Maryland
USD 308 M +USD 35.9 M +13% 18.5% 169% 28 64.29% 0.5
Beirne Wealth Consulting Services
4530
Beirne Wealth Consulting Services
Connecticut
USD 308 M +USD 27.6 M +10% 8.96% 81.9% 106 6.6% 3.5
SC
4531
Steph & Co
Wisconsin
USD 308 M +USD 30.1 M +11% 8.01% 61.6% 314 22.93% 3
Precision Wealth Strategies
4532
Precision Wealth Strategies
Missouri
USD 308 M +USD 177 M +136% 10.9% 106% 194 56.7% 0.8
Joule Financial
4533
Joule Financial
Kentucky
USD 308 M +USD 23.1 M +8% 8.17% 55.5% 118 21.19% 1.9
Naman Capital
4534
Naman Capital
Brazil
USD 308 M +USD 53 M +21% 7.54% 89.9% 13 7.69% 2.8
Family Legacy Inc
4535
Family Legacy Inc
South Carolina
USD 308 M +USD 16.1 M +6% 8.43% 89% 122 2.46% 5.6
Field & Main Bank
4536
Field & Main Bank
Kentucky
USD 307 M +USD 24.2 M +9% 12.1% 107% 244 2.87% 6.8
Main Street Group
4537
Main Street Group
Virginia
USD 307 M +USD 47.8 M +18% 15.1% 98.3% 885 14.92% 1.2
Nixon Capital
4538
Nixon Capital
Texas
USD 307 M +USD 17.7 M +6% 16.9% 118% 28 32.14% 1.4
Next Level Private
4539
Next Level Private
New York
USD 307 M +USD 38.8 M +14% 11.5% 95.9% 154 11.69% 1.8
Gilliland Jeter Wealth Management
4540
Gilliland Jeter Wealth Management
Arkansas
USD 307 M +USD 24.2 M +9% 12.3% 128% 187 10.7% 1.3
Somerset Trust
4541
Somerset Trust
Pennsylvania
USD 307 M +USD 26 M +9% 7.46% 80.5% 186 11.29% 5.2
Walled Lake Planning & Wealth Management
4542
Walled Lake Planning & Wealth Management
Illinois
USD 307 M +USD 24.9 M +9% 4.96% 51.7% 146 12.33% 2.3
Cypress Financial Planning
4543
Cypress Financial Planning
New Jersey
USD 306 M +USD 26.3 M +9% 6.21% 41.2% 88 12.5% 1.7
Gunma Bank
4544
Gunma Bank
Japan
USD 306 M -USD 4.19 M -1% 1.59% 24.5% 33 9.09% 1.2
Graybill Wealth Management
4545
Graybill Wealth Management
Illinois
USD 306 M +USD 14.8 M +5% 10% – 190 58.42% 4.7
Missouri Trust & Investment Company
4546
Missouri Trust & Investment Company
Missouri
USD 306 M +USD 21.2 M +7% 8.6% 65.1% 441 9.52% 2.7
Sector Gamma AS
4547
Sector Gamma AS
Norway
USD 306 M -USD 6.25 M -2% 3.32% 35.3% 39 17.95% 2.8
Provident Wealth Management
4548
Provident Wealth Management
Tennessee
USD 306 M +USD 15.6 M +5% 7.35% 61.1% 143 9.09% 2.3
Libra Wealth
4549
Libra Wealth
California
USD 306 M +USD 39.3 M +15% 10.4% 58.2% 72 16.67% 2.1
Morling Financial Advisors
4550
Morling Financial Advisors
California
USD 306 M +USD 15.2 M +5% 15% 97.6% 131 29.77% 2.2