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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)
Westbourne Investment Advisors
4551
Westbourne Investment Advisors
Maryland
USD 281 M -USD 10.7 M -4% 2.42% 107% 85 2.35% 4.5
Comprehensive Financial Consultants Institutional
4552
Comprehensive Financial Consultants Institutional
Indiana
USD 281 M +USD 6.48 M +2% 0.71% 78% 186 16.67% 2.2
JAT Capital Management
4553
JAT Capital Management
Connecticut
USD 281 M -USD 351 M -55% 24.8% 734% 50 80% 0.2
NC
4554
Nokomis Capital
Texas
USD 281 M +USD 643 k +0.2% 0.95% 145% 67 29.85% 1.9
CWM
4555
Cedar Wealth Management
California
USD 281 M +USD 4.54 M +2% 0.78% 68.1% 204 10.78% 4.2
Valley Forge Investment Consultants
4556
Valley Forge Investment Consultants
Pennsylvania
USD 281 M -USD 10.3 M -4% 2.34% 67.9% 90 10% 3.1
HGC Investment Management
4557
HGC Investment Management
Ontario, Canada
USD 281 M +USD 47.4 M +20% 3.77% 33.2% 95 44.21% 0.7
Harber Asset Management
4558
Harber Asset Management
North Carolina
USD 281 M -USD 52.9 M -16% 0.64% 63.6% 42 47.62% 1.2
Somerset Trust
4559
Somerset Trust
Pennsylvania
USD 281 M +USD 15.1 M +6% 0.91% 80.5% 174 13.79% 5.5
Fortitude Family Office
4560
Fortitude Family Office
Arizona
USD 281 M +USD 533 k +0.2% 2.2% 81.1% 1,303 13.12% 1
Beirne Wealth Consulting Services
4561
Beirne Wealth Consulting Services
Connecticut
USD 281 M +USD 3.39 M +1% 1.48% 81.9% 104 7.69% 3.4
Cadent Capital Advisors
4562
Cadent Capital Advisors
Oklahoma
USD 281 M -USD 8.12 M -3% 0.99% 106% 167 20.96% 2.2
Seven Springs Wealth Group
4563
Seven Springs Wealth Group
Tennessee
USD 281 M +USD 12 M +4% 3.47% 59.2% 83 9.64% 3
Seaside Wealth Management
4564
Seaside Wealth Management
California
USD 280 M +USD 7.1 M +3% 0.95% 53.4% 61 4.92% 2.2
Chesapeake Wealth Management
4565
Chesapeake Wealth Management
Virginia
USD 280 M -USD 11.2 M -4% 1.2% 65.9% 160 3.75% 5.4
LJHT
4566
Laurie J. Hall Trustee
USD 280 M -USD 24.4 M -8% 0.34% 105% 251 56.18% 8.8
Cypress Financial Planning
4567
Cypress Financial Planning
New Jersey
USD 280 M +USD 7.63 M +3% 0.13% 41.2% 86 9.3% 1.5
Plan Group Financial
4568
Plan Group Financial
Oklahoma
USD 280 M +USD 90.8 M +48% 1.15% 63.4% 161 36.65% 1
Bill Few Associates
4569
Bill Few Associates
Pennsylvania
USD 280 M -USD 4.63 M -2% 1.15% 91.5% 180 6.67% 2.4
Newton One Investments
4570
Newton One Investments
Delaware
USD 280 M +USD 20.2 M +8% 1.35% 42% 122 3.28% 1.6
Highland Financial Advisors
4571
Highland Financial Advisors
New Jersey
USD 280 M -USD 9.08 M -3% 3.48% 70% 60 16.67% 1.9
LCM
4572
Lynx1 Capital Management
Puerto Rico
USD 279 M +USD 12.5 M +5% 4.47% 883% 20 40% 1.2
SMART Wealth
4573
SMART Wealth
Nebraska
USD 279 M -USD 1.91 M -0.7% 1.05% 83.6% 174 28.16% 0.9
Redwood Grove Capital
4574
Redwood Grove Capital
California
USD 279 M -USD 44 M -14% 9.39% 79.8% 25 16% 2.4
FCT
4575
Family Capital Trust
Massachusetts
USD 279 M -USD 16.2 M -5% 2.99% 39.1% 65 13.85% 6.7