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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)
O'Brien Greene & Co
4551
O'Brien Greene & Co
Pennsylvania
USD 306 M +USD 7.64 M +3% 5.73% 81.4% 148 16.22% 4.1
EC
4552
Euclidean Capital
New York
USD 306 M +USD 39.6 M +15% 12.1% 79.7% 11 0% 3.4
Cornell Pochily Investment Advisors
4553
Cornell Pochily Investment Advisors
New York
USD 306 M +USD 21.3 M +7% 7.1% 97% 182 11.54% 4.7
TTP Investments
4554
TTP Investments
California
USD 306 M +USD 68.4 M +29% 19.1% 197% 55 41.82% 1.6
Mindset Wealth Management
4555
Mindset Wealth Management
Indiana
USD 305 M +USD 48.6 M +19% 26.5% – 164 16.46% 0.6
BE
4556
Bonness Enterprises
District of Columbia
USD 305 M -USD 1.12 M -0.4% 1.16% 98.6% 38 2.63% 11.2
Kaydan Wealth Management
4557
Kaydan Wealth Management
Michigan
USD 305 M -USD 6.35 M -2% 6.88% 58% 118 14.41% 2.5
Fiduciary Family Office
4558
Fiduciary Family Office
Florida
USD 305 M +USD 4.8 M +2% 6.26% – 207 19.32% 0.3
Oxford Asset Management
4559
Oxford Asset Management
United Kingdom
USD 305 M +USD 86.6 M +40% 11.6% – 831 82.79% 0.1
Impact Capital Partners
4560
Impact Capital Partners
Colorado
USD 305 M +USD 29.1 M +11% 11.7% – 275 11.27% 0.4
Congress Park Capital
4561
Congress Park Capital
New York
USD 305 M +USD 41 M +16% 11.1% 99.9% 128 24.22% 3.8
Accretive Wealth Partners
4562
Accretive Wealth Partners
New Jersey
USD 305 M +USD 21.9 M +8% 6.69% 57.3% 156 13.46% 2.7
Comprehensive Financial Consultants Institutional
4563
Comprehensive Financial Consultants Institutional
Indiana
USD 305 M +USD 23.5 M +8% 8.82% 78% 186 8.06% 2.3
Fortitude Family Office
4564
Fortitude Family Office
Arizona
USD 305 M +USD 23.9 M +8% 8.42% 81.1% 2,166 53.69% 0.6
Stolper & Co
4565
Stolper & Co
Oklahoma
USD 304 M -USD 493 k -0.2% 2.11% 77.1% 91 6.59% 4
Avanda Investment Management
4566
Avanda Investment Management
Singapore
USD 304 M +USD 21.9 M +8% 6.79% – 33 48.48% 0.9
Henry James International Management
4567
Henry James International Management
New York
USD 304 M +USD 12 M +4% 10.8% 125% 99 4.04% 5.5
Red Wave Investments
4568
Red Wave Investments
Pennsylvania
USD 304 M +USD 25.3 M +9% 8.32% 58% 112 15.18% 3.2
Plan Group Financial
4569
Plan Group Financial
Oklahoma
USD 304 M +USD 24 M +9% 6.25% 63.4% 176 25.57% 1.1
Elite Wealth Management
4570
Elite Wealth Management
Washington
USD 304 M -USD 464 M -60% 27.3% 142% 36 22.22% 4.4
ValueWorks
4571
ValueWorks
New York
USD 304 M +USD 38.6 M +15% 11.3% 190% 36 13.89% 5.4
May Hill Capital
4572
May Hill Capital
Massachusetts
USD 304 M +USD 38.6 M +15% 11.3% – 233 33.05% 0.3
MWM
4573
MGB Wealth Management
Texas
USD 304 M +USD 27.1 M +10% 15.5% – 324 15.74% 1.2
Warren Street Wealth Advisors
4574
Warren Street Wealth Advisors
California
USD 303 M +USD 45.9 M +18% 9.81% 75.7% 141 22.7% 1.7
Old West Investment Management
4575
Old West Investment Management
California
USD 303 M +USD 26.1 M +9% 22% 242% 72 31.94% 2.4