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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)
Demars Financial Group
4626
Demars Financial Group
Washington
USD 168 M -USD 7.24 M -4% 4% 69.1% 75 16% 1.7
Strong Tower Advisory Services
4627
Strong Tower Advisory Services
Minnesota
USD 168 M -USD 16.1 M -9% 4.26% 155% 106 12.26% 0.9
Reston Wealth Management
4628
Reston Wealth Management
Virginia
USD 168 M -USD 11.6 M -6% 6.14% 60.7% 58 17.24% 2.7
Clear Sky Carbon Solutions Investment Management
4629
Clear Sky Carbon Solutions Investment Management
Texas
USD 168 M +USD 55.5 M +49% 10.8% – 74 39.19% 0.3
LPWM LLC
4630
LPWM LLC
Minnesota
USD 168 M -USD 11.6 M -6% 5.89% 59.4% 63 11.11% 2.2
Midwest Professional Planners Ltd (MPPL)
4631
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 168 M -USD 9.7 M -5% 5.42% 130% 123 11.38% 2.6
BIA
4632
Bigelow Investment Advisors
Maine
USD 168 M -USD 14.3 M -8% 5.46% 75.7% 144 6.25% 3.6
IAS
4633
Investment Advisory Services
Texas
USD 167 M -USD 5.78 M -3% 4.98% 65.4% 99 8.08% 2.1
Delphi Financial Group
4634
Delphi Financial Group
Delaware
USD 167 M -USD 46.1 M -22% 1.58% 66.3% 32 15.63% 2.6
HM Capital Management
4635
HM Capital Management
Missouri
USD 167 M -USD 12.4 M -7% 4.19% 29.6% 59 8.47% 4.2
Altrafin AG
4636
Altrafin AG
USD 167 M -USD 18.5 M -10% 6.72% 97.6% 78 7.69% 0.7
Monterey Private Wealth
4637
Monterey Private Wealth
California
USD 167 M -USD 8.09 M -5% 5.5% 29.8% 107 14.02% 2
Detalus Advisors
4638
Detalus Advisors
Missouri
USD 167 M -USD 3.31 M -2% 6.21% 75.7% 135 15.56% 1.9
Valley Financial Management
4639
Valley Financial Management
New York
USD 167 M – – 5.02% – 37 – 0
MGM
4640
Miura Global Management
New York
USD 167 M +USD 21 M +14% 16.5% 375% 20 30% 1.4
Your Advocates Ltd
4641
Your Advocates Ltd
Texas
USD 167 M -USD 2.12 M -1% 6.47% 50% 231 12.55% 1.5
SAM
4642
Security Asset Management
New York
USD 167 M -USD 15.5 M -9% 5.61% 67.4% 77 7.79% 5.1
AMC
4643
Asset Management Corp
Illinois
USD 167 M +USD 11.9 M +8% 5.21% 57.1% 172 17.44% 1.8
Wealth CMT
4644
Wealth CMT
New Jersey
USD 167 M -USD 5.06 M -3% 6.12% 25% 28 10.71% 0.8
Atlas Private Wealth Advisors
4645
Atlas Private Wealth Advisors
New Jersey
USD 167 M -USD 224 k -0.1% 5.71% 57.8% 135 11.85% 1.7
Greenhaven Road Investment Management
4646
Greenhaven Road Investment Management
Connecticut
USD 166 M -USD 28.3 M -15% 14.3% 70.2% 53 26.42% 1
Ferguson Shapiro
4647
Ferguson Shapiro
Georgia
USD 166 M +USD 6.54 M +4% 5.41% 42.7% 51 29.41% 0.7
Visa Foundation
4648
Visa Foundation
California
USD 166 M -USD 16.3 M -9% 5.26% 58.1% 1 0% 0.8
Cambridge Financial Group
4649
Cambridge Financial Group
Ohio
USD 166 M – – 2.28% – 31 – 4
Perseverance Asset Management International
4650
Perseverance Asset Management International
Cayman Islands
USD 166 M -USD 76.1 M -31% 2.2% 120% 17 23.53% 0.8