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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)
Carmel Capital Management
4826
Carmel Capital Management
California
USD 193 M +USD 17.7 M +10% 10.6% 265% 33 3.03% 1.4
NatWest Group
4827
NatWest Group
United Kingdom
USD 192 M +USD 7.46 M +4% 15.5% 207% 56 41.07% 3.5
Palisades Hudson Asset Management
4828
Palisades Hudson Asset Management
Florida
USD 192 M +USD 5.55 M +3% 4.95% 66.8% 101 7.92% 6.3
DHJJ Financial Advisors
4829
DHJJ Financial Advisors
Illinois
USD 192 M +USD 7.87 M +4% 6.45% 62.5% 142 7.75% 2
DecisionPoint Financial
4830
DecisionPoint Financial
Arizona
USD 192 M +USD 18.9 M +11% 3.01% 43.3% 219 20.09% 0.4
IP
4831
Investment Partners
Ohio
USD 192 M +USD 1.34 M +0.7% 5.46% 74.1% 140 11.43% 5.1
Tenzing Global Management
4832
Tenzing Global Management
California
USD 192 M +USD 28.1 M +17% 15.3% 273% 19 52.63% 1.3
Centennial Wealth Advisory
4833
Centennial Wealth Advisory
Michigan
USD 192 M +USD 3.34 M +2% 3.5% 63% 143 25.17% 1.2
Transatlantique Private Wealth
4834
Transatlantique Private Wealth
New York
USD 192 M +USD 10.9 M +6% 5.67% 88.6% 209 8.61% 0.8
Two Point Capital Management
4835
Two Point Capital Management
New York
USD 192 M +USD 21.8 M +13% 10.7% – 22 0% 0.5
Lloyd Harbor Capital Management
4836
Lloyd Harbor Capital Management
New York
USD 192 M +USD 50.1 M +35% 13.3% 144% 22 54.55% 0.2
First Capital Advisors Group
4837
First Capital Advisors Group
New Jersey
USD 192 M +USD 35.9 M +23% 6.39% – 972 77.98% 0.3
Sandbox Financial Partners
4838
Sandbox Financial Partners
Maryland
USD 192 M +USD 25.8 M +16% 10% 69.6% 99 12.12% 1.6
Whelan Financial
4839
Whelan Financial
California
USD 191 M +USD 11 M +6% 4.51% 57.9% 32 6.25% 1.2
OGF
4840
Orin Green Financial
California
USD 191 M +USD 6.54 M +4% 3.74% 59.1% 78 12.82% 1.8
SWMG LLC
4841
SWMG LLC
Texas
USD 191 M +USD 11.9 M +7% 4.08% 68.7% 103 22.33% 1.2
King Street Capital Management
4842
King Street Capital Management
New York
USD 191 M -USD 21.5 M -10% 3.49% 140% 17 58.82% 0.4
Fi3 Financial Advisors
4843
Fi3 Financial Advisors
Indiana
USD 191 M +USD 3.61 M +2% 7.56% 83.1% 82 19.51% 1.3
Old West Investment Management
4844
Old West Investment Management
California
USD 191 M +USD 5.23 M +3% 7.22% 242% 58 31.03% 3.6
Divergent Planning
4845
Divergent Planning
Maryland
USD 191 M +USD 13.2 M +7% 3.17% 43.3% 26 15.38% 1.3
Caldwell Sutter Capital
4846
Caldwell Sutter Capital
California
USD 191 M +USD 53.7 M +39% 4.12% 79.5% 875 36.11% 0.2
TPG Financial Advisors
4847
TPG Financial Advisors
Oregon
USD 191 M +USD 7.82 M +4% 2.8% – 49 4.08% 2.6
GPM Growth Investors
4848
GPM Growth Investors
Michigan
USD 191 M +USD 18 M +10% 8.86% – 41 9.76% 2.2
Wealthstream Advisors
4849
Wealthstream Advisors
New York
USD 191 M +USD 23.2 M +14% 6.25% 88.2% 98 21.43% 1
Half Sky Capital (UK)
4850
Half Sky Capital (UK)
United Kingdom
USD 191 M +USD 14.1 M +8% 13% 13% 9 0% 1.1