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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)
Galileo PTC
4901
Galileo PTC
British Virgin Islands
USD 111 M +USD 20.4 M +23% 22.8% 82.7% 2 0% 1.3
Stonebridge Financial Planning Group
4902
Stonebridge Financial Planning Group
Florida
USD 111 M – – 8.35% 72.4% 365 – 0
TCM
4903
TAM Capital Management
Connecticut
USD 110 M – – 2.8% 4.15% 7 – 0.8
Washburn Capital Management
4904
Washburn Capital Management
Florida
USD 110 M – – 9.51% 123% 35 – 0
Bluestem Financial Advisors
4905
Bluestem Financial Advisors
Illinois
USD 110 M – – 4.66% 42.2% 19 – 0
Peterson Wealth Management
4906
Peterson Wealth Management
Nevada
USD 110 M – – 4.68% 88.9% 46 – 0
JPLA
4907
Joseph P. Lucia & Associates
New York
USD 110 M +USD 12.9 M +13% 7.31% 84% 502 11.55% 0.6
Cox Capital Management
4908
Cox Capital Management
Massachusetts
USD 110 M +USD 7.48 M +7% 7.51% 106% 75 12% 1.3
Progeny 3 Inc
4909
Progeny 3 Inc
Washington
USD 110 M +USD 11 M +11% 4.93% 96.8% 20 10% 1.3
Lloyd Advisory Services
4910
Lloyd Advisory Services
Georgia
USD 110 M – – 4.18% 51.1% 381 – 0
SA
4911
Sunesis Advisors
Kansas
USD 110 M +USD 13.5 M +14% 9.55% – 30 10% 1.2
Leicht Financial Planning & Wealth Management
4912
Leicht Financial Planning & Wealth Management
New Jersey
USD 110 M +USD 5.17 M +5% 1.9% 50.2% 69 36.23% 0.9
Pragma Gestao de Patrimonio
4913
Pragma Gestao de Patrimonio
Brazil
USD 110 M – – 9.69% 75.2% 14 – 0
DigitalBridge Group
4914
DigitalBridge Group
Florida
USD 110 M – – 2.29% 161% 38 – 0
Market Street Wealth Management Advisors
4915
Market Street Wealth Management Advisors
Indiana
USD 110 M +USD 6.71 M +7% 7.42% 44% 38 2.63% 0.9
Stableford Capital II
4916
Stableford Capital II
Arizona
USD 110 M +USD 3 M +3% 5.32% 66.9% 104 20.19% 1.8
Hanseatic Management Services
4917
Hanseatic Management Services
New Mexico
USD 110 M +USD 12 M +12% 12.2% – 272 40.81% 0.7
GIC
4918
Gantzert Investment Company
Illinois
USD 109 M +USD 7.42 M +7% 9.39% – 61 3.28% 1
Chapman Investment Management
4919
Chapman Investment Management
California
USD 109 M – – 8.89% 57.3% 37 – 0
Northwest Capital Management
4920
Northwest Capital Management
Oregon
USD 109 M +USD 14.7 M +16% 5.51% 57% 68 26.47% 1.3
Northwest Wealth Management
4921
Northwest Wealth Management
Iowa
USD 109 M -USD 12.7 M -10% 5.69% 68.2% 118 18.64% 2.3
Garrison Point Advisors
4922
Garrison Point Advisors
California
USD 109 M +USD 8.07 M +8% 8.84% 81.5% 132 7.58% 0.9
Core Alternative Capital
4923
Core Alternative Capital
Georgia
USD 109 M – – 6.93% 74.5% 47 – 0
Brooktree Capital Management
4924
Brooktree Capital Management
Michigan
USD 109 M – – 8.19% 82.9% 100 – 0
AFS
4925
Aft Forsyth & Sober
Florida
USD 109 M – – 1.81% 94.6% 67 – 1.7