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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)
Greenbush Financial Group
4926
Greenbush Financial Group
New York
USD 340 M +USD 38 M +13% 14.1% – 40 22.5% 1.3
ODFS
4927
O'Donnell Financial Services
California
USD 340 M +USD 49.5 M +17% 15.4% 61% 78 23.08% 1.6
Heritage Oak Wealth Advisors
4928
Heritage Oak Wealth Advisors
Florida
USD 340 M +USD 25 M +8% 11.9% – 112 44.64% 0.8
River Street Advisors
4929
River Street Advisors
Illinois
USD 340 M +USD 43.6 M +15% 15.2% 93.5% 188 14.36% 2.1
Jeppson Wealth Management
4930
Jeppson Wealth Management
California
USD 339 M +USD 20.4 M +6% 13.6% 107% 254 12.2% 3.6
Brilliance Asset Management
4931
Brilliance Asset Management
Hong Kong
USD 339 M +USD 293 k +0.1% 6.88% 39.2% 18 50% 0.3
Haverford Financial Services
4932
Haverford Financial Services
Pennsylvania
USD 339 M +USD 3.62 M +1% 6.35% 57.9% 49 6.12% 6
New Insight Wealth Advisors
4933
New Insight Wealth Advisors
California
USD 339 M +USD 60.3 M +22% 18.2% – 122 13.93% 1.7
1492 Capital Management
4934
1492 Capital Management
Wisconsin
USD 339 M +USD 76.1 M +29% 67.4% 332% 143 16.08% 1.3
FC
4935
Fore Capital
New York
USD 338 M +USD 177 M +109% 0.49% 25.4% 75 62.67% 0.2
Etesian Wealth Advisors
4936
Etesian Wealth Advisors
Oregon
USD 338 M +USD 24.9 M +8% 9.21% 60.6% 143 4.9% 2.6
Castle Wealth Management
4937
Castle Wealth Management
Florida
USD 338 M +USD 29 M +9% 9.58% 53.6% 148 14.19% 2.7
Elite Wealth Management
4938
Elite Wealth Management
Washington
USD 337 M +USD 29.4 M +10% 22.7% 182% 58 34.48% 2.9
Shayne & Jacobs LLC
4939
Shayne & Jacobs LLC
Tennessee
USD 337 M +USD 13.6 M +4% 8.98% 79.4% 101 6.93% 4.2
Corundum Group
4940
Corundum Group
Colorado
USD 337 M +USD 37.9 M +13% 15.8% 89.5% 118 13.56% 5
Consilium Wealth Advisory
4941
Consilium Wealth Advisory
Texas
USD 337 M +USD 43.8 M +15% 23.8% 126% 110 15.45% 2.6
Northern Right Capital Management
4942
Northern Right Capital Management
Connecticut
USD 337 M +USD 55.9 M +20% 30.6% 187% 34 47.06% 1.9
Ameliora Wealth Management
4943
Ameliora Wealth Management
Switzerland
USD 337 M +USD 23.2 M +7% 10.2% 73.9% 244 11.07% 2.2
Riverwater Partners
4944
Riverwater Partners
Wisconsin
USD 337 M +USD 36.8 M +12% 18.8% 112% 239 23.43% 2
BFI Infinity
4945
BFI Infinity
Switzerland
USD 337 M +USD 146 M +76% 14.2% – 73 26.03% 0.8
Bank OZK
4946
Bank OZK
Arkansas
USD 337 M +USD 53.2 M +19% 24.8% 112% 164 12.2% 6.3
AlphaGrep UK
4947
AlphaGrep UK
USD 336 M -USD 9.17 M -3% 12.2% – 997 51.55% 0.3
Amtrust Financial Services
4948
Amtrust Financial Services
New York
USD 336 M +USD 36.7 M +12% 12.5% 61.9% 15 0% 4.1
Roth Financial Partners
4949
Roth Financial Partners
Texas
USD 336 M +USD 43.4 M +15% 11.7% 61% 33 6.06% 3.9
Strategic Financial Concepts
4950
Strategic Financial Concepts
Texas
USD 336 M -USD 69.3 M -17% 13.5% 56.8% 326 35.28% 0.8