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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)
Syquant Capital SAS
5001
Syquant Capital SAS
France
USD 164 M +USD 80.5 M +97% 7.79% 160% 62 66.13% 0.2
Alcosta Capital Management
5002
Alcosta Capital Management
California
USD 164 M +USD 1.46 M +0.9% 2.54% 175% 30 6.67% 0.7
Searcy Financial Services
5003
Searcy Financial Services
Kansas
USD 164 M -USD 1.37 M -0.8% 1.2% 60.2% 21 14.29% 1.7
Fortis Advisors
5004
Fortis Advisors
Pennsylvania
USD 164 M -USD 9.4 M -5% 1.5% 72.8% 279 12.54% 1.8
EWG
5005
Executive Wealth Group
Washington
USD 164 M -USD 5.38 M -3% 2.59% 14.9% 49 4.08% 2.9
Atlas Private Wealth Management
5006
Atlas Private Wealth Management
New York
USD 164 M +USD 1.51 M +0.9% 0.34% 19.8% 120 5% 1.6
Bellevue Asset Management
5007
Bellevue Asset Management
Washington
USD 163 M -USD 428 k -0.3% 0.67% 56.7% 609 9.52% 1.4
Baugh & Associates
5008
Baugh & Associates
Georgia
USD 163 M +USD 2.15 M +1% 0.89% 98.8% 41 0% 3.1
IAS
5009
Investment Advisory Services
Texas
USD 163 M +USD 1.36 M +0.8% 0.23% 74.9% 96 5.21% 1.4
Tacita Capital
5010
Tacita Capital
Ontario, Canada
USD 163 M -USD 2.7 M -2% 0.5% 72.3% 184 2.72% 0.7
Van Leeuwen & Company
5011
Van Leeuwen & Company
New Jersey
USD 163 M -USD 5.8 M -3% 0.38% 75.4% 86 39.53% 1.4
Red Cedar Capital
5012
Red Cedar Capital
Nebraska
USD 163 M +USD 3.86 M +2% 4.04% 43% 168 10.71% 2.9
Maltin Wealth Management
5013
Maltin Wealth Management
New Jersey
USD 163 M -USD 1.7 M -1% 1.22% 58.2% 114 12.28% 1.2
H&H Retirement Design & Management
5014
H&H Retirement Design & Management
Nevada
USD 163 M -USD 611 k -0.4% 1.04% 38.4% 47 14.89% 1.3
Grace Capital
5015
Grace Capital
Massachusetts
USD 163 M +USD 13.3 M +9% 2.18% 127% 176 19.89% 2.2
REMS
5016
Real Estate Management Services
USD 163 M +USD 1.29 M +0.8% 2.97% 67.2% 38 7.89% 2.7
Clarus Wealth Advisors
5017
Clarus Wealth Advisors
Arizona
USD 163 M +USD 2.86 M +2% 0.45% 89.7% 112 18.75% 1.7
Lakestar II
5018
Lakestar II
Guernsey
USD 162 M +USD 7.93 M +5% 12.7% – 2 0% 0.6
Naman Capital
5019
Naman Capital
Brazil
USD 162 M -USD 29.8 M -16% 7.11% 89.9% 17 0% 2.2
Walled Lake Planning & Wealth Management
5020
Walled Lake Planning & Wealth Management
Illinois
USD 162 M +USD 8.5 M +6% 1.42% 62.6% 359 17.83% 1.3
Adaptive Financial Consulting
5021
Adaptive Financial Consulting
Ohio
USD 162 M +USD 1.98 M +1% 0.29% 33.4% 18 5.56% 1.6
Holistic Financial Partners
5022
Holistic Financial Partners
Indiana
USD 162 M -USD 5.33 M -3% 2.05% 95.7% 134 26.87% 1.9
WESPAC Advisors
5023
WESPAC Advisors
California
USD 162 M +USD 110 M +210% 0.56% 126% 177 50.85% 0.6
Woodard & Company Asset Management Group
5024
Woodard & Company Asset Management Group
North Carolina
USD 162 M -USD 5.32 M -3% 0.25% 84.8% 108 18.52% 1.6
Powell Investment Advisors
5025
Powell Investment Advisors
Florida
USD 162 M -USD 827 k -0.5% 1.88% 82.4% 130 13.85% 1.4