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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)
Ameliora Wealth Management
5026
Ameliora Wealth Management
Switzerland
USD 220 M -USD 302 k -0.1% 4.43% 73.9% 198 9.6% 1.5
Sterling Financial Group
5027
Sterling Financial Group
California
USD 220 M +USD 9.7 M +5% 2.19% 49.6% 69 14.49% 1.1
Nekton Capital
5028
Nekton Capital
United Kingdom
USD 220 M -USD 209 M -49% 2.34% 30.1% 17 23.53% 0.5
IGYL
5029
I.G.Y. Ltd
United Kingdom
USD 220 M +USD 11.8 M +6% 8.03% 80.5% 3 0% 4.3
Access Financial Services
5030
Access Financial Services
Minnesota
USD 220 M -USD 3.71 M -2% 0.59% 44.8% 102 12.75% 3.4
Dupree Financial Group
5031
Dupree Financial Group
Kentucky
USD 220 M -USD 4.65 M -2% 0.07% 75.8% 75 32% 0.4
Balanced Wealth Group
5032
Balanced Wealth Group
Ohio
USD 220 M -USD 4.64 M -2% 2.17% – 72 8.33% 0.5
HI
5033
Hyundai Investments
South Korea
USD 220 M -USD 47.7 M -18% 17.8% 74.8% 1 0% 2.5
Washington University
5034
Washington University
Missouri
USD 220 M -USD 50.7 M -19% 7.63% 44% 5 40% 1.8
Ameraudi Asset Management
5035
Ameraudi Asset Management
New York
USD 220 M +USD 4.91 M +2% 0.48% 47.1% 60 21.67% 2.2
Lowe Wealth Advisors
5036
Lowe Wealth Advisors
Maryland
USD 220 M +USD 4.79 M +2% 2.47% 63.3% 336 14.88% 5
WorthPointe
5037
WorthPointe
California
USD 219 M +USD 20.7 M +10% 0.73% 59.7% 76 21.05% 1.2
Fusion Capital
5038
Fusion Capital
South Carolina
USD 219 M +USD 638 k +0.3% 3.01% 100% 75 5.33% 3.2
Elevation Capital Advisory
5039
Elevation Capital Advisory
Oregon
USD 219 M – – 4.41% – 40 – 0.4
Nixon Capital
5040
Nixon Capital
Texas
USD 219 M -USD 40.6 M -16% 6.82% 118% 34 29.41% 1.3
SCA
5041
Sander Capital Advisors
Washington
USD 219 M +USD 13.9 M +7% 9.89% 113% 18 27.78% 3.5
Cambridge Financial Group (Arizona)
5042
Cambridge Financial Group (Arizona)
Arizona
USD 219 M +USD 8.47 M +4% 0.89% 69.5% 128 5.47% 0.5
Thrive Capital Management (Pennsylvania)
5043
Thrive Capital Management (Pennsylvania)
Pennsylvania
USD 219 M +USD 31.1 M +17% 0.94% 58.2% 204 53.43% 0.6
Next Level Private
5044
Next Level Private
New York
USD 219 M +USD 822 k +0.4% 1.92% 95.9% 141 12.77% 1.2
GWA
5045
GGM Wealth Advisors
Maryland
USD 219 M +USD 3.92 M +2% 2.1% 25.9% 143 13.99% 1.4
CCAM
5046
Codex Capital Asset Management
Texas
USD 218 M – – 8.93% – 37 – 0
CWM
5047
Capital Wealth Management
Rhode Island
USD 218 M +USD 9.6 M +5% 0.94% 46.7% 46 17.39% 2.9
Commonwealth Retirement Investments
5048
Commonwealth Retirement Investments
Virginia
USD 218 M +USD 8.95 M +4% 1.67% 96.7% 93 15.05% 1
Capital Today Evergreen Fund
5049
Capital Today Evergreen Fund
Cayman Islands
USD 218 M +USD 33.5 M +18% 19.6% 23.7% 3 0% 1.1
Montis Financial
5050
Montis Financial
Massachusetts
USD 218 M +USD 7.67 M +4% 2.23% 46% 89 16.85% 2