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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)
Blue Barn Wealth
5051
Blue Barn Wealth
Utah
USD 141 M +USD 10 M +8% 10.1% 46.4% 124 12.1% 1
KPS Global Asset Management (UK)
5052
KPS Global Asset Management (UK)
United Kingdom
USD 140 M -USD 33.7 M -19% 15.2% 373% 5 0% 2.4
Newton One Investments
5053
Newton One Investments
Delaware
USD 140 M +USD 5.97 M +4% 5.32% 42% 127 6.3% 1.4
CJM Wealth Advisers
5054
CJM Wealth Advisers
Virginia
USD 140 M -USD 3.45 M -2% 4.35% 71.5% 56 10.71% 0.7
Turiya Advisors Asia
5055
Turiya Advisors Asia
Hong Kong
USD 140 M +USD 62.8 M +81% 8.41% 247% 2 50% 0.8
Abbot Financial Management
5056
Abbot Financial Management
Massachusetts
USD 140 M -USD 25 M -15% 6.3% 102% 125 12.8% 4.1
New England Professional Planning Group
5057
New England Professional Planning Group
Rhode Island
USD 140 M -USD 3.94 M -3% 5.8% 59% 40 10% 4.2
WFA Asset Management
5058
WFA Asset Management
Wisconsin
USD 140 M -USD 2.41 M -2% 5.71% 60% 246 12.2% 0.6
Beacon Financial Advisory
5059
Beacon Financial Advisory
Ohio
USD 140 M -USD 35.6 M -20% 5.61% 76.8% 224 18.3% 2
JLP Asset Management
5060
JLP Asset Management
New York
USD 140 M -USD 11 M -7% 9.81% 16.1% 22 9.09% 2
Clarus Wealth Advisors
5061
Clarus Wealth Advisors
Arizona
USD 140 M -USD 1.89 M -1% 4.26% 89.7% 120 29.17% 1.9
DB Wealth Management Group
5062
DB Wealth Management Group
California
USD 140 M -USD 6.6 M -4% 4.57% 19% 296 3.72% 1.5
Fortis Advisors
5063
Fortis Advisors
Pennsylvania
USD 140 M -USD 10.8 M -7% 4.9% 72.8% 300 18% 2.4
Seldon Capital
5064
Seldon Capital
California
USD 140 M -USD 32.9 M -19% 1.22% 604% 290 6.21% 0.7
Greycroft
5065
Greycroft
New York
USD 140 M -USD 30.4 M -18% 15.9% 20% 6 50% 0.7
Scholtz & Company
5066
Scholtz & Company
Connecticut
USD 140 M -USD 22.6 M -14% 2.92% 89.2% 58 48.28% 2
Act Wealth Management
5067
Act Wealth Management
Texas
USD 140 M -USD 13 M -9% 5.64% 70% 43 18.6% 1.3
Pragma Gestao de Patrimonio
5068
Pragma Gestao de Patrimonio
Brazil
USD 140 M +USD 5.81 M +4% 1.01% 75.2% 18 27.78% 1.6
Leicht Financial Planning & Wealth Management
5069
Leicht Financial Planning & Wealth Management
New Jersey
USD 140 M -USD 7.88 M -5% 5.72% 46.3% 23 17.39% 1.5
HH
5070
HWG Holdings
Texas
USD 140 M – – 3.94% – 156 – 1.4
Seneca Financial Advisors
5071
Seneca Financial Advisors
New York
USD 140 M -USD 8.89 M -6% 5.68% 47.3% 45 6.67% 1.4
Alta Wealth Advisors
5072
Alta Wealth Advisors
Massachusetts
USD 140 M -USD 4.59 M -3% 3.91% 120% 141 6.38% 1.4
WAM
5073
WT Asset Management
Hong Kong
USD 140 M -USD 35.9 M -20% 11.6% 2,788% 7 14.29% 1
Ritter Daniher Financial Advisory
5074
Ritter Daniher Financial Advisory
Ohio
USD 140 M -USD 984 k -0.7% 4.59% 56.7% 258 10.85% 1.3
Chou Associates Management
5075
Chou Associates Management
Ontario, Canada
USD 140 M +USD 85 k +0.1% 19.6% 66.4% 20 5% 5.1