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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)
Geneva Partners
5076
Geneva Partners
Wisconsin
USD 231 M -USD 11.8 M -5% 5.82% 417% 86 43.02% 1.8
Reliant Wealth Planning
5077
Reliant Wealth Planning
Kentucky
USD 231 M +USD 14.2 M +7% 5.72% 39.4% 27 14.81% 1.2
EnCap Energy Capital Fund X
5078
EnCap Energy Capital Fund X
Texas
USD 231 M – – 17.5% – 1 – 0
Tilson Financial Group
5079
Tilson Financial Group
New Jersey
USD 231 M +USD 132 M +133% 5.43% 39.3% 72 48.61% 0.7
Barrett & Company
5080
Barrett & Company
Rhode Island
USD 231 M +USD 9.8 M +4% 5.98% 83.6% 615 9.43% 1.8
Claris Advisors
5081
Claris Advisors
Missouri
USD 231 M +USD 36.5 M +19% 6.78% 65.7% 1,236 95.55% 0.1
Socha Financial Group
5082
Socha Financial Group
New York
USD 230 M +USD 16.8 M +8% 5.04% 88.4% 23 13.04% 1.8
25 LLC
5083
25 LLC
Missouri
USD 230 M +USD 19.8 M +9% 6.54% 48.7% 56 10.71% 1.2
CVS Health
5084
CVS Health
Rhode Island
USD 230 M +USD 13.4 M +6% 6.21% 50% 6 16.67% 2.5
Rakuten Securities
5085
Rakuten Securities
Japan
USD 230 M -USD 2.89 M -1% 1.71% 999% 803 22.17% 0.6
Crown Wealth Group
5086
Crown Wealth Group
North Carolina
USD 230 M +USD 29.8 M +15% 4.48% 98.2% 123 21.95% 1.2
California First Leasing Corp
5087
California First Leasing Corp
California
USD 230 M +USD 6.24 M +3% 2.92% 377% 45 8.89% 1.9
Samalin Investment Counsel
5088
Samalin Investment Counsel
New York
USD 230 M +USD 15.8 M +7% 6.65% 68.3% 295 10.17% 2.6
Davis Rea
5089
Davis Rea
Ontario, Canada
USD 230 M +USD 29.8 M +15% 2.46% 66.9% 39 15.38% 5.5
Ruggaard & Associates
5090
Ruggaard & Associates
Ohio
USD 230 M +USD 13.5 M +6% 6.23% 47.6% 119 5.04% 1.3
PIP
5091
Palisades Investment Partners
California
USD 230 M +USD 27.8 M +14% 11.3% – 43 13.95% 0.2
Landmark Wealth Management (New York)
5092
Landmark Wealth Management (New York)
New York
USD 230 M +USD 101 M +79% 6.33% 42.7% 77 37.66% 1.2
Hillman Company
5093
Hillman Company
Pennsylvania
USD 229 M +USD 20.9 M +10% 13.5% 118% 14 21.43% 1.8
Wela Strategies
5094
Wela Strategies
Georgia
USD 229 M +USD 14.7 M +7% 6.5% 51.3% 54 11.11% 3.3
Richmond Hill Investments
5095
Richmond Hill Investments
New York
USD 229 M +USD 13.6 M +6% 5.4% 55.2% 4 0% 6.6
Buttonwood Financial Advisors
5096
Buttonwood Financial Advisors
Maryland
USD 229 M +USD 17.4 M +8% 6.83% 73.4% 101 6.93% 2
CCM
5097
Consolidated Capital Management
California
USD 229 M +USD 20 M +10% 7.23% 166% 43 27.91% 4
Gen-Wealth Partners
5098
Gen-Wealth Partners
Michigan
USD 229 M +USD 22 M +11% 8.49% – 730 21.1% 0.4
Sensible Money
5099
Sensible Money
Arizona
USD 229 M +USD 23.8 M +12% 6.3% 69.1% 87 6.9% 1.5
Crestmont Private Wealth
5100
Crestmont Private Wealth
Texas
USD 229 M +USD 21.3 M +10% 6.78% 54.8% 121 33.06% 0.8