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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)
TCM
5101
TAM Capital Management
Connecticut
USD 229 M +USD 61.9 M +37% 9.14% 4.15% 14 57.14% 0.9
Tealwood Asset Management
5102
Tealwood Asset Management
Minnesota
USD 228 M +USD 62.4 M +38% 8.27% 128% 129 28.68% 2.9
MFC
5103
Mechanics Financial Corp
Ohio
USD 228 M +USD 33.7 M +17% 6.65% 81.6% 249 15.26% 2.2
Retirement Financial Solutions
5104
Retirement Financial Solutions
Tennessee
USD 228 M +USD 15.9 M +7% 6.62% 52.5% 41 4.88% 1.3
Hel Ved Capital Management
5105
Hel Ved Capital Management
Hong Kong
USD 228 M -USD 138 M -38% 1.79% 1,351% 78 69.23% 0.3
IAMH
5106
IvyRock Asset Management (HK)
Hong Kong
USD 228 M -USD 6.5 M -3% 3.31% 76% 26 34.62% 1.1
Kepos Capital
5107
Kepos Capital
New York
USD 228 M -USD 29.3 M -11% 2.07% 21.1% 256 21.09% 1.8
WealthCare Investment Partners
5108
WealthCare Investment Partners
Rhode Island
USD 228 M +USD 13 M +6% 5.7% 62.6% 142 5.63% 1.9
Peak Planning Group
5109
Peak Planning Group
Colorado
USD 228 M +USD 24.7 M +12% 4.78% 105% 112 9.82% 2.1
One Advisory Partners
5110
One Advisory Partners
Kansas
USD 228 M +USD 11 M +5% 4.87% 58.3% 48 10.42% 1.9
RP Management
5111
RP Management
New York
USD 228 M +USD 48.9 M +27% 30.7% 208% 4 0% 2.6
X-Square Capital
5112
X-Square Capital
Puerto Rico
USD 228 M +USD 11.9 M +6% 6.4% 158% 173 16.18% 2.7
Axis Capital Holdings
5113
Axis Capital Holdings
USD 228 M +USD 12 M +6% 5.57% 76% 3 0% 7.8
Palmer Knight Company
5114
Palmer Knight Company
Florida
USD 228 M +USD 18.4 M +9% 7.38% 78.9% 36 5.56% 3.5
WMA
5115
Wealth Management Associates
New Jersey
USD 227 M +USD 14.2 M +7% 7.31% 111% 223 14.8% 3.2
LFP
5116
Lakeshore Financial Planning
Michigan
USD 227 M +USD 22.2 M +11% 6.23% 65.4% 77 15.58% 0.8
Lumbard & Kellner
5117
Lumbard & Kellner
New Hampshire
USD 227 M +USD 15.2 M +7% 6.51% 137% 82 13.41% 3
Theory Financial
5118
Theory Financial
Colorado
USD 227 M +USD 15.3 M +7% 5.34% 54.5% 71 11.27% 1.4
IGYL
5119
I.G.Y. Ltd
United Kingdom
USD 227 M +USD 6.73 M +3% 3.44% 80.5% 3 0% 4.5
WJ Interests
5120
WJ Interests
Texas
USD 227 M +USD 26 M +13% 7.06% 55.2% 21 28.57% 1.1
AAFMAA Wealth Management & Trust
5121
AAFMAA Wealth Management & Trust
North Carolina
USD 227 M +USD 23.5 M +12% 4.77% 62.3% 78 17.95% 1.4
Elevation Capital Advisory
5122
Elevation Capital Advisory
Oregon
USD 226 M +USD 7.41 M +3% 5.1% – 75 72% 0.3
IWN
5123
Independent Wealth Network
Iowa
USD 226 M +USD 11.4 M +5% 6.09% 78.2% 235 14.47% 2
Gator Capital Management
5124
Gator Capital Management
Florida
USD 226 M +USD 29 M +15% 17.9% 245% 64 18.75% 3
Alpha Financial Advisors
5125
Alpha Financial Advisors
North Carolina
USD 226 M +USD 18.3 M +9% 4.97% 41.6% 48 12.5% 1.2