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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)
Adaptive Financial Consulting
5101
Adaptive Financial Consulting
Ohio
USD 241 M -USD 4.45 M -2% 1.32% 33.4% 21 9.52% 3.9
Investment Research & Advisory Group
5102
Investment Research & Advisory Group
Georgia
USD 241 M +USD 4.11 M +2% 3.12% 105% 219 9.59% 3.1
Tema ETFs
5103
Tema ETFs
New York
USD 241 M – – 1.1% – 148 – 0
Financial Partners Group (Tennessee)
5104
Financial Partners Group (Tennessee)
Tennessee
USD 241 M -USD 25.8 M -10% 1.37% – 102 11.76% 1.5
BIMC
5105
Benson Investment Management Company
Virginia
USD 241 M -USD 12.3 M -5% 0.44% 99.8% 60 41.67% 1.7
Cobalt Capital Management
5106
Cobalt Capital Management
New Jersey
USD 241 M +USD 15.7 M +7% 11% 235% 40 67.5% 0.8
SST
5107
S Squared Technology
New York
USD 241 M +USD 6.28 M +3% 18.3% 223% 36 11.11% 3.3
Aikya Investment Management
5108
Aikya Investment Management
United Kingdom
USD 240 M -USD 8.86 M -4% 0.75% 11.1% 3 0% 1
Biltmore Wealth Management
5109
Biltmore Wealth Management
Arizona
USD 240 M -USD 3.31 M -1% 0.96% 59.8% 56 3.57% 3.8
AC
5110
ASB Consultores
Florida
USD 240 M -USD 13.4 M -5% 2.87% 91% 234 19.66% 1.2
Kathleen S. Wright Associates
5111
Kathleen S. Wright Associates
Pennsylvania
USD 240 M -USD 2.3 M -0.9% 0.14% 66% 300 14.33% 1.7
Peak Planning Group
5112
Peak Planning Group
Colorado
USD 240 M +USD 11.9 M +5% 3.72% 105% 118 10.17% 2.2
IGYL
5113
I.G.Y. Ltd
United Kingdom
USD 240 M +USD 13.2 M +6% 8.38% 80.5% 3 0% 4.8
KKM Financial
5114
KKM Financial
Illinois
USD 240 M +USD 37.8 M +19% 1.14% – 160 18.13% 0.8
Cache Advisors
5115
Cache Advisors
California
USD 240 M – – 19% – 78 – 0
Kensington Investment Counsel
5116
Kensington Investment Counsel
California
USD 240 M +USD 270 k +0.1% 1.9% 81.9% 112 16.07% 3.1
ICW Investment Advisors
5117
ICW Investment Advisors
Arizona
USD 240 M -USD 708 k -0.3% 2.66% 58.6% 144 6.94% 4.2
Power Wealth Management
5118
Power Wealth Management
Georgia
USD 239 M +USD 5.22 M +2% 0.46% 41.8% 99 13.13% 0.9
Weinberger Asset Management
5119
Weinberger Asset Management
California
USD 239 M +USD 4.78 M +2% 1.86% 89.6% 82 1.22% 2.4
Gitterman Wealth Management
5120
Gitterman Wealth Management
New Jersey
USD 239 M -USD 471 k -0.2% 2.06% 33% 160 40.63% 1.2
DLK Investment Management
5121
DLK Investment Management
California
USD 239 M -USD 21.8 M -8% 9.56% 80.4% 118 28.81% 0.9
Creative Capital Management Investments
5122
Creative Capital Management Investments
California
USD 239 M -USD 60.2 k -0% 2.6% 53.6% 293 26.28% 1.3
Theory Financial
5123
Theory Financial
Colorado
USD 239 M +USD 12.2 M +5% 0.17% 54.5% 77 18.18% 1.4
White Knight Strategic Wealth Advisors
5124
White Knight Strategic Wealth Advisors
New Jersey
USD 239 M +USD 129 M +117% 7.31% 111% 111 28.83% 1.4
ODFS
5125
O'Donnell Financial Services
California
USD 239 M -USD 7.18 M -3% 0.31% 61% 44 15.91% 1.5