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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)
Malaga Cove Capital
5101
Malaga Cove Capital
California
USD 255 M +USD 23.2 M +10% 15.8% 97.3% 193 22.8% 2.6
Range Financial Group
5102
Range Financial Group
Oregon
USD 255 M +USD 29.2 M +13% 12.3% 195% 210 21.9% 1.4
BOC
5103
Barbara Oil Co
Illinois
USD 254 M +USD 8.16 M +3% 5.72% 76.9% 76 3.95% 8.7
Incline Global Management
5104
Incline Global Management
New York
USD 254 M +USD 92.1 M +57% 26.6% 40.1% 29 24.14% 1.6
Camarda Financial Advisors
5105
Camarda Financial Advisors
Florida
USD 254 M +USD 32.6 M +15% 14% 196% 121 34.71% 1.5
Verger Capital Management
5106
Verger Capital Management
North Carolina
USD 254 M +USD 26.8 M +12% 6.55% 58.3% 14 0% 7.8
Sherman Porfolios
5107
Sherman Porfolios
Idaho
USD 254 M – – 12.9% – 57 – 0.2
Dupree Financial Group
5108
Dupree Financial Group
Kentucky
USD 254 M +USD 7.59 M +3% 3.32% 75.8% 82 30.49% 1
Briaud Financial Planning
5109
Briaud Financial Planning
Texas
USD 254 M +USD 1.91 M +0.8% 8% 113% 372 45.97% 0.6
Accel Leaders 4 Associates
5110
Accel Leaders 4 Associates
California
USD 253 M +USD 157 M +162% 162% – 1 0% 0.5
SWMG
5111
Signature Wealth Management Group
Georgia
USD 253 M -USD 3.17 M -1% 2.72% – 123 13.82% 3.3
STF Management
5112
STF Management
Texas
USD 253 M +USD 45.1 M +22% 21.2% 208% 102 1.96% 2.2
Wela Strategies
5113
Wela Strategies
Georgia
USD 253 M +USD 16.5 M +7% 5.38% 51.3% 53 1.89% 2.8
325 Capital
5114
325 Capital
New York
USD 253 M +USD 11.9 M +5% 22.5% 226% 11 0% 2.3
Letson Investment Management
5115
Letson Investment Management
Georgia
USD 253 M +USD 5.25 M +2% 3.99% – 95 9.47% 1.3
AFP
5116
Advus Financial Partners
Florida
USD 253 M +USD 19.8 M +8% 7.65% 56.5% 66 12.12% 2.4
Elevation Wealth Partners
5117
Elevation Wealth Partners
California
USD 253 M +USD 21.9 M +9% 8.23% 69.9% 504 4.96% 1.7
ICW Investment Advisors
5118
ICW Investment Advisors
Arizona
USD 253 M +USD 7.73 M +3% 4% 58.6% 142 2.82% 4.6
Arkfeld Wealth Strategies
5119
Arkfeld Wealth Strategies
Nebraska
USD 253 M +USD 22.4 M +10% 7.23% 90.8% 110 14.55% 2.9
Realta Investment Advisors
5120
Realta Investment Advisors
Delaware
USD 253 M +USD 33.6 M +15% 18.9% 151% 347 20.75% 2.9
HF Advisory Group
5121
HF Advisory Group
Maryland
USD 253 M +USD 24.2 M +11% 7.16% 73.2% 166 4.82% 2.1
First Dallas Securities
5122
First Dallas Securities
Texas
USD 253 M +USD 13.7 M +6% 13.3% 163% 129 17.83% 2.8
Sachetta
5123
Sachetta
Massachusetts
USD 253 M +USD 8.88 M +4% 8.94% – 1,207 16.65% 1.3
Weik Capital Management
5124
Weik Capital Management
Pennsylvania
USD 253 M +USD 6.99 M +3% 5.69% 66.9% 93 4.3% 8.2
Deepwater Asset Management
5125
Deepwater Asset Management
Minnesota
USD 253 M +USD 16.3 M +7% 24.6% 142% 22 13.64% 1.3