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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)
Thomist Capital Management
5151
Thomist Capital Management
Texas
USD 143 M -USD 45.3 M -24% 4.78% 71.2% 31 74.19% 0.1
Capital Wealth Alliance
5152
Capital Wealth Alliance
Arizona
USD 143 M -USD 25.3 M -15% 13.1% 124% 148 20.95% 1.5
BCK Partners
5153
BCK Partners
New York
USD 143 M -USD 19.3 M -12% 12% 46% 26 7.69% 1.4
SFMG
5154
Sage Financial Management Group
Virginia
USD 143 M -USD 2.95 M -2% 12.1% 47.3% 34 17.65% 0.5
WFA Asset Management
5155
WFA Asset Management
Wisconsin
USD 143 M -USD 9.9 M -6% 11.3% 60% 240 18.75% 0.4
NCM
5156
NCM Capital Management
New Jersey
USD 143 M -USD 16.2 M -10% 11.6% 105% 191 14.66% 0.4
Solitude Financial Services
5157
Solitude Financial Services
Virginia
USD 143 M -USD 17.4 M -11% 14.1% 55.4% 47 25.53% 1
1776 Wealth
5158
1776 Wealth
Georgia
USD 143 M -USD 30.7 M -18% 16.5% 90.4% 135 15.56% 1.9
AH Equity Partners Bio II
5159
AH Equity Partners Bio II
California
USD 142 M -USD 31.2 M -18% 8.75% – 4 0% 0.5
Reliant Investment Management
5160
Reliant Investment Management
Tennessee
USD 142 M -USD 52.5 M -27% 14.6% 129% 60 25% 2.8
Mine & Arao Wealth Creation & Management
5161
Mine & Arao Wealth Creation & Management
California
USD 142 M -USD 28.3 M -17% 16.6% 92% 339 9.44% 1.9
KFO
5162
Kopp Family Office
Minnesota
USD 142 M -USD 42.7 M -23% 23.1% 47.9% 14 0% 1.8
Burns Matteson Capital Management
5163
Burns Matteson Capital Management
New York
USD 142 M -USD 1.38 M -1% 9.76% 137% 160 55% 0.7
Sterling Financial Planning
5164
Sterling Financial Planning
New Jersey
USD 142 M -USD 16.6 M -10% 13.3% 55.5% 99 14.14% 1.4
Operose Advisors
5165
Operose Advisors
Wisconsin
USD 142 M -USD 2.53 M -2% 13% 68.8% 326 9.51% 0.5
Muzinich & Co
5166
Muzinich & Co
New York
USD 142 M -USD 68.1 M -32% 15.2% 13.5% 63 41.27% 3.9
Laurel Wealth Planning
5167
Laurel Wealth Planning
Minnesota
USD 142 M -USD 6.04 M -4% 12.2% 53.1% 293 20.48% 0.9
Agate Pass Investment Management
5168
Agate Pass Investment Management
Washington
USD 142 M -USD 18.2 M -11% 10.5% 76% 97 9.28% 0.5
West Bancorporation
5169
West Bancorporation
Iowa
USD 142 M -USD 19.2 M -12% 12.4% 64.4% 331 16.62% 1.7
Clarus Wealth Advisors
5170
Clarus Wealth Advisors
Arizona
USD 142 M -USD 18.7 M -12% 14.7% 89.7% 124 33.06% 2
Triton Wealth Management
5171
Triton Wealth Management
Arizona
USD 142 M -USD 50.9 M -26% 17.9% – 100 22% 1.7
Goepper Burkhardt
5172
Goepper Burkhardt
South Carolina
USD 142 M -USD 22.8 M -14% 12% 50.4% 69 13.04% 1.4
Samalin Investment Counsel
5173
Samalin Investment Counsel
New York
USD 142 M -USD 23.1 M -14% 12.9% 68.3% 258 15.12% 1.8
JPLA
5174
Joseph P. Lucia & Associates
New York
USD 142 M -USD 22.7 M -14% 14.9% 74.3% 528 16.67% 0.9
Activest Wealth Management
5175
Activest Wealth Management
Florida
USD 142 M -USD 13.9 M -9% 16.2% 117% 408 16.67% 0.9