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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)
Forum Private Client Group
5151
Forum Private Client Group
Indiana
USD 210 M +USD 3.64 M +2% 0.9% 47.9% 76 7.89% 0.5
Hahn Capital Management
5152
Hahn Capital Management
California
USD 210 M +USD 43.1 M +26% 3.82% 53.6% 32 3.13% 6.6
CM Wealth Advisors
5153
CM Wealth Advisors
Ohio
USD 210 M -USD 140 M -40% 2.09% 64.7% 188 62.77% 1.3
SI
5154
Saxon Interests
Texas
USD 210 M +USD 463 k +0.2% 2.45% 73% 197 13.71% 0.6
MWM
5155
MTC Wealth Management
Florida
USD 210 M -USD 7.52 M -3% 0.28% 30.5% 14 7.14% 2.5
Castellan Group
5156
Castellan Group
Kentucky
USD 210 M +USD 14.7 M +8% 6.9% 184% 69 28.99% 1.6
Taylor Frigon Capital Management
5157
Taylor Frigon Capital Management
Arizona
USD 210 M +USD 135 k +0.1% 1.47% 152% 87 2.3% 4.5
NAH
5158
Neumann Advisory (HK)
Hong Kong
USD 210 M +USD 6.3 M +3% 7.39% 77.3% 15 6.67% 4.3
AAG
5159
Avalon Advisory Group
Pennsylvania
USD 210 M +USD 3.43 M +2% 1.43% 46% 15 13.33% 2.2
HCM
5160
Hall Capital Management
Rhode Island
USD 210 M +USD 7.15 M +4% 2.06% – 100 4% 6.1
Exeter Financial
5161
Exeter Financial
Arizona
USD 210 M -USD 7.27 M -3% 0.09% 59.1% 94 10.64% 4.9
Sharper & Granite
5162
Sharper & Granite
California
USD 210 M +USD 2.66 M +1% 0.5% 47.1% 100 5% 1.4
Bain Capital Venture Investors
5163
Bain Capital Venture Investors
Massachusetts
USD 210 M +USD 79 M +61% 5.99% 34.2% 4 25% 1.4
BIA
5164
Bigelow Investment Advisors
Maine
USD 209 M +USD 6.04 M +3% 2.39% 75.7% 156 4.49% 3.9
Grand Alliance Asset Management
5165
Grand Alliance Asset Management
Hong Kong
USD 209 M +USD 33.7 M +19% 18.5% – 13 15.38% 0.4
Power Wealth Management
5166
Power Wealth Management
Georgia
USD 209 M +USD 49.9 M +31% 0.66% – 107 19.63% 0.4
CCM
5167
Consolidated Capital Management
California
USD 209 M +USD 409 k +0.2% 6.86% 166% 46 17.39% 4
Eastover Investment Advisors
5168
Eastover Investment Advisors
North Carolina
USD 209 M +USD 4.62 M +2% 4.46% 105% 50 16% 2.4
Palmer Knight Company
5169
Palmer Knight Company
Florida
USD 209 M +USD 3.7 M +2% 0.38% 78.9% 35 5.71% 3.4
Horizon Advisory Services
5170
Horizon Advisory Services
New York
USD 209 M -USD 5.8 M -3% 2.28% – 46 2.17% 0.3
Forefront Analytics
5171
Forefront Analytics
Pennsylvania
USD 209 M +USD 2.68 M +1% 0.63% 50.9% 72 12.5% 3.9
Morris Financial Concepts
5172
Morris Financial Concepts
South Carolina
USD 209 M +USD 13.4 M +7% 1.17% 56.5% 169 7.1% 1.9
Castle Wealth Management
5173
Castle Wealth Management
Florida
USD 209 M +USD 17.5 M +9% 1.32% 53.6% 128 15.63% 1.5
Demars Financial Group
5174
Demars Financial Group
Washington
USD 209 M +USD 5.65 M +3% 3.05% 69.1% 73 15.07% 2.1
Retirement Guys Formula
5175
Retirement Guys Formula
Ohio
USD 209 M +USD 3.56 M +2% 2.21% 75.7% 132 12.88% 1.4