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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)
Teton Advisors
5151
Teton Advisors
New York
USD 224 M -USD 15.5 M -6% 9.72% 139% 219 10.05% 7.5
Sittner & Nelson
5152
Sittner & Nelson
Oregon
USD 224 M +USD 20.5 M +10% 7.52% 88.1% 469 11.51% 3
Key Client Fiduciary Advisors
5153
Key Client Fiduciary Advisors
New Jersey
USD 223 M +USD 22.2 M +11% 7.53% 107% 208 12.5% 1.7
TL Private Wealth
5154
TL Private Wealth
Texas
USD 223 M +USD 2.23 M +1% 5.48% 50.6% 46 8.7% 3.2
Trinity Financial Advisors
5155
Trinity Financial Advisors
Ohio
USD 223 M -USD 17.1 k -0% 6.3% 74.5% 89 12.36% 1.7
1776 Wealth
5156
1776 Wealth
Georgia
USD 223 M +USD 1.16 M +0.5% 5.84% 90.4% 155 10.32% 2.4
Coalescence Partners Investment Management
5157
Coalescence Partners Investment Management
New York
USD 223 M +USD 101 M +83% 11.6% – 15 20% 0.4
14B Capital Management
5158
14B Capital Management
California
USD 223 M +USD 9.11 M +4% 7.66% – 11 18.18% 0.6
Bayshore Asset Management
5159
Bayshore Asset Management
Florida
USD 223 M +USD 24 M +12% 6.98% 62.3% 55 40% 1.4
FullCircle Wealth
5160
FullCircle Wealth
Texas
USD 223 M +USD 18.9 M +9% 6.27% – 192 15.63% 0.2
Raine Capital
5161
Raine Capital
New York
USD 223 M +USD 17.6 M +9% 9.3% 119% 5 0% 3
Nine Masts Capital
5162
Nine Masts Capital
Hong Kong
USD 223 M -USD 111 M -33% 4.57% 88.1% 184 63.04% 0.3
IMS Capital Management
5163
IMS Capital Management
Oregon
USD 223 M +USD 7.95 M +4% 6.94% 119% 145 4.14% 5
Gibraltar Capital Management
5164
Gibraltar Capital Management
Oklahoma
USD 223 M +USD 1.49 M +0.7% 4.07% 65% 56 23.21% 3.6
TPG Financial Advisors
5165
TPG Financial Advisors
Oregon
USD 222 M +USD 10.9 M +5% 5.88% – 72 11.11% 2.6
Beta Wealth Group
5166
Beta Wealth Group
California
USD 222 M +USD 10.8 M +5% 4.69% 45.4% 111 12.61% 2.1
SVF Sponsor III
5167
SVF Sponsor III
California
USD 222 M -USD 97.9 M -31% 30.6% 133% 1 0% 1.8
Optimist Retirement Group
5168
Optimist Retirement Group
Washington
USD 222 M +USD 31.3 M +16% 6.12% 92.2% 135 26.67% 0.5
JW Asset Management
5169
JW Asset Management
Florida
USD 221 M -USD 21.2 M -9% 2.22% 251% 17 47.06% 1.2
Advisor Resource Council
5170
Advisor Resource Council
Texas
USD 221 M +USD 167 M +305% 5.53% 74.7% 265 81.89% 0.3
WFA
5171
WMG Financial Advisors
Tennessee
USD 221 M +USD 32.4 M +17% 7.27% 73.8% 178 13.48% 1.3
CNBT
5172
Cornerstone National Bank & Trust
Illinois
USD 221 M +USD 17.6 M +9% 5.71% 38.5% 167 63.47% 1.4
Smith Shellnut Wilson
5173
Smith Shellnut Wilson
Mississippi
USD 221 M +USD 15.2 M +7% 7.54% 98.6% 152 12.5% 4.5
MWM
5174
MTC Wealth Management
Florida
USD 221 M +USD 11.1 M +5% 6.04% 30.5% 14 0% 2.8
Collaborative Wealth Management
5175
Collaborative Wealth Management
Florida
USD 221 M +USD 16.5 M +8% 6.07% 41.6% 178 5.06% 2.7