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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)
GECH
5151
Garnet Equity Capital Holdings
New York
USD 269 M -USD 154 M -36% 21.2% 302% 33 30.3% 1.2
Tandem Financial
5152
Tandem Financial
Colorado
USD 269 M +USD 162 M +151% 9.96% – 90 44.44% 0.4
Stone Point Capital
5153
Stone Point Capital
Connecticut
USD 269 M -USD 514 M -66% 8.58% 15.7% 3 33.33% 7.6
Sachetta
5154
Sachetta
Massachusetts
USD 269 M +USD 15.7 M +6% 7.41% – 1,140 9.74% 1.5
IMZ Advisory
5155
IMZ Advisory
Florida
USD 269 M +USD 18.7 M +7% 7.12% 73.1% 41 2.44% 1.5
MKT Advisors
5156
MKT Advisors
California
USD 269 M +USD 16 M +6% 5.62% 55.5% 175 7.43% 2.5
Jessup Wealth Management
5157
Jessup Wealth Management
Ohio
USD 269 M +USD 19.3 M +8% 14% 181% 83 12.05% 1.3
TPG Financial Advisors
5158
TPG Financial Advisors
Oregon
USD 268 M +USD 18.6 M +7% 5.45% – 69 8.7% 3.5
BOC
5159
Barbara Oil Co
Illinois
USD 268 M +USD 14.1 M +6% 7.14% 76.9% 76 3.95% 8.7
SK Wealth Management
5160
SK Wealth Management
Rhode Island
USD 268 M +USD 37.5 M +16% 6.3% – 86 11.63% 0.8
Weik Capital Management
5161
Weik Capital Management
Pennsylvania
USD 268 M +USD 15.3 M +6% 7.64% 66.9% 95 6.32% 8.3
eCIO Inc
5162
eCIO Inc
Wisconsin
USD 268 M +USD 30.7 M +13% 2.15% – 80 23.75% 0.4
Warner Financial
5163
Warner Financial
Maryland
USD 268 M +USD 25.4 M +10% 6.43% 62.1% 125 8.8% 2.6
BHK Investment Advisors
5164
BHK Investment Advisors
Alabama
USD 268 M +USD 12.3 M +5% 5.65% 54.6% 67 5.97% 4.8
Fosun International
5165
Fosun International
China
USD 267 M -USD 92.2 M -26% 0.59% 41.3% 56 21.43% 2.5
Ruggaard & Associates
5166
Ruggaard & Associates
Ohio
USD 267 M +USD 18.5 M +7% 5.53% 47.6% 121 4.96% 2
First Dallas Securities
5167
First Dallas Securities
Texas
USD 267 M +USD 13.9 M +6% 9.83% 163% 127 14.17% 3
Family Wealth Partners
5168
Family Wealth Partners
North Carolina
USD 267 M +USD 16.9 M +7% 3.55% 58.5% 82 25.61% 1
TIM
5169
Timelo Investment Management
Ontario, Canada
USD 267 M +USD 193 M +259% 21.8% 104% 50 76% 0.2
WorthPointe
5170
WorthPointe
California
USD 267 M +USD 29.1 M +12% 7.06% 59.7% 111 19.82% 1.6
Trinity Wealth Management
5171
Trinity Wealth Management
Pennsylvania
USD 267 M +USD 14.8 M +6% 5.05% 56.7% 69 11.59% 2.6
AmeriFlex Group
5172
AmeriFlex Group
Nevada
USD 267 M +USD 76.4 M +40% 9.77% – 1,435 50.1% 0.5
Stonebridge Financial Planning Group
5173
Stonebridge Financial Planning Group
Florida
USD 266 M +USD 26.8 M +11% 6.64% 67.2% 176 9.09% 3.2
EMG Holdings
5174
EMG Holdings
Connecticut
USD 266 M +USD 130 M +95% 10.1% 4.17% 34 58.82% 1
Able Wealth Management
5175
Able Wealth Management
New Jersey
USD 266 M +USD 67.7 M +34% 5.47% 58.1% 119 21.85% 1.1