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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)
New Insight Wealth Advisors
5176
New Insight Wealth Advisors
California
USD 266 M +USD 22.8 M +9% 9.55% – 110 7.27% 1.3
CCAM
5177
Codex Capital Asset Management
Texas
USD 266 M +USD 15.6 M +6% 9.14% – 33 9.09% 1.2
DLK Investment Management
5178
DLK Investment Management
California
USD 265 M +USD 863 k +0.3% 6.33% 80.4% 101 21.78% 1.3
National Wealth Management Group
5179
National Wealth Management Group
Ohio
USD 265 M +USD 86.9 M +49% 10.2% 128% 254 48.03% 1.1
Iyo Bank
5180
Iyo Bank
Japan
USD 265 M +USD 17.6 M +7% 6.12% 125% 42 4.76% 2.5
SMART Wealth
5181
SMART Wealth
Nebraska
USD 265 M -USD 53.7 M -17% 9.13% 83.6% 193 39.9% 1.1
JPLA
5182
Joseph P. Lucia & Associates
New York
USD 265 M +USD 20.7 M +8% 6.8% 84% 165 10.91% 3.5
Revere Asset Management
5183
Revere Asset Management
Texas
USD 265 M +USD 58.9 M +29% 24.5% 592% 44 63.64% 0.4
Lind Value II ApS
5184
Lind Value II ApS
Denmark
USD 265 M +USD 37.5 M +16% 6.32% – 13 38.46% 0.6
Acorn Creek Capital
5185
Acorn Creek Capital
Colorado
USD 265 M +USD 24.1 M +10% 7.06% – 82 10.98% 1.4
HIS
5186
Horizon Investment Services
Indiana
USD 265 M +USD 36.6 M +16% 17.2% 250% 143 21.68% 3
SC
5187
Sawyer & Company
Massachusetts
USD 265 M -USD 33.1 M -11% 5.67% 111% 218 21.56% 4.3
Eagle Capital Management (Louisiana)
5188
Eagle Capital Management (Louisiana)
Louisiana
USD 265 M +USD 37.1 M +16% 7.99% 103% 50 14% 4.3
REDW Wealth
5189
REDW Wealth
New Mexico
USD 265 M +USD 13.1 M +5% 6.29% 59.1% 115 10.43% 3.9
Texas Bank & Trust
5190
Texas Bank & Trust
Texas
USD 264 M +USD 13 M +5% 8.7% – 187 12.3% 0.7
Wealthedge Investment Advisors
5191
Wealthedge Investment Advisors
New York
USD 264 M +USD 24.3 M +10% 5.58% – 163 33.74% 0.6
BNMT
5192
Bawa N Mallick Trust
New York
USD 264 M +USD 22.2 M +9% 8.64% – 74 9.46% 0.7
MFC
5193
Mechanics Financial Corp
Ohio
USD 264 M +USD 28.8 M +12% 11.9% 81.6% 242 2.07% 2.9
Axis Capital Holdings
5194
Axis Capital Holdings
USD 264 M +USD 19 M +8% 7.74% 76% 2 0% 7.1
Wela Strategies
5195
Wela Strategies
Georgia
USD 264 M +USD 10.3 M +4% 4.87% 51.3% 59 16.95% 2.8
Reliant Investment Management
5196
Reliant Investment Management
Tennessee
USD 264 M +USD 32.6 M +14% 9.01% 129% 61 11.48% 3.8
Dupree Financial Group
5197
Dupree Financial Group
Kentucky
USD 263 M +USD 9.38 M +4% 10.9% 75.8% 81 28.4% 1.2
Raleigh Capital Management
5198
Raleigh Capital Management
North Carolina
USD 263 M +USD 24.7 M +10% 7.61% 79.9% 688 32.85% 2.2
Searcy Financial Services
5199
Searcy Financial Services
Kansas
USD 263 M +USD 17.1 M +7% 7.34% 60.2% 26 7.69% 3.3
Triton Wealth Management
5200
Triton Wealth Management
Arizona
USD 263 M +USD 28.7 M +12% 10.2% – 122 21.31% 2.6