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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)
Siemens Pension Trust
5226
Siemens Pension Trust
Germany
USD 204 M USD 0 0% 0% 25.4% 1 0% 1.5
Carolina Wealth Advisors
5227
Carolina Wealth Advisors
South Carolina
USD 204 M +USD 19.4 M +11% 2.38% 62% 240 13.33% 3
Genesee Capital Advisors
5228
Genesee Capital Advisors
New York
USD 204 M +USD 21.1 M +12% 3.18% 107% 135 16.3% 1.3
Waterway Wealth Management
5229
Waterway Wealth Management
Texas
USD 204 M -USD 23.7 M -10% 0.88% – 76 28.95% 0.4
FIDELIS iM
5230
FIDELIS iM
Oregon
USD 204 M +USD 4.57 M +2% 0.1% 44.8% 19 10.53% 2.5
CNBT
5231
Cornerstone National Bank & Trust
Illinois
USD 204 M +USD 5.37 M +3% 0.15% 38.5% 63 4.76% 3.6
PWM
5232
Prosperity Wealth Management
California
USD 204 M -USD 7.48 M -4% 4.71% 175% 217 42.86% 0.6
EMG Holdings
5233
EMG Holdings
Connecticut
USD 203 M -USD 334 M -62% 6.04% 4.17% 48 50% 1.1
Peak Planning Group
5234
Peak Planning Group
Colorado
USD 203 M +USD 43.9 M +27% 6.14% 105% 107 30.84% 2
AAFMAA Wealth Management & Trust
5235
AAFMAA Wealth Management & Trust
North Carolina
USD 203 M +USD 20 M +11% 0.67% 62.3% 78 24.36% 1.4
Act Wealth Management
5236
Act Wealth Management
Texas
USD 203 M +USD 4.83 M +2% 0.33% 70% 46 10.87% 2.2
Pavion Blue Capital
5237
Pavion Blue Capital
California
USD 203 M +USD 945 k +0.5% 1.79% 77.6% 104 5.77% 3.3
Sittner & Nelson
5238
Sittner & Nelson
Oregon
USD 203 M +USD 4.58 M +2% 4.93% 88.1% 511 13.31% 2.8
Evergreen Private Wealth
5239
Evergreen Private Wealth
Colorado
USD 203 M +USD 3.36 M +2% 1.63% – 225 12.44% 0.5
Bridge Advisory
5240
Bridge Advisory
California
USD 203 M +USD 1.46 M +0.7% 2.55% 6.7% 108 16.67% 1.8
Game Plan Financial Advisors
5241
Game Plan Financial Advisors
Ohio
USD 203 M +USD 5.33 M +3% 4.73% – 462 25.54% 0.9
Lunt Capital Management
5242
Lunt Capital Management
Utah
USD 203 M +USD 1.39 M +0.7% 1.79% 42% 96 16.67% 0.8
Alan N. Hoffman Investment Management
5243
Alan N. Hoffman Investment Management
Massachusetts
USD 203 M +USD 24.5 M +14% 15.6% 76.8% 15 13.33% 2.6
Christensen King & Associates Investment Services
5244
Christensen King & Associates Investment Services
Washington
USD 203 M +USD 2.51 M +1% 1.83% 57.9% 97 4.12% 0.5
EHP Funds Inc
5245
EHP Funds Inc
Canada
USD 202 M -USD 41.6 M -17% 4.54% 173% 200 71.5% 0.7
GeoSphere Capital Management
5246
GeoSphere Capital Management
Florida
USD 202 M +USD 61.6 M +44% 19% 446% 46 73.91% 0.5
Acorn Wealth Advisors
5247
Acorn Wealth Advisors
Michigan
USD 202 M +USD 10.7 M +6% 0.52% 58.8% 213 9.39% 3.2
VWM
5248
VCI Wealth Management
Missouri
USD 202 M +USD 54.4 M +37% 2.12% – 116 33.62% 0.4
TRV GP IV
5249
TRV GP IV
Massachusetts
USD 202 M -USD 4.15 M -2% 0.94% 1,102% 3 0% 3.8
Matisse Capital
5250
Matisse Capital
Oregon
USD 202 M -USD 5.78 M -3% 2.07% 66.9% 201 15.42% 1.5