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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)
Camarda Financial Advisors
5226
Camarda Financial Advisors
Florida
USD 222 M -USD 44.5 M -17% 1.63% 196% 124 44.35% 1.4
Veridan Wealth
5227
Veridan Wealth
Oregon
USD 221 M +USD 7.83 M +4% 6.8% – 84 7.14% 0.7
Spreng Capital Management
5228
Spreng Capital Management
Ohio
USD 221 M -USD 9 M -4% 3.03% 72.5% 80 12.5% 3.9
Harbour Investment Management
5229
Harbour Investment Management
Washington
USD 221 M -USD 6.93 M -3% 0.46% 58.8% 101 7.92% 6.2
GL
5230
GHE LLC
Tennessee
USD 221 M -USD 31.3 M -12% 8.5% 188% 56 0% 2.7
Act Wealth Management
5231
Act Wealth Management
Texas
USD 221 M +USD 7.11 M +3% 1.79% 70% 54 18.52% 2.3
Raleigh Capital Management
5232
Raleigh Capital Management
North Carolina
USD 221 M -USD 38.6 M -15% 2.09% 79.9% 1,094 56.12% 1.9
EnCap Energy Capital Fund X
5233
EnCap Energy Capital Fund X
Texas
USD 221 M +USD 27.6 M +14% 14.3% – 1 0% 0.5
Cumberland Advisors
5234
Cumberland Advisors
Florida
USD 221 M -USD 30.1 M -12% 2.56% 80.7% 52 11.54% 4.5
IMZ Advisory
5235
IMZ Advisory
Florida
USD 220 M +USD 1.28 M +0.6% 3.13% 73.1% 43 18.6% 1
MFC
5236
Mechanics Financial Corp
Ohio
USD 220 M -USD 2.19 M -1% 2.87% 82.7% 252 11.51% 2.4
Tiemann Investment Advisors
5237
Tiemann Investment Advisors
California
USD 220 M -USD 4.58 M -2% 1.33% 77% 198 6.06% 6.9
Mullooly Asset Management
5238
Mullooly Asset Management
New Jersey
USD 220 M – – 1.41% – 47 – 0
Palisades Hudson Asset Management
5239
Palisades Hudson Asset Management
Florida
USD 220 M -USD 17 M -7% 2.3% 66.8% 107 8.41% 6.5
AAFMAA Wealth Management & Trust
5240
AAFMAA Wealth Management & Trust
North Carolina
USD 220 M -USD 7.88 M -3% 1.99% 62.3% 79 17.72% 1.5
Unique Wealth Strategies
5241
Unique Wealth Strategies
Illinois
USD 220 M -USD 9.8 M -4% 1.34% 96.9% 226 34.96% 0.8
New Insight Wealth Advisors
5242
New Insight Wealth Advisors
California
USD 220 M +USD 20.6 M +10% 4.94% – 96 8.33% 1
Medallion Wealth Advisors
5243
Medallion Wealth Advisors
Connecticut
USD 220 M +USD 18.5 M +9% 1.83% – 1,112 11.51% 0.2
Silver Heights Capital Management
5244
Silver Heights Capital Management
Ontario, Canada
USD 220 M -USD 4.79 M -2% 0.75% 39.8% 4 0% 7.4
Harraden Circle Investments
5245
Harraden Circle Investments
New York
USD 220 M +USD 94.4 M +75% 2.09% – 142 45.07% 0.2
Albar Capital Partners
5246
Albar Capital Partners
United Kingdom
USD 220 M -USD 196 M -47% 1.48% – 30 73.33% 0.1
Dunhill Financial
5247
Dunhill Financial
United Kingdom
USD 220 M +USD 4.91 M +2% 2.27% 58.6% 1,026 15.4% 1
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
5248
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
USD 220 M +USD 81.5 M +59% 0.67% – 3 100% 0
Key Client Fiduciary Advisors
5249
Key Client Fiduciary Advisors
New Jersey
USD 220 M -USD 7.01 M -3% 1.97% 107% 206 11.65% 2.1
Soundwatch Capital
5250
Soundwatch Capital
Connecticut
USD 220 M -USD 726 M -77% 4.89% 79.6% 38 28.95% 1.3