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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)
Kondo Wealth Advisors
5301
Kondo Wealth Advisors
California
USD 299 M +USD 33.6 M +13% 10.3% – 79 17.72% 1.2
Woodward Financial Advisors
5302
Woodward Financial Advisors
North Carolina
USD 299 M +USD 39.6 M +15% 9.83% 55% 67 11.94% 3.1
Maltin Wealth Management
5303
Maltin Wealth Management
New Jersey
USD 299 M +USD 37.4 M +14% 9.38% 58.2% 153 15.69% 3.3
SIA
5304
Schear Investment Advisers
Ohio
USD 299 M +USD 72.2 M +32% 56.4% 241% 85 11.76% 2.5
Glass Wealth Management
5305
Glass Wealth Management
Texas
USD 299 M +USD 40.4 M +16% 26.4% – 73 13.7% 1.7
HighMark Wealth Management
5306
HighMark Wealth Management
Minnesota
USD 299 M +USD 52.9 M +22% 21.8% 110% 600 13.67% 3.4
Highlander Partners
5307
Highlander Partners
Texas
USD 298 M +USD 42.8 M +17% 21.3% 241% 46 6.52% 2.4
Searcy Financial Services
5308
Searcy Financial Services
Kansas
USD 298 M +USD 28.5 M +11% 10.7% 60.2% 28 7.14% 3.3
SC
5309
Sawyer & Company
Massachusetts
USD 298 M +USD 38.2 M +15% 25% 111% 211 10.9% 4.6
Strategic Equity Management
5310
Strategic Equity Management
Arizona
USD 298 M +USD 31.7 M +12% 15.5% 70.3% 76 22.37% 1.8
SIIL
5311
Sinvest Investments II Ltd
USD 298 M +USD 11.8 M +4% 4.12% – 1 0% 0.5
Bluescape Energy Partners
5312
Bluescape Energy Partners
Texas
USD 297 M -USD 24.8 M -8% 4.09% 57.9% 5 20% 4.5
BOC
5313
Barbara Oil Co
Illinois
USD 297 M +USD 37.7 M +15% 19% 76.9% 74 8.11% 9.2
MBA Advisors
5314
MBA Advisors
Pennsylvania
USD 297 M +USD 36.8 M +14% 9.52% 66.1% 169 15.38% 3.1
Vertrix Wealth Management
5315
Vertrix Wealth Management
Michigan
USD 297 M +USD 25.5 M +9% 12.4% – 113 24.78% 0.2
Foundry Financial
5316
Foundry Financial
California
USD 297 M +USD 60.9 M +26% 11.2% – 87 19.54% 0.4
TCFG Investment Advisors
5317
TCFG Investment Advisors
California
USD 297 M +USD 29.4 M +11% 19.1% – 317 19.24% 0.2
Dayah Capital
5318
Dayah Capital
Connecticut
USD 297 M +USD 35.6 M +14% 7.28% – 54 74.07% 0.2
HF Capital
5319
HF Capital
Tennessee
USD 297 M +USD 57.5 M +24% 37.4% – 5 0% 0.5
Silphium Asset Management
5320
Silphium Asset Management
United Kingdom
USD 297 M +USD 32.6 M +12% 18.9% 118% 57 19.3% 1.1
Phoenix Wealth Advisors
5321
Phoenix Wealth Advisors
North Carolina
USD 297 M +USD 43.4 M +17% 8.1% 68.8% 134 9.7% 3.2
Harper Investing
5322
Harper Investing
California
USD 297 M +USD 67.4 M +29% 13% 58.7% 86 15.12% 1.6
Powszechne Towarzystwo Emerytalne Allianz Polska
5323
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
USD 297 M +USD 28.8 M +11% 11.8% – 10 0% 1.9
Shrier Wealth Management
5324
Shrier Wealth Management
California
USD 296 M +USD 22.9 M +8% 6.83% – 139 9.35% 0.5
Continuum Wealth Advisors
5325
Continuum Wealth Advisors
New York
USD 296 M +USD 55.3 M +23% 9.39% 69% 87 25.29% 1.7