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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)
PCG
5351
PFC Capital Group
California
USD 207 M +USD 7.65 M +4% 3.42% 118% 72 6.94% 0.7
CA
5352
Continental Advisors
Utah
USD 207 M -USD 20.3 M -9% 6.88% 73.6% 44 9.09% 5.9
ShoreHaven Wealth Partners
5353
ShoreHaven Wealth Partners
New Jersey
USD 207 M +USD 17.1 M +9% 4.95% 72.4% 87 13.79% 1.9
Bond Capital Management
5354
Bond Capital Management
California
USD 207 M +USD 27.4 M +15% 29.7% 47.5% 5 0% 2.5
Revolution Growth Management Company
5355
Revolution Growth Management Company
District of Columbia
USD 207 M +USD 13.7 M +7% 61.7% 23.5% 3 66.67% 0.3
Idaho Trust Bank
5356
Idaho Trust Bank
Idaho
USD 207 M +USD 11.5 M +6% 6.59% 50.5% 80 1.25% 0.4
CAM
5357
CPA Asset Management
Florida
USD 207 M +USD 20.4 M +11% 6.95% 53.3% 78 3.85% 1.5
Bright Futures Wealth Management
5358
Bright Futures Wealth Management
New York
USD 207 M +USD 22.6 M +12% 6.43% – 238 17.65% 0.4
Lloyd Advisory Services
5359
Lloyd Advisory Services
Georgia
USD 207 M -USD 5.55 M -3% 4.58% 51.1% 115 34.78% 0.4
Ewing Morris & Co Investment Partners
5360
Ewing Morris & Co Investment Partners
Ontario, Canada
USD 207 M +USD 49.5 M +32% 8.53% 63.5% 36 22.22% 1.3
Gemsstock Ltd
5361
Gemsstock Ltd
United Kingdom
USD 207 M -USD 107 M -34% 11.6% 149% 15 53.33% 0.5
Game Plan Financial Advisors
5362
Game Plan Financial Advisors
Ohio
USD 207 M +USD 3.81 M +2% 5.11% – 417 14.39% 1.2
TSM
5363
Two Star Manager
Florida
USD 207 M +USD 12.5 M +6% 7.97% – 20 20% 0.5
Flynn Zito Capital Management
5364
Flynn Zito Capital Management
New York
USD 207 M +USD 11 M +6% 5.59% 109% 125 9.6% 1.3
Arkfeld Wealth Strategies
5365
Arkfeld Wealth Strategies
Nebraska
USD 207 M +USD 9.43 M +5% 3.45% 90.8% 97 11.34% 2.7
Kinloch Capital
5366
Kinloch Capital
Virginia
USD 206 M +USD 14.4 M +8% 11.9% 63.4% 85 10.59% 2.4
Orion Capital Management
5367
Orion Capital Management
California
USD 206 M +USD 15.6 M +8% 5.26% 75.3% 440 69.55% 2.6
CCM
5368
Conway Capital Management
California
USD 206 M +USD 7.03 M +4% 6.1% 139% 48 14.58% 2.4
Investmark Advisory Group
5369
Investmark Advisory Group
Connecticut
USD 206 M +USD 18.5 M +10% 6.81% 73.8% 123 8.13% 1.9
Maryland Capital Advisors
5370
Maryland Capital Advisors
Maryland
USD 206 M +USD 20.2 M +11% 6.31% – 276 21.38% 2.1
Madison International Realty Holdings
5371
Madison International Realty Holdings
New York
USD 206 M +USD 6.53 M +3% 12.8% – 2 0% 5.8
Strait & Sound Wealth Management
5372
Strait & Sound Wealth Management
California
USD 206 M +USD 9.7 M +5% 4.86% 74% 155 16.13% 1.2
Leslie Global Wealth
5373
Leslie Global Wealth
Illinois
USD 206 M +USD 34.6 M +20% 6.67% – 74 33.78% 0.2
Trust Company of Kansas
5374
Trust Company of Kansas
Kansas
USD 206 M +USD 14.5 M +8% 4.97% 100% 63 22.22% 2.5
CC
5375
Corton Capital
Ontario, Canada
USD 206 M +USD 15.1 M +8% 15.2% 225% 697 64.99% 0.3