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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)
Nova R Wealth
5376
Nova R Wealth
Kansas
USD 194 M +USD 2.46 M +1% 2.8% 54.5% 85 8.24% 1.6
Forza Wealth Management
5377
Forza Wealth Management
Florida
USD 194 M +USD 1.67 M +0.9% 0.19% 69.8% 177 6.21% 1.3
Stevens Capital Partners
5378
Stevens Capital Partners
Nebraska
USD 194 M +USD 25.9 M +15% 3.01% 68.8% 61 8.2% 1.2
May Barnhard Investments
5379
May Barnhard Investments
Maryland
USD 194 M -USD 5.98 M -3% 0.26% 65.4% 84 7.14% 0.5
Tabor Asset Management
5380
Tabor Asset Management
New York
USD 194 M -USD 46.5 M -19% 2.57% 214% 59 66.1% 0.6
Mitsubishi UFJ Asset Management (UK)
5381
Mitsubishi UFJ Asset Management (UK)
United Kingdom
USD 194 M -USD 3.39 M -2% 3.52% 151% 109 12.84% 1.9
Revolution Growth Management Company
5382
Revolution Growth Management Company
District of Columbia
USD 194 M -USD 11.4 M -6% 12.9% 23.5% 4 50% 1.9
Trail Ridge Investment Advisors
5383
Trail Ridge Investment Advisors
Colorado
USD 193 M +USD 16.6 M +9% 4.02% 83.9% 105 4.76% 2
BCK Partners
5384
BCK Partners
New York
USD 193 M +USD 6.56 M +4% 0.48% 46% 30 3.33% 2.7
HF Advisory Group
5385
HF Advisory Group
Maryland
USD 193 M +USD 14.6 M +8% 1.72% 73.2% 165 6.67% 1.2
KM Capital Management
5386
KM Capital Management
Texas
USD 193 M +USD 12.8 M +7% 2.54% 60.8% 45 13.33% 1.1
ORBA Wealth Advisors
5387
ORBA Wealth Advisors
Illinois
USD 193 M +USD 12.5 M +7% 3.14% 70.5% 101 5.94% 0.5
KFA Private Wealth Group
5388
KFA Private Wealth Group
Virginia
USD 193 M -USD 129 M -40% 2.78% 62.8% 99 24.24% 2.8
Powell Investment Advisors
5389
Powell Investment Advisors
Florida
USD 193 M +USD 3.74 M +2% 1.55% 82.4% 160 15.63% 2.7
Absolute Gestao de Investimentos
5390
Absolute Gestao de Investimentos
Brazil
USD 193 M -USD 136 M -41% 3.68% – 52 69.23% 0.2
Seneca Financial Advisors
5391
Seneca Financial Advisors
New York
USD 193 M +USD 5.51 M +3% 0.4% 47.3% 62 12.9% 2.3
AAF Wealth Management
5392
AAF Wealth Management
Massachusetts
USD 193 M +USD 15.3 M +9% 1.8% 65.8% 49 18.37% 2
Spreng Capital Management
5393
Spreng Capital Management
Ohio
USD 193 M +USD 7.53 M +4% 4.29% 72.5% 92 7.61% 3.5
Baron Wealth Management
5394
Baron Wealth Management
Michigan
USD 193 M +USD 4.61 M +2% 2.61% 86.8% 200 18% 1.1
Chartist Inc
5395
Chartist Inc
California
USD 193 M -USD 2.16 M -1% 3.81% – 28 7.14% 5.5
Financial Connections Group
5396
Financial Connections Group
California
USD 193 M +USD 101 M +111% 1.9% 44.4% 349 54.44% 0.8
First National Bank Sioux Falls
5397
First National Bank Sioux Falls
South Dakota
USD 193 M +USD 9.5 M +5% 0.21% 70.3% 131 6.11% 4.3
Family Wealth Partners
5398
Family Wealth Partners
North Carolina
USD 193 M +USD 16.2 M +9% 1.31% 58.5% 42 4.76% 0.5
Peoples Bank (Ohio)
5399
Peoples Bank (Ohio)
Ohio
USD 193 M +USD 13.3 M +7% 2.53% 71.7% 141 17.02% 4.1
Baugh & Associates
5400
Baugh & Associates
Georgia
USD 193 M +USD 4.76 M +3% 1.77% 98.8% 40 2.5% 4.9