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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)
TKG Advisors
5426
TKG Advisors
Indiana
USD 288 M +USD 46 M +19% 22.9% 116% 104 24.04% 2
Alliance Private Wealth
5427
Alliance Private Wealth
Massachusetts
USD 288 M +USD 9.5 M +3% 13.5% – 82 2.44% 0.5
Investors Asset Management of Georgia
5428
Investors Asset Management of Georgia
Georgia
USD 288 M +USD 43.3 M +18% 28.6% 118% 195 6.67% 6.4
Maestria Partners
5429
Maestria Partners
Georgia
USD 288 M +USD 13.5 M +5% 28.3% – 14 7.14% 1.1
Owen LaRue
5430
Owen LaRue
Kentucky
USD 288 M +USD 27 M +10% 13.8% 126% 151 21.85% 1.5
Cambridge Financial Group
5431
Cambridge Financial Group
Ohio
USD 287 M +USD 20 M +7% 13.8% – 34 5.88% 5.5
Murphy Pohlad Asset Management
5432
Murphy Pohlad Asset Management
Minnesota
USD 287 M +USD 8.17 M +3% 10.7% 83% 145 14.48% 6.2
QTR Family Wealth
5433
QTR Family Wealth
Florida
USD 287 M +USD 46.9 M +20% 23.7% – 369 30.89% 0.7
OCM
5434
Ogborne Capital Management
California
USD 287 M +USD 90.1 M +46% 34.6% 251% 20 80% 0.6
Pavaki Capital Management
5435
Pavaki Capital Management
Colorado
USD 287 M +USD 51.4 M +22% 11.9% – 177 19.77% 0.4
Red Spruce Capital
5436
Red Spruce Capital
Pennsylvania
USD 287 M +USD 43.2 M +18% 24.6% 98.4% 99 10.1% 4.1
Metavasi Capital
5437
Metavasi Capital
New York
USD 287 M +USD 10.4 M +4% 55.5% 840% 33 60.61% 0.6
Shira Ridge Wealth Management
5438
Shira Ridge Wealth Management
California
USD 287 M +USD 33.9 M +13% 14.9% 72.8% 89 17.98% 2.4
ORC
5439
O'Rourke & Company
Massachusetts
USD 287 M +USD 33.9 M +13% 12.7% 71.9% 180 6.67% 3
AAFMAA Wealth Management & Trust
5440
AAFMAA Wealth Management & Trust
North Carolina
USD 286 M +USD 28.7 M +11% 14.9% 62.3% 101 10.89% 1.8
Trueblood Wealth Management
5441
Trueblood Wealth Management
Ohio
USD 286 M +USD 30.8 M +12% 15.5% 89.9% 272 9.93% 2
Brown Financial Advisors
5442
Brown Financial Advisors
Ohio
USD 286 M +USD 22.3 M +8% 12.2% – 234 20.09% 1
Sphera Management Technology Funds
5443
Sphera Management Technology Funds
Israel
USD 286 M +USD 109 M +61% 46% – 94 50% 0.5
Garda Capital Partners
5444
Garda Capital Partners
Minnesota
USD 286 M -USD 98.6 M -26% 13.9% 9.15% 23 82.61% 0.1
Luken Investment Analytics
5445
Luken Investment Analytics
Tennessee
USD 286 M +USD 24.8 M +10% 14.1% 47.6% 172 8.72% 3.3
Penney Financial
5446
Penney Financial
Texas
USD 286 M +USD 25.4 M +10% 9.09% 54.8% 55 16.36% 1.6
Palisades Hudson Asset Management
5447
Palisades Hudson Asset Management
Florida
USD 286 M +USD 29.2 M +11% 13.7% 66.8% 114 10.53% 6.9
ICW Investment Advisors
5448
ICW Investment Advisors
Arizona
USD 286 M +USD 9.04 M +3% 7.58% 58.6% 153 9.8% 5
Bluestem Financial Advisors
5449
Bluestem Financial Advisors
Illinois
USD 286 M +USD 26.6 M +10% 9.97% 42.2% 35 8.57% 4.6
Adaptive Financial Consulting
5450
Adaptive Financial Consulting
Ohio
USD 285 M +USD 24.4 M +9% 8.69% 33.4% 20 10% 5