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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)
Helix Partners Management
5451
Helix Partners Management
New York
USD 239 M -USD 26.4 M -10% 32.5% – 13 30.77% 0.8
Friday Financial
5452
Friday Financial
Iowa
USD 239 M +USD 42.3 M +21% 7.38% – 92 7.61% 0.6
Hansen & Associates Financial Group
5453
Hansen & Associates Financial Group
California
USD 239 M +USD 54.5 M +30% 2.83% – 47 76.6% 0.1
IGYL
5454
I.G.Y. Ltd
United Kingdom
USD 239 M -USD 11 M -4% 1.66% 80.5% 3 0% 5.5
SCA
5455
Sander Capital Advisors
Washington
USD 239 M +USD 19.3 M +9% 11.8% 113% 13 7.69% 5
JDM Financial Group
5456
JDM Financial Group
Texas
USD 239 M +USD 26.7 M +13% 6.3% 56.7% 286 11.19% 1.9
O'Connor Financial Group
5457
O'Connor Financial Group
Illinois
USD 238 M +USD 11.8 M +5% 4.88% 48.4% 61 4.92% 1.7
Plustick Management
5458
Plustick Management
Virginia
USD 238 M +USD 69.8 M +41% 65.4% 1,667% 26 53.85% 1.1
Mitchell & Pahl Private Wealth
5459
Mitchell & Pahl Private Wealth
Oklahoma
USD 238 M +USD 12.1 M +5% 6.77% 82.3% 146 2.74% 4.2
Garrison Point Advisors
5460
Garrison Point Advisors
California
USD 238 M +USD 20.6 M +9% 8.63% 81.5% 174 6.9% 4.5
Keyvantage Wealth
5461
Keyvantage Wealth
Pennsylvania
USD 238 M +USD 15.6 M +7% 6.47% – 103 12.62% 0.7
LifePlan Investment Advisors
5462
LifePlan Investment Advisors
North Carolina
USD 238 M +USD 37 M +18% 6.39% 60.9% 115 11.3% 1.5
Accent Capital Management
5463
Accent Capital Management
Ohio
USD 238 M +USD 14.1 M +6% 11.9% – 458 32.1% 0.7
CCM
5464
Conway Capital Management
California
USD 238 M +USD 14.8 M +7% 10.1% 139% 54 16.67% 3.1
Fiduciary Wealth Partners
5465
Fiduciary Wealth Partners
Massachusetts
USD 238 M +USD 132 M +124% 7.65% – 99 37.37% 0.9
EC
5466
Euclidean Capital
New York
USD 238 M -USD 67.7 M -22% 11% 79.7% 11 0% 3.6
Genesis Private Wealth
5467
Genesis Private Wealth
Virginia
USD 238 M +USD 25.7 M +12% 5.7% – 177 23.16% 0.6
PCG
5468
PFC Capital Group
California
USD 238 M +USD 22 M +10% 9.09% – 88 11.36% 1.3
TradeWell Securities
5469
TradeWell Securities
Indiana
USD 238 M +USD 28.8 M +14% 11.9% – 46 2.17% 0.7
Granite Harbor Advisors
5470
Granite Harbor Advisors
Texas
USD 238 M +USD 24.9 M +12% 7.39% 61.5% 132 13.64% 1.6
Mendel Money Management
5471
Mendel Money Management
Illinois
USD 238 M +USD 12 M +5% 6.43% 88.8% 157 14.01% 3.9
HMS Capital Management
5472
HMS Capital Management
Tennessee
USD 238 M +USD 15.4 M +7% 8.41% 140% 111 8.11% 3
HCM
5473
Horrell Capital Management
Arkansas
USD 238 M -USD 8.32 M -3% 8.07% 55.6% 199 8.54% 6.8
Deseret Mutual Benefit Administrators
5474
Deseret Mutual Benefit Administrators
Utah
USD 238 M +USD 24.3 M +11% 5.54% 81.9% 525 6.67% 3.7
Delap Wealth Advisory
5475
Delap Wealth Advisory
Oregon
USD 238 M +USD 29.3 M +14% 7.02% 73% 85 10.59% 1.7