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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)
Ballentine Capital Advisors
5476
Ballentine Capital Advisors
South Carolina
USD 199 M +USD 11.3 M +6% 5.95% 48.8% 30 6.67% 0.7
JCM
5477
JS Capital Management
New York
USD 199 M +USD 3.05 M +2% 1.56% 52.4% 1 0% 5.3
Parker Financial
5478
Parker Financial
Washington
USD 199 M +USD 15.8 M +9% 5.8% 45% 43 20.93% 1.6
Quad-Cities Investment Group
5479
Quad-Cities Investment Group
Iowa
USD 199 M +USD 18.5 M +10% 6.43% 67.3% 189 9.52% 3.5
Independent Family Office
5480
Independent Family Office
New York
USD 199 M +USD 23.9 M +14% 7.69% 68.4% 76 15.79% 3
PHM
5481
Prospect Hill Management
New Jersey
USD 199 M +USD 17 M +9% 10.7% 85.1% 17 17.65% 2.9
Trueblood Wealth Management
5482
Trueblood Wealth Management
Ohio
USD 199 M +USD 22 M +12% 8.46% 89.9% 236 9.75% 0.7
Peirce Capital Management
5483
Peirce Capital Management
Texas
USD 199 M +USD 10.3 M +5% 6.54% 56.6% 37 5.41% 0.7
TCFG Wealth Management
5484
TCFG Wealth Management
California
USD 199 M – – 5.4% – 222 – 0
Cook Wealth
5485
Cook Wealth
North Carolina
USD 199 M +USD 14 M +8% 6.24% 7.36% 57 7.02% 1.6
WIA
5486
Wetzel Investment Advisors
Indiana
USD 199 M +USD 24 M +14% 5.7% 72.2% 953 87.72% 0.7
Oakcliff Capital Partners
5487
Oakcliff Capital Partners
New York
USD 199 M +USD 11.9 M +6% 15.2% 133% 10 10% 4.7
Abbot Financial Management
5488
Abbot Financial Management
Massachusetts
USD 199 M +USD 12 M +6% 5.96% 102% 128 1.56% 5
RHS Financial
5489
RHS Financial
California
USD 199 M +USD 35.2 M +22% 5.8% 65.6% 138 46.38% 1.8
Leicht Financial Planning & Wealth Management
5490
Leicht Financial Planning & Wealth Management
New Jersey
USD 199 M +USD 10.9 M +6% 5.71% 46.3% 20 10% 2.6
Hapanowicz & Associates Financial Services
5491
Hapanowicz & Associates Financial Services
Pennsylvania
USD 199 M +USD 23.5 M +13% 6.56% 65% 32 15.63% 3.2
Robbins Farley
5492
Robbins Farley
New Hampshire
USD 199 M +USD 10.4 M +6% 5.22% 106% 172 12.79% 2.1
Findell Capital Management
5493
Findell Capital Management
New York
USD 199 M -USD 8.78 M -4% 6.37% – 24 37.5% 0.4
Lindenwold Advisors
5494
Lindenwold Advisors
Pennsylvania
USD 199 M +USD 11.2 M +6% 6.15% 75% 118 7.63% 2
DCM Advisors
5495
DCM Advisors
New York
USD 199 M +USD 9.15 M +5% 7.68% 99.3% 55 12.73% 2.5
AAF Wealth Management
5496
AAF Wealth Management
Massachusetts
USD 198 M +USD 5.42 M +3% 6.18% 75.1% 49 16.33% 2.2
Nalanda India Fund
5497
Nalanda India Fund
Mauritius
USD 198 M +USD 791 k +0.4% 0.4% 15.3% 1 0% 5.8
Gables Capital Management
5498
Gables Capital Management
Florida
USD 198 M +USD 6.88 M +4% 7.71% 151% 454 14.32% 3.7
Peninsula Asset Management
5499
Peninsula Asset Management
Florida
USD 198 M +USD 16.4 M +9% 10.4% 44.1% 43 0% 8.3
Svenska Handelsbanken
5500
Svenska Handelsbanken
Sweden
USD 198 M -USD 161 M -45% 6.14% – 17 88.24% 0.1