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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)
Ergawealth Advisors
5476
Ergawealth Advisors
Illinois
USD 222 M +USD 20.4 M +10% 6.98% 50% 78 29.49% 1.5
Maltin Wealth Management
5477
Maltin Wealth Management
New Jersey
USD 222 M +USD 9.3 M +4% 6.51% 58.2% 143 20.28% 3.1
Beech Hill Advisors
5478
Beech Hill Advisors
New York
USD 222 M -USD 29.1 M -12% 13.6% 105% 101 7.92% 4.9
Bandera Partners
5479
Bandera Partners
New York
USD 222 M -USD 56.1 M -20% 5.41% 55.4% 18 22.22% 4.5
Vestwell Advisors
5480
Vestwell Advisors
New York
USD 222 M – – 8.9% – 30 – 0
Choice Wealth Advisors
5481
Choice Wealth Advisors
Maine
USD 221 M +USD 29.4 M +15% 7.34% 60.3% 32 15.63% 2.2
GE Investment Management
5482
GE Investment Management
Connecticut
USD 221 M +USD 21.9 M +11% 28.5% – 4 0% 1.4
TenCore Partners
5483
TenCore Partners
New York
USD 221 M +USD 30.9 M +16% 24.8% 50.4% 12 0% 3.5
WM
5484
Wishbone Management
Illinois
USD 221 M +USD 54.3 M +33% 22.8% 58.7% 5 40% 0.6
Sustainable Insight Capital Management
5485
Sustainable Insight Capital Management
New York
USD 221 M +USD 20 M +10% 15.4% 150% 83 46.99% 1.7
BOCM
5486
Bontempo Ohly Capital Management
Maryland
USD 221 M +USD 13.5 M +6% 5.64% 49.6% 32 6.25% 4.1
TCFG Wealth Management
5487
TCFG Wealth Management
California
USD 221 M +USD 21.5 M +11% 13.3% – 276 19.93% 0.6
DMKJ
5488
David M. Knott Jr
USD 221 M +USD 8.65 M +4% 12.8% 169% 93 18.28% 2.1
Ararat Capital Management
5489
Ararat Capital Management
Connecticut
USD 221 M +USD 16.1 M +8% 14.2% 99.2% 21 33.33% 1.5
Elios Financial Group
5490
Elios Financial Group
Ohio
USD 220 M +USD 17.8 M +9% 7.71% – 123 13.01% 0.7
Greenfield Savings Bank
5491
Greenfield Savings Bank
Massachusetts
USD 220 M +USD 16.6 M +8% 10.5% 108% 151 7.95% 2.4
Gainplan
5492
Gainplan
Michigan
USD 220 M +USD 66 M +43% 15.1% 103% 64 42.19% 1.8
Fortress Private Ledger
5493
Fortress Private Ledger
North Carolina
USD 220 M +USD 40.9 M +23% 21.6% – 197 17.26% 0.4
Quad-Cities Investment Group
5494
Quad-Cities Investment Group
Iowa
USD 220 M +USD 17.4 M +9% 7.52% 67.3% 192 8.85% 4
Everpar Advisors
5495
Everpar Advisors
Oklahoma
USD 220 M +USD 31.7 M +17% 12.1% – 276 12.32% 1.2
Azarias Capital Management
5496
Azarias Capital Management
Pennsylvania
USD 220 M +USD 39.5 M +22% 27.4% 58.2% 26 19.23% 2
Walker Financial Services
5497
Walker Financial Services
Kentucky
USD 220 M +USD 29.2 M +15% 0.38% 20.8% 38 21.05% 1.6
My Personal CFO LLC
5498
My Personal CFO LLC
Washington
USD 220 M +USD 21.5 M +11% 9.47% 83.4% 92 5.43% 2.5
Hutner Capital Management
5499
Hutner Capital Management
Vermont
USD 220 M -USD 14.5 M -6% 1.26% 52.2% 48 8.33% 6.8
Tull Financial Group
5500
Tull Financial Group
Virginia
USD 220 M +USD 48.1 M +28% 7.73% – 36 27.78% 0.5