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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)
JGP Global Gestao de Recursos
5526
JGP Global Gestao de Recursos
Brazil
USD 167 M +USD 8.65 M +5% 6.87% 261% 69 44.93% 2.2
Elevation Wealth Partners
5527
Elevation Wealth Partners
California
USD 167 M +USD 51 M +44% 10.1% 69.9% 447 23.04% 0.6
Nierenberg Investment Management Company
5528
Nierenberg Investment Management Company
Washington
USD 167 M +USD 27.5 M +20% 16.7% 135% 49 38.78% 1.3
Robbins Farley
5529
Robbins Farley
New Hampshire
USD 167 M +USD 18.6 M +13% 12.6% 106% 200 21.5% 1.5
Shira Ridge Wealth Management
5530
Shira Ridge Wealth Management
California
USD 167 M +USD 14.4 M +9% 10.6% 72.8% 74 9.46% 0.8
Etesian Wealth Advisors
5531
Etesian Wealth Advisors
Oregon
USD 166 M +USD 17.9 M +12% 10.2% 60.6% 111 5.41% 0.9
New England Capital Financial Advisors
5532
New England Capital Financial Advisors
Connecticut
USD 166 M +USD 21.4 M +15% 11.5% 58.3% 418 8.85% 0.9
Sensible Money
5533
Sensible Money
Arizona
USD 166 M +USD 24.7 M +17% 11% 69.1% 78 10.26% 0.9
OCP
5534
OCO Capital Partners
New York
USD 166 M +USD 30.7 M +23% 10.7% 679% 4 25% 2.1
Range Financial Group
5535
Range Financial Group
Oregon
USD 166 M +USD 15.2 M +10% 12.4% 195% 183 30.6% 1.4
LAI
5536
Legal Advantage Investments
California
USD 166 M +USD 26.4 M +19% 18.3% 116% 101 11.88% 1.8
Financial Avengers
5537
Financial Avengers
California
USD 166 M +USD 16.7 M +11% 14.1% 108% 183 4.37% 2.2
Consilium Wealth Advisory
5538
Consilium Wealth Advisory
Texas
USD 166 M +USD 23.5 M +16% 11.6% 126% 89 11.24% 1.5
Holistic Financial Partners
5539
Holistic Financial Partners
Indiana
USD 166 M +USD 15.6 M +10% 9.4% 95.7% 125 19.2% 2.8
Abbot Financial Management
5540
Abbot Financial Management
Massachusetts
USD 166 M +USD 17.5 M +12% 12% 102% 116 4.31% 4.9
Voisard Asset Management Group
5541
Voisard Asset Management Group
Michigan
USD 166 M – – 8.03% 50.5% 384 – 0
Pinion Investment Advisors
5542
Pinion Investment Advisors
Kansas
USD 166 M +USD 12.2 M +8% 10.1% 81.7% 173 24.28% 2.7
Signet Investment Advisory Group
5543
Signet Investment Advisory Group
Rhode Island
USD 166 M +USD 15.7 M +10% 9.57% 68.2% 67 5.97% 4.1
Crown Wealth Group
5544
Crown Wealth Group
North Carolina
USD 166 M +USD 33 M +25% 11.3% 98.2% 105 40% 0.8
Mark Sheptoff Financial Planning
5545
Mark Sheptoff Financial Planning
Connecticut
USD 166 M +USD 10.2 M +7% 8.82% 92.4% 412 10.92% 5
Pensionfund DSM Netherlands
5546
Pensionfund DSM Netherlands
Netherlands
USD 166 M +USD 22.3 M +16% 15.3% 36.9% 72 2.78% 6.9
AIA
5547
Arcadia Investment Advisors
Idaho
USD 166 M +USD 14.8 M +10% 9.62% 56.4% 85 14.12% 3.8
Eagle Wealth Strategies
5548
Eagle Wealth Strategies
New Jersey
USD 166 M – – 11.5% 85% 98 – 0
Values First Advisors
5549
Values First Advisors
Tennessee
USD 166 M +USD 10.9 M +7% 10.8% 87.6% 183 21.31% 2.4
Constitution Capital
5550
Constitution Capital
Connecticut
USD 166 M +USD 18.9 M +13% 12.1% 91.1% 67 14.93% 2.3