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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)
Bluesphere Advisors
5676
Bluesphere Advisors
Pennsylvania
USD 113 M +USD 2.32 M +2% 7.9% 105% 97 16.49% 0.4
DC
5677
DPM Capital
Florida
USD 113 M -USD 41 M -27% 11% 110% 2 0% 1.6
Defined Wealth Management
5678
Defined Wealth Management
Oregon
USD 113 M +USD 7.01 M +7% 6.95% 78.1% 98 7.14% 0.5
Syverson Strege & Co
5679
Syverson Strege & Co
Iowa
USD 112 M +USD 16.2 M +17% 3.35% 66.8% 304 13.49% 0.4
Grand Central Investment Group
5680
Grand Central Investment Group
Florida
USD 112 M +USD 9.33 M +9% 6.04% – 40 12.5% 0.4
FWG Holdings
5681
FWG Holdings
Florida
USD 112 M – – 8.07% 91.6% 87 – 0
Ronit Capital
5682
Ronit Capital
United Kingdom
USD 112 M -USD 45.9 M -29% 1.96% – 76 38.16% 0.3
Better Money Decisions
5683
Better Money Decisions
New Mexico
USD 112 M +USD 14.9 M +15% 4.96% 32.7% 623 8.99% 0.2
Ravenstone Capital Management
5684
Ravenstone Capital Management
USD 111 M – – 11.8% 63% 37 – 0
Benedetti & Gucer
5685
Benedetti & Gucer
Georgia
USD 111 M +USD 2.62 M +2% 9.77% 42.7% 101 28.71% 0.2
Paradigm Strategies in Wealth Management
5686
Paradigm Strategies in Wealth Management
Minnesota
USD 111 M +USD 7.69 M +7% 2.62% 41.2% 279 23.3% 0.2
Mason Street Advisors
5687
Mason Street Advisors
Wisconsin
USD 111 M -USD 2.61 M -2% 1.86% 32% 8 12.5% 4.2
Trustco Bank (New York)
5688
Trustco Bank (New York)
New York
USD 111 M -USD 7.95 M -7% 3.79% 131% 73 4.11% 4.6
Alliance Wealth Advisors (Pennsylvania)
5689
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
USD 111 M +USD 9.9 M +10% 6.2% 74.4% 117 10.26% 0.4
ARIS
5690
Advanced Research Investment Solutions
California
USD 111 M +USD 24.7 M +29% 7.16% 13.1% 77 7.79% 0.7
Orca Investment Management
5691
Orca Investment Management
Oregon
USD 111 M +USD 14.5 M +15% 7.82% 122% 66 13.64% 4.3
4Thought Financial Group
5692
4Thought Financial Group
New York
USD 111 M +USD 7.19 M +7% 4.62% 37.6% 114 23.68% 0.2
JC
5693
JCSD Capital
California
USD 111 M +USD 7.56 M +7% 0.56% – 76 18.42% 1.1
Touchstone Capital
5694
Touchstone Capital
Pennsylvania
USD 111 M +USD 1.34 M +1% 5.68% – 16 12.5% 0.5
SCM
5695
Springhouse Capital Management
Connecticut
USD 111 M +USD 10.2 M +10% 2.31% 52% 25 32% 1
Atlassian
5696
Atlassian
California
USD 110 M +USD 18.8 M +20% 20.5% – 1 0% 0.5
VERITY Wealth Advisors
5697
VERITY Wealth Advisors
United States
USD 110 M -USD 2.73 M -2% 6.31% 59.9% 56 1.79% 2
Akaris Global Partners
5698
Akaris Global Partners
New York
USD 110 M +USD 7.15 M +7% 8.41% 35% 19 31.58% 0.7
Signature Wealth Management Partners
5699
Signature Wealth Management Partners
New Jersey
USD 110 M +USD 5.88 M +6% 6.51% 97.9% 113 13.27% 0.4
Mitchell Sinkler & Starr
5700
Mitchell Sinkler & Starr
Pennsylvania
USD 110 M +USD 6.78 M +7% 6.2% 85.6% 104 3.85% 4.4