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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)
Resolute Financial
5676
Resolute Financial
Massachusetts
USD 115 M -USD 7.87 M -6% 10.6% – 133 25.56% 0.4
Carl Stuart Investment Advisor
5677
Carl Stuart Investment Advisor
Texas
USD 115 M -USD 22.6 M -16% 14.6% 84.4% 97 75.26% 0.5
Guardian Investment Management
5678
Guardian Investment Management
California
USD 115 M -USD 13.8 M -11% 13% 103% 59 6.78% 4.9
Brendel Financial Advisors
5679
Brendel Financial Advisors
New Hampshire
USD 115 M -USD 69.1 M -38% 8.03% 126% 123 34.96% 0.8
Fairbanks Capital Management
5680
Fairbanks Capital Management
California
USD 115 M -USD 19.7 M -15% 12.7% 81.3% 52 7.69% 3.2
Riverview Trust Company
5681
Riverview Trust Company
Washington
USD 115 M -USD 20.1 M -15% 13.5% 87.6% 904 42.37% 1.1
Goldstream Capital Management
5682
Goldstream Capital Management
Hong Kong
USD 115 M -USD 283 M -71% 38.4% 686% 18 55.56% 0.3
Jackson Hill Advisors
5683
Jackson Hill Advisors
Texas
USD 115 M -USD 43.2 M -27% 24.2% 61.2% 11 18.18% 0.4
BC
5684
Bowman & Company
Wisconsin
USD 115 M -USD 15.4 M -12% 12.8% 59.7% 89 16.85% 0.4
Petiole USA
5685
Petiole USA
New York
USD 114 M -USD 14.6 M -11% 11.6% 105% 43 13.95% 0.4
Wealth Management Partners
5686
Wealth Management Partners
Arizona
USD 114 M -USD 25.9 M -18% 16.9% 194% 122 30.33% 1.2
Bond & Devick Financial Network
5687
Bond & Devick Financial Network
Minnesota
USD 114 M -USD 10.7 M -9% 11.1% 46.9% 111 9.01% 1.3
MRA Advisory Group
5688
MRA Advisory Group
New Jersey
USD 114 M -USD 17.4 M -13% 10.4% 86.8% 123 23.58% 1.1
Piscataqua Savings Bank
5689
Piscataqua Savings Bank
New Hampshire
USD 114 M -USD 26.3 M -19% 11.7% 96.8% 366 10.38% 1.1
AIFAIM
5690
American Institute for Advanced Investment Management
Arizona
USD 114 M -USD 23.6 M -17% 12.4% 72.8% 128 18.75% 1.9
Norwood Investment Partners
5691
Norwood Investment Partners
California
USD 114 M -USD 49.3 M -30% 16.6% 25.2% 12 41.67% 0.3
Dean Capital Management
5692
Dean Capital Management
Kansas
USD 114 M -USD 923 k -0.8% 4.61% 89.7% 83 19.28% 1.4
Graham Capital Wealth Management
5693
Graham Capital Wealth Management
District of Columbia
USD 114 M +USD 1.6 M +1% 3.42% 45.3% 132 44.7% 0.3
MFG
5694
MTM Financial Group
Pennsylvania
USD 114 M +USD 18.5 M +19% 7.83% 36.5% 51 11.76% 0.2
Kessler Investment Group
5695
Kessler Investment Group
Indiana
USD 114 M -USD 58.3 M -34% 16.1% 251% 196 16.84% 2
Wayfinding Financial
5696
Wayfinding Financial
Washington
USD 114 M -USD 5.78 M -5% 13.4% 68.3% 89 20.22% 0.4
EnCap Energy Capital Fund IX
5697
EnCap Energy Capital Fund IX
Texas
USD 114 M -USD 120 M -51% 11.4% 69.2% 3 33.33% 3
Masso Torrence Wealth Management
5698
Masso Torrence Wealth Management
New Jersey
USD 114 M -USD 11.2 M -9% 14.9% 130% 84 14.29% 0.5
RFG Holdings
5699
RFG Holdings
Texas
USD 114 M -USD 47.4 M -29% 12.3% 72.3% 22 22.73% 1.3
Bank of Marin
5700
Bank of Marin
California
USD 114 M -USD 23.7 M -17% 14.7% 80.3% 130 15.38% 2.1