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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)
KKM Financial
5676
KKM Financial
Illinois
USD 159 M – – 11.7% – 125 – 0
Nova R Wealth
5677
Nova R Wealth
Kansas
USD 159 M +USD 13.9 M +10% 8.89% 60.7% 64 14.06% 1.6
H&H Retirement Design & Management
5678
H&H Retirement Design & Management
Nevada
USD 159 M +USD 14.2 M +10% 8.86% 38.4% 69 26.09% 1.5
MYeCFO
5679
MYeCFO
California
USD 159 M +USD 14.5 M +10% 9.06% 58.5% 52 9.62% 0.8
Pension & Wealth Management Advisors
5680
Pension & Wealth Management Advisors
Massachusetts
USD 159 M +USD 19.8 M +14% 7.97% 49.9% 338 27.81% 0.7
WJ Interests
5681
WJ Interests
Texas
USD 159 M +USD 14.8 M +10% 10.3% 55.2% 18 44.44% 1.1
Pacific Sun Financial
5682
Pacific Sun Financial
California
USD 158 M +USD 14.1 M +10% 12.4% 70.3% 175 5.14% 4.2
Working Capital Advisors (UK)
5683
Working Capital Advisors (UK)
United Kingdom
USD 158 M +USD 9.6 M +6% 7.5% 17.1% 4 25% 1.5
Eagle Bay Advisors
5684
Eagle Bay Advisors
New York
USD 158 M -USD 57.5 M -27% 9.41% 85% 918 14.6% 1.6
AIP
5685
Alapocas Investment Partners
Massachusetts
USD 158 M +USD 20.9 M +15% 16% 58.3% 19 5.26% 1.9
EnCap Energy Capital Fund VIII
5686
EnCap Energy Capital Fund VIII
Texas
USD 158 M -USD 9.09 M -5% 2.76% 6.16% 4 50% 1.2
FOCUS Wealth Advisors
5687
FOCUS Wealth Advisors
Texas
USD 158 M +USD 13.9 M +10% 10.8% 68.7% 64 15.63% 1.6
Bullseye Investment Management
5688
Bullseye Investment Management
Ohio
USD 158 M +USD 34.9 M +28% 6.31% 38.2% 55 50.91% 0.5
RHS Financial
5689
RHS Financial
California
USD 158 M +USD 15 M +10% 7.81% 65.6% 108 19.44% 2.4
FP
5690
Factorial Partners
New York
USD 158 M +USD 21 M +15% 17.2% 88.7% 93 20.43% 3
Blackston Financial Advisory Group
5691
Blackston Financial Advisory Group
Florida
USD 158 M +USD 14.3 M +10% 10.8% 79.8% 101 18.81% 1.5
FountainVest China Capital Partners GP3
5692
FountainVest China Capital Partners GP3
Cayman Islands
USD 158 M +USD 4.59 M +3% 2.99% 96.7% 1 0% 4
Cook Wealth
5693
Cook Wealth
North Carolina
USD 158 M +USD 27.4 M +21% 9.16% 7.36% 61 27.87% 1.1
Syncona Portfolio
5694
Syncona Portfolio
Guernsey
USD 158 M +USD 90.6 M +135% 156% 24% 4 0% 2
Leverty Financial Group
5695
Leverty Financial Group
Wisconsin
USD 158 M +USD 20 M +15% 9.14% 57.3% 36 22.22% 1.3
Beam Wealth Advisors
5696
Beam Wealth Advisors
Louisiana
USD 158 M +USD 17 M +12% 8.73% 69.2% 107 11.21% 2.2
Virtus ETF Advisers
5697
Virtus ETF Advisers
New York
USD 158 M -USD 7.14 M -4% 12.9% 177% 474 18.78% 2.3
Financial Freedom LLC
5698
Financial Freedom LLC
Ohio
USD 157 M +USD 16.4 M +12% 10.4% 76.9% 380 6.58% 0.9
Resource Planning Group
5699
Resource Planning Group
Georgia
USD 157 M +USD 39.4 M +33% 7.82% 1.9% 73 23.29% 3
Kinloch Capital
5700
Kinloch Capital
Virginia
USD 157 M -USD 2.36 M -1% 8.66% 63.4% 79 22.78% 2.1