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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)
Optimist Retirement Group
5676
Optimist Retirement Group
Washington
USD 209 M +USD 8.82 M +4% 5.44% – 124 11.29% 1.1
Aristotle Pacific Capital
5677
Aristotle Pacific Capital
California
USD 209 M -USD 95.3 M -31% 1.61% 1.84% 6 0% 2.9
Integrated Capital Management (Michigan)
5678
Integrated Capital Management (Michigan)
Michigan
USD 208 M +USD 26.8 M +15% 9.17% – 63 12.7% 0.7
Ardent Capital Management
5679
Ardent Capital Management
Ohio
USD 208 M -USD 22.6 M -10% 1.17% 87.2% 45 6.67% 2.2
New Vernon Capital Holdings II
5680
New Vernon Capital Holdings II
New Jersey
USD 208 M +USD 21.7 M +12% 12.7% 114% 87 45.98% 1.1
Roubaix Capital
5681
Roubaix Capital
Colorado
USD 208 M +USD 16.4 M +9% 22.8% 174% 73 61.64% 0.5
Emprise Bank
5682
Emprise Bank
Kansas
USD 208 M +USD 21.5 M +11% 10.7% – 109 16.51% 1.1
Moser Wealth Advisors
5683
Moser Wealth Advisors
Washington
USD 208 M +USD 17.5 M +9% 9.57% – 206 24.27% 2.6
Delap Wealth Advisory
5684
Delap Wealth Advisory
Oregon
USD 208 M +USD 28.9 M +16% 9.72% 73% 89 24.72% 1.6
Ayrshire Capital Management
5685
Ayrshire Capital Management
Connecticut
USD 208 M +USD 1.64 M +0.8% 9.68% 84.8% 51 9.8% 3.4
Continuum Wealth Advisors
5686
Continuum Wealth Advisors
New York
USD 208 M +USD 13.2 M +7% 7.73% 69% 68 26.47% 1.5
Shore Point Advisors
5687
Shore Point Advisors
New Jersey
USD 208 M +USD 19.3 M +10% 8.07% 54.6% 71 8.45% 2.1
MWM
5688
MTC Wealth Management
Florida
USD 208 M +USD 4.51 M +2% 5.33% 30.5% 13 0% 3.2
Marshall & Sullivan
5689
Marshall & Sullivan
Washington
USD 208 M +USD 11 M +6% 7.5% 82% 119 64.71% 2.8
Bull Street Advisors
5690
Bull Street Advisors
Georgia
USD 208 M -USD 760 k -0.4% 1.78% 48.5% 90 2.22% 5.3
Trail Ridge Investment Advisors
5691
Trail Ridge Investment Advisors
Colorado
USD 208 M +USD 13.8 M +7% 10.5% 83.9% 108 9.26% 2.6
BCFD
5692
Boit C.F. David
USD 208 M +USD 8.63 M +4% 7.17% 75.4% 129 6.98% 3
SCM
5693
Sage Capital Management
New Jersey
USD 208 M +USD 23.5 M +13% 12.3% 94.3% 161 8.07% 1.3
Breed's Hill Capital
5694
Breed's Hill Capital
Massachusetts
USD 208 M +USD 22.3 M +12% 14.5% – 144 8.33% 1.1
Shelton Wealth Management
5695
Shelton Wealth Management
Texas
USD 208 M +USD 23.6 M +13% 13.7% 89.4% 182 45.6% 1.4
SSA
5696
SSA Swiss Advisors
USD 208 M +USD 12.2 M +6% 8.28% – 135 22.96% 0.2
Financial Council
5697
Financial Council
Maryland
USD 207 M +USD 21.9 M +12% 11.5% 80% 95 10.53% 2.3
Grove Street Fiduciary
5698
Grove Street Fiduciary
New Hampshire
USD 207 M +USD 10.1 M +5% 7.98% – 76 11.84% 0.4
Fortress Wealth Management
5699
Fortress Wealth Management
California
USD 207 M +USD 14.7 M +8% 5.47% 52.1% 76 10.53% 2
WA
5700
Win Advisors
Florida
USD 207 M +USD 12.7 M +7% 16.4% 226% 84 78.57% 0.4