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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)
Windle Wealth
5676
Windle Wealth
Oklahoma
USD 224 M +USD 19 M +9% 8.97% 73% 33 0% 2.4
Transcendent Capital Group
5677
Transcendent Capital Group
Oklahoma
USD 223 M +USD 28.9 M +15% 7.43% 82.3% 126 28.57% 1.1
New Perspectives Inc
5678
New Perspectives Inc
Mississippi
USD 223 M +USD 21.2 M +10% 6.97% – 41 14.63% 2.3
Penney Financial
5679
Penney Financial
Texas
USD 223 M +USD 26.6 M +14% 5.32% 54.8% 51 21.57% 1.1
Edge Financial Advisors
5680
Edge Financial Advisors
Illinois
USD 223 M +USD 33.4 M +18% 7.45% – 141 15.6% 0.8
Ariadne Wealth Management
5681
Ariadne Wealth Management
California
USD 223 M +USD 14 M +7% 10.1% – 261 18.01% 0.8
Financial Guidance Group
5682
Financial Guidance Group
Florida
USD 223 M +USD 17.2 M +8% 6.3% 58.7% 87 5.75% 2.2
Trail Ridge Investment Advisors
5683
Trail Ridge Investment Advisors
Colorado
USD 223 M +USD 15.1 M +7% 7.68% 83.9% 110 8.18% 2.8
Financial Symmetry
5684
Financial Symmetry
North Carolina
USD 223 M +USD 29.4 M +15% 7.25% 68.4% 54 11.11% 1.3
Silver Heights Capital Management
5685
Silver Heights Capital Management
Ontario, Canada
USD 223 M -USD 39.2 M -15% 21.6% 39.8% 4 0% 7.9
Alliance Wealth Advisors (Pennsylvania)
5686
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
USD 223 M +USD 27.4 M +14% 9.66% 74.4% 155 7.74% 3.1
One Wealth Capital Management
5687
One Wealth Capital Management
Arizona
USD 223 M +USD 9.9 M +5% 7.04% – 129 20.16% 0.6
Compass Financial Group (Florida)
5688
Compass Financial Group (Florida)
Florida
USD 223 M +USD 23.4 M +12% 5.76% 44.1% 47 19.15% 3.8
DCM
5689
Dudley Capital Management
Virginia
USD 223 M +USD 22.3 M +11% 11.4% 129% 142 14.79% 2
PC
5690
Panoramic Capital
California
USD 223 M +USD 90.4 M +68% 29.6% – 54 44.44% 0.3
Lodestone Wealth Management
5691
Lodestone Wealth Management
Washington
USD 222 M +USD 17.1 M +8% 8.96% 87.1% 177 7.34% 1.9
Worth Asset Management
5692
Worth Asset Management
Texas
USD 222 M +USD 19.7 M +10% 7.79% 115% 204 43.63% 1
Mitchell Sinkler & Starr
5693
Mitchell Sinkler & Starr
Pennsylvania
USD 222 M +USD 13.5 M +6% 8.08% 85.6% 148 6.76% 5.1
Siligmueller & Norvid Wealth Advisors
5694
Siligmueller & Norvid Wealth Advisors
Illinois
USD 222 M -USD 35.1 M -14% 6% – 228 89.91% 0.1
Hillcrest Wealth Advisors
5695
Hillcrest Wealth Advisors
New Jersey
USD 222 M +USD 9.7 M +5% 7.69% 58.7% 54 11.11% 4.7
Evolution Advisers
5696
Evolution Advisers
Virginia
USD 222 M +USD 18.4 M +9% 5.08% 40.8% 162 5.56% 3
Omega Fund Management
5697
Omega Fund Management
Massachusetts
USD 222 M +USD 67.9 M +44% 48.9% 106% 14 21.43% 2.3
Investment Research Partners
5698
Investment Research Partners
Pennsylvania
USD 222 M – – 7.65% – 224 – 0
SCM
5699
Sage Capital Management
New Jersey
USD 222 M +USD 14.5 M +7% 6.79% 94.3% 164 8.54% 1.5
Matisse Capital
5700
Matisse Capital
Oregon
USD 222 M +USD 10.6 M +5% 8.39% 73.3% 183 18.58% 2.3