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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)
Davidson Trust Company
5751
Davidson Trust Company
Washington
USD 194 M -USD 338 k -0.2% 0.17% 77% 158 1.9% 3.2
Crown Oak Advisors
5752
Crown Oak Advisors
California
USD 194 M +USD 14.2 M +8% 1.17% 53.3% 26 15.38% 0.8
LIC
5753
Laurus Investment Counsel
Canada
USD 194 M -USD 64.4 M -25% 3.95% 14.1% 45 8.89% 3.2
I2I
5754
Insight 2811 Inc
Illinois
USD 194 M -USD 6.63 M -3% 3.02% 31.3% 95 12.63% 4.5
Triton Wealth Management
5755
Triton Wealth Management
Arizona
USD 194 M +USD 18.2 M +10% 5.16% – 96 9.38% 2.8
Financial Council
5756
Financial Council
Maryland
USD 194 M +USD 2.08 M +1% 0.6% 88.6% 94 6.38% 2
Boulder Wealth Advisors
5757
Boulder Wealth Advisors
Colorado
USD 194 M +USD 10 M +5% 1.93% – 28 7.14% 1.4
Summit Investment Advisory Services
5758
Summit Investment Advisory Services
Minnesota
USD 194 M +USD 5.41 M +3% 0.89% 74.2% 73 6.85% 0.5
CCC
5759
Chelsea Counsel Company
California
USD 194 M -USD 9.17 M -5% 0.19% 106% 205 7.32% 3.4
Bellevue Asset Management
5760
Bellevue Asset Management
Washington
USD 194 M -USD 987 k -0.5% 1.17% 56.7% 508 13.39% 3.7
BC
5761
Bowman & Company
Wisconsin
USD 194 M +USD 3 M +2% 0.73% 59.7% 109 12.84% 2
Lakeridge Wealth Management
5762
Lakeridge Wealth Management
Ohio
USD 194 M +USD 11.6 M +6% 0.27% – 160 9.38% 0.9
LA
5763
Lane & Associates
New Jersey
USD 194 M +USD 9.9 M +5% 0.27% – 126 14.29% 1.4
Envision Financial Planning
5764
Envision Financial Planning
Tennessee
USD 194 M +USD 3.55 M +2% 2.52% 32.1% 46 21.74% 0.7
Shelton Wealth Management
5765
Shelton Wealth Management
Texas
USD 193 M +USD 9.23 M +5% 2.02% 89.4% 167 40.12% 1.2
Transcendent Capital Group
5766
Transcendent Capital Group
Oklahoma
USD 193 M -USD 1.59 M -0.8% 2.48% 82.3% 495 16.97% 0.8
Berkeley Inc
5767
Berkeley Inc
Idaho
USD 193 M -USD 150 M -44% 0.62% 49.4% 69 10.14% 2.9
RHS Financial
5768
RHS Financial
California
USD 193 M -USD 5.36 M -3% 2.69% 65.6% 149 19.46% 2
KM Capital Management
5769
KM Capital Management
Texas
USD 193 M +USD 6.08 M +3% 0.4% 60.8% 48 14.58% 1.3
EnCap Energy Capital Fund X
5770
EnCap Energy Capital Fund X
Texas
USD 193 M -USD 37.7 M -16% 16.3% – 1 0% 0.3
Significant Wealth Partners
5771
Significant Wealth Partners
Illinois
USD 193 M -USD 14 k -0% 3.91% – 124 67.74% 0.4
FNY Investment Advisers
5772
FNY Investment Advisers
New York
USD 193 M -USD 14.4 M -7% 2.41% 386% 1,026 64.52% 0.5
Blackhawk Capital Partners
5773
Blackhawk Capital Partners
Wisconsin
USD 193 M +USD 5.88 M +3% 4.9% 87.2% 146 27.4% 1.4
TradeWell Securities
5774
TradeWell Securities
Indiana
USD 193 M – – 4.96% – 39 – 0
Ballentine Capital Advisors
5775
Ballentine Capital Advisors
South Carolina
USD 193 M -USD 6.33 M -3% 2.74% 48.8% 29 0% 0.9