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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)
rebel Financial
5751
rebel Financial
Ohio
USD 234 M +USD 4.66 M +2% 0.75% – 65 100% 0
Capital Wealth Alliance
5752
Capital Wealth Alliance
Arizona
USD 234 M +USD 32.8 M +16% 14.4% 124% 90 18.89% 2.4
NavPoint Financial
5753
NavPoint Financial
Minnesota
USD 234 M +USD 43.3 M +23% 2.43% 58.5% 72 9.72% 1.4
B. Riley Financial
5754
B. Riley Financial
California
USD 234 M +USD 86.1 M +58% 86.6% 682% 32 59.38% 1
Forge Financial Services
5755
Forge Financial Services
Oklahoma
USD 234 M +USD 20.4 M +10% 1.97% – 27 22.22% 0.8
Cherry Creek Investment Advisors
5756
Cherry Creek Investment Advisors
Colorado
USD 234 M +USD 2.58 M +1% 1.96% 151% 128 17.19% 2.7
Keyvantage Wealth
5757
Keyvantage Wealth
Pennsylvania
USD 234 M -USD 4.56 M -2% 1.98% – 104 10.58% 0.9
IDG China Venture Capital Fund IV Associates
5758
IDG China Venture Capital Fund IV Associates
Hong Kong
USD 233 M -USD 243 M -51% 17.1% 59.2% 4 0% 3.8
Tull Financial Group
5759
Tull Financial Group
Virginia
USD 233 M +USD 7.02 M +3% 1.77% – 33 9.09% 1
Mainsail Asset Management
5760
Mainsail Asset Management
Alabama
USD 233 M +USD 5.42 M +2% 0.98% 90.4% 123 40.65% 1
CWM
5761
CCG Wealth Management
California
USD 233 M +USD 21.2 M +10% 2.52% 82.6% 101 17.82% 3
Shelton Wealth Management
5762
Shelton Wealth Management
Texas
USD 233 M +USD 12.3 M +6% 3.35% 89.4% 183 26.78% 1.5
Oakcliff Capital Partners
5763
Oakcliff Capital Partners
New York
USD 233 M +USD 1.56 M +0.7% 2.44% 133% 8 0% 5.5
Summa Corp
5764
Summa Corp
Texas
USD 233 M +USD 5.75 M +3% 4.29% 348% 84 17.86% 1.2
Investment Research Partners
5765
Investment Research Partners
Pennsylvania
USD 233 M +USD 10.7 M +5% 4.75% – 245 13.47% 0.2
Verity Asset Management
5766
Verity Asset Management
North Carolina
USD 233 M -USD 73.3 M -24% 3.34% 87% 264 29.55% 2.7
CCC
5767
Chelsea Counsel Company
California
USD 233 M +USD 7.65 M +3% 6.91% 106% 245 4.49% 3.5
CP
5768
CPV Partners
Connecticut
USD 233 M +USD 1.3 M +0.6% 1.91% 105% 4 0% 4.8
Yarger Wealth Strategies
5769
Yarger Wealth Strategies
Ohio
USD 233 M +USD 14.6 M +7% 3.65% 55.1% 131 12.98% 1.9
Accent Capital Management
5770
Accent Capital Management
Ohio
USD 233 M -USD 5.67 M -2% 5.38% – 389 14.91% 0.9
Spinecap SAS
5771
Spinecap SAS
France
USD 233 M +USD 5.46 M +2% 9.46% – 15 26.67% 0.7
Integrated Capital Management (Michigan)
5772
Integrated Capital Management (Michigan)
Michigan
USD 233 M +USD 5.46 M +2% 4.48% – 60 8.33% 1
Aurelius Family Office
5773
Aurelius Family Office
New Hampshire
USD 233 M +USD 7.76 M +3% 1.18% – 49 2.04% 0.9
Trail Ridge Investment Advisors
5774
Trail Ridge Investment Advisors
Colorado
USD 233 M +USD 9.5 M +4% 3.2% 83.9% 108 5.56% 3.1
626 Financial
5775
626 Financial
Michigan
USD 232 M +USD 4.61 M +2% 2.55% 81.1% 125 9.6% 3.1