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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)
Yoder Wealth Management
5876
Yoder Wealth Management
California
USD 219 M -USD 271 k -0.1% 2.26% 69.3% 129 11.63% 2.2
Financial Avengers
5877
Financial Avengers
California
USD 219 M -USD 24.7 M -10% 5.95% 108% 154 7.79% 3.8
IDG China Venture Capital Fund IV Associates
5878
IDG China Venture Capital Fund IV Associates
Hong Kong
USD 219 M -USD 14.3 M -6% 14.1% 59.2% 4 0% 4.1
Garrison Point Advisors
5879
Garrison Point Advisors
California
USD 219 M -USD 6.67 M -3% 1.4% 81.5% 172 5.81% 4.9
LMHBHCT
5880
Leona M. & Harry B. Helmsley Charitable Trust
New York
USD 219 M -USD 97.9 M -31% 4.37% – 2 50% 0.1
Higgins & Schmidt Wealth Strategies
5881
Higgins & Schmidt Wealth Strategies
Colorado
USD 219 M +USD 7.79 M +4% 0.57% 65.6% 67 17.91% 1.5
Orion Resource Partners
5882
Orion Resource Partners
New York
USD 219 M +USD 15.5 M +8% 16.4% – 27 48.15% 0.7
Oxinas Partners Wealth Management
5883
Oxinas Partners Wealth Management
Indiana
USD 219 M +USD 11 M +5% 3.56% 91.4% 150 15.33% 2.6
Unison Asset Management
5884
Unison Asset Management
Florida
USD 219 M -USD 4.5 M -2% 10.6% 81.4% 33 9.09% 3.5
Fogel Capital Management
5885
Fogel Capital Management
Florida
USD 219 M +USD 1.73 M +0.8% 1.48% 122% 55 14.55% 1.5
WA
5886
Win Advisors
Florida
USD 219 M -USD 16.9 M -7% 8.25% 266% 128 81.25% 0.3
Decatur Capital Management
5887
Decatur Capital Management
Georgia
USD 219 M -USD 27.3 M -11% 5.12% 135% 37 18.92% 4.6
Burrus Financial Services
5888
Burrus Financial Services
Utah
USD 218 M +USD 42.6 M +24% 0.18% 31.3% 16 56.25% 2
Signet Investment Advisory Group
5889
Signet Investment Advisory Group
Rhode Island
USD 218 M +USD 3.11 M +1% 2.26% 68.2% 70 1.43% 5.4
Sound Stewardship
5890
Sound Stewardship
Kansas
USD 218 M +USD 9.6 M +5% 0.94% 45.9% 65 6.15% 2.4
LA
5891
Latitude Advisors
Florida
USD 218 M -USD 9 M -4% 0.7% 79.6% 238 16.39% 2.7
PK
5892
Pflug Koory
Nebraska
USD 218 M +USD 3.92 M +2% 3.02% – 425 3.06% 6.4
Bright Financial Advisors
5893
Bright Financial Advisors
Michigan
USD 218 M +USD 6.5 M +3% 0.56% – 70 11.43% 1.5
PFS Partners
5894
PFS Partners
New Jersey
USD 218 M -USD 417 k -0.2% 1.44% 65.2% 605 4.63% 2.5
MOR Wealth Management
5895
MOR Wealth Management
Pennsylvania
USD 218 M -USD 780 k -0.4% 1.83% – 115 19.13% 0.2
Rockingstone Advisors
5896
Rockingstone Advisors
Massachusetts
USD 218 M -USD 1.53 M -0.7% 0.23% 114% 115 4.35% 2.5
Collaborative Wealth Management
5897
Collaborative Wealth Management
Florida
USD 218 M -USD 65.9 M -23% 0.99% 46.6% 250 39.6% 3.3
Fairtree Asset Management
5898
Fairtree Asset Management
South Africa
USD 218 M +USD 493 k +0.2% 7.54% – 116 30.17% 0.8
PACK Private Wealth
5899
PACK Private Wealth
Minnesota
USD 218 M -USD 1.6 M -0.7% 1.26% 52.8% 59 5.08% 2.7
Retirement Guys Formula
5900
Retirement Guys Formula
Ohio
USD 217 M -USD 1.87 M -0.9% 2.16% 75.7% 185 35.68% 1.6