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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)
Ulland Investment Advisors
6001
Ulland Investment Advisors
Minnesota
USD 97.7 M -USD 35.7 M -27% 17.3% 161% 281 14.23% 0.4
Signature Wealth Management Partners
6002
Signature Wealth Management Partners
New Jersey
USD 97.6 M -USD 19.7 M -17% 13.9% 97.9% 116 10.34% 1.3
Palantir Technologies
6003
Palantir Technologies
Florida
USD 97.6 M -USD 148 M -60% 49.3% – 20 5% 0.4
Defined Wealth Management
6004
Defined Wealth Management
Oregon
USD 97.6 M -USD 16.2 M -14% 13.3% 78.1% 95 8.42% 1.4
Unconventional Investor
6005
Unconventional Investor
New Hampshire
USD 97.5 M -USD 11.3 M -10% 15.5% 62.7% 35 11.43% 0.5
TI-Trust
6006
TI-Trust
Illinois
USD 97.5 M -USD 12.6 M -11% 9.53% 88.8% 113 9.73% 2.1
Caprin Asset Management
6007
Caprin Asset Management
Virginia
USD 97.4 M -USD 19.3 M -17% 2.34% 7.87% 17 0% 4.9
Retirement Guys Formula
6008
Retirement Guys Formula
Ohio
USD 97.4 M -USD 51.9 M -35% 11% 70.2% 139 14.39% 0.4
Atlantic Private Wealth
6009
Atlantic Private Wealth
North Carolina
USD 97.4 M -USD 8.42 M -8% 14.5% 55.7% 42 11.9% 0.5
Piedmont Capital Management (Montana)
6010
Piedmont Capital Management (Montana)
Montana
USD 97.3 M -USD 35.8 M -27% 8.5% 94% 41 4.88% 1.2
Paragon Financial Partners
6011
Paragon Financial Partners
California
USD 97.3 M -USD 17.4 M -15% 13.8% 90.6% 85 7.06% 0.5
Cook Wealth
6012
Cook Wealth
North Carolina
USD 97.3 M +USD 2.55 M +3% 13.6% 7.36% 49 18.37% 0.4
Blue Door Asset Management
6013
Blue Door Asset Management
Connecticut
USD 97.2 M -USD 75.8 M -44% 24.1% 127% 33 60.61% 0.3
ION Acquisition Corp
6014
ION Acquisition Corp
Israel
USD 97.1 M -USD 51.8 M -35% 18% – 5 0% 0.5
Capitol Family Office
6015
Capitol Family Office
Oregon
USD 97.1 M -USD 27.1 M -22% 10.1% 72% 23 26.09% 0.4
Investments & Financial Planning LLC
6016
Investments & Financial Planning LLC
Kentucky
USD 97.1 M -USD 17.3 M -15% 15.4% 63.6% 36 13.89% 0.4
Valley Brook Capital Group
6017
Valley Brook Capital Group
Pennsylvania
USD 97 M -USD 18.9 M -16% 10.9% 106% 118 12.71% 1.5
Euclidean Technologies Management
6018
Euclidean Technologies Management
Washington
USD 96.8 M -USD 11.4 M -11% 7.25% 124% 87 20.69% 1.4
Convergence Financial
6019
Convergence Financial
Missouri
USD 96.8 M +USD 3.59 M +4% 16% 62.3% 25 28% 0.4
Newport Capital Group
6020
Newport Capital Group
New Jersey
USD 96.8 M -USD 36.6 M -27% 10.9% – 60 26.67% 1.4
Wealthspan Partners
6021
Wealthspan Partners
Iowa
USD 96.8 M -USD 13.5 M -12% 15.2% 65% 71 14.08% 0.5
Legend Financial Advisors
6022
Legend Financial Advisors
Pennsylvania
USD 96.8 M -USD 60.6 M -39% 15.7% 117% 51 62.75% 0.9
BCR Wealth Strategies
6023
BCR Wealth Strategies
Alabama
USD 96.8 M -USD 7.78 M -7% 12.9% 42.2% 125 15.2% 0.5
Hiddenite Capital Partners
6024
Hiddenite Capital Partners
New York
USD 96.7 M -USD 13.1 M -12% 8.29% 523% 65 69.23% 0.2
Widmann Financial Services
6025
Widmann Financial Services
Maryland
USD 96.6 M -USD 16.2 M -14% 10.4% 75.2% 91 15.38% 0.5