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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)
NI Acquisitions Company
6051
NI Acquisitions Company
Pennsylvania
USD 234 M – – 12.1% – 112 – 0
Cura Wealth Advisors
6052
Cura Wealth Advisors
Illinois
USD 234 M +USD 10.8 M +5% 8.16% – 146 17.81% 1
Kessler Investment Group
6053
Kessler Investment Group
Indiana
USD 234 M +USD 22.9 M +11% 32% 251% 89 20.22% 2.6
Aletheian Wealth Advisors
6054
Aletheian Wealth Advisors
Washington
USD 234 M +USD 29 M +14% 11% – 111 14.41% 2.7
ACM
6055
Ariose Capital Management
Hong Kong
USD 234 M +USD 85.2 M +57% 137% 1,745% 30 86.67% 0.2
Resolute Capital Asset Partners
6056
Resolute Capital Asset Partners
Colorado
USD 234 M +USD 44 M +23% 18.2% 657% 65 63.08% 0.5
Old North State Wealth Management
6057
Old North State Wealth Management
North Carolina
USD 234 M +USD 17.9 M +8% 11.5% 91.5% 120 13.33% 2.7
Fortune 45 LLC
6058
Fortune 45 LLC
Louisiana
USD 234 M +USD 28.7 M +14% 18.7% 85.2% 43 25.58% 2.5
Richardson Capital Management
6059
Richardson Capital Management
Wisconsin
USD 234 M +USD 26.9 M +13% 14.5% 74.2% 398 39.95% 1.5
CI
6060
Carroll Investors
South Carolina
USD 234 M +USD 47 M +25% 45.1% 241% 34 17.65% 2.4
Pilgrim Partners Asia
6061
Pilgrim Partners Asia
Singapore
USD 234 M -USD 12.3 M -5% 15.7% – 146 39.73% 0.6
West Bancorporation
6062
West Bancorporation
Iowa
USD 234 M +USD 33.4 M +17% 13.2% 72.5% 103 12.62% 3.6
Blue Sky Capital Consultants Group
6063
Blue Sky Capital Consultants Group
California
USD 234 M +USD 24.2 M +12% 19.3% – 84 21.43% 1.1
TAP
6064
Tounjian Advisory Partners
Florida
USD 234 M -USD 43.1 M -16% 9.48% – 796 80.53% 0.2
Olistico Wealth
6065
Olistico Wealth
Oklahoma
USD 234 M +USD 30.8 M +15% 17.7% 108% 346 4.91% 1.3
Fortune Financial Advisors
6066
Fortune Financial Advisors
Kansas
USD 234 M +USD 37.5 M +19% 19.4% 76.8% 165 11.52% 1.5
Arta Finance Wealth Management
6067
Arta Finance Wealth Management
California
USD 234 M +USD 31.2 M +15% 13.2% – 110 18.18% 0.4
Sterneck Capital Management
6068
Sterneck Capital Management
Missouri
USD 233 M +USD 10.7 M +5% 10.9% 61.5% 121 19.01% 5.1
Morgan Dempsey Capital Management
6069
Morgan Dempsey Capital Management
Wisconsin
USD 233 M +USD 13.6 M +6% 5.15% 52.1% 154 24.68% 3.7
MFG
6070
MTM Financial Group
Pennsylvania
USD 233 M +USD 20.3 M +10% 8.78% 36.5% 99 14.14% 2.3
LECAP Asset Management
6071
LECAP Asset Management
United Kingdom
USD 233 M -USD 32.7 M -12% 12.4% 35.6% 398 69.1% 0.3
Sustainable Insight Capital Management
6072
Sustainable Insight Capital Management
New York
USD 233 M -USD 64.6 M -22% 34.8% 150% 106 45.28% 1.6
Braeburn Wealth Management
6073
Braeburn Wealth Management
Michigan
USD 233 M +USD 58 M +33% 35.1% – 111 34.23% 0.4
II
6074
Ironclad Investments
Florida
USD 233 M +USD 29 M +14% 14.8% – 3 0% 2.5
TRB Advisors
6075
TRB Advisors
New York
USD 233 M +USD 87 M +60% 27.8% 64% 8 62.5% 2.4