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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)
MCM
6176
McMillion Capital Management
North Carolina
USD 112 M +USD 6.27 M +6% 6.6% 59.3% 197 62.94% 2.4
Greylock 15
6177
Greylock 15
California
USD 112 M -USD 6.29 M -5% 4.39% 17.8% 4 0% 1.8
Dopkins Wealth Management
6178
Dopkins Wealth Management
New York
USD 112 M +USD 5.48 M +5% 4.74% 64.4% 40 2.5% 1.1
Smallwood Wealth Investment Management
6179
Smallwood Wealth Investment Management
New Jersey
USD 112 M +USD 6.59 M +6% 6.15% 67.4% 63 4.76% 1.2
RiverGlades Family Offices
6180
RiverGlades Family Offices
Florida
USD 112 M +USD 3.45 M +3% 4.56% – 78 8.97% 3.2
Campion Asset Management
6181
Campion Asset Management
Virginia
USD 112 M +USD 6.21 M +6% 4.75% 70.2% 96 6.25% 1.9
Petra Financial Advisors
6182
Petra Financial Advisors
Colorado
USD 112 M +USD 11 M +11% 7.2% 129% 132 56.82% 0.3
ICMP
6183
Integrated Capital Management (Pennsylvania)
Pennsylvania
USD 112 M +USD 2.17 M +2% 1.85% 39.7% 94 37.23% 1.6
Tilia Fiduciary Partners
6184
Tilia Fiduciary Partners
North Carolina
USD 112 M +USD 7.03 M +7% 8.17% 101% 553 10.49% 1.3
iSAM Funds (UK)
6185
iSAM Funds (UK)
United Kingdom
USD 112 M +USD 33.5 M +43% 4.05% 53.7% 280 83.93% 0.1
Lionsbridge Wealth Management
6186
Lionsbridge Wealth Management
Florida
USD 112 M +USD 3.61 M +3% 4.05% 66% 53 30.19% 1.3
Zeit Capital
6187
Zeit Capital
Colorado
USD 112 M +USD 3.81 M +4% 4.18% 56.5% 30 0% 2.2
W.H. Cornerstone Investments
6188
W.H. Cornerstone Investments
Massachusetts
USD 112 M +USD 1.72 M +2% 6.23% 51.4% 138 20.29% 0.6
FA
6189
Financial Advantage
Maryland
USD 112 M +USD 1.65 M +2% 1.71% 24.3% 37 2.7% 5.7
Waypoint Wealth Counsel
6190
Waypoint Wealth Counsel
Georgia
USD 112 M -USD 17.2 M -13% 5.87% 111% 99 16.16% 0.4
OF
6191
Outfitter Financial
Maine
USD 112 M +USD 646 k +0.6% 6.12% 97.6% 80 7.5% 2.3
Spotlight Asset Group
6192
Spotlight Asset Group
Illinois
USD 112 M +USD 11 M +11% 9.49% – 257 73.93% 0.8
Cape Ann Asset Management
6193
Cape Ann Asset Management
United Kingdom
USD 112 M +USD 4.44 M +4% 1.52% 199% 6 0% 2.5
Revisor Wealth Management
6194
Revisor Wealth Management
Ohio
USD 111 M +USD 2.06 M +2% 4.06% 72% 165 10.91% 0.2
ASFA
6195
All Season Financial Advisors
Colorado
USD 111 M +USD 959 k +0.9% 3.05% 33.8% 130 43.08% 0.8
VERITY Wealth Advisors
6196
VERITY Wealth Advisors
United States
USD 111 M +USD 3.51 M +3% 5% 59.9% 75 10.67% 3
Axim Planning & Wealth
6197
Axim Planning & Wealth
Ohio
USD 111 M +USD 10.3 M +10% 17.8% 3.66% 24 0% 0.8
Kraft Asset Management
6198
Kraft Asset Management
Tennessee
USD 111 M -USD 795 k -0.7% 3.8% 41% 35 20% 1
Yarger Wealth Strategies
6199
Yarger Wealth Strategies
Ohio
USD 111 M +USD 20 M +22% 5.76% 55.1% 61 22.95% 1
FSC Wealth Advisors
6200
FSC Wealth Advisors
New York
USD 111 M +USD 47.9 M +76% 4.91% 34.3% 198 17.68% 1