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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)
Brewster Financial Planning
6301
Brewster Financial Planning
New York
USD 104 M -USD 5.98 M -5% 5.94% 44.3% 13 0% 0.3
Spark Investment Management
6302
Spark Investment Management
New York
USD 104 M -USD 35.3 M -25% 16.8% 459% 30 13.33% 1.2
Crew Capital Management
6303
Crew Capital Management
Ohio
USD 104 M -USD 14.4 M -12% 4.35% 104% 120 13.33% 0.8
Dentgroup
6304
Dentgroup
Louisiana
USD 104 M -USD 2.25 M -2% 2.82% 53.6% 91 17.58% 0.2
Spectrum Wealth Advisory Group
6305
Spectrum Wealth Advisory Group
California
USD 104 M -USD 8.59 M -8% 6.12% 67.9% 50 10% 1.9
National Wealth Management Group
6306
National Wealth Management Group
Ohio
USD 104 M -USD 3.1 M -3% 0.33% 128% 139 32.37% 0.2
Eagle Bluffs Wealth Management
6307
Eagle Bluffs Wealth Management
Missouri
USD 104 M +USD 7.87 M +8% 8.2% 95.5% 69 18.84% 0.2
SC
6308
Settian Capital
New York
USD 104 M -USD 12 M -10% 0.95% 62.5% 40 42.5% 0.2
Pillar Wealth Advisors
6309
Pillar Wealth Advisors
Pennsylvania
USD 104 M -USD 1.51 M -1% 4.4% 21.9% 58 5.17% 0.3
Del-Sette Capital Management
6310
Del-Sette Capital Management
New York
USD 103 M -USD 627 k -0.6% 1.73% 112% 36 44.44% 0.2
Channing Global Advisors
6311
Channing Global Advisors
Florida
USD 103 M -USD 2.05 M -2% 1.91% 131% 43 11.63% 0.2
Trevian Wealth Management
6312
Trevian Wealth Management
Massachusetts
USD 103 M -USD 953 k -0.9% 6.05% 94.1% 45 20% 0.2
TVL Management Corporation
6313
TVL Management Corporation
California
USD 103 M -USD 57 M -36% 28.6% – 3 33.33% 0.3
JC
6314
JCSD Capital
California
USD 103 M -USD 1.6 M -2% 3.8% – 79 17.72% 1.3
Florin Court Capital
6315
Florin Court Capital
United Kingdom
USD 103 M -USD 55.8 M -35% 2.19% 108% 36 38.89% 0.8
Evergreen Wealth Solutions
6316
Evergreen Wealth Solutions
Pennsylvania
USD 103 M -USD 7.17 M -6% 4.18% 70.9% 99 10.1% 0.2
RK Asset Management
6317
RK Asset Management
Michigan
USD 103 M -USD 10.2 M -9% 4.4% 47.6% 22 9.09% 3.2
Mount Vernon Associates
6318
Mount Vernon Associates
Maryland
USD 103 M -USD 12.4 M -11% 6.93% 136% 56 7.14% 6.1
Arrow Capital Management
6319
Arrow Capital Management
New York
USD 103 M -USD 57.9 M -36% 12.9% – 10 30% 3.2
GBA
6320
Garrison Bradford & Associates
New York
USD 103 M -USD 8.56 M -8% 1.85% 63.5% 58 10.34% 4.1
River Oaks Capital
6321
River Oaks Capital
Minnesota
USD 103 M -USD 5.15 M -5% 2.64% – 56 7.14% 2.8
Simplicity Wealth
6322
Simplicity Wealth
New Jersey
USD 103 M -USD 82.6 M -45% 5.18% 82.2% 72 25% 0.2
GuideStone Capital Management
6323
GuideStone Capital Management
Texas
USD 103 M -USD 1.74 M -2% 1.67% 49.2% 1 0% 2.3
Sage Private Wealth Group
6324
Sage Private Wealth Group
Illinois
USD 103 M +USD 22.4 M +28% 7.29% 72.3% 185 9.19% 1.1
IFS
6325
Intelligent Financial Strategies
Minnesota
USD 103 M -USD 8.59 M -8% 2.8% 63.5% 117 10.26% 0.2