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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)
Novak & Powell Financial Services
6401
Novak & Powell Financial Services
Florida
USD 212 M +USD 26.5 M +14% 15.2% – 178 12.36% 1.9
Insight Inv LLC
6402
Insight Inv LLC
California
USD 212 M +USD 29.4 M +16% 33.4% 139% 111 8.11% 3.3
Kinetic Wealth Investment Advisors
6403
Kinetic Wealth Investment Advisors
Ohio
USD 212 M – – 12.4% – 64 – 0
Straightline Group
6404
Straightline Group
Michigan
USD 212 M +USD 11 M +5% 3.51% – 22 36.36% 0.9
GSI Capital Advisors
6405
GSI Capital Advisors
California
USD 212 M +USD 27.8 M +15% 12.6% 39.7% 33 24.24% 2.3
Banque de Luxembourg
6406
Banque de Luxembourg
Luxembourg
USD 212 M +USD 18.7 M +10% 12.3% – 79 6.33% 1.2
FPC Investment Advisory
6407
FPC Investment Advisory
California
USD 212 M +USD 11.4 M +6% 7.94% – 38 15.79% 1.5
David J. Yvars Group
6408
David J. Yvars Group
Florida
USD 212 M +USD 33 M +18% 22.8% 143% 111 21.62% 2.6
Clark Financial Services Group
6409
Clark Financial Services Group
Missouri
USD 212 M +USD 27.3 M +15% 27.8% 116% 118 24.58% 2.2
Addison Advisors
6410
Addison Advisors
Vermont
USD 212 M -USD 241 M -53% 10.4% 50.2% 1,037 36.26% 3.2
StoryOne LLC
6411
StoryOne LLC
Kansas
USD 212 M +USD 34.2 M +19% 22.7% – 79 98.73% 0.4
Panoramic Capital Partners
6412
Panoramic Capital Partners
Oregon
USD 212 M +USD 49.2 M +30% 15% – 80 31.25% 0.9
Merrion Investment Management
6413
Merrion Investment Management
New Jersey
USD 211 M +USD 25.2 M +14% 20.9% 161% 114 11.4% 3.5
Henderson Brothers Financial Partners
6414
Henderson Brothers Financial Partners
Pennsylvania
USD 211 M +USD 19.5 M +10% 9.6% – 77 7.79% 1.1
AFC
6415
Alpine Fox Capital
Nevada
USD 211 M +USD 57.3 M +37% 51.2% – 21 28.57% 0.5
RCS Financial Planning
6416
RCS Financial Planning
Maryland
USD 211 M +USD 18.4 M +10% 10.7% 48.2% 105 9.52% 1.9
Investments & Financial Planning LLC
6417
Investments & Financial Planning LLC
Kentucky
USD 211 M +USD 27.5 M +15% 14.9% 63.6% 41 14.63% 3.3
Kaufman Rossin Wealth
6418
Kaufman Rossin Wealth
Florida
USD 211 M +USD 36.6 M +21% 15.1% – 116 18.97% 0.9
Tilia Fiduciary Partners
6419
Tilia Fiduciary Partners
North Carolina
USD 211 M +USD 29 M +16% 21.7% 101% 129 12.4% 2.9
McCarthy Asset Management
6420
McCarthy Asset Management
California
USD 211 M – – 10.1% – 29 – 3.7
Kure Advisory
6421
Kure Advisory
Minnesota
USD 211 M +USD 27.3 M +15% 8.99% – 67 23.88% 1.6
Wisconsin Capital Management
6422
Wisconsin Capital Management
Wisconsin
USD 211 M +USD 28.5 M +16% 25.5% 153% 53 15.09% 4.9
Stegner Investment Associates
6423
Stegner Investment Associates
Kentucky
USD 210 M +USD 27.7 M +15% 16.9% 84.8% 31 6.45% 3.6
Aristotle Pacific Capital
6424
Aristotle Pacific Capital
California
USD 210 M +USD 87.3 M +71% 0.28% 1.84% 5 0% 4.3
Three Cord True Wealth Management
6425
Three Cord True Wealth Management
Pennsylvania
USD 210 M +USD 30.2 M +17% 11.1% – 43 9.3% 1