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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)
TI-Trust
6451
TI-Trust
Illinois
USD 140 M +USD 9.9 M +8% 7.53% 88.8% 127 5.51% 3.5
Draper Asset Management
6452
Draper Asset Management
New York
USD 140 M +USD 7.48 M +6% 3.6% 187% 28 35.71% 1.9
Washburn Capital Management
6453
Washburn Capital Management
Florida
USD 140 M -USD 541 k -0.4% 4.86% 123% 40 10% 3.2
Erickson Financial Group
6454
Erickson Financial Group
Pennsylvania
USD 140 M +USD 8.43 M +6% 5.88% 63.3% 26 11.54% 2.1
Mork Capital Management
6455
Mork Capital Management
California
USD 140 M +USD 12 M +9% 6.62% 61.9% 107 0.93% 3.2
Berry Wealth Group
6456
Berry Wealth Group
Texas
USD 140 M +USD 14.3 M +11% 8.91% – 101 23.76% 0.5
PWAM
6457
Pinnacle West Asset Management
Wyoming
USD 140 M +USD 10.9 M +8% 7.7% 100% 114 8.77% 1.3
Darden Wealth Group
6458
Darden Wealth Group
Michigan
USD 139 M -USD 26.6 M -16% 2.56% – 109 11.93% 0.6
Clarity Capital Advisors
6459
Clarity Capital Advisors
Florida
USD 139 M +USD 9.9 M +8% 6.32% 57.9% 79 1.27% 0.7
Westfuller Advisors
6460
Westfuller Advisors
New York
USD 139 M – – 4.81% – 82 – 0.4
FSC Wealth Advisors
6461
FSC Wealth Advisors
New York
USD 139 M +USD 3.84 M +3% 6.09% 66.4% 320 17.81% 1.5
Valley Brook Capital Group
6462
Valley Brook Capital Group
Pennsylvania
USD 139 M +USD 10.9 M +9% 7.95% 122% 118 5.93% 2.9
Blake Schutter Theil Wealth Advisors
6463
Blake Schutter Theil Wealth Advisors
Ohio
USD 139 M – – 6.59% – 158 – 0
Moon Capital Management
6464
Moon Capital Management
New York
USD 139 M +USD 21 M +18% 9.84% 76.3% 21 33.33% 2.3
OneAscent Financial Services
6465
OneAscent Financial Services
Alabama
USD 139 M -USD 579 M -81% 8.07% 63.8% 341 73.02% 0.7
Kopion Asset Management
6466
Kopion Asset Management
Texas
USD 139 M -USD 2.01 M -1% 5.22% 80.5% 19 5.26% 3.6
Marquette Associates
6467
Marquette Associates
Illinois
USD 139 M +USD 6.16 M +5% 6.2% – 38 15.79% 0.7
MB Generational Wealth
6468
MB Generational Wealth
Washington
USD 139 M +USD 9.8 M +8% 6.62% – 61 18.03% 0.6
Lynx Investment Advisory
6469
Lynx Investment Advisory
District of Columbia
USD 139 M +USD 3.88 M +3% 7.54% – 815 82.58% 0.3
BayBridge Capital Group
6470
BayBridge Capital Group
California
USD 139 M +USD 11 M +9% 6.11% 78.5% 102 28.43% 0.5
Secured Retirement Advisors
6471
Secured Retirement Advisors
Minnesota
USD 139 M +USD 10.5 M +8% 4.18% – 136 27.21% 0.6
Clayton Partners
6472
Clayton Partners
California
USD 139 M +USD 14.5 M +12% 8.98% 109% 40 15% 1.9
Forbes Financial Planning
6473
Forbes Financial Planning
Rhode Island
USD 139 M +USD 11.5 M +9% 6.09% 52.3% 31 6.45% 1.9
1620 Investment Advisors
6474
1620 Investment Advisors
Massachusetts
USD 139 M +USD 8.17 M +6% 7.07% 68.9% 728 21.43% 0.5
Cook & Bynum Capital Management
6475
Cook & Bynum Capital Management
Alabama
USD 139 M +USD 7.24 M +6% 6.31% 46.8% 5 0% 7.2