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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
6676
TI-Trust
Illinois
USD 149 M -USD 1.8 M -1% 6.72% 88.8% 131 6.11% 4.1
Gutierrez Wealth Advisory
6677
Gutierrez Wealth Advisory
Arkansas
USD 149 M +USD 26 M +21% 9.27% – 63 33.33% 0.3
Insight Inv LLC
6678
Insight Inv LLC
California
USD 149 M +USD 3.72 M +3% 8.01% 136% 136 16.91% 2.6
PBK
6679
Peoples Bank (Kansas)
Kansas
USD 149 M +USD 1.64 M +1% 6.26% 74.5% 336 65.48% 1.6
Zynergy Retirement Planning
6680
Zynergy Retirement Planning
New Jersey
USD 149 M +USD 8.11 M +6% 5.48% – 115 78.26% 1
Farrell Financial
6681
Farrell Financial
New York
USD 149 M +USD 11.7 M +8% 7.61% 57.8% 68 10.29% 1.4
Graney & King
6682
Graney & King
New York
USD 149 M +USD 14.7 M +11% 8.22% – 353 3.4% 0.5
Fischer Investment Strategies
6683
Fischer Investment Strategies
California
USD 149 M +USD 13.2 M +10% 10.6% 81% 40 25% 0.7
RiverTree Advisors
6684
RiverTree Advisors
Florida
USD 149 M -USD 474 k -0.3% 2.74% 25.4% 65 32.31% 1.2
Bush Investment Group
6685
Bush Investment Group
Georgia
USD 149 M +USD 16.2 M +12% 10.1% – 39 17.95% 1.1
Cottonwood Capital Advisors
6686
Cottonwood Capital Advisors
Utah
USD 149 M +USD 12.9 M +9% 9.09% 79% 135 11.11% 2.3
AMAL
6687
Asset Management Advisors LLC
Oklahoma
USD 149 M +USD 2.11 M +1% 1.34% 125% 17 5.88% 4.6
VERITY Wealth Advisors
6688
VERITY Wealth Advisors
United States
USD 149 M +USD 13.9 M +10% 9.6% 59.9% 75 4% 4.4
InTrack Investment Management
6689
InTrack Investment Management
Vermont
USD 149 M +USD 38.8 M +35% 11.4% 99.2% 119 31.09% 2.1
Richardson Financial Services
6690
Richardson Financial Services
Massachusetts
USD 149 M +USD 17.5 M +13% 8.23% – 648 13.12% 1.1
Wealth Forward LLC
6691
Wealth Forward LLC
North Dakota
USD 149 M +USD 8.29 M +6% 6.22% 48.8% 34 8.82% 1.3
GA
6692
Gagnon Advisors
New York
USD 149 M +USD 7.03 M +5% 16.9% 129% 29 20.69% 5.8
Salus Financial Advisors
6693
Salus Financial Advisors
Colorado
USD 149 M +USD 16.6 M +13% 9.27% – 37 18.92% 0.4
Fort Henry Capital
6694
Fort Henry Capital
West Virginia
USD 149 M +USD 9.5 M +7% 5.53% 39.3% 16 12.5% 3.6
Keynote Financial Services
6695
Keynote Financial Services
Connecticut
USD 149 M +USD 8.7 M +6% 4.05% – 165 6.06% 1.1
Industrial Alliance Investment Management
6696
Industrial Alliance Investment Management
Quebec, Canada
USD 149 M +USD 23.3 M +19% 14.4% 81.5% 6 0% 3.1
FourWorld Capital Management
6697
FourWorld Capital Management
New York
USD 149 M -USD 7.01 M -5% 10.4% 132% 31 51.61% 0.9
Stonekeep Investments
6698
Stonekeep Investments
New Mexico
USD 149 M +USD 12.9 M +10% 9.38% – 65 7.69% 0.8
Pensionfund DSM Netherlands
6699
Pensionfund DSM Netherlands
Netherlands
USD 148 M -USD 2.82 M -2% 1.8% 36.9% 71 0% 7.8
Kopion Asset Management
6700
Kopion Asset Management
Texas
USD 148 M +USD 19.8 M +15% 16.1% 80.5% 21 9.52% 3.9