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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)
FSBI
6726
Fearless Solutions (Best Invest)
Texas
USD 189 M +USD 23.7 M +14% 18.7% – 140 10% 1.2
DMKJ
6727
David M. Knott Jr
USD 189 M +USD 21.1 M +13% 18% 169% 95 22.11% 2.3
Granite FO LLC
6728
Granite FO LLC
New Hampshire
USD 189 M +USD 20.1 M +12% 41.4% 112% 172 1.74% 2.1
SCA
6729
Sander Capital Advisors
Washington
USD 189 M +USD 16.4 M +9% 17.9% 113% 15 33.33% 4.8
FWG Investments
6730
FWG Investments
Kentucky
USD 189 M +USD 31.6 M +20% 12.1% 67.5% 137 29.93% 1.1
Madrid Financial Services
6731
Madrid Financial Services
California
USD 189 M +USD 19.6 M +12% 10.3% – 28 14.29% 0.8
FFG Retirement Advisors
6732
FFG Retirement Advisors
Colorado
USD 189 M +USD 17.1 M +10% 9.42% 43.4% 48 20.83% 1.9
Councilmark Asset Management
6733
Councilmark Asset Management
Tennessee
USD 189 M +USD 14.6 M +8% 12.5% – 86 3.49% 2
Bauman Advisory Group
6734
Bauman Advisory Group
Nevada
USD 189 M +USD 46.2 M +32% 14.8% – 86 32.56% 0.3
SHC
6735
SALT Holding Corp
Delaware
USD 189 M +USD 23.3 M +14% 12.1% – 27 18.52% 0.7
Hanlon Investment Management
6736
Hanlon Investment Management
New Jersey
USD 189 M +USD 7.21 M +4% 16.4% 80.6% 252 27.78% 1.7
General Catalyst Group Management
6737
General Catalyst Group Management
Massachusetts
USD 189 M +USD 4.95 M +3% 19.2% 161% 16 37.5% 0.7
Cincinnati Casualty Company
6738
Cincinnati Casualty Company
Ohio
USD 188 M -USD 2.99 M -2% 7.81% 68.7% 25 8% 9.2
Mark Sheptoff Financial Planning
6739
Mark Sheptoff Financial Planning
Connecticut
USD 188 M -USD 526 k -0.3% 9.4% 92.4% 551 14.34% 4.6
Ledgewood Wealth Advisors
6740
Ledgewood Wealth Advisors
New Hampshire
USD 188 M +USD 10.7 M +6% 9.38% 42.8% 81 14.81% 2
ICM
6741
Isabella Capital Management
USD 188 M +USD 53.4 M +40% 0.05% – 9 33.33% 0.3
Traction Financial Partners
6742
Traction Financial Partners
Wyoming
USD 188 M +USD 25.8 M +16% 14% – 61 6.56% 1.9
Astra Wealth Partners
6743
Astra Wealth Partners
New Jersey
USD 188 M +USD 20.5 M +12% 15% – 112 22.32% 1
RMSCM
6744
R.M. Sincerbeaux Capital Management
New York
USD 188 M +USD 16.5 M +10% 11% 76.4% 39 2.56% 10.2
Inman Jager Wealth Management
6745
Inman Jager Wealth Management
Mississippi
USD 188 M +USD 16.8 M +10% 9.78% – 92 10.87% 1.3
PR
6746
PSP Research
Pennsylvania
USD 188 M +USD 46.6 M +33% 15.6% – 89 26.97% 0.4
Trivant Custom Portfolio Group
6747
Trivant Custom Portfolio Group
California
USD 188 M +USD 5.39 M +3% 15.3% 86.1% 91 19.78% 1.9
Kingstone Capital Partners Texas
6748
Kingstone Capital Partners Texas
Texas
USD 188 M +USD 25.4 M +16% 17.9% – 66 22.73% 1.1
Dynamic Wealth Strategies
6749
Dynamic Wealth Strategies
California
USD 188 M +USD 14.9 M +9% 10.7% 52.2% 295 3.73% 1.3
Ables Iannone Moore & Associates
6750
Ables Iannone Moore & Associates
Georgia
USD 188 M +USD 19.5 M +12% 13.3% 116% 63 7.94% 2