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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)
WFG
6951
Wormser Freres Gestion
France
USD 177 M +USD 38.5 M +28% 17.8% 67.4% 70 45.71% 1.3
AdviceOne Advisory Services
6952
AdviceOne Advisory Services
Connecticut
USD 177 M +USD 11.8 M +7% 4.81% – 47 17.02% 1.1
Accredited Investor Services
6953
Accredited Investor Services
Minnesota
USD 177 M +USD 21.2 M +14% 13.7% – 82 7.32% 1.1
ALAM
6954
Asahi Life Asset Management
Japan
USD 177 M +USD 22.2 M +14% 21.8% 122% 214 56.07% 2.1
Vannoy Advisory Group
6955
Vannoy Advisory Group
Texas
USD 177 M +USD 19 M +12% 10.4% 52.5% 30 6.67% 2.2
IAMH
6956
IvyRock Asset Management (HK)
Hong Kong
USD 177 M -USD 1.02 M -0.6% 10.9% 76% 28 21.43% 1.1
W.H. Cornerstone Investments
6957
W.H. Cornerstone Investments
Massachusetts
USD 177 M +USD 16.9 M +11% 9.26% 58.2% 154 24.68% 1.9
Jacksonville Wealth Management
6958
Jacksonville Wealth Management
Florida
USD 177 M +USD 28.7 M +19% 19.3% – 76 10.53% 1.2
Five Pine Wealth Management
6959
Five Pine Wealth Management
Idaho
USD 177 M +USD 15.9 M +10% 8.98% – 53 15.09% 1.2
Forthright Family Wealth Advisory
6960
Forthright Family Wealth Advisory
Texas
USD 177 M +USD 27.6 M +19% 12.7% 60.2% 88 63.64% 1.3
TLW Wealth Management
6961
TLW Wealth Management
Florida
USD 177 M +USD 5.98 M +4% 8.33% 98.3% 20 20% 4.7
Mountain Hill Investment Partners
6962
Mountain Hill Investment Partners
New Jersey
USD 177 M +USD 7.53 M +4% 7.22% – 220 18.18% 1.2
SJBenen ADVISORY
6963
SJBenen ADVISORY
North Carolina
USD 176 M +USD 56.7 M +47% 9.02% – 34 20.59% 0.4
CCM
6964
Clutterbuck Capital Management
Ohio
USD 176 M +USD 12.3 M +7% 10.1% – 6 16.67% 0.4
Impala Asset Management
6965
Impala Asset Management
Florida
USD 176 M -USD 38.3 M -18% 16% 62.6% 33 60.61% 0.9
WealthGarden F.S.
6966
WealthGarden F.S.
California
USD 176 M +USD 29.8 M +20% 13.5% – 192 16.67% 1.3
Richardson Financial Services
6967
Richardson Financial Services
Massachusetts
USD 176 M +USD 16.5 M +10% 17% 77.4% 654 13.46% 1.6
Valley Brook Capital Group
6968
Valley Brook Capital Group
Pennsylvania
USD 176 M +USD 27.2 M +18% 23.1% 122% 125 14.4% 3.7
Peak XV Partners Operations
6969
Peak XV Partners Operations
Mauritius
USD 176 M +USD 66.5 M +60% 216% – 2 100% 0
OneFund LLC
6970
OneFund LLC
Florida
USD 176 M +USD 21.3 M +14% 27.1% – 515 2.91% 1.3
Caspian Capital
6971
Caspian Capital
New York
USD 176 M +USD 73.3 M +71% 11.5% – 13 30.77% 1.2
Black Maple Capital Management
6972
Black Maple Capital Management
Wisconsin
USD 176 M -USD 3.37 M -2% 12% 35.7% 116 34.48% 1
BCM
6973
BML Capital Management
Indiana
USD 176 M +USD 20.3 M +13% 11.6% 349% 19 21.05% 1.2
Legend Financial Advisors
6974
Legend Financial Advisors
Pennsylvania
USD 176 M +USD 20.9 M +13% 25.7% 117% 41 9.76% 3.1
KRAVCF
6975
Karnit Road Accident Victims Compensation Fund
USD 176 M +USD 5.57 M +3% 14.6% – 17 0% 0.5