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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)
Kuhn & Co Investment Counsel
7026
Kuhn & Co Investment Counsel
Illinois
USD 173 M +USD 17.8 M +11% 15.6% 88.7% 155 12.26% 1.9
Teton Advisors
7027
Teton Advisors
New York
USD 173 M +USD 30.8 M +22% 41.5% 139% 163 9.82% 9
Concorde Asset Management
7028
Concorde Asset Management
Michigan
USD 173 M -USD 31.1 M -15% 22.1% – 231 44.59% 2.3
Archvest Wealth Advisors
7029
Archvest Wealth Advisors
California
USD 173 M +USD 17.8 M +12% 11.3% 53.1% 81 18.52% 2.1
Hopwood Financial Services
7030
Hopwood Financial Services
Virginia
USD 173 M +USD 24.3 M +16% 12.8% – 92 9.78% 1.3
Grantvest Financial Group
7031
Grantvest Financial Group
New Jersey
USD 173 M +USD 18.1 M +12% 10.2% – 194 16.49% 1
DeLarme Wealth Management
7032
DeLarme Wealth Management
California
USD 172 M +USD 17.2 M +11% 8.56% – 69 10.14% 0.4
Doheny Asset Management
7033
Doheny Asset Management
California
USD 172 M +USD 19 M +12% 15.6% 135% 65 13.85% 6.5
Fundamenta Capital
7034
Fundamenta Capital
USD 172 M +USD 70.6 M +69% 2.01% – 16 62.5% 0.1
Sanders Morris Harris
7035
Sanders Morris Harris
Texas
USD 172 M -USD 458 M -73% 9.11% 85.8% 303 77.23% 0.2
Investidor Profissional Gestao de Recursos
7036
Investidor Profissional Gestao de Recursos
Brazil
USD 172 M -USD 133 M -44% 8.92% 51.8% 29 27.59% 2.2
Pacific Park Financial
7037
Pacific Park Financial
California
USD 172 M +USD 19.1 M +12% 9.86% – 80 12.5% 0.4
Innovative Wealth Building
7038
Innovative Wealth Building
Maryland
USD 172 M +USD 30 M +21% 14.4% – 87 22.99% 0.9
Aspire Growth Partners
7039
Aspire Growth Partners
Florida
USD 172 M +USD 26.4 M +18% 19.2% – 135 15.56% 1.2
Networth Advisors
7040
Networth Advisors
Pennsylvania
USD 172 M +USD 30.6 M +22% 9.77% – 452 30.53% 0.4
Coastwise Capital Group
7041
Coastwise Capital Group
California
USD 172 M -USD 8.07 M -4% 17.1% 88.8% 152 21.71% 2.6
Paladin Wealth
7042
Paladin Wealth
Minnesota
USD 172 M +USD 26.6 M +18% 11.7% – 146 22.6% 1.1
Stonekeep Investments
7043
Stonekeep Investments
New Mexico
USD 172 M +USD 17.6 M +11% 10.4% – 83 22.89% 1.3
Gambit Capital Management
7044
Gambit Capital Management
Tennessee
USD 172 M +USD 26.6 M +18% 15.6% – 109 21.1% 0.4
Graphene Investments SAS
7045
Graphene Investments SAS
France
USD 172 M +USD 22.8 M +15% 17.8% 103% 45 8.89% 2.5
CFA
7046
Collaborative Fund Advisors
Nevada
USD 172 M +USD 9.9 M +6% 16.8% – 251 63.75% 0.1
Shade Tree Advisors
7047
Shade Tree Advisors
New York
USD 172 M +USD 32.1 M +23% 34.7% – 30 13.33% 0.9
Northland Securities
7048
Northland Securities
Minnesota
USD 172 M +USD 66.6 M +63% 19.5% – 124 19.35% 0.4
Welch Financial Planning
7049
Welch Financial Planning
Colorado
USD 172 M +USD 32.6 M +23% 19% – 77 20.78% 0.4
Brian Low Financial Group
7050
Brian Low Financial Group
Louisiana
USD 171 M +USD 24.3 M +16% 9.23% – 128 18.75% 0.8