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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)
Avant Capital
7101
Avant Capital
Louisiana
USD 129 M +USD 8.67 M +7% 5.93% – 71 7.04% 2.7
CAG
7102
Cypress Advisory Group
Arizona
USD 129 M +USD 19.2 M +18% 4.24% – 68 11.76% 0.4
CPR Investments
7103
CPR Investments
Michigan
USD 129 M +USD 16.1 M +14% 10.3% 79.3% 51 39.22% 0.9
DFA
7104
Davies Financial Advisors
California
USD 129 M +USD 11.5 M +10% 11.5% – 79 21.52% 0.9
Sherrill & Hutchins Financial Advisory
7105
Sherrill & Hutchins Financial Advisory
Georgia
USD 129 M +USD 11.4 M +10% 5.32% 41.6% 12 0% 1.3
DMC Group
7106
DMC Group
Alabama
USD 129 M +USD 5.87 M +5% 9.05% 99.2% 139 18.71% 2.3
Paladin Wealth
7107
Paladin Wealth
Minnesota
USD 129 M +USD 17.3 M +16% 9.51% – 115 20% 0.6
Broadwater Capital
7108
Broadwater Capital
Massachusetts
USD 129 M +USD 789 k +0.6% 5.19% – 227 3.96% 1.5
Visa Foundation
7109
Visa Foundation
California
USD 129 M -USD 4.27 M -3% 11.9% 58.1% 1 0% 3.5
Marest Capital
7110
Marest Capital
California
USD 129 M +USD 8.15 M +7% 12.3% 84.5% 30 56.67% 1
7G Capital Management
7111
7G Capital Management
New York
USD 129 M +USD 11.8 M +10% 13% 137% 8 12.5% 2.5
Delos Wealth Advisors
7112
Delos Wealth Advisors
Texas
USD 128 M +USD 2.11 M +2% 6.3% 58% 262 79.01% 0.6
Dahring Cusmano
7113
Dahring Cusmano
Michigan
USD 128 M +USD 12.2 M +11% 8.09% – 56 3.57% 0.5
Disciplined Investors
7114
Disciplined Investors
Texas
USD 128 M +USD 17.5 M +16% 11% – 123 8.13% 0.5
Sugar Maple Asset Management
7115
Sugar Maple Asset Management
Wisconsin
USD 128 M +USD 1.24 M +1% 4.33% – 85 32.94% 0.7
U.S. Wealth Group
7116
U.S. Wealth Group
New York
USD 128 M +USD 2.07 M +2% 10.2% – 42 7.14% 0.5
UP Strategic Wealth Investment Advisors
7117
UP Strategic Wealth Investment Advisors
Pennsylvania
USD 128 M +USD 15.8 M +14% 12.6% – 101 20.79% 1
Strategent Financial
7118
Strategent Financial
Virginia
USD 128 M +USD 17.7 M +16% 7.9% – 35 5.71% 0.5
TM
7119
TFJ Management
Massachusetts
USD 128 M +USD 22.5 M +21% 20.3% – 14 14.29% 0.4
Pacific Financial Group
7120
Pacific Financial Group
Washington
USD 128 M +USD 4.2 M +3% 9.24% 61.1% 64 18.75% 6.5
Hopwood Financial Services
7121
Hopwood Financial Services
Virginia
USD 128 M -USD 1.61 M -1% 8.31% – 313 9.27% 0.5
AAA
7122
American Alpha Advisors
New York
USD 128 M +USD 8.58 M +7% 10.2% – 105 36.19% 0.4
Aryeh Capital Management
7123
Aryeh Capital Management
Ontario, Canada
USD 128 M -USD 12.3 M -9% 1.19% 87.7% 15 33.33% 1.4
Tiptree Advisors
7124
Tiptree Advisors
New York
USD 128 M +USD 6.83 M +6% 17.4% – 30 53.33% 0.3
Blodgett Wealth Advisors
7125
Blodgett Wealth Advisors
California
USD 128 M +USD 10.3 M +9% 16.9% 150% 64 9.38% 2.6