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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)
CF
7101
CBM Financial
Texas
USD 168 M +USD 7.82 M +5% 11.5% – 18 22.22% 1
Sentry Investment Management
7102
Sentry Investment Management
Wisconsin
USD 168 M +USD 22.2 M +15% 14.9% 103% 1 0% 0.5
UP Strategic Wealth Investment Advisors
7103
UP Strategic Wealth Investment Advisors
Pennsylvania
USD 168 M +USD 9.15 M +6% 17.8% – 108 12.96% 1.6
VFS
7104
Valpey Financial Services
New Hampshire
USD 168 M +USD 14.2 M +9% 9.77% – 77 3.9% 0.9
Karl Kapital
7105
Karl Kapital
California
USD 168 M +USD 23.6 M +16% 26.9% – 33 57.58% 0.2
Runnymede Capital Advisors
7106
Runnymede Capital Advisors
Ohio
USD 168 M +USD 51.4 M +44% 70.2% – 81 12.35% 0.5
Sarver Vrooman Wealth Advisors
7107
Sarver Vrooman Wealth Advisors
Missouri
USD 168 M +USD 5.42 M +3% 2.25% – 148 8.78% 1.1
Income Insurance Ltd
7108
Income Insurance Ltd
USD 168 M +USD 20.7 M +14% 28.9% – 189 15.87% 0.4
Pincus Capital Management
7109
Pincus Capital Management
New York
USD 168 M +USD 24.1 M +17% 23% – 53 7.55% 0.5
Evansbrook
7110
Evansbrook
Illinois
USD 168 M +USD 17.9 M +12% 17.8% – 129 10.85% 0.4
BV
7111
Boxwood Ventures
Illinois
USD 168 M +USD 73.2 M +78% 14.4% 88% 38 15.79% 2.6
General Equity Holdings
7112
General Equity Holdings
New York
USD 167 M +USD 32.8 M +24% 15.9% 775% 14 28.57% 1.5
Index Venture Growth Associates IV
7113
Index Venture Growth Associates IV
Jersey
USD 167 M +USD 4.59 M +3% 4.26% – 2 0% 1.1
MWS
7114
MFA Wealth Services
California
USD 167 M +USD 16.4 M +11% 10.8% – 136 11.76% 1.2
Fairscale Capital
7115
Fairscale Capital
New Hampshire
USD 167 M +USD 22.8 M +16% 18.5% – 444 2.25% 1.7
Eddie Patel Inc
7116
Eddie Patel Inc
Illinois
USD 167 M +USD 37.2 M +29% 60.3% – 156 57.69% 0.2
Genesis Wealth Advisors
7117
Genesis Wealth Advisors
Massachusetts
USD 167 M +USD 17.5 M +12% 9.31% – 75 18.67% 5.6
Thompson Davis & Co
7118
Thompson Davis & Co
Virginia
USD 167 M +USD 17.3 M +12% 14.7% 188% 193 39.9% 2
Lummis Asset Management
7119
Lummis Asset Management
Texas
USD 167 M -USD 96.9 k -0.1% 3.72% – 232 22.84% 1.5
GEN Financial Management
7120
GEN Financial Management
Minnesota
USD 167 M +USD 5.6 M +3% 9.15% – 57 35.09% 1
Amara Financial
7121
Amara Financial
California
USD 167 M +USD 22 M +15% 12.3% – 48 6.25% 1.4
Silver Oak Wealth Advisors Services
7122
Silver Oak Wealth Advisors Services
California
USD 167 M +USD 13.1 M +8% 9.18% – 42 11.9% 1.2
U.S. Wealth Group
7123
U.S. Wealth Group
New York
USD 167 M +USD 19.1 M +13% 6.73% – 49 20.41% 1.2
Robinson Smith Wealth Advisors
7124
Robinson Smith Wealth Advisors
Maine
USD 167 M +USD 19.1 M +13% 11.1% 62.6% 101 19.8% 1.8
Custos Family Office
7125
Custos Family Office
Texas
USD 167 M +USD 22.3 M +15% 13.8% 57.4% 72 15.28% 2.1