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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)
Koa Wealth Management
7151
Koa Wealth Management
California
USD 135 M +USD 8.93 M +7% 11.4% 74.8% 59 13.56% 1.3
Murphy & Mullick Capital Management
7152
Murphy & Mullick Capital Management
New York
USD 135 M +USD 11.7 M +10% 8.89% – 718 9.61% 0.7
Persium Advisors
7153
Persium Advisors
Georgia
USD 135 M +USD 14 M +12% 6.54% – 65 6.15% 0.6
Clio Asset Management
7154
Clio Asset Management
Virginia
USD 135 M +USD 7.19 M +6% 11.6% 60.6% 15 6.67% 1.7
Point72 Italy
7155
Point72 Italy
Italy
USD 135 M -USD 68.2 M -34% 18.3% – 39 76.92% 0.4
BFS
7156
Burr Financial Services
California
USD 135 M +USD 15.8 M +13% 13.8% 478% 32 18.75% 1.3
Blue Capital Inc
7157
Blue Capital Inc
Nebraska
USD 135 M -USD 6.42 M -5% 7.91% – 121 59.5% 0.4
Marvin & Palmer Associates
7158
Marvin & Palmer Associates
Delaware
USD 135 M +USD 17.9 M +15% 19.1% 392% 44 65.91% 0.4
Copia Wealth Management
7159
Copia Wealth Management
Oregon
USD 135 M +USD 16 M +14% 7.26% – 492 9.15% 0.7
NI
7160
NCP Inc
California
USD 135 M +USD 28.4 M +27% 11.7% – 54 12.96% 1.3
Bey-Douglas LLC
7161
Bey-Douglas LLC
Georgia
USD 134 M -USD 32.8 M -20% 5.09% – 66 31.82% 0.9
KSCM
7162
Kamunting Street Capital Management
Florida
USD 134 M +USD 12.2 M +10% 2.96% 7.47% 23 65.22% 1.1
Mountain Lake Investment Management
7163
Mountain Lake Investment Management
Florida
USD 134 M +USD 14.1 M +12% 9.96% 64% 32 34.38% 1.6
Accredited Wealth Management
7164
Accredited Wealth Management
Kentucky
USD 134 M +USD 10.8 M +9% 6.08% – 395 9.37% 0.6
Macroview Investment Management
7165
Macroview Investment Management
Maryland
USD 134 M +USD 11.2 M +9% 8.23% 76.6% 101 14.85% 4.7
Shum Financial Group
7166
Shum Financial Group
California
USD 134 M – – 7.56% – 94 – 0.9
Gallo Partners
7167
Gallo Partners
New Jersey
USD 134 M -USD 18.9 M -12% 15.4% – 83 79.52% 0.1
Cooksen Wealth
7168
Cooksen Wealth
Texas
USD 134 M +USD 9.5 M +8% 6.93% 70.7% 90 50% 1.6
Arbor Wealth Advisors
7169
Arbor Wealth Advisors
Michigan
USD 134 M +USD 10.7 M +9% 7.8% 58.7% 56 5.36% 1.4
Mendota Financial Group
7170
Mendota Financial Group
Wisconsin
USD 134 M +USD 28.2 M +27% 4.33% 50.1% 118 20.34% 1.7
Corient IA
7171
Corient IA
Florida
USD 134 M -USD 35.9 M -21% 7.95% – 327 33.33% 0.4
Hickory Point Bank & Trust
7172
Hickory Point Bank & Trust
Illinois
USD 134 M +USD 9.9 M +8% 8.04% – 128 5.47% 0.7
Trace Wealth Advisors
7173
Trace Wealth Advisors
California
USD 134 M +USD 11.4 M +9% 8.07% – 68 16.18% 0.6
Navis Wealth Advisors
7174
Navis Wealth Advisors
New York
USD 134 M +USD 15 M +13% 9.32% 107% 131 17.56% 2.4
RPGNY
7175
Retirement Planning Group (New York)
New York
USD 134 M +USD 19.9 M +17% 6.7% – 90 17.78% 0.6