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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)
DBK Financial Counsel
7451
DBK Financial Counsel
Ohio
USD 111 M +USD 10.9 M +11% 8.19% 58.1% 54 9.26% 2.5
Candelo Capital Management
7452
Candelo Capital Management
New York
USD 110 M -USD 5.63 M -5% 28.8% – 41 73.17% 0.3
C2C Wealth Management
7453
C2C Wealth Management
Arizona
USD 110 M +USD 3.92 M +4% 7.53% 77.2% 88 7.95% 3.2
Phillips Wealth Planners
7454
Phillips Wealth Planners
Mississippi
USD 110 M +USD 15.7 M +17% 7.95% 82% 198 17.68% 1.6
Investment Management Corporation
7455
Investment Management Corporation
Virginia
USD 110 M -USD 688 k -0.6% 7.73% – 193 13.99% 0.5
James Reed Financial Services
7456
James Reed Financial Services
Ohio
USD 110 M +USD 20.5 M +23% 8.7% – 19 21.05% 1.7
Virtus Fixed Income Advisers
7457
Virtus Fixed Income Advisers
Connecticut
USD 110 M – – 0.28% – 26 – 0
Broyhill Asset Management
7458
Broyhill Asset Management
North Carolina
USD 110 M -USD 12.9 M -10% 3.76% – 82 13.41% 0.5
Seven Six Capital Management
7459
Seven Six Capital Management
New York
USD 110 M -USD 1.4 M -1% 0.39% – 28 21.43% 0.4
Frisco Financial Planning
7460
Frisco Financial Planning
Texas
USD 110 M +USD 6.77 M +7% 5.3% – 20 0% 0.5
Crowley Wealth Management
7461
Crowley Wealth Management
Delaware
USD 110 M +USD 4.91 M +5% 8.38% – 429 8.86% 0.5
ORBA Wealth Advisors
7462
ORBA Wealth Advisors
Illinois
USD 110 M -USD 88.5 M -45% 6.49% 70.5% 111 42.34% 1.3
CM
7463
CM Management
Florida
USD 110 M +USD 10.3 M +10% 5.23% 110% 76 40.79% 2
Caitlin John
7464
Caitlin John
Michigan
USD 110 M +USD 7.79 M +8% 9.14% – 172 48.26% 0.9
Red Crane Wealth Management
7465
Red Crane Wealth Management
California
USD 110 M +USD 5.28 M +5% 7.33% – 70 18.57% 0.4
SRN Advisors
7466
SRN Advisors
Pennsylvania
USD 110 M +USD 20.7 M +23% 27% 146% 102 6.86% 2.3
13D Management
7467
13D Management
New York
USD 110 M -USD 3.8 M -3% 8.69% 157% 22 13.64% 1.6
Boyce & Associates Wealth Consulting
7468
Boyce & Associates Wealth Consulting
Texas
USD 110 M +USD 9.6 M +10% 6.46% 58.2% 76 17.11% 2
Talisman Wealth Advisors
7469
Talisman Wealth Advisors
New Jersey
USD 110 M +USD 12.2 M +12% 8.89% 70.8% 115 13.04% 1.7
Petros Family Wealth
7470
Petros Family Wealth
Minnesota
USD 109 M +USD 19.1 M +21% 12.9% – 143 21.68% 0.4
New Dimensions Wealth Management
7471
New Dimensions Wealth Management
Texas
USD 109 M +USD 9.44 M +9% 6.61% – 20 10% 0.2
Outbound Financial Inc
7472
Outbound Financial Inc
Colorado
USD 109 M – – 8.26% – 42 – 0
Axim Planning & Wealth
7473
Axim Planning & Wealth
Ohio
USD 109 M -USD 3.4 M -3% 8.21% 3.66% 79 53.16% 0.7
TF
7474
Telligent Fund
Hong Kong
USD 109 M +USD 19.3 M +21% 39.6% – 41 51.22% 0.3
Rahlfs Capital
7475
Rahlfs Capital
Texas
USD 109 M +USD 9.34 M +9% 8.28% – 90 16.67% 0.4