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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)
Reicon Wealth Advisors
7451
Reicon Wealth Advisors
Georgia
USD 138 M – – 2.12% – 59 – 0
Oder Investment Management
7452
Oder Investment Management
California
USD 138 M -USD 1.18 M -0.8% 2.22% 97.5% 106 13.21% 3.1
Slocum, Gordon & Co
7453
Slocum, Gordon & Co
Rhode Island
USD 138 M +USD 12.7 M +10% 2.5% 65.3% 61 9.84% 2.2
HFG Advisors
7454
HFG Advisors
Ohio
USD 138 M +USD 2.41 M +2% 2.16% 69.7% 119 19.33% 2.3
TL
7455
TowerView LLC
New York
USD 138 M +USD 555 k +0.4% 3.77% 16.3% 17 5.88% 5.5
SWP Investment Management
7456
SWP Investment Management
Ohio
USD 138 M +USD 36.2 M +36% 3.08% – 54 27.78% 0.5
Avantra Family Wealth
7457
Avantra Family Wealth
Pennsylvania
USD 138 M +USD 4.23 M +3% 4.14% – 165 7.27% 0.7
Hickory Point Bank & Trust
7458
Hickory Point Bank & Trust
Illinois
USD 138 M +USD 4.06 M +3% 3.08% – 132 7.58% 0.9
Grand Central Investment Group
7459
Grand Central Investment Group
Florida
USD 138 M – – 19% – 43 – 2.7
swisspartners Advisors
7460
swisspartners Advisors
Switzerland
USD 138 M +USD 16 M +13% 0.64% 75.9% 24 8.33% 3.2
Summit Financial Consulting
7461
Summit Financial Consulting
Michigan
USD 138 M +USD 12.4 M +10% 1.24% – 45 11.11% 0.6
SR
7462
Summer Road
Florida
USD 138 M -USD 11.5 M -8% 3.83% 214% 22 22.73% 1.4
UP Strategic Wealth Investment Advisors
7463
UP Strategic Wealth Investment Advisors
Pennsylvania
USD 138 M +USD 4.26 M +3% 3.52% – 96 18.75% 1.4
OEP Capital Advisors
7464
OEP Capital Advisors
New York
USD 138 M +USD 14 M +11% 11.3% 23.2% 1 0% 5
M28 Capital Management
7465
M28 Capital Management
Connecticut
USD 138 M +USD 69.6 M +102% 117% 200% 9 0% 3.5
AC
7466
Anson Capital
Georgia
USD 137 M +USD 4.09 M +3% 2.19% 50.5% 87 9.2% 2
Grand Alliance Asset Management
7467
Grand Alliance Asset Management
Hong Kong
USD 137 M -USD 24.3 M -15% 28.4% – 13 53.85% 0.5
Mendota Financial Group
7468
Mendota Financial Group
Wisconsin
USD 137 M +USD 3.49 M +3% 1.8% 50.1% 116 15.52% 1.9
RoundAngle Advisors
7469
RoundAngle Advisors
New Jersey
USD 137 M +USD 8.22 M +6% 4.84% – 60 3.33% 0.9
Welch Financial Planning
7470
Welch Financial Planning
Colorado
USD 137 M – – 1.34% – 60 – 0
Wall Street Financial Group
7471
Wall Street Financial Group
Illinois
USD 137 M +USD 1.08 M +0.8% 3.14% – 109 19.27% 0.7
Opulen Financial Group
7472
Opulen Financial Group
Virginia
USD 137 M +USD 5.36 M +4% 1.47% – 109 3.67% 0.9
Illumine Investment Management
7473
Illumine Investment Management
Washington
USD 137 M -USD 3.19 M -2% 1% – 92 2.17% 0.9
Innovative Wealth Building
7474
Innovative Wealth Building
Maryland
USD 137 M +USD 8.87 M +7% 1.64% – 62 12.9% 0.8
J2 Capital Management
7475
J2 Capital Management
Michigan
USD 137 M +USD 4.16 M +3% 1.68% – 128 10.94% 1.7