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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)
Vision Financial Markets
7526
Vision Financial Markets
Connecticut
USD 106 M +USD 14.2 M +15% 11.6% – 458 10.04% 0.4
NI
7527
NCP Inc
California
USD 106 M +USD 32 M +43% 26.2% – 133 62.41% 1.2
swisspartners Advisors
7528
swisspartners Advisors
Switzerland
USD 106 M +USD 11.1 M +12% 1.38% 73.2% 26 15.38% 2.9
Stonebridge Wealth Management
7529
Stonebridge Wealth Management
Illinois
USD 106 M – – 3.82% – 33 – 0
Kraematon Investment Advisors
7530
Kraematon Investment Advisors
Massachusetts
USD 106 M +USD 7.72 M +8% 11% 80.5% 94 5.32% 2.4
Svenska Handelsbanken
7531
Svenska Handelsbanken
Sweden
USD 106 M +USD 5.52 M +5% 12.7% – 11 63.64% 0.2
CPC
7532
CFC Planning Company
Indiana
USD 106 M +USD 12.5 M +13% 8.03% – 108 43.52% 0.3
Empower Harvest Management Services
7533
Empower Harvest Management Services
Cayman Islands
USD 106 M -USD 8.61 M -8% 7.52% – 1 0% 0.5
APEIRON Capital Ltd
7534
APEIRON Capital Ltd
Hong Kong
USD 106 M -USD 112 M -51% 17.1% 487% 13 76.92% 0.8
Equitec Proprietary Markets
7535
Equitec Proprietary Markets
Illinois
USD 106 M -USD 34.7 M -25% 23.9% 526% 85 45.88% 1.1
OneAscent Family Office
7536
OneAscent Family Office
Alabama
USD 106 M -USD 1.72 M -2% 9.37% – 145 21.38% 0.3
Mendota Financial Group
7537
Mendota Financial Group
Wisconsin
USD 106 M +USD 13.6 M +15% 6% 50.1% 119 21.01% 1.8
Oregon Pacific Wealth Management
7538
Oregon Pacific Wealth Management
Oregon
USD 106 M +USD 5.58 M +6% 8.71% – 133 9.02% 0.4
Minot DeBlois Advisors
7539
Minot DeBlois Advisors
Massachusetts
USD 106 M +USD 5.23 M +5% 7.48% – 259 4.63% 0.5
Santa Clara Valley Transportation Authority
7540
Santa Clara Valley Transportation Authority
California
USD 105 M +USD 4.35 M +4% 4.53% – 4 0% 0.8
LifeGoal Wealth Advisors
7541
LifeGoal Wealth Advisors
New York
USD 105 M +USD 12.6 M +14% 8.02% – 74 27.03% 0.4
Platt Investment Counsel
7542
Platt Investment Counsel
Florida
USD 105 M +USD 3.88 M +4% 9.45% 62.9% 10 10% 2.9
WA
7543
Wilmar Advisors
Florida
USD 105 M +USD 8.52 M +9% 13.1% – 22 31.82% 0.4
10Elms LLP
7544
10Elms LLP
Oklahoma
USD 105 M +USD 5.57 M +6% 5.74% – 528 5.87% 0.5
Arrow Investment Advisors
7545
Arrow Investment Advisors
Maryland
USD 105 M +USD 10.5 M +11% 5.36% 36.3% 77 67.53% 0.8
Bingham Private Wealth
7546
Bingham Private Wealth
California
USD 105 M +USD 8.17 M +8% 11.2% – 164 10.98% 0.4
Caerus Investment Advisors
7547
Caerus Investment Advisors
Texas
USD 105 M +USD 1.18 M +1% 7.49% 85% 33 9.09% 2.3
Hobbs Wealth Management
7548
Hobbs Wealth Management
Indiana
USD 105 M +USD 14.6 M +16% 12.1% – 58 27.59% 0.4
Yorktown Management & Research Company
7549
Yorktown Management & Research Company
Virginia
USD 105 M +USD 12.8 M +14% 22.6% 223% 245 31.02% 1.5
CG
7550
Curat Global
New Hampshire
USD 105 M +USD 22.7 M +28% 10.2% – 308 4.87% 0.2