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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)
Harbor Asset Planning
7551
Harbor Asset Planning
Massachusetts
USD 105 M – – 8.18% – 410 – 0
Green Alpha Advisors
7552
Green Alpha Advisors
Colorado
USD 105 M +USD 11.1 M +12% 21.3% 316% 112 2.68% 3.2
York GP
7553
York GP
Cayman Islands
USD 104 M -USD 18.8 M -15% 18.2% – 4 75% 0.8
Legacy Solutions LLC
7554
Legacy Solutions LLC
Pennsylvania
USD 104 M +USD 13.6 M +15% 9.95% – 80 13.75% 0.4
MY Wealth Management
7555
MY Wealth Management
Maryland
USD 104 M +USD 1.01 M +1% 4.59% 41.2% 32 21.88% 2
Western Pacific Wealth Management
7556
Western Pacific Wealth Management
Illinois
USD 104 M -USD 6.32 M -6% 14.3% 91.4% 216 16.67% 2.4
Weaver C. Barksdale & Associates
7557
Weaver C. Barksdale & Associates
Tennessee
USD 104 M +USD 40.1 k +0% 1.28% 52.2% 63 3.17% 5.9
Luts & Greenleigh Group
7558
Luts & Greenleigh Group
Maryland
USD 104 M +USD 3.66 M +4% 5.08% – 80 7.5% 1.9
Square Wave Capital
7559
Square Wave Capital
New York
USD 104 M +USD 10.8 M +12% 13.9% – 8 12.5% 0.5
Michelson Medical Research Foundation
7560
Michelson Medical Research Foundation
California
USD 104 M -USD 15.3 M -13% 7.51% 52.2% 27 33.33% 1.5
CWMGP
7561
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
USD 104 M -USD 71 M -41% 8.23% 75.9% 76 40.79% 2.1
Searchlight Capital Partners
7562
Searchlight Capital Partners
New York
USD 104 M +USD 8.18 M +9% 3.73% 38.5% 3 0% 7.3
Clarendon Private
7563
Clarendon Private
Massachusetts
USD 104 M +USD 9.35 M +10% 15.2% – 110 16.36% 0.4
E Fund Management (HK)
7564
E Fund Management (HK)
Hong Kong
USD 104 M -USD 7.54 M -7% 4.07% 163% 177 27.68% 1.1
LWM Advisors
7565
LWM Advisors
California
USD 104 M +USD 6.7 M +7% 8.66% – 29 3.45% 0.4
Nestegg Advisors
7566
Nestegg Advisors
New York
USD 104 M +USD 9.8 M +10% 8.24% – 47 8.51% 0.5
Post Resch Tallon Group
7567
Post Resch Tallon Group
New York
USD 104 M +USD 5.8 M +6% 8.01% – 110 16.36% 0.5
Dynamic Financial Group
7568
Dynamic Financial Group
Iowa
USD 104 M +USD 3.9 M +4% 3.68% – 63 12.7% 0.4
RK Asset Management
7569
RK Asset Management
Michigan
USD 104 M -USD 4.58 M -4% 1.24% 47.6% 23 0% 4.3
Medici Capital
7570
Medici Capital
California
USD 104 M +USD 21.6 M +26% 9.18% 127% 30 56.67% 0.6
Eagle Harbor Asset Management
7571
Eagle Harbor Asset Management
Washington
USD 104 M +USD 5.01 M +5% 7.76% 76.2% 128 7.03% 2.4
Cooper Capital Advisors
7572
Cooper Capital Advisors
California
USD 104 M +USD 10.3 M +11% 11.3% – 40 40% 0.3
Measured Risk Portfolios
7573
Measured Risk Portfolios
California
USD 104 M +USD 10.3 M +11% 0.5% – 60 3.33% 0.5
Delphi Management
7574
Delphi Management
Massachusetts
USD 103 M +USD 5.36 M +5% 9.94% 111% 88 20.45% 3.3
Karani Asset Management
7575
Karani Asset Management
New York
USD 103 M +USD 8.78 M +9% 13.4% – 48 33.33% 2.2