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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)
Global Strategic Management
7901
Global Strategic Management
Puerto Rico
USD 130 M +USD 9.11 M +8% 11.6% – 27 11.11% 4.3
Wolfstich Capital
7902
Wolfstich Capital
Massachusetts
USD 130 M +USD 15.2 M +13% 7.2% – 50 72% 0.7
Capital Today Evergreen Fund
7903
Capital Today Evergreen Fund
Cayman Islands
USD 129 M -USD 43.5 M -25% 25.1% 23.7% 3 0% 3.1
Whitebark Investors
7904
Whitebark Investors
Nevada
USD 129 M +USD 4.41 M +4% 14.7% – 10 10% 1.2
Graham Capital Wealth Management
7905
Graham Capital Wealth Management
District of Columbia
USD 129 M +USD 16.7 M +15% 5.18% 50.6% 66 22.73% 1.5
SF
7906
Schaeffer Financial
Maryland
USD 129 M +USD 10.5 M +9% 9.15% 52.2% 28 14.29% 2.3
Davis Wealth Advisors
7907
Davis Wealth Advisors
New Hampshire
USD 129 M +USD 8.93 M +7% 11.6% – 82 23.17% 1.1
Up Capital Management
7908
Up Capital Management
California
USD 129 M +USD 40.1 M +45% 38% – 21 19.05% 0.4
Santa Clara Valley Transportation Authority
7909
Santa Clara Valley Transportation Authority
California
USD 129 M +USD 8.88 M +7% 7.25% – 4 0% 1.8
CAG
7910
Cypress Advisory Group
Arizona
USD 129 M -USD 2.06 M -2% 2.88% – 83 12.05% 1.1
S Harris Financial Group
7911
S Harris Financial Group
Texas
USD 129 M +USD 19.4 M +18% 12.3% – 129 20.93% 0.4
CenturyLink Investment Management
7912
CenturyLink Investment Management
Colorado
USD 129 M -USD 45.9 M -26% 3.15% – 3 0% 1.7
MCFP
7913
McCarley & Cook Financial Planners
Ohio
USD 129 M +USD 13.2 M +11% 12.9% – 280 7.5% 0.5
Sherman Asset Management
7914
Sherman Asset Management
California
USD 129 M +USD 20.2 M +19% 16.7% – 157 15.29% 1.3
CrossGen Wealth
7915
CrossGen Wealth
North Carolina
USD 129 M +USD 14.9 M +13% 10.7% – 223 14.35% 0.4
Koenig Investment Advisory
7916
Koenig Investment Advisory
Oregon
USD 129 M +USD 11 M +9% 6.88% – 38 7.89% 0.5
Quest 10 Wealth Builders
7917
Quest 10 Wealth Builders
Virginia
USD 129 M +USD 14.6 M +13% 13.6% – 833 15.49% 1.2
Linden Rose Investment
7918
Linden Rose Investment
Texas
USD 129 M +USD 52.5 M +69% 122% – 8 25% 0.8
Professional Financial Solutions
7919
Professional Financial Solutions
Virginia
USD 129 M +USD 16.3 M +14% 11.1% – 41 7.32% 0.5
JMN Financial
7920
JMN Financial
Ohio
USD 129 M +USD 26.8 M +26% 24.5% – 266 42.86% 0.3
William Howard & Co Financial Advisors
7921
William Howard & Co Financial Advisors
Tennessee
USD 129 M +USD 12.8 M +11% 12.5% – 55 3.64% 2
Ridge Creek Global
7922
Ridge Creek Global
Ohio
USD 129 M +USD 10.6 M +9% 14.5% – 95 11.58% 0.4
AFG Fiduciary Services
7923
AFG Fiduciary Services
Massachusetts
USD 128 M -USD 42.6 M -25% 14.4% 72.4% 93 35.48% 2.8
TenCore Partners
7924
TenCore Partners
New York
USD 128 M -USD 302 k -0.2% 8.09% 50.4% 16 18.75% 3.2
Safe Harbor Fiduciary
7925
Safe Harbor Fiduciary
Florida
USD 128 M +USD 23.4 M +22% 23.5% – 68 27.94% 1.1