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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)
Maimon Wealth Management
7901
Maimon Wealth Management
Israel
USD 130 M +USD 15.9 M +14% 7.58% – 84 13.1% 0.4
Advocate Investing Services
7902
Advocate Investing Services
Maryland
USD 130 M +USD 11.8 M +10% 11.7% – 484 12.6% 0.4
Tandem Investment Partners
7903
Tandem Investment Partners
New Jersey
USD 130 M +USD 11.8 M +10% 9.87% – 79 11.39% 1.2
Hudson Oak Wealth Advisory
7904
Hudson Oak Wealth Advisory
New Jersey
USD 130 M +USD 14.6 M +13% 19.1% – 54 7.41% 0.5
Epacria Capital Partners
7905
Epacria Capital Partners
Colorado
USD 130 M +USD 458 k +0.4% 6.69% 89.1% 30 23.33% 2.9
Global Strategic Management
7906
Global Strategic Management
Puerto Rico
USD 130 M +USD 9.11 M +8% 11.6% – 27 11.11% 4.3
Wolfstich Capital
7907
Wolfstich Capital
Massachusetts
USD 130 M +USD 15.2 M +13% 7.2% – 50 72% 0.7
Capital Today Evergreen Fund
7908
Capital Today Evergreen Fund
Cayman Islands
USD 129 M -USD 43.5 M -25% 25.1% 23.7% 3 0% 3.1
Whitebark Investors
7909
Whitebark Investors
Nevada
USD 129 M +USD 4.41 M +4% 14.7% – 10 10% 1.2
Graham Capital Wealth Management
7910
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
7911
Schaeffer Financial
Maryland
USD 129 M +USD 10.5 M +9% 9.15% 52.2% 28 14.29% 2.3
Davis Wealth Advisors
7912
Davis Wealth Advisors
New Hampshire
USD 129 M +USD 8.93 M +7% 11.6% – 82 23.17% 1.1
Up Capital Management
7913
Up Capital Management
California
USD 129 M +USD 40.1 M +45% 38% – 21 19.05% 0.4
Santa Clara Valley Transportation Authority
7914
Santa Clara Valley Transportation Authority
California
USD 129 M +USD 8.88 M +7% 7.25% – 4 0% 1.8
CAG
7915
Cypress Advisory Group
Arizona
USD 129 M -USD 2.06 M -2% 2.88% – 83 12.05% 1.1
S Harris Financial Group
7916
S Harris Financial Group
Texas
USD 129 M +USD 19.4 M +18% 12.3% – 129 20.93% 0.4
CenturyLink Investment Management
7917
CenturyLink Investment Management
Colorado
USD 129 M -USD 45.9 M -26% 3.15% – 3 0% 1.7
MCFP
7918
McCarley & Cook Financial Planners
Ohio
USD 129 M +USD 13.2 M +11% 12.9% – 280 7.5% 0.5
Sherman Asset Management
7919
Sherman Asset Management
California
USD 129 M +USD 20.2 M +19% 16.7% – 157 15.29% 1.3
CrossGen Wealth
7920
CrossGen Wealth
North Carolina
USD 129 M +USD 14.9 M +13% 10.7% – 223 14.35% 0.4
Koenig Investment Advisory
7921
Koenig Investment Advisory
Oregon
USD 129 M +USD 11 M +9% 6.88% – 38 7.89% 0.5
Quest 10 Wealth Builders
7922
Quest 10 Wealth Builders
Virginia
USD 129 M +USD 14.6 M +13% 13.6% – 833 15.49% 1.2
Linden Rose Investment
7923
Linden Rose Investment
Texas
USD 129 M +USD 52.5 M +69% 122% – 8 25% 0.8
Professional Financial Solutions
7924
Professional Financial Solutions
Virginia
USD 129 M +USD 16.3 M +14% 11.1% – 41 7.32% 0.5
JMN Financial
7925
JMN Financial
Ohio
USD 129 M +USD 26.8 M +26% 24.5% – 266 42.86% 0.3