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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)
Professional Financial Solutions
7926
Professional Financial Solutions
Virginia
USD 129 M +USD 16.3 M +14% 11.1% – 41 7.32% 0.5
JMN Financial
7927
JMN Financial
Ohio
USD 129 M +USD 26.8 M +26% 24.5% – 266 42.86% 0.3
William Howard & Co Financial Advisors
7928
William Howard & Co Financial Advisors
Tennessee
USD 129 M +USD 12.8 M +11% 12.5% – 55 3.64% 2
Ridge Creek Global
7929
Ridge Creek Global
Ohio
USD 129 M +USD 10.6 M +9% 14.5% – 95 11.58% 0.4
AFG Fiduciary Services
7930
AFG Fiduciary Services
Massachusetts
USD 128 M -USD 42.6 M -25% 14.4% 72.4% 93 35.48% 2.8
TenCore Partners
7931
TenCore Partners
New York
USD 128 M -USD 302 k -0.2% 8.09% 78.4% 16 18.75% 3.2
Safe Harbor Fiduciary
7932
Safe Harbor Fiduciary
Florida
USD 128 M +USD 23.4 M +22% 23.5% – 68 27.94% 1.1
TT Capital Management
7933
TT Capital Management
California
USD 128 M +USD 7.08 M +6% 2.71% – 82 17.07% 1
Journey Retirement Planning & Investment Management
7934
Journey Retirement Planning & Investment Management
Idaho
USD 128 M +USD 14.8 M +13% 12.7% – 160 20.63% 0.4
Kennon-Green & Company
7935
Kennon-Green & Company
Ohio
USD 128 M +USD 6.26 M +5% 3.9% 58.4% 41 4.88% 2.8
ML
7936
MILFAM LLC
Florida
USD 128 M +USD 25.9 M +25% 4.33% – 13 46.15% 0.1
Journey Beyond Wealth
7937
Journey Beyond Wealth
Georgia
USD 128 M +USD 11.6 M +10% 15.4% – 31 9.68% 1.3
CDKV Holdings
7938
CDKV Holdings
Colorado
USD 128 M +USD 14.1 M +12% 12.3% – 282 4.61% 0.5
Brooklands Fund Management
7939
Brooklands Fund Management
United Kingdom
USD 128 M +USD 39 M +44% 13.3% – 77 70.13% 0.2
Lord & Richards Wealth Management
7940
Lord & Richards Wealth Management
Colorado
USD 128 M +USD 13.8 M +12% 11.7% – 51 5.88% 1.3
Fortune Financial Group
7941
Fortune Financial Group
Florida
USD 128 M +USD 16.6 M +15% 13.2% – 125 37.6% 0.3
SkyView Investment Advisors
7942
SkyView Investment Advisors
New Jersey
USD 128 M -USD 616 M -83% 10.5% 70.3% 489 78.12% 0.9
C2C Wealth Management
7943
C2C Wealth Management
Arizona
USD 128 M +USD 9.41 M +8% 12.2% 77.2% 99 11.11% 3.4
CIS
7944
Continental Investors Services
Washington
USD 128 M +USD 21.8 M +21% 12.1% 76.6% 88 15.91% 2.5
PM
7945
Parametrica Management
Hong Kong
USD 128 M +USD 39.6 M +45% 117% 543% 30 66.67% 1.5
New York University
7946
New York University
New York
USD 128 M +USD 124 M +3,929% 18.8% – 2 100% 0
Financial Concepts Unlimited
7947
Financial Concepts Unlimited
Maine
USD 128 M +USD 15.9 M +14% 15.6% – 47 12.77% 0.2
Twin Lions Management
7948
Twin Lions Management
Connecticut
USD 128 M -USD 37.9 M -23% 13.6% – 10 10% 1.1
Risk Paradigm Group
7949
Risk Paradigm Group
Texas
USD 128 M +USD 10.3 M +9% 6.32% – 60 6.67% 4.5
Osbon Capital Management
7950
Osbon Capital Management
Massachusetts
USD 127 M +USD 4.96 M +4% 27.5% – 541 30.31% 0.9