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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)
Roan Capital Partners
8076
Roan Capital Partners
Tennessee
USD 121 M +USD 12.3 M +11% 8.34% – 89 25.84% 0.2
KDK Private Wealth Management
8077
KDK Private Wealth Management
Texas
USD 121 M +USD 11.3 M +10% 9.05% – 62 11.29% 1.4
Mission Financial Group
8078
Mission Financial Group
Nevada
USD 121 M – – 13.5% – 158 – 3.3
Viaable
8079
Viaable
Pennsylvania
USD 121 M – – 2.91% – 36 – 0
Morangie Management
8080
Morangie Management
Florida
USD 120 M +USD 11.8 M +11% 15.3% – 35 5.71% 1.3
Helium Advisors
8081
Helium Advisors
Washington
USD 120 M +USD 15.3 M +15% 15.1% – 110 18.18% 1
Mirabaud Asset Management
8082
Mirabaud Asset Management
United Kingdom
USD 120 M -USD 1.16 M -1% 25.5% – 53 47.17% 1.2
RHL Group
8083
RHL Group
Michigan
USD 120 M +USD 3.1 M +3% 15.9% – 297 28.96% 0.3
Blom & Howell Financial Planning
8084
Blom & Howell Financial Planning
California
USD 120 M +USD 18.2 M +18% 16.3% – 67 8.96% 0.4
PC
8085
Payne Capital
Oregon
USD 120 M +USD 11.1 M +10% 11.1% – 59 6.78% 0.6
Blue Line Capital
8086
Blue Line Capital
Illinois
USD 120 M +USD 31.5 M +36% 30.3% – 98 40.82% 0.3
Investment Management Corporation
8087
Investment Management Corporation
Virginia
USD 120 M +USD 3.37 M +3% 11.2% – 56 17.86% 1.1
January Capital Advisors
8088
January Capital Advisors
California
USD 120 M +USD 45.5 M +61% 13.1% – 58 15.52% 1.4
Cypress Capital Management (Wyoming)
8089
Cypress Capital Management (Wyoming)
Wyoming
USD 120 M +USD 11.5 M +11% 13.6% 161% 220 10% 3.8
Grand Central Investment Group
8090
Grand Central Investment Group
Florida
USD 120 M -USD 15.6 M -12% 8.09% – 45 13.33% 3.2
ETF Store
8091
ETF Store
Kansas
USD 120 M +USD 16.9 M +16% 11.6% 61% 119 20.17% 2.6
Heffernan Advisory
8092
Heffernan Advisory
Arizona
USD 120 M +USD 11.7 M +11% 9.52% – 43 44.19% 0.3
Mann Financial Group
8093
Mann Financial Group
Minnesota
USD 120 M +USD 13.3 M +13% 10.8% – 35 14.29% 0.7
Baer Investment Advisory
8094
Baer Investment Advisory
California
USD 119 M +USD 19.4 M +19% 15.5% – 43 11.63% 0.9
1015 Capital Partners
8095
1015 Capital Partners
Pennsylvania
USD 119 M +USD 16.5 M +16% 20.8% – 630 8.57% 0.5
Ankerstar Wealth
8096
Ankerstar Wealth
Texas
USD 119 M +USD 24.5 M +26% 9.27% – 1,068 17.88% 0.4
Red Mountain Financial
8097
Red Mountain Financial
Colorado
USD 119 M +USD 13 M +12% 7.21% – 88 17.05% 1.8
DBK Financial Counsel
8098
DBK Financial Counsel
Ohio
USD 119 M -USD 12.9 M -10% 12% 58.1% 61 11.48% 3.1
Bannerstone Capital Management
8099
Bannerstone Capital Management
Minnesota
USD 119 M +USD 11.5 M +11% 36.5% – 127 34.65% 0.3
Oakmont Advisory Group
8100
Oakmont Advisory Group
New Mexico
USD 119 M +USD 20.9 M +21% 11.5% – 513 77.58% 0.1