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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)
Oakmont Advisory Group
8101
Oakmont Advisory Group
New Mexico
USD 119 M +USD 20.9 M +21% 11.5% – 513 77.58% 0.1
Finhabits Advisors
8102
Finhabits Advisors
New York
USD 119 M +USD 10.6 M +10% 6.41% – 15 0% 0.5
Value Investment Professionals
8103
Value Investment Professionals
New York
USD 119 M +USD 9.8 M +9% 12.8% – 120 68.33% 0.2
Auctus Advisors
8104
Auctus Advisors
North Carolina
USD 119 M +USD 13.5 M +13% 13% – 35 20% 0.4
Belleair Asset Management
8105
Belleair Asset Management
Florida
USD 119 M +USD 9.16 M +8% 7.93% – 84 8.33% 0.4
Ruggiero Investments
8106
Ruggiero Investments
Florida
USD 119 M +USD 15.3 M +15% 15% – 102 36.27% 0.3
FCM
8107
Fell Capital Management
California
USD 119 M +USD 13.9 M +13% 11.6% – 97 7.22% 0.5
Peck Wealth Management
8108
Peck Wealth Management
New York
USD 119 M +USD 19 M +19% 12.6% – 129 6.98% 0.7
YRHAM
8109
Yong Rong (HK) Asset Management
Hong Kong
USD 119 M -USD 108 M -48% 15.9% 2,310% 19 68.42% 0.4
HighRoad Wealth Advisors
8110
HighRoad Wealth Advisors
Oregon
USD 119 M +USD 16.2 M +16% 14.1% – 40 12.5% 0.5
Boyer Financial Services
8111
Boyer Financial Services
California
USD 118 M +USD 24.1 M +26% 12.1% – 60 31.67% 0.4
Figure 8 Investment Strategies
8112
Figure 8 Investment Strategies
Idaho
USD 118 M +USD 15.9 M +16% 26.3% – 58 6.9% 1.3
Hobbs Wealth Management
8113
Hobbs Wealth Management
Indiana
USD 118 M +USD 17.3 M +17% 16.8% – 25 16% 1
DAM
8114
Directional Asset Management
Illinois
USD 118 M +USD 8.89 M +8% 13.1% – 106 26.42% 0.4
Portfolio Resources Advisor Group
8115
Portfolio Resources Advisor Group
Florida
USD 118 M +USD 17.6 M +17% 13.9% – 184 38.04% 0.4
Better Way Financial
8116
Better Way Financial
Pennsylvania
USD 118 M – – 15.6% – 9 – 0
KMT Wealth Management
8117
KMT Wealth Management
California
USD 118 M -USD 65.8 M -36% 19.1% – 131 94.66% 0.1
Kingsbury Capital Investment Advisors
8118
Kingsbury Capital Investment Advisors
Illinois
USD 118 M +USD 11.8 M +11% 19.1% – 130 20% 1.6
3 Factor Indexing
8119
3 Factor Indexing
California
USD 118 M +USD 12.3 M +12% 10.6% – 477 13.42% 0.2
AK Global Asset Management
8120
AK Global Asset Management
California
USD 118 M +USD 11.8 M +11% 12.2% – 34 35.29% 0.4
Masterton Capital Management
8121
Masterton Capital Management
New York
USD 118 M +USD 8.28 M +8% 7.88% 1.94% 30 56.67% 0.8
AlphaCentric Advisors
8122
AlphaCentric Advisors
Puerto Rico
USD 118 M +USD 17.9 M +18% 19.9% – 285 20.7% 1.1
Curtis Wealth Management
8123
Curtis Wealth Management
Nevada
USD 118 M +USD 11.5 M +11% 12.7% – 57 15.79% 0.4
Wheels Up Wealth
8124
Wheels Up Wealth
California
USD 118 M +USD 11.6 M +11% 8.61% – 24 4.17% 0.5
Fiscal Wisdom Wealth Management
8125
Fiscal Wisdom Wealth Management
Connecticut
USD 118 M +USD 13.8 M +13% 9.78% – 111 27.03% 0.5