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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)
Bedel Financial Consulting
2701
Bedel Financial Consulting
Indiana
USD 783 M +USD 50.2 M +7% 4.34% 97.4% 292 8.22% 4.7
Hidden Lake Asset Management
2702
Hidden Lake Asset Management
New York
USD 782 M +USD 415 M +113% 39.3% 849% 70 87.14% 0.2
Patriot Financial Group Insurance Agency
2703
Patriot Financial Group Insurance Agency
Massachusetts
USD 781 M -USD 90.1 M -10% 8.96% 97.3% 591 26.57% 3.8
BDWCC
2704
B&D White Capital Company
Texas
USD 781 M +USD 124 M +19% 6.15% 44.2% 97 44.33% 1.1
TFC Financial Management
2705
TFC Financial Management
Massachusetts
USD 781 M +USD 50.5 M +7% 6.82% 66.9% 1,062 14.69% 2.5
Johnson Bixby & Associates
2706
Johnson Bixby & Associates
Washington
USD 780 M +USD 52 M +7% 5.11% 48.7% 125 4.8% 2.9
First Hawaiian Bank
2707
First Hawaiian Bank
Hawaii
USD 780 M +USD 42.9 M +6% 6.62% 72.7% 96 2.08% 8.1
CP
2708
Coho Partners
Pennsylvania
USD 779 M -USD 564 M -42% 4.24% 35.6% 34 5.88% 6.7
Planning Alternatives
2709
Planning Alternatives
Michigan
USD 779 M +USD 60.1 M +8% 7.33% 69.6% 89 11.24% 4.2
HP
2710
Hound Partners
New York
USD 779 M +USD 38.7 M +5% 10.5% 19.7% 35 34.29% 1.1
Gilbert & Cook
2711
Gilbert & Cook
Iowa
USD 778 M +USD 38.3 M +5% 6.64% 63.2% 222 12.61% 3.7
Sharkey, Howes & Javer
2712
Sharkey, Howes & Javer
Colorado
USD 778 M +USD 32.2 M +4% 6.68% 60.2% 169 14.79% 3
IBOK
2713
Independence Bank of Kentucky
Kentucky
USD 778 M +USD 72.2 M +10% 7.83% 94.3% 640 6.56% 4.1
Dillon & Associates
2714
Dillon & Associates
Michigan
USD 778 M +USD 41.1 M +6% 8.24% 117% 78 3.85% 8
Premier Path Wealth Partners
2715
Premier Path Wealth Partners
New Jersey
USD 777 M +USD 58.6 M +8% 8.04% 98.8% 400 5.75% 1.4
CVA Family Office
2716
CVA Family Office
Colorado
USD 777 M +USD 65.3 M +9% 7.3% 71.6% 1,354 9.68% 1.9
American Financial Advisors
2717
American Financial Advisors
Georgia
USD 776 M +USD 60.3 M +8% 5.44% 52.7% 167 8.98% 3.4
Lake Street Private Wealth
2718
Lake Street Private Wealth
Illinois
USD 776 M +USD 73 M +10% 8.63% 105% 282 10.99% 3.2
AAA
2719
Adams Asset Advisors
Texas
USD 776 M +USD 64.9 M +9% 9.87% 66.8% 81 1.23% 5.4
Triad Wealth Partners
2720
Triad Wealth Partners
Kansas
USD 775 M +USD 280 M +57% 7.11% – 385 29.87% 0.5
Brookwood Investment Group
2721
Brookwood Investment Group
Arizona
USD 775 M +USD 154 M +25% 9.78% – 556 32.73% 0.4
Resources Management Corp
2722
Resources Management Corp
Connecticut
USD 774 M +USD 37.3 M +5% 9.14% 78.5% 431 6.5% 5
Provenance Wealth Advisors
2723
Provenance Wealth Advisors
Florida
USD 774 M +USD 77.5 M +11% 7.45% 64.3% 445 7.19% 1.6
EFG Asset Management
2724
EFG Asset Management
Oregon
USD 773 M +USD 65.6 M +9% 14.6% 211% 182 19.23% 1.8
Southernsun Asset Management
2725
Southernsun Asset Management
Tennessee
USD 772 M +USD 59.6 M +8% 12.2% 54.7% 31 0% 5.5