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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)
Formidable Asset Management
2726
Formidable Asset Management
Ohio
USD 613 M +USD 132 M +27% 10.5% 62.2% 401 31.42% 2.1
St. James Investment Company
2727
St. James Investment Company
Texas
USD 613 M -USD 3.51 M -0.6% 7.68% 43.8% 27 11.11% 3.8
Oak Harvest Investment Services
2728
Oak Harvest Investment Services
Texas
USD 613 M +USD 112 M +22% 7.66% 120% 128 17.97% 1.8
Great Waters Wealth Management
2729
Great Waters Wealth Management
Minnesota
USD 612 M +USD 48.5 M +9% 4.44% 49% 103 10.68% 1.1
JC
2730
JBF Capital
Colorado
USD 612 M +USD 101 M +20% 13.7% 93.6% 83 18.07% 2
Olstein Capital Management
2731
Olstein Capital Management
New York
USD 611 M +USD 18.3 M +3% 7.43% 16.6% 100 6% 5.6
Sompo Asset Management
2732
Sompo Asset Management
Japan
USD 611 M +USD 56.9 M +10% 8.39% 84.7% 200 6% 2.9
Naviter Wealth
2733
Naviter Wealth
Arkansas
USD 611 M +USD 114 M +23% 9.25% 87.1% 249 19.28% 1.3
MayTech Global Investments
2734
MayTech Global Investments
New York
USD 611 M +USD 117 M +24% 27.3% 158% 33 21.21% 3.8
Sharkey, Howes & Javer
2735
Sharkey, Howes & Javer
Colorado
USD 611 M +USD 43.9 M +8% 6.51% 60.2% 128 14.84% 2.8
Covenant Asset Management
2736
Covenant Asset Management
New Jersey
USD 610 M +USD 53 M +10% 17.7% 177% 163 11.04% 3.9
Financial Enhancement Group
2737
Financial Enhancement Group
Indiana
USD 609 M +USD 40.8 M +7% 7.38% 62.2% 122 15.57% 3
Planning Alternatives
2738
Planning Alternatives
Michigan
USD 609 M +USD 37.6 M +7% 7.97% 69.6% 51 7.84% 5.8
Cooper Financial Group
2739
Cooper Financial Group
California
USD 608 M +USD 58.5 M +11% 8.22% 87.2% 377 16.71% 2.1
Summit Securities Group
2740
Summit Securities Group
New York
USD 608 M -USD 500 M -45% 15.1% 149% 1,002 80.64% 0.6
Sora Investors
2741
Sora Investors
Pennsylvania
USD 608 M +USD 14.8 M +2% 10.7% 179% 65 56.92% 0.4
HHM Wealth Advisors
2742
HHM Wealth Advisors
Tennessee
USD 608 M +USD 32.8 M +6% 7.88% 62.3% 786 10.94% 2.6
Mosaic Family Wealth Partners
2743
Mosaic Family Wealth Partners
Missouri
USD 607 M +USD 27.5 M +5% 7.92% 67.5% 209 11.48% 1.1
Inscription Capital
2744
Inscription Capital
Texas
USD 607 M +USD 241 M +66% 8.77% – 345 39.13% 1.6
CEI
2745
Clark Estates Inc
New York
USD 607 M +USD 16.8 M +3% 5.6% 34.5% 95 14.74% 1.9
HCP
2746
Holt Capital Partners
Texas
USD 607 M +USD 47.2 M +8% 7.5% 69.5% 157 3.18% 6.2
SYM Financial Corp
2747
SYM Financial Corp
Indiana
USD 606 M -USD 11.6 M -2% 5.37% 64.3% 191 19.37% 2.2
Marietta Wealth Management
2748
Marietta Wealth Management
Georgia
USD 606 M +USD 44.6 M +8% 9.95% 93% 104 5.77% 4.6
Inspirion Wealth Advisors
2749
Inspirion Wealth Advisors
Illinois
USD 605 M +USD 50.3 M +9% 7.24% 52.5% 154 10.39% 3.8
TrinityPoint Wealth
2750
TrinityPoint Wealth
Connecticut
USD 604 M +USD 52.2 M +9% 10.3% 28.4% 319 10.34% 3