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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)
Euro Pacific Asset Management
2776
Euro Pacific Asset Management
Puerto Rico
USD 880 M -USD 130 M -13% 10.4% 172% 96 0% 3.5
Foguth Wealth Management
2777
Foguth Wealth Management
Michigan
USD 879 M +USD 21.7 M +3% 11.1% – 226 12.39% 1.2
Cannon Financial Strategists
2778
Cannon Financial Strategists
Georgia
USD 879 M +USD 118 M +15% 10.8% 52.4% 137 23.36% 3.2
Absher Wealth Management
2779
Absher Wealth Management
North Carolina
USD 878 M +USD 25.4 M +3% 5.81% 54.5% 76 10.53% 4
Eclectic Associates
2780
Eclectic Associates
California
USD 878 M +USD 125 M +17% 10.3% 53.8% 167 7.78% 2.7
Vision Capital Management
2781
Vision Capital Management
Oregon
USD 876 M +USD 84 M +11% 14.3% 67.4% 158 6.33% 4.6
St Louis Trust
2782
St Louis Trust
Missouri
USD 875 M +USD 18.9 M +2% 18.3% 71.4% 150 20% 5.1
Managed Asset Portfolios
2783
Managed Asset Portfolios
Michigan
USD 875 M +USD 40.5 M +5% 17.5% 99.2% 56 17.86% 4.3
Lake Street Private Wealth
2784
Lake Street Private Wealth
Illinois
USD 874 M +USD 88.9 M +11% 17.1% 92.5% 290 12.07% 3.7
Inspirion Wealth Advisors
2785
Inspirion Wealth Advisors
Illinois
USD 874 M +USD 70.4 M +9% 9.53% 52.5% 199 14.07% 4.4
Concord Wealth Partners
2786
Concord Wealth Partners
Virginia
USD 873 M +USD 103 M +13% 14.3% 66% 886 76.64% 0.9
Thompson Investment Management
2787
Thompson Investment Management
Wisconsin
USD 872 M +USD 98.1 M +13% 12.6% 100% 519 6.74% 4.1
CFGSD
2788
Compass Financial Group (South Dakota)
South Dakota
USD 872 M +USD 157 M +22% 16.3% 72% 120 13.33% 2.5
Walkner Condon Financial Advisors
2789
Walkner Condon Financial Advisors
Wisconsin
USD 871 M +USD 113 M +15% 10.4% 56.8% 360 15% 2.8
Mint Tower Capital Management
2790
Mint Tower Capital Management
Netherlands
USD 871 M -USD 246 M -22% 3.83% 40% 404 32.67% 0.6
J.P. Marvel Investment Advisors
2791
J.P. Marvel Investment Advisors
Massachusetts
USD 871 M +USD 166 M +24% 30.7% 183% 65 9.23% 7.4
Scarborough Advisors
2792
Scarborough Advisors
Maryland
USD 871 M -USD 42.7 M -5% 12.3% 63.3% 764 81.28% 1.4
MO
2793
McMillan Office
Michigan
USD 871 M +USD 89.2 M +11% 15.1% – 512 3.32% 0.5
SCM
2794
SIR Capital Management
New York
USD 870 M -USD 201 M -19% 1.05% 71.1% 107 43.93% 0.9
Premier Path Wealth Partners
2795
Premier Path Wealth Partners
New Jersey
USD 870 M +USD 102 M +13% 18.4% 98.8% 416 8.17% 2
Oslo Pensjonsforsikring
2796
Oslo Pensjonsforsikring
USD 869 M +USD 227 M +35% 16.6% 79% 496 17.14% 1.7
Gilbert & Cook
2797
Gilbert & Cook
Iowa
USD 869 M +USD 94.7 M +12% 13% 63.2% 238 10.92% 3.8
Tran Capital Management
2798
Tran Capital Management
California
USD 869 M +USD 140 M +19% 34.3% 149% 78 24.36% 3
Nicola Wealth Management
2799
Nicola Wealth Management
British Columbia, Canada
USD 868 M +USD 35.4 M +4% 8.23% 56.1% 67 16.42% 2.8
Hunter Associates Investment Management
2800
Hunter Associates Investment Management
Pennsylvania
USD 868 M +USD 112 M +15% 18.7% 76.1% 298 9.4% 4.7