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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)
Stanley-Laman Group
2776
Stanley-Laman Group
Pennsylvania
USD 787 M +USD 85.1 M +12% 4.93% 114% 316 24.05% 2
Fort Sheridan Advisors
2777
Fort Sheridan Advisors
Illinois
USD 787 M +USD 22.5 M +3% 4.06% 109% 276 5.8% 3.5
Sharkey, Howes & Javer
2778
Sharkey, Howes & Javer
Colorado
USD 787 M +USD 8.67 M +1% 1.72% 60.2% 167 8.98% 3.1
Ionic Capital Management
2779
Ionic Capital Management
New York
USD 786 M -USD 173 M -18% 7.74% 163% 189 51.85% 0.6
Alaska Wealth Advisors
2780
Alaska Wealth Advisors
Alaska
USD 785 M +USD 20.8 M +3% 0.64% 44.3% 91 15.38% 3.2
SCHF (GPE)
2781
SCHF (GPE)
Wyoming
USD 785 M -USD 153 M -16% 4.25% – 9 55.56% 0.4
Hendershot Investments
2782
Hendershot Investments
Virginia
USD 784 M -USD 9.9 M -1% 3.02% 50.5% 130 6.15% 5.9
Eagle Strategies
2783
Eagle Strategies
New York
USD 783 M +USD 35.6 M +5% 2.79% 77.7% 256 10.16% 1.9
Arkos Global Advisors
2784
Arkos Global Advisors
Texas
USD 783 M -USD 2.28 M -0.3% 2.12% 43.6% 171 29.24% 3.4
Liberty One Investment Management
2785
Liberty One Investment Management
Illinois
USD 783 M -USD 996 M -56% 1.19% 40.3% 157 16.56% 3.6
D'Orazio & Associates
2786
D'Orazio & Associates
Virginia
USD 782 M +USD 25.2 M +3% 1.04% 61.2% 302 12.91% 3.2
Impact Partnership Wealth
2787
Impact Partnership Wealth
Georgia
USD 780 M +USD 107 M +16% 1.34% 47.3% 435 45.75% 0.8
TIM
2788
Total Investment Management
Arizona
USD 779 M +USD 10.1 M +1% 1.09% 44.4% 94 21.28% 3
JT Stratford LLC
2789
JT Stratford LLC
Georgia
USD 779 M +USD 32.2 M +4% 2.47% 103% 336 20.24% 2.9
Bernicke Wealth Management
2790
Bernicke Wealth Management
Wisconsin
USD 779 M – – 2.06% – 100 – 3.3
De Lisle Partners
2791
De Lisle Partners
United Kingdom
USD 778 M -USD 36.2 M -4% 3.04% – 183 13.11% 1.4
Geometric Wealth Advisors
2792
Geometric Wealth Advisors
District of Columbia
USD 777 M +USD 26.9 M +4% 3.07% 62.1% 82 4.88% 2.2
Strategic Planning Group
2793
Strategic Planning Group
Utah
USD 777 M +USD 37.1 M +5% 2.89% 162% 75 5.33% 1.5
American Financial Advisors
2794
American Financial Advisors
Georgia
USD 775 M -USD 1.58 M -0.2% 2.44% 52.7% 165 7.27% 3.5
Liberty Wealth Management
2795
Liberty Wealth Management
California
USD 775 M +USD 64.5 M +9% 2.58% 64.2% 269 14.5% 2.3
Dillon & Associates
2796
Dillon & Associates
Michigan
USD 774 M -USD 3.3 M -0.4% 2.76% 117% 79 6.33% 8
Premier Path Wealth Partners
2797
Premier Path Wealth Partners
New Jersey
USD 774 M -USD 2.64 M -0.3% 3.02% 98.8% 412 9.47% 1.6
True North Advisors
2798
True North Advisors
Texas
USD 774 M +USD 144 M +23% 1.11% 82.9% 276 31.52% 2
Lifeworks Advisors
2799
Lifeworks Advisors
Michigan
USD 772 M +USD 21.2 M +3% 1.28% 80.4% 352 13.92% 1.9
RMG Wealth Management
2800
RMG Wealth Management
Wisconsin
USD 772 M +USD 61.9 M +9% 1.21% – 547 59.05% 0.3