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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)
AAA
2776
Adams Asset Advisors
Texas
USD 882 M -USD 9.7 M -1% 2.19% 66.8% 89 2.25% 5.6
Atlas Venture Life Science Advisors
2777
Atlas Venture Life Science Advisors
Massachusetts
USD 881 M +USD 91.3 M +12% 23.2% 484% 7 14.29% 2.8
Front Street Capital Management
2778
Front Street Capital Management
Montana
USD 881 M +USD 127 M +17% 25% 316% 77 14.29% 5.5
Meridian Wealth Advisors
2779
Meridian Wealth Advisors
Texas
USD 880 M +USD 124 M +16% 14.6% 79.9% 227 18.06% 4.2
Euro Pacific Asset Management
2780
Euro Pacific Asset Management
Puerto Rico
USD 880 M -USD 130 M -13% 10.4% 172% 96 0% 3.5
Foguth Wealth Management
2781
Foguth Wealth Management
Michigan
USD 879 M +USD 21.7 M +3% 11.1% – 226 12.39% 1.2
Cannon Financial Strategists
2782
Cannon Financial Strategists
Georgia
USD 879 M +USD 118 M +15% 10.8% 56.7% 137 23.36% 3.2
Absher Wealth Management
2783
Absher Wealth Management
North Carolina
USD 878 M +USD 25.4 M +3% 5.81% 65.3% 76 10.53% 4
Eclectic Associates
2784
Eclectic Associates
California
USD 878 M +USD 125 M +17% 10.3% 53.8% 167 7.78% 2.7
Vision Capital Management
2785
Vision Capital Management
Oregon
USD 876 M +USD 84 M +11% 14.3% 78.4% 158 6.33% 4.6
St Louis Trust
2786
St Louis Trust
Missouri
USD 875 M +USD 18.9 M +2% 18.3% 71.4% 150 20% 5.1
Managed Asset Portfolios
2787
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
2788
Lake Street Private Wealth
Illinois
USD 874 M +USD 88.9 M +11% 17.1% 105% 290 12.07% 3.7
Inspirion Wealth Advisors
2789
Inspirion Wealth Advisors
Illinois
USD 874 M +USD 70.4 M +9% 9.53% 52.5% 199 14.07% 4.4
Concord Wealth Partners
2790
Concord Wealth Partners
Virginia
USD 873 M +USD 103 M +13% 14.3% 71.1% 886 76.64% 0.9
Thompson Investment Management
2791
Thompson Investment Management
Wisconsin
USD 872 M +USD 98.1 M +13% 12.6% 100% 519 6.74% 4.1
CFGSD
2792
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
2793
Walkner Condon Financial Advisors
Wisconsin
USD 871 M +USD 113 M +15% 10.4% 62.6% 360 15% 2.8
Mint Tower Capital Management
2794
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
2795
J.P. Marvel Investment Advisors
Massachusetts
USD 871 M +USD 166 M +24% 30.7% 195% 65 9.23% 7.4
Scarborough Advisors
2796
Scarborough Advisors
Maryland
USD 871 M -USD 42.7 M -5% 12.3% 63.3% 764 81.28% 1.4
MO
2797
McMillan Office
Michigan
USD 871 M +USD 89.2 M +11% 15.1% – 512 3.32% 0.5
SCM
2798
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
2799
Premier Path Wealth Partners
New Jersey
USD 870 M +USD 102 M +13% 18.4% 98.8% 416 8.17% 2
Oslo Pensjonsforsikring
2800
Oslo Pensjonsforsikring
USD 869 M +USD 227 M +35% 16.6% 79% 496 17.14% 1.7