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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)
Ashton Thomas Securities
2851
Ashton Thomas Securities
New York
USD 716 M +USD 303 M +73% 6.89% – 427 39.34% 0.7
LWANC
2852
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 715 M +USD 46.6 M +7% 6.88% 71.1% 189 13.76% 5.8
Troluce Capital Advisors
2853
Troluce Capital Advisors
Puerto Rico
USD 715 M +USD 293 M +69% 9.16% 61.1% 53 75.47% 0.1
Hohimer Wealth Management
2854
Hohimer Wealth Management
Washington
USD 715 M +USD 152 M +27% 9.83% 99.7% 379 37.73% 1.6
Berman McAleer
2855
Berman McAleer
Maryland
USD 715 M – – 6.74% – 164 – 0
ECM
2856
EagleClaw Capital Management
Massachusetts
USD 715 M +USD 45.3 M +7% 6.12% 104% 149 5.37% 6.7
Camden National Bank
2857
Camden National Bank
Maine
USD 715 M +USD 21 M +3% 5.42% 48.8% 173 9.25% 4.2
McGlone Suttner Wealth Management
2858
McGlone Suttner Wealth Management
Wisconsin
USD 715 M +USD 52.3 M +8% 6.74% 61.6% 198 7.07% 1.9
Inspirion Wealth Advisors
2859
Inspirion Wealth Advisors
Illinois
USD 715 M -USD 40.9 M -5% 6.27% 52.5% 171 19.88% 5
Auxier Asset Management
2860
Auxier Asset Management
Oregon
USD 714 M +USD 32.7 M +5% 6.44% 71.7% 179 5.59% 8.3
Oarsman Capital
2861
Oarsman Capital
Wisconsin
USD 713 M +USD 75.6 M +12% 7.14% 70.6% 272 16.54% 4.2
Dean Investment Associates
2862
Dean Investment Associates
Ohio
USD 713 M +USD 33.2 M +5% 6.35% 63.5% 216 12.04% 4.5
George Kaiser Family Foundation
2863
George Kaiser Family Foundation
Oklahoma
USD 713 M +USD 18.7 M +3% 4.37% 106% 70 5.71% 1.2
Boulay Financial Advisors
2864
Boulay Financial Advisors
Minnesota
USD 712 M +USD 49.4 M +7% 6.62% – 4 0% 0.4
Mechanics Bank - Trust Department
2865
Mechanics Bank - Trust Department
California
USD 712 M +USD 14.6 M +2% 7.98% 76.8% 216 6.48% 6.6
Glassman Wealth Services
2866
Glassman Wealth Services
Virginia
USD 712 M +USD 58.8 M +9% 7.35% 62.6% 192 8.33% 4.6
Fortis Capital Management
2867
Fortis Capital Management
Washington
USD 712 M +USD 69.1 M +11% 7.11% 82% 186 11.29% 2
Blueprint Investment Partners
2868
Blueprint Investment Partners
North Carolina
USD 712 M +USD 148 M +26% 7.8% 91.9% 125 54.4% 1.1
Rule One Partners
2869
Rule One Partners
Georgia
USD 711 M +USD 527 M +286% 7.4% – 11 18.18% 0.7
Alpine Bank Wealth Management
2870
Alpine Bank Wealth Management
Colorado
USD 711 M +USD 48.8 M +7% 6.46% – 446 12.78% 0.8
Gratus Wealth Advisors
2871
Gratus Wealth Advisors
Virginia
USD 710 M +USD 49.9 M +8% 6.33% 65.2% 137 9.49% 1.5
RMG Wealth Management
2872
RMG Wealth Management
Wisconsin
USD 710 M +USD 59.9 M +9% 5.84% – 368 17.66% 0.2
Liberty Wealth Management
2873
Liberty Wealth Management
California
USD 710 M +USD 72.3 M +11% 8.15% 64.2% 260 14.23% 2.1
LS Investment Advisors
2874
LS Investment Advisors
Michigan
USD 710 M +USD 25.6 M +4% 9.34% 98.7% 140 7.14% 8.6
Cigna Investments
2875
Cigna Investments
Connecticut
USD 710 M +USD 122 M +21% 11.6% 154% 487 10.06% 6