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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)
LWANC
2876
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 527 M +USD 54.3 M +11% 9.31% 71.1% 601 4.99% 3.8
MidWestOne Financial Group
2877
MidWestOne Financial Group
Iowa
USD 526 M +USD 85.2 M +19% 15.9% 62.7% 293 13.65% 2.5
Bayberry Capital Partners
2878
Bayberry Capital Partners
New York
USD 526 M +USD 118 M +29% 15.6% 99.7% 22 31.82% 1
Mainstay Capital Management
2879
Mainstay Capital Management
Michigan
USD 526 M +USD 52.9 M +11% 11.2% 131% 115 24.35% 2.6
Allen Mooney & Barnes Investment Advisors
2880
Allen Mooney & Barnes Investment Advisors
Georgia
USD 526 M +USD 56.3 M +12% 9.76% 78.9% 155 4.52% 1.4
CCM
2881
Cohen Capital Management
California
USD 525 M +USD 36.9 M +8% 9.77% 91.5% 136 2.21% 6.6
Emerald Advisors
2882
Emerald Advisors
Washington
USD 525 M +USD 93.9 M +22% 15.7% 71.8% 91 15.38% 2.3
MONECO Advisors
2883
MONECO Advisors
Connecticut
USD 525 M +USD 156 M +42% 9.78% 70.5% 406 24.38% 2.1
Meridian Wealth Partners
2884
Meridian Wealth Partners
Pennsylvania
USD 524 M +USD 43.6 M +9% 9.73% 54.2% 106 15.09% 2.5
CFO4Life Group
2885
CFO4Life Group
Texas
USD 524 M +USD 90.6 M +21% 8.18% 56.7% 200 23% 3
Herald Investment Management
2886
Herald Investment Management
United Kingdom
USD 524 M +USD 53.1 M +11% 15.9% 493% 102 4.9% 5.1
Arcadia Investment Management
2887
Arcadia Investment Management
Michigan
USD 523 M +USD 51.1 M +11% 13.8% 83.5% 341 11.14% 4.8
HA
2888
Harbor Advisors
Florida
USD 523 M +USD 56.2 M +12% 12% 125% 182 12.64% 4.2
Artemis Wealth Advisors
2889
Artemis Wealth Advisors
New York
USD 522 M -USD 12.9 M -2% 14.3% 174% 72 66.67% 2.8
Amarillo National Bank
2890
Amarillo National Bank
Texas
USD 521 M +USD 43.7 M +9% 9.39% 63.5% 101 6.93% 5.6
Gateway Advisory
2891
Gateway Advisory
New Jersey
USD 521 M +USD 30.6 M +6% 7.34% 26% 147 40.14% 1.5
Legacy Financial Advisors
2892
Legacy Financial Advisors
Kentucky
USD 521 M +USD 20.9 M +4% 10.9% 86.3% 312 19.23% 2.1
Y.D. More Investments
2893
Y.D. More Investments
Israel
USD 520 M +USD 52.8 k +0% 11.3% 305% 366 12.3% 0.8
Elk River Wealth Management
2894
Elk River Wealth Management
Colorado
USD 520 M +USD 68.4 M +15% 13% 81.8% 114 12.28% 2.4
Harbor Capital Advisors
2895
Harbor Capital Advisors
Illinois
USD 520 M +USD 52.5 M +11% 16.7% 128% 455 6.15% 0.9
One Wealth Advisors
2896
One Wealth Advisors
California
USD 519 M +USD 69.5 M +15% 10.2% 66% 238 33.19% 1.5
Nishkama Capital LLC
2897
Nishkama Capital LLC
Puerto Rico
USD 519 M +USD 213 M +69% 15.9% 723% 87 79.31% 0.2
Pinkerton Retirement Specialists
2898
Pinkerton Retirement Specialists
Idaho
USD 519 M +USD 58.9 M +13% 10.7% 98% 163 38.65% 2.5
Howard Financial Services
2899
Howard Financial Services
Texas
USD 519 M +USD 82.6 M +19% 9.32% 55.9% 163 14.72% 2.6
Revolve Wealth Partners
2900
Revolve Wealth Partners
New Jersey
USD 519 M +USD 84.3 M +19% 10.2% 67.4% 170 17.06% 1.4