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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)
Hohimer Wealth Management
3001
Hohimer Wealth Management
Washington
USD 290 M +USD 53.2 M +22% 21% 111% 186 9.68% 0.5
Ramsay Stattman Vela & Price
3002
Ramsay Stattman Vela & Price
Colorado
USD 290 M +USD 35.9 M +14% 16.6% 81.8% 63 6.35% 5.5
Inspire Investing
3003
Inspire Investing
Idaho
USD 290 M +USD 39.2 M +16% 22.3% 107% 811 41.18% 1.1
Northside Capital Management
3004
Northside Capital Management
Oregon
USD 290 M +USD 85.1 M +42% 21.8% 99.6% 102 23.53% 2.8
Wildcat Capital Management
3005
Wildcat Capital Management
New York
USD 289 M +USD 69.8 M +32% 55.6% 77.7% 40 57.5% 0.7
Martel Wealth Advisors
3006
Martel Wealth Advisors
Washington
USD 289 M +USD 32.3 M +13% 13.8% 43.4% 42 7.14% 1.6
McGuire Investment Group
3007
McGuire Investment Group
Rhode Island
USD 288 M +USD 47.8 M +20% 25.9% 202% 88 9.09% 1.4
XML Financial
3008
XML Financial
Maryland
USD 288 M +USD 56.6 M +24% 19.3% 77.9% 201 20.9% 0.4
RTS
3009
Round Table Services
New Jersey
USD 288 M +USD 47.2 M +20% 20.5% 16.1% 93 27.96% 2.8
AW
3010
Avion Wealth
Texas
USD 287 M +USD 53.7 M +23% 6.11% 48.8% 323 18.27% 0.3
OIA
3011
Optimum Investment Advisors
Illinois
USD 287 M +USD 43.3 M +18% 21.7% 125% 962 15.07% 2.8
Tortoise Index Solutions
3012
Tortoise Index Solutions
Kansas
USD 287 M +USD 42.4 M +17% 27.7% 52.2% 108 31.48% 3.4
Strategic Investment Management
3013
Strategic Investment Management
Virginia
USD 287 M -USD 142 M -33% 17.4% 53.4% 14 21.43% 3.7
TIM
3014
Total Investment Management
Arizona
USD 287 M -USD 68.1 M -19% 15.9% 44.4% 61 47.54% 1.9
LDFR
3015
Lehman & Derafelo Financial Resources
Pennsylvania
USD 286 M +USD 46.1 M +19% 12.3% 37.5% 268 31.34% 0.9
Redhawk Wealth Advisors
3016
Redhawk Wealth Advisors
Minnesota
USD 286 M +USD 63.9 M +29% 18.4% 116% 207 40.58% 0.6
Center for Financial Planning
3017
Center for Financial Planning
Michigan
USD 286 M -USD 9.4 M -3% 18.4% 64.4% 617 29.01% 0.5
Rinet Company
3018
Rinet Company
Massachusetts
USD 286 M +USD 19.9 M +7% 19.5% 33.1% 27 7.41% 3.4
Hudson Way Capital Management
3019
Hudson Way Capital Management
Texas
USD 286 M +USD 70.2 M +32% 23% 51.3% 20 25% 1.4
World Investment Advisors
3020
World Investment Advisors
California
USD 286 M +USD 70.6 M +33% 17.9% 65.4% 190 39.47% 0.8
Eos Management LP
3021
Eos Management LP
New York
USD 286 M +USD 74.3 M +35% 39.1% 149% 30 30% 4.1
Gould Asset Management
3022
Gould Asset Management
California
USD 285 M +USD 23 M +9% 13.8% 48.3% 137 11.68% 4
Flaharty Asset Management
3023
Flaharty Asset Management
Florida
USD 285 M +USD 67.9 M +31% 17.2% 37.8% 72 16.67% 2.1
American Investment Services
3024
American Investment Services
Massachusetts
USD 284 M +USD 23.6 M +9% 16.9% 63.1% 140 7.86% 3.6
CCM
3025
Contrarian Capital Management
Connecticut
USD 284 M +USD 93.5 M +49% 39.3% 29.4% 11 36.36% 2.3