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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)
Fortis Capital Advisors
3176
Fortis Capital Advisors
Kansas
USD 559 M +USD 66.6 M +14% 15.7% 127% 295 34.24% 0.9
MA Private Wealth
3177
MA Private Wealth
California
USD 559 M +USD 27.3 M +5% 9.01% 57.5% 83 13.25% 2.7
Te Ahumairangi Investment Management
3178
Te Ahumairangi Investment Management
New Zealand
USD 559 M +USD 86.1 M +18% 7.33% 55.5% 87 3.45% 3.8
Cypress Wealth Services
3179
Cypress Wealth Services
California
USD 559 M +USD 65.6 M +13% 8.88% 82.7% 333 19.22% 2.5
Alpha Omega Wealth Management
3180
Alpha Omega Wealth Management
Virginia
USD 558 M +USD 35.2 M +7% 5.2% 65.9% 211 6.64% 6.3
Financial Management Network
3181
Financial Management Network
California
USD 558 M +USD 114 M +26% 7.52% 62.5% 178 15.17% 2.5
III Capital Management
3182
III Capital Management
Florida
USD 558 M +USD 5.42 M +1% 6.5% 28.7% 59 37.29% 0.7
Summit Financial Wealth Advisors
3183
Summit Financial Wealth Advisors
Louisiana
USD 558 M +USD 53.5 M +11% 4.61% 71.4% 174 16.67% 4.2
Stamos Capital Partners
3184
Stamos Capital Partners
California
USD 557 M +USD 175 M +46% 5.22% 36.7% 142 4.23% 2.5
Boston Standard Wealth Management
3185
Boston Standard Wealth Management
Massachusetts
USD 555 M +USD 100 M +22% 8.1% 47.1% 50 10% 5.5
AdvisorShares Investments
3186
AdvisorShares Investments
Maryland
USD 555 M +USD 44 M +9% 11% 110% 345 36.52% 1.3
WPWealth
3187
WPWealth
Texas
USD 554 M +USD 48.1 M +9% 5.71% 38.2% 95 13.68% 1.5
HughesLittle Investment Management
3188
HughesLittle Investment Management
USD 554 M +USD 74.6 M +16% 19% 106% 18 16.67% 5.3
Northwest Wealth Management
3189
Northwest Wealth Management
Iowa
USD 553 M +USD 51.1 M +10% 8.37% 63.4% 219 19.18% 3.3
Fiduciary Financial Group
3190
Fiduciary Financial Group
California
USD 553 M +USD 93.7 M +20% 7.47% – 321 19% 0.7
TS Financial Group (TSFG)
3191
TS Financial Group (TSFG)
Illinois
USD 553 M +USD 63.7 M +13% 9.58% 81% 894 8.72% 4.1
Armbruster Capital Management
3192
Armbruster Capital Management
New York
USD 552 M +USD 50.7 M +10% 7.94% 66.7% 133 7.52% 5.2
Bricktown Capital
3193
Bricktown Capital
Michigan
USD 552 M +USD 18.3 M +3% 6.89% 46.2% 26 0% 1.7
Paragon Capital Management (Colorado)
3194
Paragon Capital Management (Colorado)
Colorado
USD 552 M +USD 63.5 M +13% 18.1% 109% 248 34.27% 2.6
Crestview Partners II
3195
Crestview Partners II
New York
USD 552 M +USD 39 M +8% 8.11% 157% 3 0% 6.7
Princeton Global Asset Management
3196
Princeton Global Asset Management
New Jersey
USD 551 M +USD 47.3 M +9% 14.4% 110% 778 25.96% 3
GCQ Funds Management
3197
GCQ Funds Management
Australia
USD 551 M +USD 143 M +35% 15.3% – 13 23.08% 0.4
Dividend Assets Capital
3198
Dividend Assets Capital
South Carolina
USD 551 M +USD 22.3 M +4% 7.67% 67.4% 145 6.21% 7.3
Redwood Capital Management
3199
Redwood Capital Management
New York
USD 551 M -USD 119 M -18% 6.99% 313% 13 15.38% 3.4
Fortis Group Advisors
3200
Fortis Group Advisors
New Jersey
USD 551 M +USD 35.5 M +7% 12% 91.2% 559 16.64% 1.8