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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)
Stieven Capital Advisors
3201
Stieven Capital Advisors
Missouri
USD 385 M -USD 1.2 M -0.3% 5.65% 117% 43 23.26% 3.9
Independent Solutions Wealth Management
3202
Independent Solutions Wealth Management
New York
USD 385 M -USD 12.3 M -3% 2.54% 125% 231 18.61% 2.5
Planning Center Inc
3203
Planning Center Inc
Illinois
USD 385 M -USD 8.68 M -2% 3.28% 38.9% 71 14.08% 1.2
FPFS
3204
First Personal Financial Services
North Carolina
USD 384 M -USD 18.2 M -5% 4.75% 31.5% 403 9.18% 4.7
OneAscent Financial Services
3205
OneAscent Financial Services
Alabama
USD 384 M +USD 159 M +71% 3.19% 63.8% 295 66.1% 0.4
Tiger Pacific Capital
3206
Tiger Pacific Capital
New York
USD 384 M +USD 17.4 M +5% 8.66% 84.5% 12 25% 1.9
State of New Jersey Common Pension Fund E
3207
State of New Jersey Common Pension Fund E
New Jersey
USD 384 M +USD 16.7 M +5% 4.64% 26.4% 2 0% 2.9
Peavine Capital
3208
Peavine Capital
Nevada
USD 384 M -USD 40.4 M -10% 3.49% 30.8% 11 0% 4.3
Cedar Brook Financial Partners
3209
Cedar Brook Financial Partners
Ohio
USD 383 M -USD 37 M -9% 3.49% 47% 427 15.69% 2.8
MTC
3210
Matrix Trust Company
Colorado
USD 383 M -USD 4.66 M -1% 3.48% 51.4% 65 10.77% 1.7
Capital Advisors Wealth Management
3211
Capital Advisors Wealth Management
Washington
USD 383 M -USD 7.91 M -2% 2.56% 70.5% 148 14.86% 1.6
ML&R Wealth Management
3212
ML&R Wealth Management
Texas
USD 383 M -USD 70.4 M -16% 2.63% – 96 30.21% 1.2
Investors Research Corp
3213
Investors Research Corp
Georgia
USD 383 M -USD 13.3 M -3% 1.32% 62.1% 1,119 6.88% 3.5
Hexagon Capital Partners
3214
Hexagon Capital Partners
Arkansas
USD 383 M +USD 3.19 M +0.8% 0.43% 104% 1,478 7.92% 2
ThornTree Capital Partners
3215
ThornTree Capital Partners
Massachusetts
USD 382 M -USD 38.4 M -9% 7.63% 217% 20 20% 1
Strategy Asset Managers
3216
Strategy Asset Managers
California
USD 382 M -USD 68.2 M -15% 2.7% 115% 272 27.21% 2.5
Cardinal Point Capital Management
3217
Cardinal Point Capital Management
Ontario, Canada
USD 382 M +USD 49.9 M +15% 2.52% 65.8% 77 24.68% 0.6
Providence Capital Advisors
3218
Providence Capital Advisors
North Carolina
USD 382 M -USD 12.2 M -3% 4.84% 47.4% 364 18.68% 2.6
FBT
3219
First Bank & Trust
South Dakota
USD 382 M -USD 12.7 M -3% 2.75% 85.6% 202 9.41% 4
Savoie Capital
3220
Savoie Capital
Illinois
USD 382 M – – 1.65% – 75 – 0
CFM Wealth Partners
3221
CFM Wealth Partners
Texas
USD 382 M -USD 30.1 M -7% 2.6% 152% 167 17.96% 3
Battery Management Corp
3222
Battery Management Corp
Massachusetts
USD 382 M -USD 103 M -21% 3.85% 45.1% 7 28.57% 2
Noesis Capital Mangement
3223
Noesis Capital Mangement
Florida
USD 381 M -USD 24.9 M -6% 5.18% 139% 105 9.52% 5.2
Tobias Financial Advisors
3224
Tobias Financial Advisors
Florida
USD 381 M +USD 10 M +3% 3.29% 44.5% 99 12.12% 1.4
Lincoln Capital
3225
Lincoln Capital
Nebraska
USD 381 M -USD 7.48 M -2% 0.85% 67.1% 107 3.74% 5.2