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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)
Global Wealth Management Investment Advisory
3201
Global Wealth Management Investment Advisory
Florida
USD 703 M +USD 64.3 M +10% 10.8% 67.5% 170 12.94% 4.3
Mountain Capital Investment Advisors
3202
Mountain Capital Investment Advisors
Colorado
USD 702 M +USD 28.3 M +4% 12.3% 63.3% 103 22.33% 1.8
Summit Wealth Partners
3203
Summit Wealth Partners
Florida
USD 702 M +USD 70.2 M +11% 11.5% 44.9% 291 10.65% 2.9
12th Street Asset Management Company
3204
12th Street Asset Management Company
Tennessee
USD 702 M +USD 90.5 M +15% 20.1% 106% 36 22.22% 3.3
Strategic Global Advisors
3205
Strategic Global Advisors
California
USD 702 M +USD 76.3 M +12% 23.5% 137% 167 37.72% 1.9
AW
3206
Atlas Wealth
Ohio
USD 701 M +USD 368 M +110% 8.11% 43.5% 181 38.12% 1.4
Oak Hill Advisors
3207
Oak Hill Advisors
New York
USD 701 M -USD 177 M -20% 10.5% 42.4% 12 0% 5
American Money Management
3208
American Money Management
California
USD 700 M +USD 68.2 M +11% 12.5% 65% 184 14.13% 4.7
BWCP LP
3209
BWCP LP
Texas
USD 700 M +USD 44.5 M +7% 28.4% 198% 33 45.45% 0.7
Rainey & Randall Wealth Advisors
3210
Rainey & Randall Wealth Advisors
Florida
USD 700 M +USD 84.1 M +14% 11.6% 52.3% 82 13.41% 3.3
Larch Capital Partners
3211
Larch Capital Partners
Florida
USD 700 M +USD 9.5 M +1% 2.67% – 64 26.56% 0.3
Probity Advisors
3212
Probity Advisors
Texas
USD 699 M +USD 68 M +11% 14.3% 61.7% 238 5.88% 5.5
Fiducient Advisors
3213
Fiducient Advisors
Illinois
USD 698 M -USD 66.6 M -9% 10.3% 52.3% 163 20.86% 2.3
Tarbox Family Office
3214
Tarbox Family Office
California
USD 698 M +USD 82.4 M +13% 13.2% 66.4% 99 7.07% 8.4
Princeton Global Asset Management
3215
Princeton Global Asset Management
New Jersey
USD 698 M +USD 84.9 M +14% 15.5% 110% 908 17.18% 3.3
DV Equities
3216
DV Equities
Illinois
USD 698 M – – 26.8% – 107 – 0.2
SVCM
3217
Saturn V Capital Management
Texas
USD 697 M +USD 145 M +26% 24.6% 1,083% 24 16.67% 0.8
MAA
3218
Mraz Amerine & Associates
California
USD 697 M +USD 18.9 M +3% 3.89% 63.2% 210 14.76% 5
Financial Management Network
3219
Financial Management Network
California
USD 697 M +USD 43.9 M +7% 10.8% 62.5% 215 13.02% 2.8
Crane Advisory
3220
Crane Advisory
California
USD 697 M +USD 28.5 M +4% 8.38% 38.2% 56 8.93% 2.3
Brickley Wealth Management
3221
Brickley Wealth Management
California
USD 696 M +USD 113 M +19% 13% 62.6% 69 14.49% 3.7
IIA
3222
IPG Investment Advisors
California
USD 696 M +USD 114 M +20% 27.7% 126% 308 34.42% 1.9
Affiance Financial
3223
Affiance Financial
Minnesota
USD 695 M +USD 78.3 M +13% 11.3% 57.8% 114 9.65% 5.7
Cornerstone Management
3224
Cornerstone Management
Georgia
USD 695 M +USD 67.5 M +11% 9.32% 43.6% 68 5.88% 5.3
Deltroit Asset Management (UK)
3225
Deltroit Asset Management (UK)
USD 695 M +USD 72.1 M +12% 23.4% – 46 34.78% 0.4