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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)
Overbrook Management Corp
3301
Overbrook Management Corp
New York
USD 663 M +USD 134 M +25% 26% 157% 73 36.99% 2.6
WFM Asia
3302
WFM Asia
British Virgin Islands
USD 663 M +USD 30.7 M +5% 43.4% 89.9% 7 42.86% 3.3
Wick Capital Partners
3303
Wick Capital Partners
Pennsylvania
USD 663 M +USD 114 M +21% 14.8% 60% 296 41.22% 1
Dudley & Shanley
3304
Dudley & Shanley
Florida
USD 662 M +USD 51 M +8% 6.27% 67.9% 38 5.26% 4.4
Brady Martz Wealth Solutions
3305
Brady Martz Wealth Solutions
North Dakota
USD 662 M +USD 75.1 M +13% 12% – 232 17.67% 1
CA
3306
Clune & Associates
Illinois
USD 661 M +USD 130 M +24% 9.32% – 176 11.36% 1.2
Providence Capital Advisors
3307
Providence Capital Advisors
North Carolina
USD 660 M +USD 47.8 M +8% 8.89% 47.4% 387 48.84% 1.9
Beck Bode LLC
3308
Beck Bode LLC
Massachusetts
USD 660 M +USD 69.5 M +12% 16.6% 155% 135 45.93% 1.2
Ellis Investment Partners
3309
Ellis Investment Partners
Pennsylvania
USD 660 M +USD 83.7 M +15% 16.1% 66.3% 295 12.54% 4.1
Fourth Sail Capital
3310
Fourth Sail Capital
Cayman Islands
USD 660 M +USD 51.5 M +8% 4.34% – 37 62.16% 0.4
Partners in Financial Planning
3311
Partners in Financial Planning
Virginia
USD 660 M +USD 56.6 M +9% 8.9% 38.9% 133 9.77% 3.4
MinichMacGregor Wealth Management
3312
MinichMacGregor Wealth Management
New York
USD 659 M +USD 92.5 M +16% 18.9% 130% 170 31.76% 2.1
Essex LLC
3313
Essex LLC
Illinois
USD 659 M +USD 92.3 M +16% 26.4% 91.4% 189 12.17% 3.1
West Financial Advisors
3314
West Financial Advisors
Iowa
USD 659 M +USD 69.4 M +12% 10.3% 45.1% 228 17.11% 2.7
Pandi LLC
3315
Pandi LLC
Kansas
USD 658 M +USD 48.5 M +8% 14.8% – 4 0% 0.9
Mengis Capital Management
3316
Mengis Capital Management
Oregon
USD 658 M +USD 76.7 M +13% 19% 104% 224 8.04% 5.6
Allen Mooney & Barnes Investment Advisors
3317
Allen Mooney & Barnes Investment Advisors
Georgia
USD 658 M -USD 37.8 M -5% 10.9% 78.9% 168 14.88% 3.2
Mitchell Capital Management
3318
Mitchell Capital Management
Kansas
USD 657 M +USD 112 M +21% 38.7% 219% 127 18.9% 3.2
Alpha Omega Wealth Management
3319
Alpha Omega Wealth Management
Virginia
USD 657 M +USD 40.3 M +7% 10.4% 60.7% 215 7.44% 6.8
Ritter Daniher Financial Advisory
3320
Ritter Daniher Financial Advisory
Ohio
USD 657 M +USD 67.4 M +11% 12.3% 56.7% 630 10.79% 2.1
CMH Wealth Management
3321
CMH Wealth Management
New Hampshire
USD 655 M +USD 72.9 M +13% 15.8% 76.6% 121 9.92% 2.1
Clear Trail Advisors
3322
Clear Trail Advisors
Texas
USD 655 M +USD 54.6 M +9% 4.49% – 166 13.25% 0.4
Sovereign Financial Group
3323
Sovereign Financial Group
Connecticut
USD 654 M +USD 78.8 M +14% 18% 90.7% 407 15.23% 2.8
WealthShield Partners
3324
WealthShield Partners
North Carolina
USD 654 M -USD 244 M -27% 17% 71% 626 42.17% 3.6
Marble Wealth
3325
Marble Wealth
Alabama
USD 653 M +USD 81.9 M +14% 16.9% – 244 13.11% 0.4