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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)
Key Financial Inc
3401
Key Financial Inc
Pennsylvania
USD 460 M +USD 19.6 M +4% 0.95% 64.1% 1,417 4.94% 3.1
Fiduciary Financial Group
3402
Fiduciary Financial Group
California
USD 459 M -USD 265 k -0.1% 0.1% – 323 26.93% 0.6
Fortress Investment Group
3403
Fortress Investment Group
New York
USD 459 M -USD 170 M -27% 12.4% 97.5% 47 70.21% 0.8
Legacy Financial Strategies
3404
Legacy Financial Strategies
Kansas
USD 459 M -USD 5.73 M -1% 2.69% 76.7% 127 12.6% 2.8
Financial Gravity Asset Management
3405
Financial Gravity Asset Management
Texas
USD 459 M – – 1.75% – 1,080 – 1.4
Vertex Planning Partners
3406
Vertex Planning Partners
Illinois
USD 458 M +USD 4.89 M +1% 1.66% 55.4% 196 15.82% 1.6
Marshall Financial Group (Maryland)
3407
Marshall Financial Group (Maryland)
Maryland
USD 458 M +USD 44.9 M +11% 2.22% 63.5% 241 13.28% 2
Towle & Co
3408
Towle & Co
Colorado
USD 458 M -USD 124 M -21% 11.8% 172% 56 17.86% 2
SkyOak Wealth
3409
SkyOak Wealth
Michigan
USD 457 M -USD 10.9 M -2% 2.27% 80.7% 280 21.43% 3.1
Cambridge Advisors
3410
Cambridge Advisors
Nebraska
USD 457 M +USD 8.55 M +2% 0.3% 58.6% 178 7.3% 6.3
Safeguard Financial
3411
Safeguard Financial
Wisconsin
USD 456 M -USD 3.72 M -0.8% 3.57% 21.9% 117 12.82% 1.7
Alpine Investment Management
3412
Alpine Investment Management
Hong Kong
USD 456 M +USD 102 M +29% 9.28% 33.7% 17 58.82% 0.5
CPA
3413
Capital Performance Advisors
California
USD 456 M +USD 143 M +46% 1.88% 77.1% 287 50.17% 0.8
Herold Advisors
3414
Herold Advisors
New York
USD 455 M -USD 3.53 M -0.8% 0.31% 90.2% 291 8.59% 2.4
Chemung Canal Trust
3415
Chemung Canal Trust
New York
USD 455 M -USD 24.6 M -5% 0.13% 93.4% 126 4.76% 7.3
Boston Standard Wealth Management
3416
Boston Standard Wealth Management
Massachusetts
USD 455 M -USD 59.7 M -12% 1.49% 47.1% 49 8.16% 5.4
Gagnon Securities
3417
Gagnon Securities
New York
USD 455 M -USD 41.8 M -8% 8.61% 210% 99 9.09% 4.4
Drucker Wealth 3.0
3418
Drucker Wealth 3.0
New Jersey
USD 454 M +USD 20.9 M +5% 0.11% – 161 14.91% 0.6
Covenant Asset Management
3419
Covenant Asset Management
New Jersey
USD 454 M -USD 198 M -30% 6.62% 177% 177 10.17% 4
Pinion Investment Advisors
3420
Pinion Investment Advisors
Kansas
USD 454 M +USD 202 M +81% 2.84% 81.7% 165 15.15% 3.3
Concord Asset Management (Virginia)
3421
Concord Asset Management (Virginia)
Virginia
USD 454 M -USD 1.29 M -0.3% 0.83% 69% 141 21.99% 1.7
GenWealth Group
3422
GenWealth Group
New Jersey
USD 454 M +USD 14.3 M +3% 2.85% 73.9% 80 18.75% 4.7
Winslow Asset Management
3423
Winslow Asset Management
Ohio
USD 453 M -USD 48.5 M -10% 4.54% 89.9% 80 7.5% 7.2
ThornTree Capital Partners
3424
ThornTree Capital Partners
Massachusetts
USD 453 M -USD 317 M -41% 5.5% 217% 29 44.83% 1.4
RV Capital
3425
RV Capital
Switzerland
USD 453 M -USD 13.6 M -3% 1.53% 250% 11 0% 2.5