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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)
Kendall Capital Management
3726
Kendall Capital Management
Maryland
USD 478 M +USD 34.5 M +8% 2.92% 130% 242 9.09% 3.6
Valicenti Advisory Services
3727
Valicenti Advisory Services
New York
USD 478 M +USD 11.7 M +3% 5.28% 134% 84 13.1% 5.4
Stonebrook Private
3728
Stonebrook Private
Michigan
USD 478 M +USD 14.8 M +3% 2.3% – 225 14.67% 1.4
Moller Wealth Partners
3729
Moller Wealth Partners
USD 478 M -USD 1.97 M -0.4% 1.42% 44.1% 71 4.23% 6
Peddock Capital Advisors
3730
Peddock Capital Advisors
Massachusetts
USD 477 M +USD 13.4 M +3% 3.32% 113% 167 8.38% 6.5
Evernest Financial Advisors
3731
Evernest Financial Advisors
Indiana
USD 477 M +USD 120 M +34% 3.92% – 214 25.7% 2.5
Richard P. Slaughter Associates
3732
Richard P. Slaughter Associates
Texas
USD 477 M +USD 12.9 M +3% 2.04% 55.7% 114 8.77% 2.5
Precedent Wealth Partners
3733
Precedent Wealth Partners
Texas
USD 477 M +USD 22.7 M +5% 2.13% 61.1% 177 8.47% 1.4
AW
3734
Avion Wealth
Texas
USD 477 M +USD 10.6 M +2% 1.81% 48.8% 1,669 15.58% 2.1
Curtis Advisory Group
3735
Curtis Advisory Group
California
USD 477 M +USD 35.6 M +8% 1.46% 79.8% 118 11.02% 3.1
CA
3736
Crumly & Associates
Illinois
USD 477 M +USD 19.4 M +4% 1.28% 58.1% 216 16.67% 2.1
Hedeker Wealth
3737
Hedeker Wealth
Illinois
USD 477 M -USD 4.61 M -1% 6% 161% 94 9.57% 3.3
CoreCommodity Management
3738
CoreCommodity Management
Connecticut
USD 476 M -USD 74.5 M -14% 9.25% 65.8% 134 17.91% 3.8
Cliffwater
3739
Cliffwater
California
USD 476 M +USD 1.7 M +0.4% 2.61% 29.4% 22 0% 4.6
Helen Stephens Group
3740
Helen Stephens Group
Texas
USD 476 M +USD 25.8 M +6% 2.06% 53.4% 124 18.55% 2.1
KMWM
3741
Keudell/Morrison Wealth Management
Oregon
USD 476 M – – 3.3% – 232 – 3.7
FIFTHDELTA
3742
FIFTHDELTA
United Kingdom
USD 476 M +USD 156 M +49% 2.53% 16.6% 10 50% 0.7
Allegiance Financial Group Advisory Services
3743
Allegiance Financial Group Advisory Services
Virginia
USD 476 M +USD 41.1 M +9% 2.89% 71.1% 195 25.13% 1.3
Magnolia Capital Advisors
3744
Magnolia Capital Advisors
Mississippi
USD 476 M +USD 92.7 M +24% 2.15% 78.7% 273 16.48% 1.3
Exane Asset Management
3745
Exane Asset Management
France
USD 475 M +USD 179 M +60% 3.72% 74.5% 46 52.17% 0.6
Kickstand Ventures
3746
Kickstand Ventures
New York
USD 475 M +USD 20.2 M +4% 2.17% 51.4% 136 19.12% 1.3
Keystone Wealth Services
3747
Keystone Wealth Services
California
USD 475 M +USD 16.2 M +4% 3% 91.1% 321 31.78% 2.1
Benedict Financial Advisors
3748
Benedict Financial Advisors
Georgia
USD 474 M +USD 13.2 M +3% 2.08% 72.4% 135 5.19% 6.4
Noble Family Wealth
3749
Noble Family Wealth
Florida
USD 474 M +USD 20.9 M +5% 2.06% 60% 84 5.95% 2.1
Triangle Securities Wealth Management
3750
Triangle Securities Wealth Management
North Carolina
USD 474 M +USD 32.6 M +7% 3.13% 83.6% 212 7.55% 6.4