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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)
Legacy Capital Wealth Partners
3801
Legacy Capital Wealth Partners
Arkansas
USD 521 M +USD 36 M +7% 13.7% 70.4% 429 22.38% 1.5
AIS
3802
AM Investment Strategies
Tennessee
USD 521 M +USD 65.7 M +14% 18.8% 121% 123 17.07% 3.1
Scissortail Wealth Management
3803
Scissortail Wealth Management
Oklahoma
USD 520 M +USD 22 M +4% 10.1% 71.9% 126 24.6% 1.9
Churchill Financial Advisors
3804
Churchill Financial Advisors
Kentucky
USD 519 M +USD 43.6 M +9% 14.2% – 130 9.23% 0.5
venBio Partners
3805
venBio Partners
California
USD 519 M +USD 239 M +85% 20% 564% 8 37.5% 2.9
Compton Financial Group
3806
Compton Financial Group
Maryland
USD 519 M +USD 66.5 M +15% 9.16% 37.7% 87 21.84% 1.9
Mindset Wealth Management
3807
Mindset Wealth Management
Indiana
USD 519 M +USD 147 M +39% 22.6% – 200 16.5% 1.2
Wendel SE
3808
Wendel SE
USD 519 M +USD 630 k +0.1% 0.12% – 1 0% 1.3
Gagnon Securities
3809
Gagnon Securities
New York
USD 519 M +USD 85.6 M +20% 28.6% 129% 89 11.24% 4.6
MBM Wealth Consultants
3810
MBM Wealth Consultants
Missouri
USD 519 M +USD 83 M +19% 10.2% 57.1% 394 70.56% 3.9
Palo Duro Investment Partners
3811
Palo Duro Investment Partners
Illinois
USD 518 M +USD 3.7 M +0.7% 9.59% 62.8% 34 20.59% 1
EGA
3812
E&G Advisors
Texas
USD 518 M +USD 68.6 M +15% 17.1% 97.7% 253 10.67% 3.3
Cove Private Wealth
3813
Cove Private Wealth
New York
USD 518 M +USD 77.3 M +18% 18.2% 126% 211 14.22% 1.3
Activest Wealth Management
3814
Activest Wealth Management
Florida
USD 518 M -USD 51.5 M -9% 31.2% 117% 1,529 32.31% 1.1
Milestones Administradora de Recursos
3815
Milestones Administradora de Recursos
Brazil
USD 518 M +USD 135 M +35% 20.8% 116% 22 27.27% 2.4
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
3816
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
USD 518 M – – 15.2% – 12 – 0
Operose Advisors
3817
Operose Advisors
Wisconsin
USD 517 M +USD 86.2 M +20% 14.2% 68.8% 698 40.26% 2.1
Broadleaf Partners
3818
Broadleaf Partners
Ohio
USD 517 M +USD 87.7 M +20% 35.4% 180% 98 26.53% 4.1
Dividend Assets Capital
3819
Dividend Assets Capital
South Carolina
USD 517 M +USD 15.3 M +3% 11.4% 67.4% 150 16.67% 6.9
Prudent Investors Network
3820
Prudent Investors Network
California
USD 516 M +USD 57.1 M +12% 10% – 88 17.05% 2.1
Fortitude Family Office
3821
Fortitude Family Office
Arizona
USD 516 M +USD 68.3 M +15% 14.3% 81.1% 2,404 27.04% 1.2
Searchlight Capital Partners
3822
Searchlight Capital Partners
New York
USD 516 M +USD 406 M +371% 4.65% 38.5% 3 100% 0
Vickerman Investment Advisors
3823
Vickerman Investment Advisors
Washington
USD 515 M +USD 39.3 M +8% 12.5% 47.3% 103 11.65% 2.8
Curtis Advisory Group
3824
Curtis Advisory Group
California
USD 515 M +USD 50.9 M +11% 13.4% 79.8% 123 8.94% 3.5
Benedict Financial Advisors
3825
Benedict Financial Advisors
Georgia
USD 515 M +USD 34.2 M +7% 11.4% 72.4% 147 12.93% 6.3