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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)
SCM
3851
Stormborn Capital Management
Connecticut
USD 263 M +USD 30.7 M +13% 21.1% 256% 33 39.39% 0.6
Home Federal Bank of Tennessee
3852
Home Federal Bank of Tennessee
Tennessee
USD 263 M +USD 23.7 M +10% 10.8% 74% 69 4.35% 5.6
White Pine Investment Company
3853
White Pine Investment Company
Michigan
USD 263 M +USD 21.5 M +9% 8.72% 73.3% 63 7.94% 4.3
EPG Wealth Management
3854
EPG Wealth Management
Georgia
USD 263 M +USD 19.2 M +8% 8.69% 96% 400 9.5% 1.2
Legacy Wealth Asset Management
3855
Legacy Wealth Asset Management
Minnesota
USD 263 M +USD 33.8 M +15% 12.8% 116% 351 15.1% 1.3
Oak Harbor Wealth Partners
3856
Oak Harbor Wealth Partners
North Carolina
USD 262 M +USD 7.01 M +3% 6.66% 73.9% 231 12.99% 0.9
Sutton Wealth Advisors
3857
Sutton Wealth Advisors
Florida
USD 262 M +USD 16.8 M +7% 9.18% 40.9% 1,734 10.15% 3.7
Artia Global Partners
3858
Artia Global Partners
Florida
USD 262 M – – 21.2% 725% 25 – 0
Stephens Group
3859
Stephens Group
Arkansas
USD 262 M +USD 1.21 M +0.5% 7.85% 45% 4 0% 0.8
Elevated Capital Advisors
3860
Elevated Capital Advisors
Utah
USD 262 M +USD 7.94 M +3% 5.55% 46% 177 28.81% 2
Wildcat Capital Management
3861
Wildcat Capital Management
New York
USD 262 M +USD 1.69 M +0.6% 26.4% 77.7% 32 18.75% 1.4
Smith & Howard Wealth Management
3862
Smith & Howard Wealth Management
Georgia
USD 262 M +USD 27.2 M +12% 7.47% 43.8% 73 16.44% 3.9
Noked Israel
3863
Noked Israel
Israel
USD 262 M -USD 150 M -36% 5.59% 265% 53 58.49% 0.8
Wealth Alliance Advisory Group
3864
Wealth Alliance Advisory Group
Kansas
USD 261 M +USD 34.6 M +15% 9.66% 72.7% 184 20.65% 2.8
Apeiron RIA
3865
Apeiron RIA
Texas
USD 261 M +USD 44.2 M +20% 9.53% 68.5% 191 16.23% 0.5
Daniels + Tansey
3866
Daniels + Tansey
Delaware
USD 261 M +USD 19.7 M +8% 7.72% 21.1% 31 19.35% 2
Toronado Partners
3867
Toronado Partners
California
USD 261 M -USD 22.6 M -8% 3.56% 158% 12 25% 2.1
Strategic Equity Management
3868
Strategic Equity Management
Arizona
USD 261 M +USD 19.2 M +8% 5.72% 70.3% 42 30.95% 0.9
Heathbridge Capital Management
3869
Heathbridge Capital Management
Ontario, Canada
USD 261 M +USD 39.5 M +18% 9.5% 73.6% 30 13.33% 4.8
Columbus Macro
3870
Columbus Macro
Pennsylvania
USD 261 M +USD 16.2 M +7% 8.86% 48.7% 196 27.55% 2.4
Windham Capital Management
3871
Windham Capital Management
Massachusetts
USD 260 M -USD 4.14 M -2% 5.93% 8.3% 80 11.25% 3.4
Wambolt & Associates
3872
Wambolt & Associates
Colorado
USD 260 M +USD 24.9 M +11% 9.65% 62.2% 243 5.35% 2.7
Rezny Wealth Management
3873
Rezny Wealth Management
Florida
USD 260 M +USD 13.8 M +6% 7.16% 99.6% 22 18.18% 2.8
Reframe Wealth
3874
Reframe Wealth
Virginia
USD 260 M – – 6.08% – 61 – 0
Pinnacle Bancorp
3875
Pinnacle Bancorp
Nebraska
USD 260 M +USD 28.4 M +12% 10.9% 72.9% 775 9.29% 3.6