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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)
GWN Securities
3876
GWN Securities
Florida
USD 432 M -USD 107 M -20% 7.51% – 456 27.19% 0.5
Morton Community Bank
3877
Morton Community Bank
Illinois
USD 432 M +USD 29.7 M +7% 5.53% – 116 4.31% 1.5
CWAG
3878
Compton Wealth Advisory Group
Virginia
USD 432 M +USD 36.7 M +9% 8.13% 76.1% 86 9.3% 4.5
Beacon Financial Advisory
3879
Beacon Financial Advisory
Ohio
USD 432 M +USD 45 M +12% 6.96% 76.8% 388 10.31% 2.3
Herold Advisors
3880
Herold Advisors
New York
USD 432 M -USD 45.5 M -10% 7.85% 90.2% 316 23.1% 2.9
Bridgewealth Advisory Group
3881
Bridgewealth Advisory Group
California
USD 431 M +USD 37.4 M +9% 4.79% 39.1% 129 5.43% 0.9
Addison Advisors
3882
Addison Advisors
Vermont
USD 431 M +USD 30.5 M +8% 5.24% 50.2% 918 7.73% 2.8
AMI Investment Management
3883
AMI Investment Management
Indiana
USD 431 M +USD 43.7 M +11% 5.31% 52% 77 14.29% 5.7
Camrose Capital Investment Partners
3884
Camrose Capital Investment Partners
United Kingdom
USD 431 M +USD 31.5 M +8% 2.43% – 9 0% 0.8
WWMSC
3885
Wagner Wealth Management (South Carolina)
South Carolina
USD 431 M -USD 7.62 M -2% 4.47% 36.4% 271 14.39% 3.2
Wolff Financial Management
3886
Wolff Financial Management
Michigan
USD 431 M +USD 43.6 M +11% 5.16% 56.7% 102 4.9% 2.5
Bluescape Energy Partners
3887
Bluescape Energy Partners
Texas
USD 431 M +USD 19.6 M +5% 5.8% 57.9% 6 0% 3.6
Alpine Woods Capital Investors
3888
Alpine Woods Capital Investors
New York
USD 430 M +USD 9.2 M +2% 9.44% 105% 167 16.17% 5.2
Stokes Capital Advisors
3889
Stokes Capital Advisors
South Carolina
USD 430 M +USD 21.4 M +5% 4.7% 61.3% 69 4.35% 5
Frisch Financial Group
3890
Frisch Financial Group
New York
USD 430 M +USD 21.1 M +5% 7.56% 66.6% 168 20.83% 3.1
EGA
3891
E&G Advisors
Texas
USD 430 M +USD 44 M +11% 9.43% 97.7% 232 11.64% 3
Wendel SE
3892
Wendel SE
USD 429 M +USD 79.3 M +23% 22.7% – 1 0% 0.5
Matthews International Capital Management
3893
Matthews International Capital Management
California
USD 429 M -USD 5.29 M -1% 14% 227% 42 9.52% 2.7
Siemens
3894
Siemens
Germany
USD 429 M +USD 163 M +61% 61% 16.8% 1 0% 3
Capco Asset Management
3895
Capco Asset Management
Florida
USD 429 M -USD 46.6 M -10% 2.79% 46.1% 27 0% 4.5
Paradiem
3896
Paradiem
Louisiana
USD 429 M +USD 32.6 M +8% 10.9% 107% 76 40.79% 1.5
DecisionPoint Financial
3897
DecisionPoint Financial
Arizona
USD 429 M +USD 37.3 M +10% 5.25% 48% 678 8.41% 0.8
Prosight Management
3898
Prosight Management
Texas
USD 429 M +USD 18.7 M +5% 25% 39.5% 50 38% 1
Ipswich Investment Management
3899
Ipswich Investment Management
Massachusetts
USD 428 M +USD 13.7 M +3% 6.66% 104% 190 5.26% 6.2
Beacon Harbor Wealth Advisors
3900
Beacon Harbor Wealth Advisors
Virginia
USD 428 M +USD 27.2 M +7% 12.3% 143% 89 39.33% 1.9