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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)
Ritter Daniher Financial Advisory
4001
Ritter Daniher Financial Advisory
Ohio
USD 344 M +USD 30.3 M +10% 6.68% 56.7% 327 8.56% 2.5
Clarity Wealth Advisors
4002
Clarity Wealth Advisors
California
USD 344 M +USD 34.9 M +11% 5.86% 94.1% 95 9.47% 2.8
IAA
4003
Ironsides Asset Advisors
North Carolina
USD 344 M +USD 43.3 M +14% 12.5% 49.3% 80 27.5% 2.7
BC
4004
Bruce & Co
Illinois
USD 344 M +USD 39.6 M +13% 14.4% 94.5% 41 2.44% 5.8
Covenant Partners
4005
Covenant Partners
Tennessee
USD 344 M +USD 14.6 M +4% 6.85% 70.3% 196 18.88% 3.1
The Wealth Group
4006
The Wealth Group
Minnesota
USD 344 M +USD 12.5 M +4% 5.66% 71.9% 67 11.94% 0.7
Berkeley Inc
4007
Berkeley Inc
Idaho
USD 343 M +USD 182 M +112% 7.48% 49.4% 67 8.96% 2.7
Householder Group Estate & Retirement Specialist
4008
Householder Group Estate & Retirement Specialist
Arizona
USD 343 M -USD 12.8 M -4% 5.51% – 1,356 18.95% 1.3
Longitude (Cayman)
4009
Longitude (Cayman)
Cayman Islands
USD 343 M +USD 186 M +118% 12.6% – 56 46.43% 1.6
Court Place Advisors
4010
Court Place Advisors
Maryland
USD 343 M +USD 24.2 M +8% 8.96% 92% 169 8.28% 6.8
JSF Financial
4011
JSF Financial
California
USD 343 M +USD 16.5 M +5% 5.86% 91% 124 17.74% 2.5
XS
4012
XR Securities
Illinois
USD 343 M -USD 205 M -37% 12.1% 17% 247 31.17% 2.4
Guidance Point Advisors
4013
Guidance Point Advisors
Massachusetts
USD 342 M +USD 22.2 M +7% 5.61% 71.8% 88 10.23% 3.4
VeraBank
4014
VeraBank
Texas
USD 342 M +USD 19.9 M +6% 6.7% 60.6% 146 1.37% 4.1
Xcel Wealth Management
4015
Xcel Wealth Management
Florida
USD 342 M +USD 22.5 M +7% 8.07% 98.8% 131 9.92% 3.4
tru Independence
4016
tru Independence
Oregon
USD 342 M +USD 10.4 M +3% 5.12% 67.4% 112 8.93% 2.6
Verum Partners
4017
Verum Partners
North Carolina
USD 341 M +USD 31.8 M +10% 5.96% 57.7% 164 7.93% 1.2
Grant Street Asset Management
4018
Grant Street Asset Management
Pennsylvania
USD 341 M +USD 22.6 M +7% 5.26% 47.2% 78 8.97% 2.1
PA
4019
PSI Advisors
Florida
USD 341 M +USD 25.4 M +8% 5% 58.2% 914 6.78% 2.2
Astoria Strategic Wealth
4020
Astoria Strategic Wealth
Texas
USD 341 M +USD 18.1 M +6% 5.53% 42.1% 35 17.14% 3.2
MKC
4021
M. Kraus & Co
Vermont
USD 341 M +USD 15.1 M +5% 6.92% 65.9% 82 4.88% 5.7
Carr Financial Group
4022
Carr Financial Group
Massachusetts
USD 341 M +USD 26.8 M +9% 5.56% 66.1% 202 10.89% 1.3
MilWealth Group
4023
MilWealth Group
Wisconsin
USD 341 M +USD 24 M +8% 5.65% 36.8% 68 2.94% 4
Peak Financial Management
4024
Peak Financial Management
Massachusetts
USD 341 M +USD 21.1 M +7% 6.32% 58.2% 100 8% 3.7
Vickerman Investment Advisors
4025
Vickerman Investment Advisors
Washington
USD 340 M +USD 28.7 M +9% 4.3% 47.3% 65 1.54% 2.5