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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)
OnyxPoint Global Management
4001
OnyxPoint Global Management
New York
USD 424 M +USD 65.2 M +18% 45.3% 162% 52 73.08% 0.5
Dunhill Financial
4002
Dunhill Financial
United Kingdom
USD 424 M +USD 15.5 M +4% 0.28% 58.6% 2,117 19.98% 1
McDonald Partners
4003
McDonald Partners
Ohio
USD 424 M +USD 107 M +34% 3.96% 102% 218 11.01% 3.1
AMJ Financial Wealth Management
4004
AMJ Financial Wealth Management
Virginia
USD 424 M +USD 994 k +0.2% 4.71% 167% 101 26.73% 1.7
Sector Gamma AS
4005
Sector Gamma AS
Norway
USD 423 M -USD 15.2 M -3% 1.23% 35.3% 47 34.04% 2.7
DS
4006
Dalal Street
Texas
USD 423 M +USD 20.8 M +5% 22.4% 92.7% 4 25% 1.8
RS
4007
Retirement Solution
Washington
USD 423 M -USD 28.7 M -6% 3.86% 77.3% 70 32.86% 1.8
Shakespeare Wealth Management
4008
Shakespeare Wealth Management
Wisconsin
USD 422 M -USD 30.2 M -7% 0.1% 55.5% 109 12.84% 4.7
Guidance Point Advisors
4009
Guidance Point Advisors
Massachusetts
USD 422 M -USD 9.2 M -2% 3.37% 71.8% 98 5.1% 4
Lorne Steinberg Wealth Management
4010
Lorne Steinberg Wealth Management
Canada
USD 422 M -USD 12.7 M -3% 2.02% 83.4% 76 15.79% 3.8
AllGen Financial Advisors
4011
AllGen Financial Advisors
Florida
USD 421 M -USD 170 k -0% 0.51% 39.7% 46 26.09% 1.8
Wealthspring Capital
4012
Wealthspring Capital
New York
USD 421 M -USD 2.24 M -0.5% 0.48% 22.6% 241 43.15% 0.5
Sands Capital Ventures
4013
Sands Capital Ventures
Virginia
USD 421 M -USD 97.3 M -19% 20.6% 167% 21 4.76% 2.9
RIA Advisory Group
4014
RIA Advisory Group
Iowa
USD 421 M +USD 4.84 M +1% 1.28% – 170 30.59% 1.3
Triune Financial Partners
4015
Triune Financial Partners
Kansas
USD 421 M -USD 7.31 M -2% 1.22% 66.6% 49 4.08% 2.7
Hilltop National Bank
4016
Hilltop National Bank
Wyoming
USD 421 M +USD 6.91 M +2% 2.01% – 840 12.62% 1.6
CWM
4017
Cordatus Wealth Management
Pennsylvania
USD 420 M -USD 12.3 M -3% 1.11% 108% 197 35.03% 1.4
MilWealth Group
4018
MilWealth Group
Wisconsin
USD 420 M +USD 29.5 k +0% 0.89% 39.6% 84 15.48% 4.3
Hurlow Wealth Management Group
4019
Hurlow Wealth Management Group
Indiana
USD 420 M +USD 11.6 M +3% 0.81% 60.7% 124 6.45% 4.5
ArchPoint Investors
4020
ArchPoint Investors
Florida
USD 420 M -USD 1.65 M -0.4% 0.16% 111% 84 11.9% 4.1
Meridian Investment Counsel
4021
Meridian Investment Counsel
California
USD 420 M +USD 4.89 M +1% 2.35% 116% 249 8.84% 6.4
Investment Management Associates
4022
Investment Management Associates
Colorado
USD 420 M +USD 57.2 M +16% 1.09% 50.4% 33 24.24% 2.2
Parisi Gray Wealth Management
4023
Parisi Gray Wealth Management
New Jersey
USD 420 M -USD 20.7 M -5% 4.86% 137% 143 9.79% 4.1
CVC Management Holdings II
4024
CVC Management Holdings II
Jersey
USD 420 M -USD 175 M -29% 1.3% – 4 25% 1.4
Franklin, Parlapiano, Turner & Welch
4025
Franklin, Parlapiano, Turner & Welch
Texas
USD 420 M +USD 17 M +4% 0.28% 49.3% 56 8.93% 7.7