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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)
Chesapeake Wealth Management
4026
Chesapeake Wealth Management
Virginia
USD 297 M +USD 17.4 M +6% 8.19% 65.9% 207 8.7% 2.8
Black Diamond Financial
4027
Black Diamond Financial
Maryland
USD 297 M +USD 88.7 M +43% 7.2% 68.3% 96 19.79% 1.9
GDWAM
4028
Gold Dragon Worldwide Asset Management
Hong Kong
USD 297 M +USD 79.8 M +37% 0.9% – 7 57.14% 0.4
LeJeune Puetz Investment Counsel
4029
LeJeune Puetz Investment Counsel
Michigan
USD 297 M +USD 21.9 M +8% 8.26% 64.1% 200 4.5% 3.7
Onyx Bridge Wealth Group
4030
Onyx Bridge Wealth Group
New York
USD 297 M +USD 30.4 M +11% 5.92% 74.6% 180 16.11% 0.6
Bridge Creek Capital Management
4031
Bridge Creek Capital Management
Massachusetts
USD 297 M +USD 22.7 M +8% 9.85% 76.5% 104 3.85% 4.2
Northcape Wealth Management
4032
Northcape Wealth Management
New York
USD 297 M – – 6.8% 74% 132 – 0
High Note Wealth
4033
High Note Wealth
Minnesota
USD 296 M +USD 19 M +7% 6.09% 82.8% 89 13.48% 0.9
Goodman Advisory Group
4034
Goodman Advisory Group
Massachusetts
USD 296 M – – 6.11% 101% 61 – 0
Roof Eidam Maycock Peralta (REMP)
4035
Roof Eidam Maycock Peralta (REMP)
California
USD 296 M +USD 24.3 M +9% 7.52% 62.3% 110 7.27% 4
Trust Company of Oklahoma
4036
Trust Company of Oklahoma
Oklahoma
USD 296 M +USD 16.3 M +6% 11.4% 101% 133 9.02% 5
Schwarz Dygos Wheeler Investment Advisors
4037
Schwarz Dygos Wheeler Investment Advisors
Minnesota
USD 295 M +USD 21.9 M +8% 9.85% 74% 141 12.77% 1.9
Asset Allocation & Management Company
4038
Asset Allocation & Management Company
Illinois
USD 295 M +USD 111 M +60% 6.16% 58.5% 116 68.1% 0.5
Arlington Financial Advisors
4039
Arlington Financial Advisors
California
USD 295 M +USD 39.9 M +16% 6.66% 67.6% 85 34.12% 1.9
Legacy Wealth Asset Management
4040
Legacy Wealth Asset Management
Minnesota
USD 295 M +USD 76.7 M +35% 3.2% 116% 331 15.41% 0.8
Old Port Advisors
4041
Old Port Advisors
Maine
USD 295 M +USD 19.3 M +7% 8.84% 114% 232 9.48% 2.3
Essex Savings Bank
4042
Essex Savings Bank
Connecticut
USD 295 M +USD 20.1 M +7% 11.4% 95.2% 227 10.57% 2.1
Arcus Capital Partners
4043
Arcus Capital Partners
Georgia
USD 295 M +USD 28.3 M +11% 8.01% 69.2% 119 24.37% 1.9
Trinity Legacy Partners
4044
Trinity Legacy Partners
Texas
USD 295 M +USD 16.4 M +6% 9% 63.3% 122 25.41% 1.2
Miramar Capital
4045
Miramar Capital
Illinois
USD 295 M +USD 44.1 M +18% 10.7% 47.3% 60 15% 1.9
Magma Venture Partners General Partner
4046
Magma Venture Partners General Partner
Israel
USD 295 M – – 33.2% 4.7% 3 – 0
Riverpoint Wealth Management Holdings
4047
Riverpoint Wealth Management Holdings
Illinois
USD 295 M +USD 9.8 M +3% 8.26% 53.6% 61 26.23% 3.7
DMKJ
4048
David M. Knott Jr
USD 295 M – – 14% 169% 133 – 0
Archer Investment Corporation
4049
Archer Investment Corporation
Indiana
USD 295 M +USD 27.2 M +10% 8.98% 76.1% 833 17.89% 1.5
Ovata Capital Management
4050
Ovata Capital Management
Hong Kong
USD 294 M +USD 34 M +13% 7.41% 69.1% 86 75.58% 0.4