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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)
Tema ETFs
4026
Tema ETFs
New York
USD 377 M +USD 41.9 M +13% 13.5% – 176 22.73% 0.4
RPg Family Wealth Advisory
4027
RPg Family Wealth Advisory
Massachusetts
USD 376 M +USD 24.7 M +7% 12.8% 117% 113 23.89% 2
Brown, Lisle/Cummings
4028
Brown, Lisle/Cummings
Rhode Island
USD 376 M +USD 30.7 M +9% 8.01% 82.3% 798 5.01% 2.2
VR Advisory Services
4029
VR Advisory Services
Cayman Islands
USD 375 M -USD 8.25 M -2% 1.45% 89.7% 33 9.09% 3.1
Shakespeare Wealth Management
4030
Shakespeare Wealth Management
Wisconsin
USD 375 M +USD 1.63 M +0.4% 8.13% 49.6% 100 11% 4.4
Fielder Capital Group
4031
Fielder Capital Group
Tennessee
USD 375 M +USD 29.2 M +8% 12% – 258 19.38% 1
McElhenny Sheffield Capital Management
4032
McElhenny Sheffield Capital Management
Texas
USD 375 M +USD 108 M +41% 12.3% 86.3% 114 22.81% 2.1
Heights Capital Management
4033
Heights Capital Management
California
USD 375 M +USD 162 M +76% 26.6% – 226 71.68% 0.3
Income Research & Management
4034
Income Research & Management
Massachusetts
USD 374 M +USD 139 M +59% 0.84% 1.19% 42 40.48% 0.7
Fermata Advisors
4035
Fermata Advisors
California
USD 374 M -USD 179 M -32% 5.95% 58.3% 302 32.78% 1.7
Augustine Asset Management
4036
Augustine Asset Management
Florida
USD 374 M +USD 31.6 M +9% 14.1% 316% 111 7.21% 4.2
MCS
4037
Mercuria Capital Strategies
Texas
USD 374 M +USD 291 M +353% 12.7% – 13 76.92% 0.1
Uncommon Cents Investing
4038
Uncommon Cents Investing
Wisconsin
USD 374 M +USD 32.7 M +10% 8.91% 91.4% 206 5.34% 4.5
Citizens & Northern Corp
4039
Citizens & Northern Corp
Pennsylvania
USD 374 M +USD 19 M +5% 9.79% 73.3% 124 9.68% 5.9
MBM Wealth Consultants
4040
MBM Wealth Consultants
Missouri
USD 374 M +USD 35.1 M +10% 7.71% 57.1% 110 7.27% 3.8
Coyle Financial Counsel
4041
Coyle Financial Counsel
Illinois
USD 373 M +USD 46.1 M +14% 9.37% 62.4% 93 20.43% 3
Jentner Corp
4042
Jentner Corp
Ohio
USD 373 M +USD 39.2 M +12% 7.7% 38.9% 55 5.45% 3.9
Dodds Wealth
4043
Dodds Wealth
Colorado
USD 373 M +USD 66.1 M +22% 5.87% – 61 11.48% 1.4
Summit Wealth & Retirement Planning
4044
Summit Wealth & Retirement Planning
California
USD 373 M +USD 46.2 M +14% 9.38% 67.6% 102 24.51% 2.3
Monarch Capital Management
4045
Monarch Capital Management
Indiana
USD 372 M +USD 12.7 M +4% 4.88% 77% 119 5.04% 8.5
AllGen Financial Advisors
4046
AllGen Financial Advisors
Florida
USD 372 M +USD 34.5 M +10% 6.39% 39.7% 51 43.14% 1.5
Arohi Asset Management
4047
Arohi Asset Management
Singapore
USD 372 M +USD 74.4 M +25% 13.8% – 6 33.33% 0.9
Avalon Capital Management
4048
Avalon Capital Management
California
USD 372 M +USD 28 M +8% 13% 151% 150 31.33% 1.6
AWA
4049
Aquire Wealth Advisors
Utah
USD 372 M +USD 47.2 M +15% 9% 60.2% 50 12% 2.6
TPWM
4050
Twelve Points Wealth Management
Massachusetts
USD 372 M +USD 2.98 M +0.8% 4.95% 50.7% 191 8.9% 2.5