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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)
Keystone Wealth Services
4051
Keystone Wealth Services
California
USD 268 M +USD 23.2 M +9% 7.05% 80.1% 212 14.62% 1.1
Vantage Financial Partners (Wisconsin)
4052
Vantage Financial Partners (Wisconsin)
Wisconsin
USD 267 M +USD 15.9 M +6% 4.45% 53.8% 104 24.04% 0.8
Knuff & Co
4053
Knuff & Co
California
USD 267 M +USD 14.3 M +6% 8.37% 85.8% 132 8.33% 3.4
Washington University
4054
Washington University
Missouri
USD 267 M -USD 113 M -30% 29.4% 44% 12 58.33% 1.3
MPS Loria Financial Planners
4055
MPS Loria Financial Planners
Illinois
USD 266 M +USD 18.7 M +8% 8.51% 80% 78 7.69% 4.1
Prudent Man Advisors
4056
Prudent Man Advisors
Illinois
USD 266 M +USD 10.2 M +4% 4.83% 82.8% 216 12.5% 1.8
EnCap Flatrock Midstream Fund IV
4057
EnCap Flatrock Midstream Fund IV
Texas
USD 266 M – – 1.84% – 1 – 0
CWM
4058
Cordatus Wealth Management
Pennsylvania
USD 266 M +USD 187 M +239% 7.56% 108% 169 79.88% 0.1
Stewardship Advisors
4059
Stewardship Advisors
Pennsylvania
USD 266 M +USD 5.55 M +2% 2.26% 46.1% 43 9.3% 1.9
Flagstar Advisors
4060
Flagstar Advisors
New York
USD 266 M -USD 9.34 M -3% 4.27% 81.9% 165 12.73% 1.5
Empower Annuity Insurance Company
4061
Empower Annuity Insurance Company
Connecticut
USD 266 M -USD 3.61 M -1% 1.34% 0.86% 1 0% 0.5
Ballast Advisors
4062
Ballast Advisors
Minnesota
USD 266 M +USD 14.8 M +6% 7.55% 66.7% 194 11.86% 2.9
Leonard Rickey Investment Advisors
4063
Leonard Rickey Investment Advisors
Washington
USD 266 M +USD 9.09 M +4% 4.18% 55.9% 73 12.33% 3.1
Lorne Steinberg Wealth Management
4064
Lorne Steinberg Wealth Management
Canada
USD 266 M +USD 15.3 M +6% 5.13% 83.4% 71 9.86% 1.8
Compton Financial Group
4065
Compton Financial Group
Maryland
USD 265 M +USD 12 M +5% 2.38% 37.7% 34 2.94% 1.8
L.M. Kohn & Company
4066
L.M. Kohn & Company
Ohio
USD 265 M +USD 23.7 M +10% 8.32% 97.9% 251 17.53% 1
Mountain Capital Investment Advisors
4067
Mountain Capital Investment Advisors
Colorado
USD 265 M +USD 38 M +17% 4.95% 63.3% 78 26.92% 1.8
Sentry Investment Management
4068
Sentry Investment Management
Wisconsin
USD 265 M +USD 21.8 M +9% 9.94% 103% 511 11.55% 4.7
Sovereign Investment Advisors
4069
Sovereign Investment Advisors
Arizona
USD 265 M +USD 12.6 M +5% 2.34% 43.7% 41 21.95% 2.2
Citizens & Northern Corp
4070
Citizens & Northern Corp
Pennsylvania
USD 265 M +USD 8.31 M +3% 6.69% 73.3% 101 5.94% 5.7
Ribbit Capital GP II
4071
Ribbit Capital GP II
California
USD 265 M +USD 7.21 M +3% 2.78% – 1 0% 1.5
Arctis Global
4072
Arctis Global
Puerto Rico
USD 265 M -USD 287 M -52% 5.07% 69.5% 30 90% 0.4
Outlook Wealth Advisors
4073
Outlook Wealth Advisors
Texas
USD 264 M +USD 39.6 M +18% 5.23% 76% 221 29.86% 1.5
Baker Hughes Holdings
4074
Baker Hughes Holdings
Texas
USD 264 M +USD 32.1 M +14% 15.2% 38.6% 2 50% 1.3
D.B. Root & Company
4075
D.B. Root & Company
Pennsylvania
USD 264 M +USD 10.2 M +4% 4.69% 57.3% 182 15.93% 3.4