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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
4126
Keystone Wealth Services
California
USD 244 M +USD 15.2 M +7% 6.17% 91.1% 200 11.5% 1
Oak Grove Capital
4127
Oak Grove Capital
New Hampshire
USD 244 M +USD 45.4 M +23% 19.1% 470% 60 18.33% 2
CWM
4128
Cedar Wealth Management
California
USD 244 M +USD 41.8 M +21% 4.1% 68.1% 317 10.73% 2.7
Concord Asset Management (Virginia)
4129
Concord Asset Management (Virginia)
Virginia
USD 244 M +USD 96.1 M +65% 3.68% 69% 117 54.7% 0.4
NovaPoint Capital
4130
NovaPoint Capital
Georgia
USD 244 M +USD 15.3 M +7% 3.37% 94% 132 8.33% 2.2
Kaydan Wealth Management
4131
Kaydan Wealth Management
Michigan
USD 244 M -USD 6.14 M -2% 2.55% 58% 89 5.62% 1.1
Aries Wealth Management
4132
Aries Wealth Management
Maine
USD 244 M +USD 11.9 M +5% 5.71% 87.7% 200 8% 1
Rothschild Capital Partners
4133
Rothschild Capital Partners
New York
USD 244 M +USD 7.55 M +3% 9.54% 90.8% 32 12.5% 5.2
LWA
4134
LWS Wealth Advisors
New Jersey
USD 244 M +USD 5.19 M +2% 4.08% 8.87% 61 8.2% 2.6
Baldrige Asset Management
4135
Baldrige Asset Management
Pennsylvania
USD 244 M +USD 19.1 M +8% 5.63% 43.5% 470 32.13% 1.4
Quattro Financial Advisors
4136
Quattro Financial Advisors
Texas
USD 244 M -USD 6.7 M -3% 8.67% 77.6% 90 18.89% 1.5
Cumberland Advisors
4137
Cumberland Advisors
Florida
USD 244 M +USD 12.9 M +6% 6.84% 80.7% 64 17.19% 3.4
Ballast Inc
4138
Ballast Inc
Kentucky
USD 244 M +USD 15 M +7% 4.24% 71.3% 112 6.25% 3.5
Searchlight Capital Partners
4139
Searchlight Capital Partners
New York
USD 244 M -USD 46.9 M -16% 9.34% 38.5% 5 0% 3.9
All Terrain Financial Advisors
4140
All Terrain Financial Advisors
Minnesota
USD 243 M +USD 16.7 M +7% 4.48% 71.1% 90 11.11% 3.4
Ignite Planners
4141
Ignite Planners
California
USD 243 M +USD 4.42 M +2% 8.45% 83.8% 266 12.03% 0.8
TM
4142
Tikvah Management
North Carolina
USD 243 M +USD 33.9 M +16% 13.5% 169% 23 0% 3.2
Bandera Partners
4143
Bandera Partners
New York
USD 243 M +USD 31.8 M +15% 13.7% 55.4% 17 17.65% 3.4
McLean Asset Management
4144
McLean Asset Management
Virginia
USD 243 M -USD 50.6 M -17% 5.78% 69.4% 140 12.14% 1.6
Sentry Investment Management
4145
Sentry Investment Management
Wisconsin
USD 243 M +USD 16.4 M +7% 10.2% 103% 505 14.85% 4.8
LPC
4146
Lion Point Capital
New York
USD 243 M -USD 460 M -65% 10.4% 319% 39 41.03% 1.2
Pivotal bioVenture Partners Investment Advisor
4147
Pivotal bioVenture Partners Investment Advisor
California
USD 243 M +USD 12.9 M +6% 23.3% 667% 11 9.09% 1.8
Investment Management Associates
4148
Investment Management Associates
Colorado
USD 243 M +USD 3.74 M +2% 1.12% 50.4% 44 18.18% 1.8
High Note Wealth
4149
High Note Wealth
Minnesota
USD 243 M +USD 3.8 M +2% 5.8% 82.8% 99 11.11% 1.6
Horan Capital Advisors
4150
Horan Capital Advisors
Ohio
USD 243 M +USD 14.7 M +6% 5.1% 26.6% 102 9.8% 4.2