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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)
Founders Financial Alliance
4151
Founders Financial Alliance
North Carolina
USD 254 M +USD 53.8 M +27% 7.09% 84.9% 521 14.97% 2
BDA
4152
Borer Denton & Associates
Pennsylvania
USD 254 M +USD 13.1 M +5% 6.71% 44.2% 63 1.59% 1.1
Chesapeake Wealth Management
4153
Chesapeake Wealth Management
Virginia
USD 254 M +USD 13.9 M +6% 6.24% 65.9% 161 8.07% 4.2
Susquehanna Foundation
4154
Susquehanna Foundation
Pennsylvania
USD 254 M +USD 33.3 M +15% 15.1% 36.7% 4 0% 5.3
Beck Capital Management
4155
Beck Capital Management
Texas
USD 254 M +USD 18.6 M +8% 12.3% 291% 132 39.39% 1.4
Horizon Wealth Management
4156
Horizon Wealth Management
Illinois
USD 254 M +USD 120 M +90% 11.1% 97.2% 86 13.95% 1.1
OH
4157
Oikos Holdings
New York
USD 253 M +USD 13.2 M +6% 5.61% 5.54% 10 10% 1.7
Cornerstone Planning Group
4158
Cornerstone Planning Group
New Jersey
USD 253 M – – 4.34% 60% 1,569 – 0.4
Mokosak Advisory Group
4159
Mokosak Advisory Group
Iowa
USD 253 M +USD 18.2 M +8% 5.26% 59.2% 25 8% 3.4
Vesey Street Capital Partners
4160
Vesey Street Capital Partners
New York
USD 253 M +USD 105 M +71% 71% 47.8% 1 0% 1.5
Roanoke Asset Management
4161
Roanoke Asset Management
New Jersey
USD 253 M +USD 18.3 M +8% 8.91% 50.3% 107 1.87% 6.2
WFA
4162
Wade Financial Advisory
California
USD 252 M +USD 14.3 M +6% 5.09% 15.9% 78 8.97% 2.6
SC
4163
Stephens Consulting
Michigan
USD 252 M +USD 86.4 M +52% 4.73% 50.1% 537 9.68% 1.3
DA
4164
Dash Acquisitions
California
USD 252 M +USD 36.4 M +17% 10.8% 52% 51 29.41% 1.6
LJHT
4165
Laurie J. Hall Trustee
USD 252 M +USD 17.5 M +7% 7.76% 105% 275 5.82% 5.8
Quattro Financial Advisors
4166
Quattro Financial Advisors
Texas
USD 252 M +USD 7.95 M +3% 4.43% 77.6% 102 36.27% 1.4
Columbus Macro
4167
Columbus Macro
Pennsylvania
USD 252 M -USD 17.4 M -6% 1.72% 48.7% 186 27.42% 2.6
Asset Allocation & Management Company
4168
Asset Allocation & Management Company
Illinois
USD 252 M +USD 2.11 M +0.8% 3.8% 58.5% 100 41% 2.2
Boyd Watterson Asset Management
4169
Boyd Watterson Asset Management
Ohio
USD 251 M +USD 5.51 M +2% 7.4% 101% 428 3.04% 2.2
DMKJ
4170
David M. Knott Jr
USD 251 M -USD 3.22 M -1% 6.86% 169% 155 8.39% 1.1
Wakefield Asset Management
4171
Wakefield Asset Management
Colorado
USD 251 M +USD 10.4 M +4% 5.87% 139% 194 43.3% 1
Empire Financial Management Company
4172
Empire Financial Management Company
New York
USD 251 M +USD 5.79 M +2% 5.54% 78.3% 201 10.95% 0.2
Thomas J. Herzfeld Advisors
4173
Thomas J. Herzfeld Advisors
Florida
USD 251 M +USD 3.89 M +2% 4.75% 17.7% 357 17.09% 2.9
Bernardo Wealth Planning
4174
Bernardo Wealth Planning
Pennsylvania
USD 251 M +USD 18 M +8% 6.09% 56.9% 97 10.31% 2.8
Tillman Hartley LLC
4175
Tillman Hartley LLC
Colorado
USD 251 M +USD 15.4 M +7% 3.1% 46.6% 76 2.63% 0.5