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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)
Sanchez Wealth Management Group
4201
Sanchez Wealth Management Group
Florida
USD 247 M +USD 19.9 M +9% 5.8% 56.9% 35 0% 3.2
SWG
4202
Summit Wealth Group
Vermont
USD 247 M +USD 243 M +5,797% 3.5% 53% 270 71.48% 0.8
Hemington Wealth Management
4203
Hemington Wealth Management
Virginia
USD 247 M -USD 1.11 M -0.4% 7.61% 76.1% 106 7.55% 1.9
IBOK
4204
Independence Bank of Kentucky
Kentucky
USD 247 M +USD 16.7 M +7% 5.81% 94.3% 529 22.5% 3.1
True Wind Capital Management
4205
True Wind Capital Management
California
USD 247 M +USD 46.5 M +23% 25.4% 59.6% 3 0% 1.5
GWA
4206
GGM Wealth Advisors
Maryland
USD 247 M +USD 71.5 M +41% 5.3% 25.9% 142 58.45% 0.7
Manchester Global Management
4207
Manchester Global Management
United Kingdom
USD 247 M -USD 32.3 M -12% 8.03% 156% 21 23.81% 0.4
Centerpoint Advisors
4208
Centerpoint Advisors
Massachusetts
USD 246 M +USD 16.7 M +7% 7.67% 74.2% 632 6.96% 1.9
Martin Capital Partners
4209
Martin Capital Partners
Oregon
USD 246 M +USD 5.85 M +2% 1.1% 42.3% 76 13.16% 3.4
Aristides Capital
4210
Aristides Capital
Kentucky
USD 246 M +USD 58.7 M +31% 5.97% 126% 211 30.33% 1.3
EnCap Flatrock Midstream Fund III
4211
EnCap Flatrock Midstream Fund III
Texas
USD 245 M – – 1.84% – 1 – 0
High Note Wealth
4212
High Note Wealth
Minnesota
USD 245 M +USD 2.8 M +1% 6.31% 82.8% 97 9.28% 1.8
Bay Harbor Wealth Management
4213
Bay Harbor Wealth Management
Maryland
USD 245 M +USD 9.7 M +4% 3.52% 47.9% 178 14.04% 2.1
MorganRosel Wealth Management
4214
MorganRosel Wealth Management
Colorado
USD 245 M +USD 10.8 M +5% 4.53% 67.5% 107 30.84% 1.8
Triune Financial Partners
4215
Triune Financial Partners
Kansas
USD 245 M +USD 19.3 M +9% 4.16% 61.6% 32 12.5% 1.3
ACM
4216
AIGH Capital Management
Maryland
USD 245 M -USD 26.3 M -10% 13.5% 3,007% 62 38.71% 0.8
RFG
4217
RFP Financial Group
Georgia
USD 245 M +USD 158 M +182% 5.36% 53.2% 980 25.92% 0.4
Private Wealth Advisors (California)
4218
Private Wealth Advisors (California)
California
USD 245 M +USD 6.99 M +3% 2.39% 63.6% 86 13.95% 2.6
E
4219
ETFidea
New York
USD 245 M +USD 15.6 M +7% 5.63% 22.7% 108 6.48% 1.3
VisionPoint Advisory Group
4220
VisionPoint Advisory Group
Texas
USD 245 M +USD 17.9 M +8% 4.15% 79.3% 649 76.43% 0.3
Arcataur Capital Management
4221
Arcataur Capital Management
Wisconsin
USD 244 M – – 5.11% 65.4% 95 – 0
First Citizens Asset Management
4222
First Citizens Asset Management
North Carolina
USD 244 M +USD 3.73 M +2% 3.73% 44.2% 36 8.33% 0.6
FC Advisory
4223
FC Advisory
Pennsylvania
USD 244 M +USD 18 M +8% 4.27% 46.6% 94 7.45% 3.9
Brown Shipley & Co
4224
Brown Shipley & Co
United Kingdom
USD 244 M +USD 89.1 M +57% 12.7% 125% 144 31.25% 0.2
Bordeaux Wealth Advisors
4225
Bordeaux Wealth Advisors
California
USD 244 M +USD 49.9 M +26% 13.8% 141% 113 22.12% 1.4