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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)
Core Wealth Advisors (Florida)
4226
Core Wealth Advisors (Florida)
Florida
USD 348 M +USD 33.6 M +11% 9.05% 59.7% 78 17.95% 2.5
Roberts Wealth Advisors
4227
Roberts Wealth Advisors
California
USD 348 M +USD 23.6 M +7% 9.3% 81.1% 100 7% 2.3
PYA Waltman Capital
4228
PYA Waltman Capital
Tennessee
USD 347 M +USD 29.3 M +9% 5.18% 62.4% 78 6.41% 3.1
MSH Capital Advisors
4229
MSH Capital Advisors
Arizona
USD 347 M +USD 23.7 M +7% 6.55% 66.5% 252 12.3% 2.4
Vista Investment Partners
4230
Vista Investment Partners
Oklahoma
USD 347 M +USD 18.7 M +6% 9.75% 112% 165 12.73% 1.1
Snider Financial Group
4231
Snider Financial Group
Washington
USD 347 M +USD 38.9 M +13% 11.5% 87% 121 13.22% 1.4
Prosperity Planning
4232
Prosperity Planning
Missouri
USD 347 M +USD 27.2 M +9% 6.55% 43.5% 106 1.89% 2.6
CSWG
4233
Cardinal Strategic Wealth Guidance
Kentucky
USD 347 M +USD 33.6 M +11% 10.5% 67.3% 66 9.09% 3.7
Empire Financial Management Company
4234
Empire Financial Management Company
New York
USD 347 M +USD 23 M +7% 8.6% 78.3% 208 11.06% 1.8
Ayalon Insurance Company
4235
Ayalon Insurance Company
Israel
USD 346 M +USD 36.6 M +12% 11.8% 99.6% 59 3.39% 5.4
LCM
4236
Lynx1 Capital Management
Puerto Rico
USD 346 M +USD 66.9 M +24% 22% 883% 15 6.67% 1.4
tru Independence
4237
tru Independence
Oregon
USD 346 M +USD 23.6 M +7% 5.59% 67.4% 121 9.92% 2.9
Kelly Financial Group
4238
Kelly Financial Group
Connecticut
USD 346 M +USD 25.6 M +8% 6.8% – 89 15.73% 0.4
Dunhill Financial
4239
Dunhill Financial
United Kingdom
USD 345 M +USD 125 M +57% 8.95% 58.6% 1,147 29.12% 1.1
RFG Holdings
4240
RFG Holdings
Texas
USD 345 M +USD 37.7 M +12% 12.4% 72.3% 63 12.7% 1.6
BOCHK Asset Management
4241
BOCHK Asset Management
Hong Kong
USD 345 M +USD 167 M +94% 13.4% – 72 56.94% 0.6
Detalus Advisors
4242
Detalus Advisors
Missouri
USD 345 M +USD 26.6 M +8% 9.19% 75.7% 180 15% 2.8
GSG Advisors
4243
GSG Advisors
New Jersey
USD 345 M +USD 40.4 M +13% 9.48% 88% 122 10.66% 1.3
IAA
4244
Ironsides Asset Advisors
North Carolina
USD 345 M +USD 3.99 M +1% 5.77% 49.3% 70 12.86% 3.4
Bay Harbor Wealth Management
4245
Bay Harbor Wealth Management
Maryland
USD 345 M +USD 28.6 M +9% 7.91% 47.9% 1,315 15.51% 0.6
Adamsbrown Wealth Consultants
4246
Adamsbrown Wealth Consultants
Kansas
USD 345 M +USD 26.4 M +8% 6.11% 60.6% 113 15.04% 2.1
Alfreton Capital
4247
Alfreton Capital
United Kingdom
USD 345 M +USD 29.7 M +9% 17.8% 22.2% 6 16.67% 1.2
United Wealth Management
4248
United Wealth Management
Virginia
USD 344 M +USD 25.1 M +8% 6.81% – 24 12.5% 0.4
Cypress Capital
4249
Cypress Capital
Tennessee
USD 344 M -USD 2.58 M -0.7% 4.22% 43.6% 89 11.24% 2.5
DL
4250
DOHJ LLC
Washington
USD 344 M -USD 93.6 M -21% 6.71% 51.5% 174 32.18% 2.6