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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)
Sunburst Financial Group
4276
Sunburst Financial Group
Alabama
USD 209 M +USD 5.88 M +3% 10.4% 55.7% 86 16.28% 1.7
AIA
4277
AIMZ Investment Advisors
California
USD 209 M -USD 34.7 M -14% 12% 81.3% 116 6.03% 5.6
Cardinal Point Wealth Management Partners
4278
Cardinal Point Wealth Management Partners
California
USD 209 M -USD 15.8 M -7% 12% – 61 34.43% 0.4
Strategic Family Wealth Counselors
4279
Strategic Family Wealth Counselors
New Jersey
USD 208 M -USD 39.7 M -16% 14.1% 72.3% 105 11.43% 2.2
Gradient Capital Advisors
4280
Gradient Capital Advisors
California
USD 208 M -USD 27.6 M -12% 13.2% 78.5% 130 17.69% 3.2
Sora Investors
4281
Sora Investors
Pennsylvania
USD 208 M -USD 7.41 M -3% 24.1% 179% 35 62.86% 0.2
LIC
4282
Laurus Investment Counsel
Canada
USD 208 M -USD 56.9 M -21% 18.1% 14.1% 45 13.33% 2.4
Newman & Schimel
4283
Newman & Schimel
Illinois
USD 208 M +USD 54.3 M +35% 10.8% – 52 23.08% 1.2
Oxler Private Wealth
4284
Oxler Private Wealth
New York
USD 208 M -USD 14 M -6% 14.4% 119% 237 54.01% 0.6
Bridge Advisory
4285
Bridge Advisory
California
USD 208 M -USD 21.5 M -9% 11.7% 6.7% 125 30.4% 0.9
BDA
4286
Borer Denton & Associates
Pennsylvania
USD 207 M -USD 30.7 M -13% 12.1% 44.2% 53 1.89% 0.3
HWC
4287
Hill Winds Capital
New York
USD 207 M -USD 44.4 M -18% 18.6% 8.52% 49 55.1% 0.6
Omega Financial Group
4288
Omega Financial Group
California
USD 207 M -USD 23.6 M -10% 12.8% 45.2% 82 13.41% 2.3
Teewinot Capital Advisers
4289
Teewinot Capital Advisers
New York
USD 207 M -USD 133 M -39% 30.4% 149% 27 14.81% 3.9
Compass Group
4290
Compass Group
New York
USD 207 M -USD 77 M -27% 7.63% 64.6% 21 38.1% 2
Tri-Star Advisors
4291
Tri-Star Advisors
Texas
USD 207 M -USD 10.2 M -5% 10.5% 3.07% 64 29.69% 1.2
Arjuna Capital
4292
Arjuna Capital
North Carolina
USD 207 M -USD 33.4 M -14% 14.4% 105% 96 20.83% 2.3
Forefront Analytics
4293
Forefront Analytics
Pennsylvania
USD 206 M -USD 62.9 M -23% 12.6% 50.9% 77 23.38% 2.7
Lebenthal Global Advisors
4294
Lebenthal Global Advisors
New York
USD 206 M -USD 28.5 M -12% 14% 50.8% 155 21.29% 0.9
WA
4295
Wealth Advisors
California
USD 206 M -USD 70.6 M -26% 20.3% 40% 71 21.13% 1.9
Warwick Investment Management
4296
Warwick Investment Management
Texas
USD 206 M -USD 23.4 M -10% 15.4% 69.9% 59 11.86% 0.5
Sara-Bay Financial
4297
Sara-Bay Financial
Florida
USD 206 M -USD 46.4 M -18% 20.1% 233% 85 14.12% 1.5
Richmond Hill Investments
4298
Richmond Hill Investments
New York
USD 206 M -USD 58.4 M -22% 20.1% 55.2% 7 14.29% 3.1
Wind River Trust Company
4299
Wind River Trust Company
Wyoming
USD 206 M -USD 44 M -18% 15.8% 62.1% 9 0% 6.9
Gibraltar Capital Management
4300
Gibraltar Capital Management
Oklahoma
USD 206 M -USD 34.6 M -14% 10.2% 56.6% 85 7.06% 2.4