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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)
Luminvest Wealth Management
4301
Luminvest Wealth Management
Arizona
USD 430 M +USD 47.9 M +13% 10.2% 47.7% 58 5.17% 1.5
West Branch Capital
4302
West Branch Capital
Massachusetts
USD 430 M +USD 56.8 M +15% 24.5% 156% 396 14.9% 4.1
Rakuten Securities
4303
Rakuten Securities
Japan
USD 430 M +USD 189 M +79% 117% 999% 999 20.52% 1.6
Strategic Family Wealth Counselors
4304
Strategic Family Wealth Counselors
New Jersey
USD 430 M +USD 49.2 M +13% 11.6% 83.8% 187 17.11% 3.3
Prostatis Group
4305
Prostatis Group
Maryland
USD 429 M +USD 38.7 M +10% 16.1% 72.9% 206 26.7% 2
Virtus Investment Advisers
4306
Virtus Investment Advisers
Connecticut
USD 429 M +USD 66.7 M +18% 23.5% 172% 517 23.4% 0.9
Main Street Group
4307
Main Street Group
Virginia
USD 429 M +USD 88.8 M +26% 26.3% 98.3% 932 14.38% 0.5
Navalign LLC
4308
Navalign LLC
California
USD 429 M +USD 32.6 M +8% 9.39% 50.7% 139 13.67% 3.6
LFGO
4309
Legacy Financial Group (Oklahoma)
Oklahoma
USD 429 M +USD 50.1 M +13% 11.9% 64.2% 106 17.92% 2.2
TrueFG
4310
TrueFG
Texas
USD 428 M +USD 50.9 M +14% 12.7% 54.2% 77 10.39% 3.4
Straight Path Wealth Management
4311
Straight Path Wealth Management
Michigan
USD 428 M +USD 53.5 M +14% 13.6% 70.4% 146 15.07% 1.8
Boone Capital Management
4312
Boone Capital Management
Georgia
USD 428 M +USD 101 M +31% 22.4% 278% 20 55% 0.7
BankPlus Trust Department
4313
BankPlus Trust Department
Mississippi
USD 428 M +USD 53.2 M +14% 16% – 492 9.76% 1.3
Sound Capital Solutions
4314
Sound Capital Solutions
Florida
USD 427 M – – 54.5% – 309 – 0
Dockside LLC
4315
Dockside LLC
New York
USD 427 M +USD 30 M +8% 9.88% – 361 100% 0
DSC Meridian Capital
4316
DSC Meridian Capital
New York
USD 427 M +USD 102 M +31% 12.8% – 22 45.45% 0.6
SimplyRich
4317
SimplyRich
California
USD 427 M +USD 36.1 M +9% 22.2% 105% 239 33.05% 4.7
IAA
4318
Ironsides Asset Advisors
North Carolina
USD 427 M +USD 28.2 M +7% 8.79% 49.3% 89 16.85% 3.2
Vermillion Wealth Management
4319
Vermillion Wealth Management
Minnesota
USD 427 M +USD 172 M +67% 7.24% – 2,561 78.72% 0.5
PA
4320
Prairie Advisory
Kansas
USD 426 M – – 16.8% – 167 – 0
Ruedi Wealth Management
4321
Ruedi Wealth Management
Illinois
USD 426 M +USD 38 M +10% 8.51% 44.9% 63 9.52% 2.8
ACMC
4322
AyurMaya Capital Management Company
New Hampshire
USD 426 M +USD 92.5 M +28% 27.7% 32.2% 1 0% 2
Lifelong Wealth Advisors
4323
Lifelong Wealth Advisors
Minnesota
USD 426 M +USD 49.3 M +13% 13.2% – 103 16.5% 1.1
GIL
4324
Go Invest LLC
Utah
USD 426 M +USD 76.7 M +22% 10.8% – 132 10.61% 0.4
WOCP
4325
White Oak Capital Partners
Singapore
USD 425 M +USD 162 M +61% 4.78% – 18 5.56% 1.1