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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)
Avalon Capital Management
4351
Avalon Capital Management
California
USD 310 M -USD 20.3 M -6% 6.43% 163% 153 29.41% 1.5
Argonautica Private Wealth Management
4352
Argonautica Private Wealth Management
Massachusetts
USD 310 M +USD 8.12 M +3% 3.4% 167% 198 4.55% 1.5
Northcape Wealth Management
4353
Northcape Wealth Management
New York
USD 310 M +USD 4.31 M +1% 0.94% 74% 146 14.38% 1.9
Measured Wealth Private Client Group
4354
Measured Wealth Private Client Group
New Hampshire
USD 309 M +USD 10.5 M +4% 0% 84.3% 199 23.62% 2.6
Prasad Wealth Partners
4355
Prasad Wealth Partners
Ohio
USD 309 M – – 3.39% – 113 – 0
Claar Advisors
4356
Claar Advisors
New York
USD 309 M +USD 11.9 M +4% 2.81% 65.5% 22 18.18% 4.1
Winmill & Co
4357
Winmill & Co
New Hampshire
USD 309 M +USD 11.8 M +4% 0.76% 146% 57 8.77% 3
CWS Financial Advisors
4358
CWS Financial Advisors
Michigan
USD 309 M +USD 26.6 M +9% 0.19% 55.7% 133 14.29% 3.2
Integral Investment Advisors
4359
Integral Investment Advisors
California
USD 309 M +USD 10.2 M +3% 1.87% 69% 161 8.7% 1.6
Allegiance Financial Group Advisory Services
4360
Allegiance Financial Group Advisory Services
Virginia
USD 309 M +USD 21.4 M +7% 1.84% 71.1% 119 38.66% 1.1
First International Bank & Trust
4361
First International Bank & Trust
North Dakota
USD 309 M -USD 3.28 M -1% 0.67% 38.6% 75 8% 2.3
Long Path Partners
4362
Long Path Partners
Connecticut
USD 309 M +USD 313 k +0.1% 9.57% 9.18% 12 25% 1.7
Court Place Advisors
4363
Court Place Advisors
Maryland
USD 308 M -USD 34.6 M -10% 1.25% 92% 168 13.69% 7.5
AFS
4364
Aft Forsyth & Sober
Florida
USD 308 M +USD 4.29 M +1% 3.64% 94.6% 81 7.41% 4
Bay Harbor Wealth Management
4365
Bay Harbor Wealth Management
Maryland
USD 308 M +USD 1.95 M +0.6% 1.66% 52.9% 194 22.16% 2.4
O'Brien Greene & Co
4366
O'Brien Greene & Co
Pennsylvania
USD 308 M -USD 13.1 M -4% 0.39% 90.9% 143 11.19% 3.9
FP
4367
Fiduciary Planning
Florida
USD 308 M +USD 13.3 M +5% 1.42% 71.4% 76 21.05% 1.6
Wright Investors Service
4368
Wright Investors Service
Connecticut
USD 308 M -USD 74.1 M -19% 4.28% 161% 146 15.07% 4.5
USAdvisors Wealth Management
4369
USAdvisors Wealth Management
Minnesota
USD 308 M +USD 21.9 M +8% 0.31% 59.6% 145 15.17% 2.5
AMI Investment Management
4370
AMI Investment Management
Indiana
USD 308 M +USD 12.3 M +4% 0.63% 52% 72 11.11% 5.7
Total Clarity Wealth Management
4371
Total Clarity Wealth Management
Illinois
USD 308 M -USD 3.13 M -1% 1.01% 73.2% 299 23.75% 1.6
NIA Impact Advisors
4372
NIA Impact Advisors
California
USD 308 M +USD 6.34 M +2% 3.37% – 120 15.83% 1.5
Pinnacle Bancorp
4373
Pinnacle Bancorp
Nebraska
USD 307 M -USD 66.6 M -18% 0.38% 72.9% 910 7.47% 4.3
Beacon Financial Advisory
4374
Beacon Financial Advisory
Ohio
USD 307 M +USD 13.4 M +5% 0.94% 76.8% 313 9.27% 2.3
Strategic Family Wealth Counselors
4375
Strategic Family Wealth Counselors
New Jersey
USD 307 M +USD 21.3 M +7% 2.95% 83.8% 149 18.79% 3