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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)
Calton & Associates
4476
Calton & Associates
Florida
USD 249 M +USD 180 M +263% 9.22% 73.9% 290 81.03% 0.9
Your Advocates Ltd
4477
Your Advocates Ltd
Texas
USD 248 M +USD 80.9 M +48% 8.04% 53.6% 305 24.26% 2.1
Stolper & Co
4478
Stolper & Co
Oklahoma
USD 248 M +USD 17.7 M +8% 9.93% 77.1% 89 7.87% 2.9
Gateway Wealth Partners
4479
Gateway Wealth Partners
Wisconsin
USD 248 M -USD 307 M -55% 9.53% 58.9% 296 37.5% 0.7
O'Keefe Stevens Advisory
4480
O'Keefe Stevens Advisory
New York
USD 248 M +USD 28.5 M +13% 14.1% 208% 46 6.52% 3.9
Princeton Capital Management
4481
Princeton Capital Management
New Jersey
USD 248 M +USD 31.1 M +14% 15.9% 206% 105 19.05% 4.5
S.E.E.D. Planning Group
4482
S.E.E.D. Planning Group
New York
USD 248 M -USD 11.2 M -4% 12.1% 57.3% 91 12.09% 2.5
DS
4483
Dalal Street
Texas
USD 248 M +USD 78.5 M +46% 18.4% 92.7% 4 25% 0.3
Wells Trecaso Financial Group
4484
Wells Trecaso Financial Group
Ohio
USD 248 M +USD 23.2 M +10% 12.1% 108% 92 3.26% 4
Old Point Trust & Financial Services N A
4485
Old Point Trust & Financial Services N A
Virginia
USD 248 M +USD 26.5 M +12% 9.42% 87.3% 263 68.82% 2.2
RG
4486
Retirement Group
California
USD 248 M +USD 7.74 M +3% 6.49% 33.7% 857 12.02% 2.1
Maia Wealth
4487
Maia Wealth
Colorado
USD 248 M – – 9.72% – 192 – 0
Missouri Trust & Investment Company
4488
Missouri Trust & Investment Company
Missouri
USD 247 M +USD 25.3 M +11% 12.6% 81.6% 455 14.73% 1.5
All-Stars Investment
4489
All-Stars Investment
Hong Kong
USD 247 M -USD 20.9 M -8% 4.63% 30.1% 3 0% 1.7
ACM
4490
Aljian Capital Management
Nevada
USD 247 M +USD 30.9 M +14% 15% 162% 41 9.76% 4
Kelly Financial Services
4491
Kelly Financial Services
Massachusetts
USD 247 M +USD 29.3 M +13% 9.9% 64.3% 820 11.22% 3
Hengistbury Investment Partners
4492
Hengistbury Investment Partners
United Kingdom
USD 247 M +USD 9.35 M +4% 15.8% 108% 7 28.57% 4
AIA
4493
AIMZ Investment Advisors
California
USD 247 M +USD 22 M +10% 11.2% 81.3% 117 6.84% 6.4
Parisi Gray Wealth Management
4494
Parisi Gray Wealth Management
New Jersey
USD 247 M +USD 26.6 M +12% 11.1% 137% 105 6.67% 3.6
FCP
4495
Fosse Capital Partners
United Kingdom
USD 247 M +USD 16.5 M +7% 10.1% 80% 5 40% 3
Beaconlight Capital
4496
Beaconlight Capital
New York
USD 247 M +USD 15.4 M +7% 14.2% 282% 38 34.21% 1.1
AMI Investment Management
4497
AMI Investment Management
Indiana
USD 247 M +USD 24.1 M +11% 8.64% 52% 68 16.18% 5
Astoria Portfolio Advisors
4498
Astoria Portfolio Advisors
New York
USD 247 M +USD 39.5 M +19% 8.95% 75.4% 206 30.1% 1.1
FP
4499
Financial Perspectives
Minnesota
USD 246 M +USD 27.9 M +13% 11.3% 104% 731 7.11% 3.1
Aspire Capital Advisors
4500
Aspire Capital Advisors
Washington
USD 246 M +USD 26.7 M +12% 11.1% 59.3% 76 21.05% 1.2