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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)
PA
4501
PSI Advisors
Florida
USD 207 M +USD 19.2 M +10% 7.93% 58.2% 837 12.31% 1.4
Westbourne Investment Advisors
4502
Westbourne Investment Advisors
Maryland
USD 207 M +USD 8.99 M +5% 9.32% 107% 91 3.3% 2.9
TFG Advisers
4503
TFG Advisers
Michigan
USD 207 M +USD 11.8 M +6% 5.94% 61.8% 200 6.5% 3.3
EisnerAmper Wealth Management Corporate Benefits
4504
EisnerAmper Wealth Management Corporate Benefits
New Jersey
USD 207 M +USD 11 M +6% 3.65% 13% 59 25.42% 3.9
Red Lighthouse Investment Management
4505
Red Lighthouse Investment Management
New York
USD 207 M +USD 8.42 M +4% 6.26% 71.1% 99 7.07% 0.2
Pennsylvania Capital Management
4506
Pennsylvania Capital Management
Pennsylvania
USD 207 M +USD 17.1 M +9% 13.2% 90.8% 95 14.74% 1.8
Thomas Story & Son
4507
Thomas Story & Son
Indiana
USD 206 M +USD 9.7 M +5% 6.44% 101% 53 1.89% 6.3
Unique Wealth
4508
Unique Wealth
Florida
USD 206 M +USD 18.9 M +10% 6.25% 68.5% 69 21.74% 0.2
Northwest Capital Management
4509
Northwest Capital Management
Oregon
USD 206 M +USD 17.8 M +9% 8.06% 57% 103 10.68% 2.6
CCC
4510
Chelsea Counsel Company
California
USD 206 M +USD 5.68 M +3% 4.31% 106% 167 13.17% 2.8
Continental Grain Company
4511
Continental Grain Company
New York
USD 206 M -USD 52.8 M -20% 5.22% 5.73% 4 0% 2.3
Retirement Capital Strategies
4512
Retirement Capital Strategies
California
USD 206 M +USD 2.01 M +1% 2.38% 59% 53 45.28% 2.4
Bloom Tree Partners
4513
Bloom Tree Partners
New York
USD 206 M +USD 16.2 M +9% 13.4% 20.4% 62 37.1% 1.1
Islet Management
4514
Islet Management
New York
USD 206 M +USD 57.3 M +39% 5.99% 75.3% 73 79.45% 0.5
Drake & Associates
4515
Drake & Associates
Wisconsin
USD 205 M +USD 16 M +8% 5.69% 47.9% 76 11.84% 0.6
Landaas & Company
4516
Landaas & Company
Wisconsin
USD 205 M +USD 23.4 M +13% 5.53% 68.3% 79 18.99% 3.2
Worth Venture Partners
4517
Worth Venture Partners
New Jersey
USD 205 M +USD 35.6 M +21% 6.42% 105% 227 39.65% 0.7
Buck Wealth Strategies
4518
Buck Wealth Strategies
Colorado
USD 205 M – – 2.33% 48.4% 200 – 0.1
Garrett Wealth Advisory Group
4519
Garrett Wealth Advisory Group
Texas
USD 205 M +USD 10.2 M +5% 4.52% 74.6% 48 8.33% 2.7
Cornerstone Advisors Asset Management
4520
Cornerstone Advisors Asset Management
Pennsylvania
USD 205 M +USD 17.7 M +9% 4.53% 44.5% 82 9.76% 0.9
David Kennon
4521
David Kennon
Florida
USD 205 M +USD 12.8 M +7% 4.7% 52.4% 32 46.88% 0.3
Legacy Capital Group California
4522
Legacy Capital Group California
California
USD 205 M – – 4.08% 129% 238 – 0
J. Arnold Wealth Management
4523
J. Arnold Wealth Management
Ohio
USD 205 M +USD 1.9 M +0.9% 22.6% 46.2% 86 40.7% 1.5
Tempus Wealth Planning
4524
Tempus Wealth Planning
California
USD 205 M +USD 40 M +24% 8.31% 95% 197 18.27% 1.7
Midwest Professional Planners Ltd (MPPL)
4525
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 204 M +USD 23.7 M +13% 8.94% 136% 134 17.91% 2.8