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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)
JLP Asset Management
4526
JLP Asset Management
New York
USD 125 M -USD 19.3 M -13% 9.86% 16.1% 33 24.24% 1
EWG
4527
Executive Wealth Group
Washington
USD 125 M +USD 20.6 M +20% 22.7% 14.9% 44 15.91% 1.9
Brookmont Capital Management
4528
Brookmont Capital Management
Texas
USD 125 M +USD 785 k +0.6% 22.5% 32.2% 62 25.81% 5.4
Garrett Wealth Advisory Group
4529
Garrett Wealth Advisory Group
Texas
USD 125 M +USD 19.1 M +18% 16.5% 74.6% 50 22% 1.1
TL Private Wealth
4530
TL Private Wealth
Texas
USD 125 M +USD 14.8 M +13% 16.7% 50.6% 43 9.3% 0.5
MI
4531
Moneywise Inc
Virginia
USD 125 M +USD 11.2 M +10% 16.1% 58% 45 17.78% 2.2
Sterling Investment Advisors (Missouri)
4532
Sterling Investment Advisors (Missouri)
Missouri
USD 125 M +USD 16.5 M +15% 13.3% 45.1% 26 11.54% 4.8
LFWA
4533
LBJ Family Wealth Advisors
Texas
USD 125 M +USD 21.2 M +21% 20.2% 64.9% 19 5.26% 4.9
Stewart Asset Management
4534
Stewart Asset Management
New York
USD 124 M +USD 31.4 M +34% 30.9% 42.5% 34 17.65% 0.5
Gunderson Capital Management
4535
Gunderson Capital Management
South Carolina
USD 124 M +USD 52.1 M +72% 39.7% 961% 55 47.27% 0.4
WT Wealth Management
4536
WT Wealth Management
Arizona
USD 124 M +USD 29.3 M +31% 18.5% 72% 87 26.44% 0.5
Atlas Private Wealth Management
4537
Atlas Private Wealth Management
New York
USD 124 M +USD 15.8 M +15% 17.4% 19.8% 509 10.41% 0.5
Symmetry Peak Management
4538
Symmetry Peak Management
Pennsylvania
USD 124 M +USD 79.7 M +180% 53.1% 320% 88 93.18% 0.2
PA
4539
PSI Advisors
Florida
USD 124 M +USD 15.3 M +14% 21.7% 58.2% 123 21.95% 0.4
SYM Financial Corp
4540
SYM Financial Corp
Indiana
USD 124 M +USD 24.5 M +25% 30.4% 64.3% 76 26.32% 1.6
One Advisory Partners
4541
One Advisory Partners
Kansas
USD 124 M – – 14% 58.3% 24 – 0
Townsend Asset Management
4542
Townsend Asset Management
North Carolina
USD 124 M +USD 26.4 M +27% 21.2% 77% 188 12.23% 0.4
Leisure Capital Management
4543
Leisure Capital Management
California
USD 124 M +USD 20.1 M +19% 19.9% 98% 125 11.2% 2.9
PA
4544
Paragon Advisors
Texas
USD 124 M +USD 48.7 M +65% 31.7% 109% 100 49% 0.3
Centerpoint Advisors
4545
Centerpoint Advisors
Massachusetts
USD 124 M +USD 23.1 M +23% 22.2% 74.2% 311 28.3% 1.7
American Trust Investment Advisors
4546
American Trust Investment Advisors
New Hampshire
USD 124 M +USD 24.4 M +25% 23.6% 91% 68 20.59% 2.4
Aurora Investment Managers
4547
Aurora Investment Managers
Florida
USD 123 M +USD 33.2 M +37% 24.6% 74.4% 46 26.09% 0.4
Central Asset Investments & Management Holdings
4548
Central Asset Investments & Management Holdings
Hong Kong
USD 123 M +USD 57.6 M +87% 20.5% 3,210% 32 59.38% 0.3
GSI Capital Advisors
4549
GSI Capital Advisors
California
USD 123 M +USD 11.8 M +11% 12.1% 39.7% 34 41.18% 1
Elmwood Wealth Management
4550
Elmwood Wealth Management
California
USD 123 M +USD 18.7 M +18% 15.2% 42.1% 387 50.13% 0.6