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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)
FDx Advisors
4526
FDx Advisors
Illinois
USD 334 M +USD 6.47 M +2% 7.24% 66.2% 202 21.29% 5.8
Courage Miller Partners
4527
Courage Miller Partners
Virginia
USD 334 M +USD 18.1 M +6% 4.94% 43.5% 87 3.45% 7.9
Peregrine Asset Advisers
4528
Peregrine Asset Advisers
Oregon
USD 333 M +USD 12.9 M +4% 10.5% 182% 192 20.31% 2.4
Websterrogers Financial Advisors
4529
Websterrogers Financial Advisors
South Carolina
USD 333 M +USD 18.9 M +6% 5.36% 46% 91 5.49% 2.4
Buska Wealth Management
4530
Buska Wealth Management
Wisconsin
USD 333 M -USD 32.8 M -9% 5.88% – 77 15.58% 1.1
Libra Wealth
4531
Libra Wealth
California
USD 333 M +USD 27.2 M +9% 6.76% 58.2% 69 1.45% 2.4
Crown Wealth Group
4532
Crown Wealth Group
North Carolina
USD 333 M +USD 66.6 M +25% 7.69% 98.2% 139 23.02% 1.7
Bond & Devick Financial Network
4533
Bond & Devick Financial Network
Minnesota
USD 332 M +USD 31.8 M +11% 4.67% 46.9% 191 11.52% 2.8
Impact Capital Partners
4534
Impact Capital Partners
Colorado
USD 332 M +USD 27.2 M +9% 8.59% – 289 16.61% 0.6
Benchmark Financial Wealth Advisors
4535
Benchmark Financial Wealth Advisors
Florida
USD 332 M +USD 29.8 M +10% 7.6% 81.6% 128 11.72% 2.6
LWMM
4536
Legacy Wealth Management (Mississippi)
Mississippi
USD 332 M +USD 3.39 M +1% 10.5% 105% 98 12.24% 3.3
Glassy Mountain Advisors
4537
Glassy Mountain Advisors
Maryland
USD 332 M +USD 21.5 M +7% 10.7% 91.5% 81 27.16% 1.5
NKCFO LLC
4538
NKCFO LLC
Illinois
USD 332 M +USD 92.7 M +39% 17.5% 211% 142 67.61% 0.8
Court Place Advisors
4539
Court Place Advisors
Maryland
USD 332 M +USD 14.2 M +4% 7.33% 92% 152 7.24% 7.9
Advantage Alpha Capital Partners
4540
Advantage Alpha Capital Partners
California
USD 332 M -USD 39.1 M -11% 8.8% 79.2% 140 22.14% 1.6
DoubleLine ETF Adviser
4541
DoubleLine ETF Adviser
Florida
USD 332 M +USD 19.8 M +6% 4.66% 51.6% 196 44.39% 0.7
Tucker Asset Management
4542
Tucker Asset Management
Colorado
USD 332 M +USD 19 M +6% 7.77% 71.6% 347 25.07% 2.1
AMANSA Capital
4543
AMANSA Capital
Singapore
USD 331 M -USD 54.4 M -14% 7.59% 32% 2 0% 2.3
Metavasi Capital
4544
Metavasi Capital
New York
USD 331 M +USD 86 M +35% 30.4% 840% 46 54.35% 0.8
Kercheville Advisors
4545
Kercheville Advisors
Texas
USD 331 M +USD 41.3 M +14% 18.5% 261% 122 27.05% 2.3
Pinnacle Financial Group
4546
Pinnacle Financial Group
Illinois
USD 331 M +USD 32 M +11% 6.28% 59.1% 112 13.39% 2.1
SWMG LLC
4547
SWMG LLC
Texas
USD 331 M +USD 33.3 M +11% 6.97% 68.7% 129 20.16% 1.8
Mariner Investment Group
4548
Mariner Investment Group
New York
USD 331 M +USD 48.9 M +17% 19.1% – 101 52.48% 0.4
Provident Wealth Management
4549
Provident Wealth Management
Tennessee
USD 331 M +USD 24.8 M +8% 6.7% 61.1% 145 10.34% 2.5
Endeavour Capital Advisors
4550
Endeavour Capital Advisors
Connecticut
USD 331 M +USD 40.1 M +14% 8.06% 105% 39 23.08% 3.3