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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)
Crown Wealth Group
4526
Crown Wealth Group
North Carolina
USD 393 M +USD 52.5 M +15% 16.9% 98.2% 160 15.63% 1.9
BridgePort Financial Solutions
4527
BridgePort Financial Solutions
Iowa
USD 393 M +USD 40.1 M +11% 12.5% – 259 18.15% 1.1
Snider Financial Group
4528
Snider Financial Group
Washington
USD 393 M +USD 61.4 M +19% 16.3% 87% 117 24.79% 2
SRH Advisors
4529
SRH Advisors
Kansas
USD 392 M +USD 43 M +12% 12.1% 55.7% 286 6.29% 7.2
Southern Financial Group
4530
Southern Financial Group
Alabama
USD 392 M +USD 33.9 M +9% 9.8% – 97 8.25% 0.5
OFS Enterprise
4531
OFS Enterprise
Nebraska
USD 392 M +USD 51.5 M +15% 14.3% – 107 13.08% 0.2
Kingdom Financial Group
4532
Kingdom Financial Group
Arizona
USD 391 M +USD 42.1 M +12% 14.1% 49.9% 989 26.9% 0.5
Patriot Financial Partners GP II
4533
Patriot Financial Partners GP II
Pennsylvania
USD 391 M +USD 2.93 M +0.8% 16.5% – 12 0% 0.7
Libra Wealth
4534
Libra Wealth
California
USD 391 M +USD 36.4 M +10% 11.2% 58.2% 72 11.11% 2.9
Oak Family Advisors
4535
Oak Family Advisors
Illinois
USD 391 M +USD 35.8 M +10% 12.6% 81.9% 130 25.38% 2.5
Private Wealth Advisors (California)
4536
Private Wealth Advisors (California)
California
USD 391 M +USD 35.3 M +10% 8.03% 63.6% 111 28.83% 3.4
SHFA
4537
SS&H Financial Advisors
Michigan
USD 391 M – – 30.6% – 130 – 3.3
ForthRight Wealth Management
4538
ForthRight Wealth Management
Georgia
USD 391 M +USD 38.4 M +11% 9.9% 44.6% 82 15.85% 3.2
Access Investment Management
4539
Access Investment Management
Georgia
USD 391 M +USD 15 M +4% 15.3% – 163 15.34% 1.6
Legacy CG
4540
Legacy CG
Texas
USD 391 M +USD 30.6 M +8% 13.9% 62.6% 52 26.92% 1.6
Delta Air Lines
4541
Delta Air Lines
Georgia
USD 391 M +USD 12.8 M +3% 5.06% 5.3% 3 0% 2.8
First American Financial Corporation
4542
First American Financial Corporation
California
USD 390 M +USD 20.6 M +6% 13% – 3 0% 2.5
Websterrogers Financial Advisors
4543
Websterrogers Financial Advisors
South Carolina
USD 390 M +USD 40.9 M +12% 8.92% 46% 103 7.77% 2.8
Quantum Private Wealth
4544
Quantum Private Wealth
Florida
USD 390 M +USD 66.5 M +21% 40.4% 240% 184 17.39% 2.8
Focused Alpha LLC
4545
Focused Alpha LLC
Colorado
USD 390 M +USD 66.5 M +21% 16.5% – 290 23.79% 0.4
HTG Investment Advisors
4546
HTG Investment Advisors
Connecticut
USD 390 M +USD 38.5 M +11% 8.97% 57.4% 92 10.87% 2.2
CVA
4547
Central Valley Advisors
California
USD 390 M +USD 23.4 M +6% 10.7% 77.8% 201 10.95% 1.4
Apeiron RIA
4548
Apeiron RIA
Texas
USD 390 M -USD 41.6 M -10% 11.2% 68.5% 216 30.56% 2.6
LongView Wealth Management
4549
LongView Wealth Management
Georgia
USD 390 M -USD 8.26 M -2% 11.9% 60.8% 261 18.39% 1.7
CC
4550
Checkpoint Capital
California
USD 390 M +USD 111 M +40% 39.9% – 8 25% 1.5