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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)
Bank of Stockton
4551
Bank of Stockton
California
USD 349 M -USD 1.46 M -0.4% 4.66% 99.2% 144 9.72% 6.4
Arcataur Capital Management
4552
Arcataur Capital Management
Wisconsin
USD 349 M +USD 9.08 M +3% 2.18% 65.4% 104 3.85% 2.2
Southern Financial Group
4553
Southern Financial Group
Alabama
USD 349 M – – 0.68% – 84 – 0
Sterling Investment Counsel
4554
Sterling Investment Counsel
New York
USD 349 M +USD 37.1 M +12% 2.83% 93.8% 193 35.75% 1.4
Ripple Effect Asset Management
4555
Ripple Effect Asset Management
New York
USD 349 M -USD 162 M -32% 3.33% – 50 72% 0.3
Endeavor Private Wealth
4556
Endeavor Private Wealth
Kansas
USD 349 M +USD 25.4 M +8% 2.17% – 213 11.27% 0.6
Colton Groome Financial Advisors
4557
Colton Groome Financial Advisors
North Carolina
USD 349 M +USD 22.9 M +7% 2.54% 65.8% 142 7.04% 2.7
Rench Wealth Management
4558
Rench Wealth Management
Texas
USD 349 M +USD 7.96 M +2% 3.05% 106% 57 3.51% 5.6
Benchmark Financial Wealth Advisors
4559
Benchmark Financial Wealth Advisors
Florida
USD 348 M +USD 16.1 M +5% 2.24% 81.6% 134 13.43% 2.8
FC Advisory
4560
FC Advisory
Pennsylvania
USD 348 M +USD 6.19 M +2% 1.1% 46.6% 119 4.2% 5
Fiduciary Family Office
4561
Fiduciary Family Office
Florida
USD 348 M -USD 3.6 M -1% 4.89% 97.3% 193 9.33% 0.7
ForthRight Wealth Management
4562
ForthRight Wealth Management
Georgia
USD 348 M +USD 3.69 M +1% 1.17% 50.4% 72 5.56% 3.1
RiverPark Advisors
4563
RiverPark Advisors
New York
USD 348 M +USD 117 M +50% 1% 87.5% 175 27.43% 2.3
WT Wealth Management
4564
WT Wealth Management
Arizona
USD 348 M +USD 319 k +0.1% 2.55% 72% 150 19.33% 2.4
Ping Capital Management
4565
Ping Capital Management
New York
USD 348 M +USD 53.5 M +18% 44.8% – 89 31.46% 0.9
Findell Capital Management
4566
Findell Capital Management
New York
USD 348 M +USD 94.4 M +37% 35.7% – 20 40% 0.6
Valtinson Bruner Financial Planning
4567
Valtinson Bruner Financial Planning
Minnesota
USD 348 M +USD 10 M +3% 0.89% 40.3% 175 13.71% 3
Osprey Private Wealth
4568
Osprey Private Wealth
New York
USD 347 M +USD 72.3 M +26% 3.6% – 81 22.22% 0.8
Lanham O'Dell & Company
4569
Lanham O'Dell & Company
West Virginia
USD 347 M +USD 33.3 M +11% 1.23% 81% 47 19.15% 1.7
SRH Advisors
4570
SRH Advisors
Kansas
USD 347 M +USD 4.77 M +1% 1.02% 55.7% 299 9.36% 6.7
Acumen Wealth Advisors
4571
Acumen Wealth Advisors
Tennessee
USD 347 M – – 5.12% – 525 – 0
Field & Main Bank
4572
Field & Main Bank
Kentucky
USD 347 M +USD 8.47 M +3% 3.15% 107% 271 11.81% 6.5
SC
4573
Steph & Co
Wisconsin
USD 347 M +USD 19.5 M +6% 1.67% 61.6% 342 17.25% 3.1
Bouvel Investment Partners
4574
Bouvel Investment Partners
Pennsylvania
USD 347 M +USD 20.2 M +6% 3.98% 199% 88 20.45% 2.3
EL
4575
EQ LLC
Washington
USD 347 M +USD 52.2 M +18% 2.15% 72.9% 79 8.86% 2.4