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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)
Penobscot Wealth Management
4651
Penobscot Wealth Management
Maine
USD 374 M +USD 35.5 M +10% 10.9% 56.7% 119 11.76% 2.4
Harbor Advisory Corp
4652
Harbor Advisory Corp
New Hampshire
USD 374 M +USD 40.9 M +12% 15.5% 63.2% 86 12.79% 4.6
Pine Harbor Wealth Management
4653
Pine Harbor Wealth Management
Maryland
USD 373 M +USD 39.2 M +12% 9.72% – 112 8.93% 1.8
Friday Financial
4654
Friday Financial
Iowa
USD 373 M +USD 83.2 M +29% 12.3% – 110 17.27% 1.1
Hutchens & Kramer Investment Management Group
4655
Hutchens & Kramer Investment Management Group
Indiana
USD 373 M +USD 56.7 M +18% 14.6% 83% 172 20.35% 2.1
3G Capital Partners
4656
3G Capital Partners
New York
USD 373 M +USD 91.5 M +32% 78.8% 351% 20 60% 0.6
Retail Employees Superannuation Trust
4657
Retail Employees Superannuation Trust
USD 373 M -USD 299 M -45% 6.34% – 31 22.58% 0.4
Omnia Family Wealth
4658
Omnia Family Wealth
Florida
USD 373 M +USD 55.8 M +18% 11.8% 80.6% 108 21.3% 3.9
Rench Wealth Management
4659
Rench Wealth Management
Texas
USD 372 M +USD 40.1 M +12% 20.2% 106% 68 10.29% 5.1
AB
4660
Atlas Brown
Kentucky
USD 372 M +USD 40.3 M +12% 18.1% 115% 242 8.68% 6.6
Harmony Asset Management
4661
Harmony Asset Management
Arizona
USD 372 M +USD 45.2 M +14% 21.1% 138% 214 14.95% 1.6
KA
4662
Kooman & Associates
Pennsylvania
USD 372 M +USD 37 M +11% 12% 66% 60 23.33% 2.3
Veery Capital
4663
Veery Capital
Delaware
USD 372 M +USD 46.2 M +14% 13.6% 63.4% 109 20.18% 3.1
Lifestyle Asset Management
4664
Lifestyle Asset Management
Texas
USD 372 M +USD 65.9 M +22% 18.3% 88.3% 146 19.86% 1.4
Aspen Investment Management
4665
Aspen Investment Management
Michigan
USD 372 M +USD 45.4 M +14% 18.3% 92.6% 189 10.58% 5.8
HealthInvest Partners
4666
HealthInvest Partners
Sweden
USD 372 M +USD 62 M +20% 19.1% – 42 14.29% 1.7
Cornell Pochily Investment Advisors
4667
Cornell Pochily Investment Advisors
New York
USD 372 M +USD 31.3 M +9% 14.5% 97% 192 10.94% 5
MIO Partners
4668
MIO Partners
New York
USD 372 M +USD 31.9 M +9% 14.8% – 7 28.57% 0.4
Graybill Wealth Management
4669
Graybill Wealth Management
Illinois
USD 372 M +USD 43.1 M +13% 18% – 84 3.57% 5.2
Strathmore Capital Advisors
4670
Strathmore Capital Advisors
North Carolina
USD 371 M +USD 17.5 M +5% 8.9% – 144 5.56% 0.9
Boyd Watterson Asset Management
4671
Boyd Watterson Asset Management
Ohio
USD 371 M +USD 45.6 M +14% 18.3% 101% 401 4.49% 4.9
Regimen Wealth
4672
Regimen Wealth
Georgia
USD 371 M +USD 28.8 M +8% 6.82% 34.4% 77 10.39% 2.3
Reston Wealth Management
4673
Reston Wealth Management
Virginia
USD 371 M +USD 44.6 M +14% 13.3% 66.4% 67 10.45% 3.8
Pension & Wealth Management Advisors
4674
Pension & Wealth Management Advisors
Massachusetts
USD 371 M +USD 33.6 M +10% 11% 49.9% 578 17.13% 1.7
Wealth Effects
4675
Wealth Effects
Massachusetts
USD 370 M +USD 88.3 M +31% 43.5% 235% 265 13.96% 2.5