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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)
Tillar-Wenstrup Advisors
4701
Tillar-Wenstrup Advisors
Ohio
USD 209 M -USD 3.59 M -2% 3.44% 27.4% 46 15.22% 1.8
Rockwood Wealth Management
4702
Rockwood Wealth Management
Pennsylvania
USD 209 M -USD 16.5 M -7% 4.49% 52.6% 128 50.78% 0.2
Colony Family Offices
4703
Colony Family Offices
North Carolina
USD 208 M +USD 1.07 M +0.5% 3.31% 53.9% 34 23.53% 0.8
DHJJ Financial Advisors
4704
DHJJ Financial Advisors
Illinois
USD 208 M -USD 4.73 M -2% 4.65% 62.5% 138 7.25% 1
Jefferies Financial Group
4705
Jefferies Financial Group
New York
USD 208 M -USD 15.7 M -7% 3.36% 146% 6 0% 2.1
Keeler Thomas Management
4706
Keeler Thomas Management
Utah
USD 208 M -USD 22.8 M -10% 2.87% 52.1% 79 25.32% 2.2
EisnerAmper Wealth Management Corporate Benefits
4707
EisnerAmper Wealth Management Corporate Benefits
New Jersey
USD 208 M -USD 11.6 M -5% 3.85% 13% 51 7.84% 3.7
HIC
4708
Harbor Island Capital
Massachusetts
USD 208 M -USD 17.3 M -8% 7.94% 218% 15 0% 3.8
Prentice Wealth Management
4709
Prentice Wealth Management
New York
USD 208 M -USD 5.42 M -3% 4.33% 47.8% 106 11.32% 0.9
Landmark Financial Advisors
4710
Landmark Financial Advisors
Kentucky
USD 208 M -USD 16.5 M -7% 1.86% 11.8% 91 14.29% 3.8
Holowesko Partners
4711
Holowesko Partners
Bahamas
USD 208 M -USD 36.9 M -15% 2.5% 51.1% 35 25.71% 2.9
Brown, Lisle/Cummings
4712
Brown, Lisle/Cummings
Rhode Island
USD 208 M +USD 8.06 M +4% 3.36% 82.3% 488 9.22% 0.2
Rings Capital Management
4713
Rings Capital Management
Illinois
USD 208 M -USD 35.5 M -15% 7.35% 40.9% 7 42.86% 2
Guinness Atkinson Asset Management
4714
Guinness Atkinson Asset Management
California
USD 208 M -USD 20.8 M -9% 6.21% 148% 98 3.06% 4.1
ITIM
4715
Indiana Trust & Investment Management
Indiana
USD 208 M -USD 8.36 M -4% 1.89% 114% 122 5.74% 6.2
RBA Wealth Management
4716
RBA Wealth Management
California
USD 208 M -USD 3.57 M -2% 0.62% 91% 113 9.73% 0.6
Platform Technology Partners
4717
Platform Technology Partners
New York
USD 208 M -USD 19.6 M -9% 3.18% – 238 13.03% 1.6
US Financial Advisors
4718
US Financial Advisors
Massachusetts
USD 208 M -USD 11.7 M -5% 4.74% 12.6% 84 21.43% 2.1
Baker Boyer National Bank
4719
Baker Boyer National Bank
Washington
USD 208 M -USD 9.8 M -5% 3.69% 49.3% 88 11.36% 4
DL
4720
DOHJ LLC
Washington
USD 208 M -USD 15.9 M -7% 5.05% 51.5% 106 21.7% 1.6
Cassady Schiller Wealth Management
4721
Cassady Schiller Wealth Management
Ohio
USD 208 M +USD 41.5 M +25% 0.64% 21.8% 672 83.78% 0.2
NatWest Group
4722
NatWest Group
United Kingdom
USD 207 M +USD 13.2 M +7% 1.91% 207% 56 28.57% 4.2
360 Financial
4723
360 Financial
Minnesota
USD 207 M -USD 11.9 M -5% 6.43% 82.5% 105 22.86% 1.5
Wisconsin Capital Management
4724
Wisconsin Capital Management
Wisconsin
USD 207 M -USD 35.9 M -15% 5.31% 153% 60 23.33% 3.4
Kiley Juergens Wealth Management
4725
Kiley Juergens Wealth Management
Washington
USD 207 M -USD 56.5 M -21% 4.73% 106% 71 26.76% 2.9