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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)
Landaas & Company
4701
Landaas & Company
Wisconsin
USD 182 M +USD 24.2 M +15% 7.79% 68.3% 70 20% 3.5
Glassy Mountain Advisors
4702
Glassy Mountain Advisors
Maryland
USD 182 M – – 8.66% 91.5% 227 – 0.3
Stoneridge Investment Partners
4703
Stoneridge Investment Partners
Pennsylvania
USD 181 M +USD 11.5 M +7% 5.56% 44.2% 110 29.09% 1.7
Palisades Hudson Asset Management
4704
Palisades Hudson Asset Management
Florida
USD 181 M +USD 16.2 M +10% 9.5% 66.8% 103 6.8% 5.7
Opal Wealth Advisors
4705
Opal Wealth Advisors
New York
USD 181 M +USD 44.3 M +32% 5.48% 62.3% 135 31.85% 1
Demars Financial Group
4706
Demars Financial Group
Washington
USD 181 M +USD 13 M +8% 5.31% 69.1% 77 27.27% 1.6
Watchman Group
4707
Watchman Group
Texas
USD 181 M +USD 22.1 M +14% 7.9% 54% 78 26.92% 2
Lowe Wealth Advisors
4708
Lowe Wealth Advisors
Maryland
USD 181 M +USD 11.1 M +7% 6.02% 63.3% 369 6.23% 4.3
Reston Wealth Management
4709
Reston Wealth Management
Virginia
USD 181 M +USD 13.1 M +8% 7.77% 66.4% 53 20.75% 2.9
Augustine Asset Management
4710
Augustine Asset Management
Florida
USD 181 M +USD 28.8 M +19% 9.08% 316% 110 26.36% 2.9
Seneca House Advisors
4711
Seneca House Advisors
Virginia
USD 181 M +USD 46 M +34% 7.66% 58.2% 87 12.64% 3
Snider Financial Group
4712
Snider Financial Group
Washington
USD 181 M -USD 3.35 M -2% 6.19% 87% 56 7.14% 1.2
Midwest Professional Planners Ltd (MPPL)
4713
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 181 M +USD 13.1 M +8% 10% 136% 126 9.52% 2.7
Shayne & Jacobs LLC
4714
Shayne & Jacobs LLC
Tennessee
USD 180 M +USD 21.5 M +14% 13.2% 79.4% 36 2.78% 5.6
SL
4715
SOF Ltd
Cayman Islands
USD 180 M +USD 29.5 M +20% 19.6% 42.3% 1 0% 6
Strata Wealth Advisors
4716
Strata Wealth Advisors
Texas
USD 180 M – – 6.71% 73.6% 49 – 0
SRH Advisors
4717
SRH Advisors
Kansas
USD 180 M +USD 103 M +135% 6.64% 55.7% 326 8.9% 5.2
SAM
4718
Security Asset Management
New York
USD 180 M +USD 13.5 M +8% 8.89% 67.4% 76 7.89% 5.1
TriaGen Wealth Management
4719
TriaGen Wealth Management
California
USD 180 M -USD 1.05 M -0.6% 9.15% 132% 188 27.66% 1.2
CWM
4720
CCG Wealth Management
California
USD 180 M +USD 16.2 M +10% 7.51% 82.6% 105 12.38% 2
Lexington Partners
4721
Lexington Partners
New York
USD 180 M -USD 2.84 M -2% 1.04% 1.27% 7 14.29% 1.8
Unio Capital
4722
Unio Capital
New Jersey
USD 180 M +USD 14.4 M +9% 12.1% 97.8% 52 32.69% 2.9
Beech Hill Advisors
4723
Beech Hill Advisors
New York
USD 180 M +USD 5.38 M +3% 9.96% 105% 85 4.71% 4.1
Sonata Capital Group
4724
Sonata Capital Group
Washington
USD 180 M -USD 1.59 M -0.9% 6.07% 66.5% 112 10.71% 5.5
Foundry Group Next
4725
Foundry Group Next
Colorado
USD 180 M – – 4.11% – 4 – 0