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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)
Howard Bailey Securities
4701
Howard Bailey Securities
Indiana
USD 264 M – – 5.3% – 164 – 0
Omega Financial Group
4702
Omega Financial Group
California
USD 264 M +USD 16.8 M +7% 7.65% 47% 86 10.47% 4
Veracity Capital
4703
Veracity Capital
Georgia
USD 264 M +USD 23.7 M +10% 6.68% 149% 217 16.13% 2.6
Beech Hill Advisors
4704
Beech Hill Advisors
New York
USD 264 M +USD 21.5 M +9% 7.78% 105% 104 8.65% 4.4
Vishria Bird Financial Group
4705
Vishria Bird Financial Group
Tennessee
USD 264 M +USD 25.7 M +11% 2.34% 74.3% 82 24.39% 2.7
Bourne Lent Asset Management
4706
Bourne Lent Asset Management
New York
USD 264 M +USD 2.7 M +1% 2.4% 76.1% 63 4.76% 6.5
OneAscent Wealth Management
4707
OneAscent Wealth Management
Alabama
USD 263 M +USD 71.1 M +37% 5.45% 50.6% 185 51.35% 0.7
Socorro Asset Management
4708
Socorro Asset Management
Texas
USD 263 M +USD 6.65 M +3% 5.93% 43.8% 33 6.06% 2.5
Denver PWM
4709
Denver PWM
Colorado
USD 263 M +USD 12.6 M +5% 4.75% 48.6% 241 36.93% 1.3
Heathbridge Capital Management
4710
Heathbridge Capital Management
Ontario, Canada
USD 263 M +USD 27.1 M +12% 12.6% 73.6% 29 3.45% 4.9
One Charles Private Wealth Services
4711
One Charles Private Wealth Services
Massachusetts
USD 263 M +USD 22.7 M +9% 9.04% 99.7% 161 11.8% 2.1
Bishop & Co Investment Management
4712
Bishop & Co Investment Management
Pennsylvania
USD 263 M +USD 97.8 M +59% 7.29% 47.6% 25 8% 5.6
Intergy Private Wealth
4713
Intergy Private Wealth
Colorado
USD 263 M +USD 20.1 M +8% 5.79% 73.8% 89 11.24% 1.7
Morling Financial Advisors
4714
Morling Financial Advisors
California
USD 262 M +USD 33 M +14% 3.77% 97.6% 102 13.73% 1.7
Kelleher Financial Advisors
4715
Kelleher Financial Advisors
New York
USD 262 M +USD 18.9 M +8% 7.46% 80.3% 124 16.13% 4.2
Carlton Hofferkamp & Jenks Wealth Management
4716
Carlton Hofferkamp & Jenks Wealth Management
Texas
USD 262 M +USD 6.76 M +3% 5.95% 63.9% 140 2.14% 5.6
Encompass More Asset Management
4717
Encompass More Asset Management
California
USD 262 M +USD 122 M +87% 4.55% 80.4% 205 53.66% 0.3
Excalibur Management
4718
Excalibur Management
Massachusetts
USD 262 M +USD 17.1 M +7% 8.52% 81.7% 172 8.14% 5.2
PAM
4719
Pegasus Asset Management
New York
USD 262 M +USD 1.14 M +0.4% 6.73% 89% 74 9.46% 4.9
Level Financial Advisors
4720
Level Financial Advisors
New York
USD 262 M +USD 31.3 M +14% 5.84% 44% 76 13.16% 2
Corbyn Investment Management
4721
Corbyn Investment Management
Maryland
USD 262 M +USD 19.6 M +8% 5.61% 71% 66 1.52% 4.6
Calton & Associates
4722
Calton & Associates
Florida
USD 262 M +USD 61.9 M +31% 6.38% 73.9% 282 47.87% 1.2
Transatlantique Private Wealth
4723
Transatlantique Private Wealth
New York
USD 262 M +USD 16.6 M +7% 8.08% 88.6% 229 20.96% 1.5
Joseph Group Capital Management
4724
Joseph Group Capital Management
Ohio
USD 262 M +USD 68.9 M +36% 6.46% 58.4% 82 13.41% 2
Rede Wealth
4725
Rede Wealth
Virginia
USD 261 M +USD 153 M +141% 9.79% 84.4% 104 7.69% 2.5