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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)
Fi3 Financial Advisors
4751
Fi3 Financial Advisors
Indiana
USD 327 M +USD 31.2 M +11% 5.66% 83.1% 201 25.37% 1.6
JCIC Asset Management
4752
JCIC Asset Management
Ontario, Canada
USD 327 M +USD 7.1 M +2% 6.44% – 116 6.03% 4.3
Somerset Trust
4753
Somerset Trust
Pennsylvania
USD 327 M +USD 2.97 M +0.9% 2.06% 80.5% 186 6.45% 5.4
Reston Wealth Management
4754
Reston Wealth Management
Virginia
USD 327 M +USD 17.1 M +6% 2.59% 66.4% 65 20% 3.5
American Financial Group Inc 401(K) Retirement & Savings Plan
4755
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 327 M -USD 24 M -7% 6.2% 17.8% 1 0% 12.5
EdenTree Asset Management
4756
EdenTree Asset Management
United Kingdom
USD 326 M -USD 88.8 M -21% 4.82% 50.2% 63 1.59% 2.1
Pine Harbor Wealth Management
4757
Pine Harbor Wealth Management
Maryland
USD 326 M +USD 14.6 M +5% 1.9% – 112 8.93% 1.5
Uniting Wealth Partners
4758
Uniting Wealth Partners
Kansas
USD 326 M -USD 97.5 M -23% 4.51% – 210 32.38% 0.6
Anchyra Partners
4759
Anchyra Partners
Georgia
USD 326 M – – 3.05% – 259 – 0
Veery Capital
4760
Veery Capital
Delaware
USD 326 M +USD 9.07 M +3% 2.19% 63.4% 99 10.1% 3.1
Paragon Private Wealth Management
4761
Paragon Private Wealth Management
Kentucky
USD 326 M +USD 20.6 M +7% 2.44% 104% 227 8.81% 2
HTG Investment Advisors
4762
HTG Investment Advisors
Connecticut
USD 325 M +USD 28.2 M +10% 2.34% 57.4% 77 3.9% 2.2
FNWM
4763
Financial Network Wealth Management
Utah
USD 325 M +USD 1.31 M +0.4% 1.52% – 119 5.88% 2.3
Knox Lane
4764
Knox Lane
California
USD 325 M – – 15.8% – 1 – 0
CIA
4765
Cape Investment Advisory
Georgia
USD 325 M +USD 223 M +220% 2.28% 72.5% 1,342 39.49% 1.2
Centerpoint Advisors
4766
Centerpoint Advisors
Massachusetts
USD 325 M +USD 2.75 M +0.9% 3.25% 82.6% 485 18.14% 3.9
Tilson Financial Group
4767
Tilson Financial Group
New Jersey
USD 325 M +USD 20.7 M +7% 1.71% 39.3% 83 7.23% 1.6
Ferguson Shapiro
4768
Ferguson Shapiro
Georgia
USD 325 M +USD 16.1 M +5% 0.91% 42.7% 93 33.33% 1.3
PAM
4769
Pegasus Asset Management
New York
USD 325 M +USD 13.2 M +4% 4.22% 101% 72 9.72% 5.2
Stiles Financial Services
4770
Stiles Financial Services
Minnesota
USD 325 M +USD 7.68 M +2% 4.18% 144% 179 5.59% 2.9
Essential Partners
4771
Essential Partners
California
USD 325 M +USD 21.6 M +7% 6.42% – 2,947 15.44% 0.4
Myriad Asset Management Advisors
4772
Myriad Asset Management Advisors
Florida
USD 325 M – – 5.66% – 48 – 0
CM
4773
Cosmic Management
California
USD 325 M – – 16.6% – 4 – 0
Baron Wealth Management
4774
Baron Wealth Management
Michigan
USD 325 M +USD 22.2 M +7% 4.12% 88.6% 286 22.73% 1.5
Financial Life Advisors
4775
Financial Life Advisors
Texas
USD 324 M +USD 13 M +4% 1.47% 47% 53 11.32% 3.3