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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)
SAMT
4751
Select Asset Management & Trust
Pennsylvania
USD 320 M -USD 1.29 M -0.4% 0.92% 68.4% 80 8.75% 4.2
Fortress Private Ledger
4752
Fortress Private Ledger
North Carolina
USD 320 M +USD 16.4 M +5% 1.59% – 266 23.31% 0.8
Quaker Wealth Management
4753
Quaker Wealth Management
New Jersey
USD 320 M +USD 4.49 M +1% 1.6% – 1,053 15.67% 0.6
Stephens Greth Foundation
4754
Stephens Greth Foundation
Texas
USD 320 M +USD 146 M +84% 3.12% – 4 0% 0.3
Hazlett, Burt & Watson
4755
Hazlett, Burt & Watson
West Virginia
USD 320 M +USD 6.67 M +2% 0.6% 108% 969 8.77% 2.5
Eaton-Cambridge
4756
Eaton-Cambridge
Arizona
USD 320 M +USD 14.8 M +5% 0.4% – 56 19.64% 1.3
Paragon Private Wealth Management
4757
Paragon Private Wealth Management
Kentucky
USD 320 M -USD 6.21 M -2% 2.27% 104% 227 7.05% 2.2
Oxler Private Wealth
4758
Oxler Private Wealth
New York
USD 319 M -USD 25.9 M -8% 6.32% 119% 92 2.17% 3.8
FSB Premier Wealth Management
4759
FSB Premier Wealth Management
Iowa
USD 319 M +USD 4.01 M +1% 0.02% 53.9% 256 9.38% 2.9
Sagewood Asset Management
4760
Sagewood Asset Management
New York
USD 319 M +USD 37.6 M +13% 0.32% – 381 42.26% 0.2
BCR Wealth Strategies
4761
BCR Wealth Strategies
Alabama
USD 319 M +USD 17.5 M +6% 0.33% 45.1% 39 12.82% 2.3
SA
4762
SAM Advisors
California
USD 319 M +USD 2.97 M +0.9% 2.07% 57.5% 48 10.42% 2.4
Jeppson Wealth Management
4763
Jeppson Wealth Management
California
USD 319 M +USD 3.15 M +1% 3.52% 107% 245 12.24% 3.5
Storen Legacy Partners
4764
Storen Legacy Partners
Indiana
USD 319 M +USD 223 k +0.1% 2.18% – 108 34.26% 0.2
Acima Private Wealth
4765
Acima Private Wealth
Virginia
USD 319 M -USD 3.6 M -1% 0.39% 51.1% 180 3.89% 5.9
SFCM
4766
Seven Fleet Capital Management
California
USD 318 M +USD 170 M +115% 21.7% – 144 61.11% 0.1
Hi-Line Capital Management
4767
Hi-Line Capital Management
South Dakota
USD 318 M +USD 17.7 M +6% 2.37% 57.5% 41 31.71% 1.9
Equita Financial Network
4768
Equita Financial Network
Pennsylvania
USD 318 M -USD 13.8 M -4% 0.03% 50.5% 102 21.57% 1.7
PFW Advisors
4769
PFW Advisors
Georgia
USD 318 M -USD 13.2 M -4% 0.23% – 131 17.56% 4.9
Auour Investments
4770
Auour Investments
Massachusetts
USD 318 M +USD 3.63 M +1% 0.57% 39.2% 94 8.51% 2.1
Carlson Capital
4771
Carlson Capital
Texas
USD 318 M +USD 35.8 M +13% 1.37% 67.9% 103 62.14% 0.4
Robinswood Financial
4772
Robinswood Financial
Washington
USD 318 M +USD 5.22 M +2% 0.13% 43.2% 447 12.98% 1.8
Ascension Capital Advisors
4773
Ascension Capital Advisors
Texas
USD 318 M +USD 26.3 M +9% 2.65% 59.3% 86 52.33% 1.6
Wright Investors Service
4774
Wright Investors Service
Connecticut
USD 318 M -USD 15.4 M -5% 0.26% 161% 165 21.21% 4.4
Genesis Private Wealth
4775
Genesis Private Wealth
Virginia
USD 318 M -USD 4.56 M -1% 0.24% – 198 17.17% 0.8