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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)
Concentrum Wealth Management
4776
Concentrum Wealth Management
California
USD 257 M +USD 19.2 M +8% 6.76% 174% 74 6.76% 2.8
MTM Investment Management
4777
MTM Investment Management
South Carolina
USD 257 M +USD 12.9 M +5% 7.16% 87.7% 277 6.86% 2.9
Global Financial Private Client
4778
Global Financial Private Client
Florida
USD 257 M +USD 17.4 M +7% 7.36% 100% 828 20.05% 2.9
Centennial Wealth Advisory
4779
Centennial Wealth Advisory
Michigan
USD 257 M +USD 25.7 M +11% 5.46% 63% 167 27.54% 1.6
Segra Capital Management
4780
Segra Capital Management
Florida
USD 256 M +USD 130 M +103% 0.18% 19% 10 60% 0.9
Miller Equity Capital Advisors
4781
Miller Equity Capital Advisors
Texas
USD 256 M +USD 15.8 M +7% 7.61% 23.7% 56 1.79% 3.8
United Community Bank
4782
United Community Bank
South Carolina
USD 256 M +USD 8.65 M +3% 8.56% 72.7% 393 9.41% 1.7
PH
4783
Pinnacle Holdings
Oklahoma
USD 256 M +USD 10.1 M +4% 7.84% 79.6% 259 18.92% 4.6
Sand Grove Capital Management
4784
Sand Grove Capital Management
United Kingdom
USD 256 M -USD 86 M -25% 12.4% 410% 28 75% 0.4
True Wealth Design
4785
True Wealth Design
Ohio
USD 256 M -USD 149 M -37% 5.16% 57% 1,325 45.06% 0.9
Selway Asset Management
4786
Selway Asset Management
USD 256 M +USD 10.6 M +4% 5.9% 36.5% 82 14.63% 5.4
Red Lighthouse Investment Management
4787
Red Lighthouse Investment Management
New York
USD 256 M +USD 17.1 M +7% 6.7% 63.4% 106 3.77% 1.5
Bell & Brown Wealth Advisors
4788
Bell & Brown Wealth Advisors
California
USD 256 M -USD 19.9 M -7% 5.45% 125% 73 8.22% 5
Investment Management Associates
4789
Investment Management Associates
Colorado
USD 256 M -USD 35.5 M -12% 7.45% 50.4% 40 27.5% 2.2
Enzi Wealth
4790
Enzi Wealth
Texas
USD 256 M +USD 28.5 M +13% 6.03% 77% 72 13.89% 1.3
Summit Rock Advisors
4791
Summit Rock Advisors
New York
USD 256 M -USD 67.8 M -21% 5.12% – 8 37.5% 0.6
AP
4792
Arlington Partners
Alabama
USD 256 M +USD 54.2 M +27% 12% 46.4% 59 3.39% 2.4
MCF
4793
MKA Charitable Fund
California
USD 256 M -USD 5.13 M -2% 16.4% 17.1% 1 0% 0.8
Retirement Capital Strategies
4794
Retirement Capital Strategies
California
USD 256 M +USD 6.17 M +2% 6.12% 59% 84 44.05% 2.3
Brand Asset Management Group
4795
Brand Asset Management Group
Missouri
USD 255 M +USD 18.7 M +8% 7.34% 70.2% 92 16.3% 4.4
Hixon Zuercher
4796
Hixon Zuercher
Ohio
USD 255 M +USD 18 M +8% 7.38% 101% 76 15.79% 2.8
Pinnacle Financial Group
4797
Pinnacle Financial Group
Illinois
USD 255 M +USD 21.3 M +9% 7.65% 59.1% 84 19.05% 1.8
RL
4798
Rogco LP
Oklahoma
USD 255 M +USD 10 M +4% 6.4% 53.3% 248 6.45% 0.9
SMART Wealth
4799
SMART Wealth
Nebraska
USD 255 M +USD 7.92 M +3% 5.44% 77.7% 166 40.36% 0.7
Westwood Wealth Management
4800
Westwood Wealth Management
California
USD 255 M -USD 13.2 M -5% 0.93% 495% 44 9.09% 1.8