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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)
Sweeney & Michel
4801
Sweeney & Michel
California
USD 194 M +USD 6.5 M +3% 5.11% – 104 4.81% 0.2
Joule Financial
4802
Joule Financial
Kentucky
USD 194 M +USD 7.79 M +4% 2.87% 55.5% 111 18.92% 0.8
Carmel Capital Partners
4803
Carmel Capital Partners
California
USD 194 M +USD 24.9 M +15% 7.46% 65.1% 485 15.46% 0.5
Highland Financial Advisors
4804
Highland Financial Advisors
New Jersey
USD 194 M +USD 9.8 M +5% 4.65% 70% 46 8.7% 0.8
7G Capital Management
4805
7G Capital Management
New York
USD 194 M +USD 25.1 M +15% 13% 137% 9 0% 1.3
Investors Asset Management of Georgia
4806
Investors Asset Management of Georgia
Georgia
USD 194 M +USD 6.58 M +4% 6.17% 118% 172 4.07% 5.8
Exeter Financial
4807
Exeter Financial
Arizona
USD 194 M -USD 5.8 M -3% 2.26% 59.1% 88 0% 4.2
Jacobsen Capital Management
4808
Jacobsen Capital Management
Utah
USD 194 M +USD 7.21 M +4% 6.18% 97.3% 78 19.23% 1.8
GoalVest Advisory
4809
GoalVest Advisory
New York
USD 194 M +USD 23.1 M +14% 6.62% 94.8% 421 53.44% 1
Narus Financial Partners
4810
Narus Financial Partners
Utah
USD 194 M +USD 9.08 M +5% 5.09% 85.3% 126 16.67% 2.9
Bill Few Associates
4811
Bill Few Associates
Pennsylvania
USD 193 M +USD 13.5 M +8% 7.15% 91.5% 139 8.63% 1.2
Sonata Capital Group
4812
Sonata Capital Group
Washington
USD 193 M +USD 8.6 M +5% 6.39% 66.5% 106 4.72% 5.8
OPL
4813
Orland Properties Ltd
British Virgin Islands
USD 193 M +USD 2.91 M +2% 10% 77.6% 14 14.29% 0.9
PFA
4814
Professional Financial Advisors
Nebraska
USD 193 M +USD 24.1 M +14% 6.98% 59.2% 86 41.86% 2
BWM
4815
Brown Wealth Management
Illinois
USD 193 M – – 2.95% 51.2% 93 – 0
CVS Health
4816
CVS Health
Rhode Island
USD 193 M +USD 25.4 M +15% 3.03% 48.7% 9 0% 0.9
360 Financial
4817
360 Financial
Minnesota
USD 193 M +USD 3.89 M +2% 6.51% 82.5% 92 9.78% 2.3
Abundance Wealth Counselors
4818
Abundance Wealth Counselors
Pennsylvania
USD 193 M -USD 202 M -51% 22.2% 107% 147 57.82% 1.9
ABLE Financial Group
4819
ABLE Financial Group
Arizona
USD 193 M +USD 39.9 M +26% 4.26% 64.2% 151 21.19% 0.2
Seaside Wealth Management
4820
Seaside Wealth Management
California
USD 193 M +USD 28.6 M +17% 3.77% 53.4% 54 22.22% 0.8
Valley Financial Management
4821
Valley Financial Management
New York
USD 193 M +USD 31.4 M +19% 4.49% – 52 30.77% 0.5
SL
4822
SOF Ltd
Cayman Islands
USD 193 M +USD 22.4 M +13% 13.1% 42.3% 1 0% 6.5
Iyo Bank
4823
Iyo Bank
Japan
USD 193 M +USD 22 M +13% 12.9% 125% 30 3.33% 1.3
Armor Advisors
4824
Armor Advisors
New York
USD 193 M +USD 5.54 M +3% 4.24% 78.5% 16 25% 0.9
Nixon Capital
4825
Nixon Capital
Texas
USD 193 M +USD 22.8 M +13% 10.7% 118% 24 12.5% 1.3