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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)
Old Point Trust & Financial Services N A
4826
Old Point Trust & Financial Services N A
Virginia
USD 311 M -USD 9.35 M -3% 3.87% 87.3% 330 4.85% 3.4
Tradewinds LLC
4827
Tradewinds LLC
North Carolina
USD 311 M -USD 108 M -26% 0.68% – 232 41.81% 0.6
Boothe Investment Group
4828
Boothe Investment Group
Delaware
USD 311 M +USD 31.3 M +11% 0.99% 75.6% 41 14.63% 2.1
IronBridge Private Wealth
4829
IronBridge Private Wealth
Texas
USD 310 M -USD 5.91 M -2% 0.79% 143% 58 43.1% 1.9
Redwood Grove Capital
4830
Redwood Grove Capital
California
USD 310 M -USD 40.9 M -12% 4.88% 79.8% 24 16.67% 2.5
HealthInvest Partners
4831
HealthInvest Partners
Sweden
USD 310 M -USD 3.76 M -1% 0.04% – 43 18.6% 1.7
CCM
4832
Consolidated Capital Management
California
USD 310 M -USD 20.9 M -6% 1.47% 166% 93 35.48% 2.2
IR
4833
IAT Reinsurance
New York
USD 310 M -USD 31.9 M -9% 2.32% 60.2% 75 16% 4.4
Seven Post Investment Office
4834
Seven Post Investment Office
California
USD 310 M +USD 29.8 M +11% 0.37% 44.4% 38 7.89% 4.4
TSA Wealth Management
4835
TSA Wealth Management
Texas
USD 309 M +USD 7.49 M +2% 1.38% 62.4% 109 22.02% 1.3
PH
4836
Pinnacle Holdings
Oklahoma
USD 309 M +USD 13.3 M +4% 5.62% 79.6% 265 18.87% 5.1
Cloverfields Capital Group
4837
Cloverfields Capital Group
Minnesota
USD 309 M -USD 13.6 M -4% 0.14% 101% 100 19% 2.5
Advisor Resource Council
4838
Advisor Resource Council
Texas
USD 309 M +USD 27.7 M +10% 0.16% 84.8% 268 22.01% 0.5
Pines Wealth Management
4839
Pines Wealth Management
North Carolina
USD 309 M -USD 694 k -0.2% 0.48% – 234 11.54% 1.1
Alteri Wealth
4840
Alteri Wealth
California
USD 309 M +USD 79.8 k +0% 0.24% – 312 14.74% 1
Financial Insights
4841
Financial Insights
Washington
USD 309 M +USD 10.2 M +3% 1.62% 82.1% 136 10.29% 3.4
Castle Wealth Management
4842
Castle Wealth Management
Florida
USD 309 M +USD 6.69 M +2% 0.15% 53.6% 136 6.62% 2.7
Bell & Brown Wealth Advisors
4843
Bell & Brown Wealth Advisors
California
USD 308 M -USD 2.43 M -0.8% 2.75% 125% 72 6.94% 6.1
General Electric
4844
General Electric
Ohio
USD 308 M -USD 347 M -53% 46.5% 23.2% 2 0% 1.9
Elite Wealth Management
4845
Elite Wealth Management
Washington
USD 308 M -USD 59.2 M -16% 8.64% 182% 63 38.1% 2.8
Alfreton Capital
4846
Alfreton Capital
United Kingdom
USD 308 M +USD 70.4 M +30% 16.5% 22.2% 5 20% 1.4
Pecaut & Co
4847
Pecaut & Co
Iowa
USD 308 M -USD 1.98 M -0.6% 2.99% 62.8% 73 13.7% 4.9
Alta Wealth Advisors
4848
Alta Wealth Advisors
Massachusetts
USD 308 M +USD 8.69 M +3% 1.75% 120% 187 25.13% 2.2
First United Bank & Trust
4849
First United Bank & Trust
Maryland
USD 308 M -USD 5.41 M -2% 0.21% 78% 414 9.42% 3.9
Islander Capital Partners
4850
Islander Capital Partners
California
USD 308 M +USD 86 M +39% 16.8% – 18 27.78% 0.2