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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)
Midwest Heritage Bank
4826
Midwest Heritage Bank
Iowa
USD 353 M +USD 41.1 M +13% 11.1% 52.2% 54 7.41% 3
AXS Investments
4827
AXS Investments
New York
USD 353 M +USD 105 M +42% 31.3% 107% 209 17.22% 2
JVL Associates
4828
JVL Associates
Michigan
USD 352 M +USD 54.2 M +18% 17.7% 81% 81 24.69% 3.5
FP
4829
FFG Partners
Florida
USD 352 M +USD 100 M +39% 49.2% 277% 51 47.06% 0.9
Seven Post Investment Office
4830
Seven Post Investment Office
California
USD 352 M +USD 42.7 M +14% 9.58% 44.4% 42 14.29% 4
Keeler & Nadler Financial Planning & Wealth Management
4831
Keeler & Nadler Financial Planning & Wealth Management
Ohio
USD 352 M +USD 57.5 M +20% 15% 72.1% 87 8.05% 2.6
Centerpoint Advisors
4832
Centerpoint Advisors
Massachusetts
USD 352 M +USD 44.9 M +15% 16.3% 74.2% 443 10.61% 4.1
Sunpointe
4833
Sunpointe
Missouri
USD 352 M +USD 46.7 M +15% 20.1% 122% 307 21.82% 1.4
Financial Life Advisors
4834
Financial Life Advisors
Texas
USD 352 M +USD 30.7 M +10% 10.3% 47% 62 19.35% 3
SIM
4835
SW Investment Management
Colorado
USD 352 M -USD 99.1 M -22% 0.78% 143% 8 37.5% 2.8
PIP
4836
Palisades Investment Partners
California
USD 352 M +USD 96.5 M +38% 46.9% – 59 23.73% 1.3
Colonial River Investments
4837
Colonial River Investments
Virginia
USD 352 M +USD 72.3 M +26% 28.5% 156% 268 21.64% 2
Everpar Advisors
4838
Everpar Advisors
Oklahoma
USD 352 M +USD 61.1 M +21% 22.5% – 326 20.86% 1.5
KHCM
4839
Kirtland Hills Capital Management
Ohio
USD 351 M +USD 36.5 M +12% 20.6% – 167 7.19% 1.5
GBFG
4840
Gerald Baker Financial Group
Texas
USD 351 M +USD 35.7 M +11% 11.3% – 127 11.02% 0.2
Whitegate Investment Counselors
4841
Whitegate Investment Counselors
New Hampshire
USD 351 M +USD 36.7 M +12% 10.4% 51% 78 15.38% 5.8
LifeGuide Financial Advisors
4842
LifeGuide Financial Advisors
Pennsylvania
USD 351 M +USD 38.4 M +12% 7.88% 35.4% 51 17.65% 2.5
Tree Line Advisors
4843
Tree Line Advisors
Hong Kong
USD 351 M +USD 119 M +51% 94% 670% 3 0% 2.2
Spectrum Wealth Advisory Group
4844
Spectrum Wealth Advisory Group
California
USD 351 M +USD 82.2 M +31% 15.5% 76.1% 543 89.32% 0.3
Beacon Bridge Wealth Partners
4845
Beacon Bridge Wealth Partners
Pennsylvania
USD 351 M +USD 52.3 M +17% 12.7% 52% 113 17.7% 2.1
Yakira Capital Management
4846
Yakira Capital Management
Connecticut
USD 351 M +USD 9.29 M +3% 2.32% 74.1% 262 48.09% 0.8
PAM
4847
Pegasus Asset Management
New York
USD 351 M +USD 38.2 M +12% 14.2% 101% 77 15.58% 4.9
AFP
4848
Advus Financial Partners
Florida
USD 351 M +USD 86.9 M +33% 11.2% 56.5% 147 56.46% 1.3
StrongBox Wealth
4849
StrongBox Wealth
Missouri
USD 351 M +USD 38.4 M +12% 9.31% 63.9% 267 64.04% 1.3
FCM
4850
Fieldview Capital Management
Michigan
USD 351 M +USD 8.13 M +2% 14.3% – 748 69.65% 0.2