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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)
GPM Growth Investors
4876
GPM Growth Investors
Michigan
USD 212 M +USD 20.9 M +11% 11.9% – 39 7.69% 2.6
Ruedi Wealth Management
4877
Ruedi Wealth Management
Illinois
USD 212 M +USD 37.4 M +21% 9.68% 44.9% 251 13.94% 0.8
EVM
4878
Evelyn V. Moreno
USD 212 M -USD 247 M -54% 11.8% 39.4% 153 16.34% 3.3
Channel Wealth
4879
Channel Wealth
California
USD 212 M +USD 33.3 M +19% 9.64% 68.1% 205 29.27% 0.6
Keystone Financial Services (Colorado)
4880
Keystone Financial Services (Colorado)
Colorado
USD 212 M +USD 22.7 M +12% 9.65% 66% 83 14.46% 1.4
BNC Wealth Management
4881
BNC Wealth Management
Oregon
USD 212 M +USD 25.2 M +14% 12.5% 204% 110 23.64% 2
Silverleafe Capital Partners
4882
Silverleafe Capital Partners
Tennessee
USD 212 M +USD 15.9 M +8% 8.55% 87.7% 59 22.03% 2.7
Vishria Bird Financial Group
4883
Vishria Bird Financial Group
Tennessee
USD 212 M +USD 35.1 M +20% 9.08% 74.3% 61 13.11% 2.9
EAM
4884
Eukles Asset Management
Ohio
USD 212 M +USD 22.1 M +12% 12.8% 87.9% 264 12.88% 3.4
LSP Investment Advisors
4885
LSP Investment Advisors
New York
USD 211 M +USD 8.5 M +4% 9.76% 79.5% 26 11.54% 2
Alaethes Wealth
4886
Alaethes Wealth
Nevada
USD 211 M +USD 28.7 M +16% 11.5% 96.4% 118 11.86% 1.8
TIFF Advisory Services
4887
TIFF Advisory Services
Pennsylvania
USD 211 M +USD 90.2 M +75% 9.54% 86.3% 28 39.29% 1
Lloyd Advisory Services
4888
Lloyd Advisory Services
Georgia
USD 211 M -USD 92.9 M -31% 7.78% 51.1% 350 87.71% 0.3
TPWM
4889
Twelve Points Wealth Management
Massachusetts
USD 211 M +USD 10 M +5% 8.11% 56.8% 175 9.14% 1.7
Wolf Group Capital Advisors
4890
Wolf Group Capital Advisors
Virginia
USD 211 M -USD 565 k -0.3% 9.83% 28.2% 110 10.91% 3.2
Rede Wealth
4891
Rede Wealth
Virginia
USD 211 M +USD 11.3 M +6% 6.04% 84.4% 91 12.09% 2.1
Iyo Bank
4892
Iyo Bank
Japan
USD 211 M +USD 27.1 M +15% 14.1% 125% 32 9.38% 1.7
Sachetta
4893
Sachetta
Massachusetts
USD 211 M – – 10.5% – 1,150 – 0
Meros Investment Management
4894
Meros Investment Management
Texas
USD 211 M +USD 27.1 M +15% 15.1% 102% 44 22.73% 1.3
FSA Wealth Management
4895
FSA Wealth Management
Massachusetts
USD 211 M +USD 32 M +18% 11.1% – 615 92.36% 0.2
G&S Capital
4896
G&S Capital
Colorado
USD 211 M +USD 14.4 M +7% 8.85% 85.6% 127 19.69% 2.2
Topel & Distasi Wealth Management
4897
Topel & Distasi Wealth Management
California
USD 211 M +USD 19.8 M +10% 9.55% 43.6% 74 8.11% 1.6
Santori & Peters Inc
4898
Santori & Peters Inc
Pennsylvania
USD 210 M +USD 24.3 M +13% 13.6% 103% 59 6.78% 3.3
GBI
4899
GP Brinson Investments
Illinois
USD 210 M +USD 79.4 M +61% 8.87% 51.2% 16 12.5% 2.3
Biltmore Wealth Management
4900
Biltmore Wealth Management
Arizona
USD 210 M +USD 3.09 M +1% 8.67% 59.8% 53 1.89% 3.3