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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)
Castle Wealth Management
4876
Castle Wealth Management
Florida
USD 296 M +USD 20.9 M +8% 6.55% 53.6% 133 11.28% 2.3
Tranquility Partners
4877
Tranquility Partners
Tennessee
USD 296 M +USD 16.2 M +6% 7.42% 77.3% 242 12.4% 3.6
Team Hewins
4878
Team Hewins
California
USD 296 M +USD 18.8 M +7% 7.57% 60.5% 39 12.82% 1.5
Gen-Wealth Partners
4879
Gen-Wealth Partners
Michigan
USD 296 M +USD 36.9 M +14% 5.87% – 719 15.99% 1.2
Equita Financial Network
4880
Equita Financial Network
Pennsylvania
USD 296 M +USD 44.5 M +18% 5.61% 50.5% 91 10.99% 1.3
Fi3 Financial Advisors
4881
Fi3 Financial Advisors
Indiana
USD 296 M +USD 18.4 M +7% 9.13% 83.1% 183 21.86% 1.7
Invesco LLC (Illinois)
4882
Invesco LLC (Illinois)
Illinois
USD 296 M +USD 27.6 M +10% 11.4% 122% 136 5.88% 1.8
StrongBox Wealth
4883
StrongBox Wealth
Missouri
USD 296 M +USD 32 M +12% 6.04% 63.9% 92 9.78% 3.3
Alpine Investment Management
4884
Alpine Investment Management
Hong Kong
USD 295 M -USD 36.1 M -11% 18.2% 33.7% 10 70% 0.4
Jacobsen Capital Management
4885
Jacobsen Capital Management
Utah
USD 295 M +USD 23.4 M +9% 8.11% 97.3% 125 10.4% 2.3
ISFAN
4886
Investor's Fiduciary Advisor Network
Washington
USD 295 M +USD 25.9 M +10% 7.13% – 243 12.35% 0.6
Investment Research & Advisory Group
4887
Investment Research & Advisory Group
Georgia
USD 295 M +USD 26.6 M +10% 7.79% 105% 263 11.03% 2.9
Royal Harbor Partners
4888
Royal Harbor Partners
Texas
USD 295 M +USD 21.2 M +8% 5.88% 54.6% 52 9.62% 2.1
DHJJ Financial Advisors
4889
DHJJ Financial Advisors
Illinois
USD 295 M +USD 17.9 M +6% 6.53% 62.5% 1,023 6.35% 1.9
44 Wealth Management
4890
44 Wealth Management
Oregon
USD 295 M +USD 12.3 M +4% 5.52% – 219 22.37% 2.4
PWM
4891
Prosperity Wealth Management
California
USD 295 M +USD 24.8 M +9% 10.7% 175% 292 37.33% 1
EL
4892
EQ LLC
Washington
USD 295 M +USD 37 M +14% 8.11% 72.9% 76 7.89% 2.3
IP
4893
Indigo Partners
Arizona
USD 294 M +USD 76.8 M +35% 37% 2.56% 2 0% 4.3
Sensible Money
4894
Sensible Money
Arizona
USD 294 M +USD 30.4 M +12% 7.87% 69.1% 92 9.78% 2.2
Ping Capital Management
4895
Ping Capital Management
New York
USD 294 M -USD 117 M -28% 12.1% – 80 18.75% 0.9
Commonwealth Retirement Investments
4896
Commonwealth Retirement Investments
Virginia
USD 294 M +USD 31.2 M +12% 8.24% 96.7% 122 11.48% 1.6
Prevatt Capital
4897
Prevatt Capital
Bahamas
USD 294 M +USD 2.66 M +0.9% 4.91% – 11 18.18% 1.7
NWK Group
4898
NWK Group
California
USD 294 M +USD 9.28 M +3% 11.9% 268% 77 24.68% 3.2
TSA Wealth Management
4899
TSA Wealth Management
Texas
USD 294 M +USD 20.2 M +7% 6.57% 62.4% 91 8.79% 1.1
Arch Capital Group
4900
Arch Capital Group
Bermuda
USD 294 M +USD 507 k +0.2% 0.17% 3.08% 4 0% 3.1