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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)
Triton Wealth Management
4926
Triton Wealth Management
Arizona
USD 175 M +USD 27.8 M +19% 11.1% – 131 29.01% 0.7
Oxinas Partners Wealth Management
4927
Oxinas Partners Wealth Management
Indiana
USD 175 M +USD 17.5 M +11% 5.55% 91.4% 171 28.65% 0.4
Madison Wealth Partners
4928
Madison Wealth Partners
Wisconsin
USD 175 M +USD 32.5 M +23% 6.22% 66.9% 74 29.73% 0.4
Sequent Asset Management
4929
Sequent Asset Management
Texas
USD 174 M +USD 12.5 M +8% 4.48% 51.3% 73 15.07% 2.7
StrongBox Wealth
4930
StrongBox Wealth
Missouri
USD 174 M +USD 13.1 M +8% 6.46% 57.8% 106 16.98% 0.9
Monterey Private Wealth
4931
Monterey Private Wealth
California
USD 174 M -USD 7.46 M -4% 6.65% 29.8% 102 8.82% 1.1
Beddow Capital Management
4932
Beddow Capital Management
Wyoming
USD 174 M +USD 16.8 M +11% 5.57% 50.7% 60 13.33% 3.9
AMC
4933
Asset Management Corp
Illinois
USD 174 M -USD 59.1 M -25% 6.32% 57.1% 210 28.1% 0.9
Shelter Insurance Retirement Plan
4934
Shelter Insurance Retirement Plan
Missouri
USD 174 M -USD 21.6 M -11% 6.33% 60.5% 11 54.55% 0.7
Bordeaux Wealth Advisors
4935
Bordeaux Wealth Advisors
California
USD 174 M +USD 29.9 M +21% 6.84% 141% 70 12.86% 0.4
Juncture Wealth Strategies
4936
Juncture Wealth Strategies
Arizona
USD 174 M +USD 15 M +9% 6.89% 76.5% 125 30.4% 2.5
Yorktown Energy Partners VIII
4937
Yorktown Energy Partners VIII
New York
USD 174 M +USD 49.6 M +40% 41.2% 15.2% 2 0% 4.8
Levy Wealth Management Group
4938
Levy Wealth Management Group
Pennsylvania
USD 174 M +USD 21.8 M +14% 7.21% 21.1% 73 13.7% 0.4
GWM
4939
Gray Wealth Management
Maine
USD 174 M +USD 16 M +10% 6.17% 22.1% 119 9.24% 1
Ironwood Wealth Management (Arizona)
4940
Ironwood Wealth Management (Arizona)
Arizona
USD 173 M +USD 17.5 M +11% 4.21% 34.2% 53 11.32% 2.6
AJU IB Investment Company
4941
AJU IB Investment Company
South Korea
USD 173 M -USD 91.7 M -35% 4.17% – 11 0% 0.5
General Equity Holdings
4942
General Equity Holdings
New York
USD 173 M +USD 5.05 M +3% 10.8% 775% 14 35.71% 0.6
Asia Research & Capital Management
4943
Asia Research & Capital Management
Hong Kong
USD 173 M – – 14.1% – 5 – 0
Fortis Advisors
4944
Fortis Advisors
Pennsylvania
USD 173 M +USD 32.4 M +23% 6.06% 72.8% 287 25.44% 1.6
Newport Wealth Strategies
4945
Newport Wealth Strategies
California
USD 173 M +USD 11.9 M +7% 7.17% 51.5% 115 6.09% 1.9
APSI
4946
Asset Planning Services Inc
Louisiana
USD 173 M +USD 7.44 M +4% 5.42% 138% 41 4.88% 2.9
Resource Planning Group
4947
Resource Planning Group
Georgia
USD 173 M +USD 20.2 M +13% 4.02% 1.9% 88 29.55% 1.5
Exeter Financial
4948
Exeter Financial
Arizona
USD 172 M +USD 13.9 M +9% 5.73% 59.1% 82 4.88% 2.8
EVR Research
4949
EVR Research
Virginia
USD 172 M +USD 40.7 M +31% 9.96% 165% 34 44.12% 0.3
Fermata Advisors
4950
Fermata Advisors
California
USD 172 M +USD 53.2 M +45% 5.61% 58.3% 155 56.13% 0.1