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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)
GWM
4951
Gray Wealth Management
Maine
USD 224 M +USD 18.5 M +9% 8.05% 22.1% 139 9.35% 2.7
Tiller Private Wealth
4952
Tiller Private Wealth
Pennsylvania
USD 224 M +USD 24.3 M +12% 5.52% 60.2% 48 10.42% 3.5
Fielder Capital Group
4953
Fielder Capital Group
Tennessee
USD 224 M +USD 58.3 M +35% 15.9% – 180 23.33% 0.2
Stonebridge Capital Management
4954
Stonebridge Capital Management
California
USD 224 M +USD 18.7 M +9% 10.1% – 85 11.76% 7.8
Access Financial Services
4955
Access Financial Services
Minnesota
USD 224 M +USD 29.6 M +15% 6.72% 44.8% 103 22.33% 3.4
XC
4956
XY Capital
Hong Kong
USD 224 M +USD 52.5 M +31% 4.8% 52.8% 101 42.57% 0.4
Tiemann Investment Advisors
4957
Tiemann Investment Advisors
California
USD 224 M +USD 17.7 M +9% 8.77% 77% 203 11.33% 6.2
Meros Investment Management
4958
Meros Investment Management
Texas
USD 224 M +USD 12.9 M +6% 6.17% 102% 45 17.78% 1.4
Bank OZK
4959
Bank OZK
Arkansas
USD 223 M +USD 18.6 M +9% 11.7% 112% 152 5.92% 5.5
SA
4960
Skyline Advisors
Washington
USD 223 M +USD 13.9 M +7% 6.21% 52% 83 7.23% 0.2
Palumbo Wealth Management
4961
Palumbo Wealth Management
New York
USD 223 M +USD 27.7 M +14% 8.08% 115% 145 18.62% 1.7
Running Point Capital Advisors
4962
Running Point Capital Advisors
California
USD 223 M +USD 18.4 M +9% 5.61% 52.1% 171 22.22% 2.1
Houlihan Financial Resource Group
4963
Houlihan Financial Resource Group
Virginia
USD 223 M +USD 16.7 M +8% 6.08% 50.6% 103 3.88% 1.9
Sara-Bay Financial
4964
Sara-Bay Financial
Florida
USD 223 M +USD 17.9 M +9% 19.3% 233% 80 6.25% 2.6
Greenstone Partners & Co
4965
Greenstone Partners & Co
California
USD 223 M +USD 43.8 M +24% 27.8% 527% 9 0% 2.6
Aragon Global Management
4966
Aragon Global Management
Florida
USD 223 M +USD 46.4 M +26% 18.9% – 19 21.05% 0.2
Equita Financial Network
4967
Equita Financial Network
Pennsylvania
USD 223 M +USD 35 M +19% 4.76% 50.5% 72 16.67% 0.4
Client 1st Advisory Group
4968
Client 1st Advisory Group
Florida
USD 223 M +USD 16.6 M +8% 6.49% 64.5% 110 6.36% 2.3
Lansing Street Advisors
4969
Lansing Street Advisors
Pennsylvania
USD 223 M +USD 31.6 M +17% 8.14% – 102 24.51% 1.3
EWA LLC
4970
EWA LLC
Pennsylvania
USD 223 M +USD 17.5 M +9% 11.6% 102% 168 27.38% 0.6
Highview Capital Management
4971
Highview Capital Management
Illinois
USD 222 M +USD 34.6 M +18% 10.4% 123% 120 20.83% 1.4
Mirabaud Asset Management (France)
4972
Mirabaud Asset Management (France)
France
USD 222 M -USD 41.3 M -16% 0% – 23 0% 0.2
Trinity Financial Advisors
4973
Trinity Financial Advisors
Ohio
USD 222 M +USD 17.3 M +8% 10.3% 74.5% 78 10.26% 1.5
Eagle Capital Management (Louisiana)
4974
Eagle Capital Management (Louisiana)
Louisiana
USD 222 M +USD 16.9 M +8% 8.11% 103% 41 19.51% 4.3
SWMG LLC
4975
SWMG LLC
Texas
USD 222 M +USD 12.3 M +6% 6.91% 68.7% 109 22.02% 1.5