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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)
Invesco LLC (Illinois)
4951
Invesco LLC (Illinois)
Illinois
USD 268 M +USD 24.6 M +10% 14.3% 122% 137 10.95% 1.6
Granger Management
4952
Granger Management
New York
USD 268 M -USD 9.41 M -3% 9.42% 69.9% 6 16.67% 3.8
Crestview Partners IV
4953
Crestview Partners IV
New York
USD 268 M -USD 42.2 M -14% 12.7% 106% 2 0% 2.9
Long Road Investment Counsel
4954
Long Road Investment Counsel
Michigan
USD 268 M +USD 10.1 M +4% 6.77% 53.8% 82 4.88% 7.7
Brand Asset Management Group
4955
Brand Asset Management Group
Missouri
USD 268 M +USD 28.1 M +12% 11.9% 70.2% 95 9.47% 4.8
David Kennon
4956
David Kennon
Florida
USD 268 M +USD 16.4 M +7% 7.21% 52.4% 37 5.41% 2.1
Wealth Advisors of Iowa
4957
Wealth Advisors of Iowa
Iowa
USD 268 M +USD 34.9 M +15% 6.43% 60.9% 83 20.48% 1.8
Allred Capital Management
4958
Allred Capital Management
Texas
USD 267 M +USD 17.2 M +7% 8.2% 73.5% 166 10.24% 4.8
Enterprise Bank & Trust
4959
Enterprise Bank & Trust
Massachusetts
USD 267 M +USD 8.53 M +3% 10.9% 65.9% 139 9.35% 3.4
Highland Peak Capital
4960
Highland Peak Capital
Connecticut
USD 267 M +USD 131 M +97% 18.6% 260% 18 77.78% 0.2
Timonier Family Office
4961
Timonier Family Office
North Carolina
USD 267 M +USD 41.3 M +18% 6.92% – 55 10.91% 0.5
Wealth Effects
4962
Wealth Effects
Massachusetts
USD 267 M +USD 29.2 M +12% 18.1% 235% 212 9.91% 2.5
Harmony Asset Management
4963
Harmony Asset Management
Arizona
USD 267 M +USD 28.8 M +12% 12.8% 138% 179 15.08% 1.1
Whitefort Capital Management
4964
Whitefort Capital Management
New York
USD 267 M +USD 54.2 M +26% 4.11% 243% 18 22.22% 1.6
Vigilare Wealth Management
4965
Vigilare Wealth Management
Arizona
USD 267 M +USD 16.3 M +7% 9.39% 59.5% 131 31.3% 2.4
Barrett & Company
4966
Barrett & Company
Rhode Island
USD 267 M +USD 34.4 M +15% 10.3% 83.6% 652 7.06% 2.2
Global Financial Private Client
4967
Global Financial Private Client
Florida
USD 267 M +USD 4.9 M +2% 9.82% 100% 1,682 87.4% 3.9
Siemens
4968
Siemens
Germany
USD 267 M +USD 73.9 M +38% 38.4% 16.8% 1 0% 2.8
American Financial Group
4969
American Financial Group
Ohio
USD 267 M +USD 32.6 M +14% 3.83% 32.5% 63 6.35% 6.3
Powell Investment Advisors
4970
Powell Investment Advisors
Florida
USD 267 M +USD 62.9 M +31% 11.4% 82.4% 170 16.47% 2.8
Elyxium Wealth
4971
Elyxium Wealth
California
USD 267 M +USD 40.8 M +18% 12.8% – 173 16.76% 0.4
Excalibur Management
4972
Excalibur Management
Massachusetts
USD 267 M +USD 12.2 M +5% 7.46% 81.7% 172 6.98% 5.9
Cambridge Financial Group (Arizona)
4973
Cambridge Financial Group (Arizona)
Arizona
USD 266 M +USD 30.8 M +13% 9.03% 69.5% 140 5% 1.3
Crown Wealth Group
4974
Crown Wealth Group
North Carolina
USD 266 M +USD 73.4 M +38% 12.4% 98.2% 130 25.38% 1.6
Sculati Wealth Management
4975
Sculati Wealth Management
Michigan
USD 266 M +USD 18.9 M +8% 9.67% 80.3% 126 14.29% 3.3