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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)
Affinia Financial Group
5026
Affinia Financial Group
Massachusetts
USD 166 M +USD 5.48 M +3% 6.53% 37.5% 33 12.12% 0.9
Foresite Capital Management I
5027
Foresite Capital Management I
California
USD 166 M -USD 32.4 M -16% 8.54% 40.7% 4 0% 2.7
New England Professional Planning Group
5028
New England Professional Planning Group
Rhode Island
USD 166 M +USD 2.74 M +2% 6.53% 59% 60 23.33% 2.7
Mine & Arao Wealth Creation & Management
5029
Mine & Arao Wealth Creation & Management
California
USD 166 M +USD 15.7 M +10% 7.89% 92% 295 9.49% 1.2
Armor Investment Advisors
5030
Armor Investment Advisors
North Carolina
USD 166 M +USD 11.6 M +8% 4.69% 56.6% 164 3.66% 3.2
Brookmont Capital Management
5031
Brookmont Capital Management
Texas
USD 165 M +USD 10.1 M +7% 6.13% 32.2% 57 10.53% 5
Sovereign Financial Group
5032
Sovereign Financial Group
Connecticut
USD 165 M +USD 5.16 M +3% 6.59% 90.7% 167 0% 0.4
Sterling Investment Advisors (Missouri)
5033
Sterling Investment Advisors (Missouri)
Missouri
USD 165 M +USD 7.38 M +5% 4.12% 37.8% 28 7.14% 4.7
Garrison Asset Management
5034
Garrison Asset Management
Arkansas
USD 165 M +USD 8.04 M +5% 5.44% 52.1% 104 3.85% 5.1
Hillcrest Wealth Advisors
5035
Hillcrest Wealth Advisors
New Jersey
USD 165 M +USD 1.12 M +0.7% 5.47% 58.7% 58 20.69% 1.7
Searcy Financial Services
5036
Searcy Financial Services
Kansas
USD 165 M +USD 7.23 M +5% 5.03% 60.2% 21 19.05% 1.4
BNC Wealth Management
5037
BNC Wealth Management
Oregon
USD 165 M +USD 24.3 M +17% 11.4% 204% 97 26.8% 0.5
Successful Portfolios
5038
Successful Portfolios
Florida
USD 165 M +USD 13.3 M +9% 6.4% 110% 208 7.69% 2.2
Lansing Management
5039
Lansing Management
New York
USD 165 M +USD 22.4 M +16% 11% 76.9% 7 14.29% 2.1
Cribstone Capital Management
5040
Cribstone Capital Management
Maine
USD 165 M +USD 12.9 M +8% 6.97% 22.4% 370 9.46% 3
Vigilare Wealth Management
5041
Vigilare Wealth Management
Arizona
USD 165 M +USD 23.9 M +17% 8.22% 56.9% 223 19.73% 0.7
FIM
5042
FWL Investment Management
Texas
USD 165 M +USD 16.2 M +11% 8.9% 165% 51 13.73% 0.4
Leicht Financial Planning & Wealth Management
5043
Leicht Financial Planning & Wealth Management
New Jersey
USD 165 M +USD 10.2 M +7% 5.5% 46.3% 26 26.92% 0.8
Argent Advisors
5044
Argent Advisors
Louisiana
USD 165 M +USD 9.2 M +6% 5.69% 63.1% 139 10.07% 1.1
MI
5045
Markston International
New York
USD 165 M -USD 725 M -81% 8.95% 109% 153 7.84% 6
Arkfeld Wealth Strategies
5046
Arkfeld Wealth Strategies
Nebraska
USD 165 M +USD 7.69 M +5% 6.47% 90.8% 79 7.59% 1.1
Maltin Wealth Management
5047
Maltin Wealth Management
New Jersey
USD 165 M +USD 10.3 M +7% 5.11% 58.2% 112 10.71% 1
Wealth Quarterback
5048
Wealth Quarterback
New Jersey
USD 164 M – – 6.25% 109% 851 – 0.2
Loveless Wealth Management
5049
Loveless Wealth Management
Montana
USD 164 M +USD 12.9 M +9% 5.37% – 124 4.03% 1.3
Wiser Wealth Management
5050
Wiser Wealth Management
Georgia
USD 164 M +USD 18.7 M +13% 4.7% 53% 29 3.45% 0.5