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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)
Westshore Wealth
5026
Westshore Wealth
California
USD 247 M +USD 2.26 M +0.9% 0.91% 58.8% 98 7.14% 2.9
Lynch Asset Management
5027
Lynch Asset Management
Pennsylvania
USD 247 M +USD 9.11 M +4% 5.54% 214% 44 6.82% 2.8
Old West Investment Management
5028
Old West Investment Management
California
USD 247 M -USD 11.8 M -5% 2.36% 242% 65 26.15% 2.7
JCIC Asset Management
5029
JCIC Asset Management
Ontario, Canada
USD 247 M +USD 2.81 M +1% 3.9% – 143 35.66% 3.3
Beacon Wealthcare LLC
5030
Beacon Wealthcare LLC
North Carolina
USD 247 M -USD 1.33 M -0.5% 0.61% 47% 28 14.29% 1.9
IWN
5031
Independent Wealth Network
Iowa
USD 246 M +USD 20.2 M +9% 1.28% 78.2% 251 17.53% 2.1
FSA Wealth Management
5032
FSA Wealth Management
Massachusetts
USD 246 M -USD 3.94 M -2% 1.29% – 591 8.8% 1.1
Geneva Partners
5033
Geneva Partners
Wisconsin
USD 246 M +USD 15.4 M +7% 9.3% 417% 78 19.23% 1.9
Selective Wealth Management
5034
Selective Wealth Management
Virginia
USD 246 M +USD 5.54 M +2% 5.7% 74.4% 112 8.04% 2.9
Vigilare Wealth Management
5035
Vigilare Wealth Management
Arizona
USD 246 M -USD 1.06 M -0.4% 0.4% 59.5% 94 8.51% 2.9
Brand Asset Management Group
5036
Brand Asset Management Group
Missouri
USD 246 M -USD 9.24 M -4% 0.57% 70.2% 92 6.52% 4.6
Goepper Burkhardt
5037
Goepper Burkhardt
South Carolina
USD 246 M +USD 3.74 M +2% 0.51% 50.4% 84 4.76% 2.7
Henrickson Nauta Wealth Advisors
5038
Henrickson Nauta Wealth Advisors
Michigan
USD 246 M -USD 5.81 M -2% 3.48% 61.6% 86 9.3% 2
BCFD
5039
Boit C.F. David
USD 246 M +USD 44.2 M +22% 0.78% 84.2% 129 3.1% 2.6
CRCM LP
5040
CRCM LP
California
USD 246 M +USD 91.4 M +59% 42.6% – 7 57.14% 0.3
One Degree Advisors
5041
One Degree Advisors
California
USD 246 M +USD 8.62 M +4% 1.58% 54.1% 66 16.67% 0.8
Weik Capital Management
5042
Weik Capital Management
Pennsylvania
USD 246 M -USD 1.9 M -0.8% 0.58% 66.9% 97 8.25% 7.6
Crown Wealth Group
5043
Crown Wealth Group
North Carolina
USD 246 M +USD 15.9 M +7% 3.25% 98.2% 125 18.4% 1.4
TSA Wealth Management
5044
TSA Wealth Management
Texas
USD 246 M -USD 2.52 M -1% 0.83% 62.4% 68 13.24% 0.8
RPD Fund Management
5045
RPD Fund Management
New York
USD 246 M – – 9.58% – 8 – 0.2
WorthPointe
5046
WorthPointe
California
USD 246 M +USD 7.9 M +3% 0.12% 59.7% 100 30% 1.3
RL
5047
Rogco LP
Oklahoma
USD 245 M -USD 9.7 M -4% 0.61% 53.3% 252 18.25% 1.1
First Dallas Securities
5048
First Dallas Securities
Texas
USD 245 M +USD 6.11 M +3% 4.47% 163% 122 10.66% 2.9
Briaud Financial Planning
5049
Briaud Financial Planning
Texas
USD 245 M +USD 51.7 M +27% 0.76% 113% 207 34.3% 0.6
GKV Capital Management
5050
GKV Capital Management
California
USD 245 M – – 3.07% – 160 – 0