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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)
Forum Private Client Group
5051
Forum Private Client Group
Indiana
USD 259 M +USD 29.1 M +13% 5.88% 47.9% 82 9.76% 1.3
InvesTrust
5052
InvesTrust
Oklahoma
USD 259 M -USD 106 M -29% 6.39% – 94 3.19% 0.5
Gen-Wealth Partners
5053
Gen-Wealth Partners
Michigan
USD 259 M +USD 19.5 M +8% 7.51% – 667 10.64% 1
Highview Capital Management
5054
Highview Capital Management
Illinois
USD 259 M +USD 20.2 M +8% 13.5% 123% 123 28.46% 2.1
Weinberger Asset Management
5055
Weinberger Asset Management
California
USD 259 M +USD 25.9 M +11% 11.4% 89.6% 84 8.33% 2.8
Heritage Oak Wealth Advisors
5056
Heritage Oak Wealth Advisors
Florida
USD 259 M +USD 31.3 M +14% 19.2% – 83 28.92% 0.5
Medallion Wealth Advisors
5057
Medallion Wealth Advisors
Connecticut
USD 259 M +USD 38.6 M +18% 8.62% – 1,134 8.47% 0.5
Alpha Financial Advisors
5058
Alpha Financial Advisors
North Carolina
USD 259 M +USD 33.9 M +15% 8.25% 41.6% 62 25.81% 1.4
Anchorage Capital Group
5059
Anchorage Capital Group
New York
USD 259 M +USD 8.61 M +3% 11.4% 24.9% 6 0% 3.7
Buckhead Capital Management
5060
Buckhead Capital Management
Georgia
USD 259 M -USD 53.1 M -17% 5.75% 67.6% 130 8.46% 5.2
Uniting Wealth Partners
5061
Uniting Wealth Partners
Kansas
USD 259 M +USD 59 M +30% 12.7% – 123 17.89% 0.4
Breakwater Investment Management
5062
Breakwater Investment Management
Washington
USD 258 M +USD 24.3 M +10% 8.92% – 319 4.08% 1.2
Montgomery Investment Management
5063
Montgomery Investment Management
Maryland
USD 258 M +USD 7.09 M +3% 6.13% 105% 97 6.19% 7
Bourne Lent Asset Management
5064
Bourne Lent Asset Management
New York
USD 258 M +USD 25.3 M +11% 13.4% 76.1% 63 4.76% 7.2
BCR Wealth Strategies
5065
BCR Wealth Strategies
Alabama
USD 258 M +USD 30.6 M +13% 6.66% 42.2% 27 3.7% 2.5
Alteri Wealth
5066
Alteri Wealth
California
USD 258 M +USD 30.4 M +13% 13.6% – 284 16.55% 0.4
Insight Wealth Partners
5067
Insight Wealth Partners
Texas
USD 258 M -USD 343 M -57% 7.24% 56.2% 114 10.53% 2.4
EL
5068
EQ LLC
Washington
USD 258 M +USD 43.5 M +20% 11.1% 72.9% 77 22.08% 2.2
Siligmueller & Norvid Wealth Advisors
5069
Siligmueller & Norvid Wealth Advisors
Illinois
USD 258 M +USD 21.1 M +9% 6.19% – 98 9.18% 0.5
INCA Investments
5070
INCA Investments
Florida
USD 257 M +USD 39 M +18% 15.2% 128% 10 0% 5.3
Monte Financial Group
5071
Monte Financial Group
Connecticut
USD 257 M +USD 28.8 M +13% 3.18% 57.9% 91 10.99% 3.5
Independence Financial Advisors
5072
Independence Financial Advisors
New Hampshire
USD 257 M -USD 5.91 M -2% 7.59% – 52 11.54% 0.2
WMA
5073
Wealth Management Associates
New Jersey
USD 257 M +USD 23.6 M +10% 12.2% 111% 227 10.13% 3.5
Saiph Capital
5074
Saiph Capital
New Jersey
USD 257 M +USD 47.4 M +23% 9.89% 52.4% 66 27.27% 1.7
Private Client Services
5075
Private Client Services
Kentucky
USD 257 M +USD 54.6 M +27% 8.59% 72% 230 33.91% 0.8