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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)
CVS Health
5101
CVS Health
Rhode Island
USD 212 M +USD 18 M +9% 9.48% 50% 6 0% 2
Beacon Bridge Wealth Partners
5102
Beacon Bridge Wealth Partners
Pennsylvania
USD 212 M +USD 11.4 M +6% 6.15% 52% 115 27.83% 0.9
Kercheville Advisors
5103
Kercheville Advisors
Texas
USD 212 M +USD 33.7 M +19% 15.5% 261% 95 24.21% 1.9
Wela Strategies
5104
Wela Strategies
Georgia
USD 212 M +USD 25.4 M +14% 4.36% 51.3% 54 16.67% 3
Richmond Hill Investments
5105
Richmond Hill Investments
New York
USD 212 M +USD 9.11 M +4% 5.15% 55.2% 4 0% 6.1
IMA Advisory Services
5106
IMA Advisory Services
Colorado
USD 211 M +USD 11.7 M +6% 7.87% 74.5% 74 10.81% 3.4
Mezzasalma Advisors
5107
Mezzasalma Advisors
New Jersey
USD 211 M +USD 28 M +15% 16.5% 203% 111 23.42% 2
Evernest Financial Advisors
5108
Evernest Financial Advisors
Indiana
USD 211 M +USD 14.2 M +7% 11.9% – 134 15.67% 2
1776 Wealth
5109
1776 Wealth
Georgia
USD 211 M +USD 9.6 M +5% 6.23% 90.4% 138 5.8% 2.3
Barrett & Company
5110
Barrett & Company
Rhode Island
USD 211 M +USD 26.6 M +14% 11.3% 83.6% 640 7.66% 1.4
FNWM
5111
Financial Network Wealth Management
Utah
USD 211 M -USD 19.8 M -9% 10.5% – 111 63.96% 2.3
VR Advisory Services
5112
VR Advisory Services
Cayman Islands
USD 211 M -USD 52.1 M -20% 0.87% 89.7% 52 15.38% 2.6
SFMG
5113
Sage Financial Management Group
Virginia
USD 211 M +USD 24.8 M +13% 6.11% 51.6% 53 15.09% 0.6
LAM
5114
Lountzis Asset Management
Pennsylvania
USD 211 M +USD 27.9 M +15% 16.2% 124% 46 2.17% 2.5
PWM
5115
Prosperity Wealth Management
California
USD 211 M +USD 57.2 M +37% 13.5% 175% 212 52.36% 0.5
X-Square Capital
5116
X-Square Capital
Puerto Rico
USD 211 M +USD 29.8 M +16% 14.9% 158% 183 31.69% 2.5
CAGAS
5117
Capital Advisory Group Advisory Services
Minnesota
USD 211 M +USD 24.3 M +13% 10.2% 54.8% 146 2.74% 2
Sachetta
5118
Sachetta
Massachusetts
USD 211 M +USD 6.06 k +0% 7.13% – 1,151 0.17% 0.2
Sterling Financial Group
5119
Sterling Financial Group
California
USD 211 M +USD 42.1 M +25% 4.8% 49.6% 68 14.71% 0.9
Wealth Advisors of Tampa Bay
5120
Wealth Advisors of Tampa Bay
Florida
USD 210 M +USD 11.4 M +6% 5.8% 86.2% 86 12.79% 3.5
Montis Financial
5121
Montis Financial
Massachusetts
USD 210 M +USD 42.3 M +25% 5.31% 53.8% 84 14.29% 1.8
Wolf Group Capital Advisors
5122
Wolf Group Capital Advisors
Virginia
USD 210 M -USD 430 k -0.2% 7.95% 28.2% 104 0.96% 3.5
Cambridge Financial Group (Arizona)
5123
Cambridge Financial Group (Arizona)
Arizona
USD 210 M +USD 18.7 M +10% 6.16% 69.5% 130 9.23% 0.2
PCG Wealth Advisors
5124
PCG Wealth Advisors
Kansas
USD 210 M +USD 31.3 M +17% 8.46% 87% 119 18.49% 1.4
Magnitude Capital
5125
Magnitude Capital
New York
USD 210 M -USD 15.4 M -7% 6.82% – 1 0% 0.3