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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)
Autumn Glory Partners
5151
Autumn Glory Partners
Texas
USD 164 M +USD 27.2 M +20% 2.57% 76% 168 28.57% 0.9
Tandem Wealth Advisors
5152
Tandem Wealth Advisors
Arizona
USD 164 M -USD 1.65 M -1% 3.71% 43.1% 61 21.31% 0.6
Henrickson Nauta Wealth Advisors
5153
Henrickson Nauta Wealth Advisors
Michigan
USD 164 M +USD 16.4 M +11% 1.79% 61.6% 60 6.67% 1.4
NFAM
5154
North Fourth Asset Management
New Jersey
USD 164 M -USD 122 M -43% 2.65% 104% 100 86% 0.2
Crestmont Private Wealth
5155
Crestmont Private Wealth
Texas
USD 163 M -USD 7.11 M -4% 3.35% 54.8% 51 13.73% 1
Smith Shellnut Wilson
5156
Smith Shellnut Wilson
Mississippi
USD 163 M -USD 13.9 M -8% 3.98% 98.6% 130 4.62% 4.6
Grand Wealth Management
5157
Grand Wealth Management
Michigan
USD 163 M -USD 4.88 M -3% 3.28% 54.1% 79 20.25% 1.2
Alta Wealth Advisors
5158
Alta Wealth Advisors
Massachusetts
USD 163 M -USD 7.07 M -4% 3.91% 120% 138 10.87% 2.1
Slagle Financial
5159
Slagle Financial
Illinois
USD 163 M +USD 2.46 M +2% 3.01% 77.9% 128 14.84% 0.2
Provence Wealth Management Group
5160
Provence Wealth Management Group
California
USD 163 M -USD 7.19 M -4% 2.67% – 482 70.95% 0.3
Hutner Capital Management
5161
Hutner Capital Management
Vermont
USD 163 M -USD 8 M -5% 3.59% 52.2% 46 6.52% 5.5
Applied Capital
5162
Applied Capital
Arkansas
USD 163 M +USD 1.85 M +1% 3.65% 52.6% 38 10.53% 1.5
Key Client Fiduciary Advisors
5163
Key Client Fiduciary Advisors
New Jersey
USD 163 M -USD 8.81 M -5% 3.29% 107% 185 12.97% 1.2
Rainsberger Wealth Advisors
5164
Rainsberger Wealth Advisors
Colorado
USD 163 M -USD 2.78 M -2% 3.38% – 69 4.35% 1.5
NWK Group
5165
NWK Group
California
USD 163 M -USD 7.72 M -5% 1.36% 268% 73 28.77% 2.5
MBA Advisors
5166
MBA Advisors
Pennsylvania
USD 163 M -USD 4.37 M -3% 2.95% 66.1% 126 14.29% 2
CNBT
5167
Cornerstone National Bank & Trust
Illinois
USD 163 M -USD 10.2 M -6% 3.2% 38.5% 58 6.9% 3.3
Northeast Financial Group
5168
Northeast Financial Group
Pennsylvania
USD 163 M +USD 6.73 M +4% 3.86% 31.6% 66 9.09% 1.4
IWN
5169
Independent Wealth Network
Iowa
USD 163 M -USD 3.76 M -2% 1.81% 78.2% 214 9.35% 1.5
Equita Financial Network
5170
Equita Financial Network
Pennsylvania
USD 163 M – – 3.23% 50.5% 57 – 0
QC
5171
Qalhat Capital
British Virgin Islands
USD 162 M -USD 5.69 M -3% 3.44% 90.3% 8 0% 1.6
OIM
5172
Opus Investment Management
Massachusetts
USD 162 M -USD 116 M -42% 3.6% 52.8% 73 43.84% 7
Activest Wealth Management
5173
Activest Wealth Management
Florida
USD 162 M +USD 17.9 M +12% 3.63% 117% 459 62.09% 0.6
Rooted Wealth Advisors
5174
Rooted Wealth Advisors
Illinois
USD 162 M +USD 14.1 M +9% 3.68% 50.8% 88 22.73% 0.6
Mezzasalma Advisors
5175
Mezzasalma Advisors
New Jersey
USD 162 M -USD 2.71 M -2% 1.02% 203% 88 9.09% 2.2