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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)
Norris Financial Group
5201
Norris Financial Group
South Carolina
USD 244 M +USD 29.8 M +14% 12.4% 142% 99 31.31% 1.6
Tiemann Investment Advisors
5202
Tiemann Investment Advisors
California
USD 244 M +USD 23.8 M +11% 10.3% 77% 202 6.44% 6.8
Daventry Group
5203
Daventry Group
New York
USD 244 M +USD 12.8 M +6% 3.66% 26.2% 9 44.44% 1.3
ShoreHaven Wealth Partners
5204
ShoreHaven Wealth Partners
New Jersey
USD 244 M +USD 35.3 M +17% 9.94% 72.4% 101 16.83% 2
Forza Wealth Management
5205
Forza Wealth Management
Florida
USD 244 M +USD 21.4 M +10% 5.95% 69.8% 193 10.88% 2.1
Alexander Labrunerie & Co
5206
Alexander Labrunerie & Co
Missouri
USD 244 M +USD 12.9 M +6% 7.91% – 115 8.7% 1
AXS Investments
5207
AXS Investments
New York
USD 244 M -USD 118 M -33% 13.4% 104% 217 40.55% 2.1
Tanglewood Legacy Advisors
5208
Tanglewood Legacy Advisors
Texas
USD 244 M +USD 15.6 M +7% 8.02% 61.1% 303 9.9% 2
Painted Porch Advisors
5209
Painted Porch Advisors
California
USD 244 M +USD 4.78 M +2% 2.78% – 557 21.36% 0.9
Goodlander Investment Management
5210
Goodlander Investment Management
Texas
USD 244 M +USD 126 M +108% 60.4% – 17 76.47% 0.1
NCM
5211
NCM Capital Management
New Jersey
USD 244 M +USD 21.2 M +10% 9.05% 105% 181 7.73% 2.7
Kessler Investment Group
5212
Kessler Investment Group
Indiana
USD 244 M +USD 38.8 M +19% 28.7% 251% 219 4.11% 2.7
Agate Pass Investment Management
5213
Agate Pass Investment Management
Washington
USD 244 M +USD 9.8 M +4% 6.76% 76% 110 5.45% 2.7
14B Capital Management
5214
14B Capital Management
California
USD 243 M +USD 3.3 M +1% 9.59% – 15 46.67% 0.9
Dean Capital Management
5215
Dean Capital Management
Kansas
USD 243 M +USD 13.8 M +6% 4.18% 89.7% 140 17.14% 1.3
Juniper Investment Company
5216
Juniper Investment Company
New York
USD 243 M +USD 20.8 M +9% 18.2% 358% 12 0% 3.4
H&F Corporate Investors VIII
5217
H&F Corporate Investors VIII
California
USD 243 M +USD 132 M +119% 119% 33.8% 1 0% 4.5
New Insight Wealth Advisors
5218
New Insight Wealth Advisors
California
USD 243 M +USD 22.8 M +10% 9.64% – 109 16.51% 1.1
Woodward Financial Advisors
5219
Woodward Financial Advisors
North Carolina
USD 243 M +USD 31.9 M +15% 6.99% 55% 58 5.17% 2.6
1776 Wealth
5220
1776 Wealth
Georgia
USD 243 M +USD 25.1 M +12% 13.6% 90.4% 149 10.74% 2.9
Fluent Financial
5221
Fluent Financial
Texas
USD 243 M +USD 13.3 M +6% 2.49% 46.9% 77 41.56% 1.5
Financial Connections Group
5222
Financial Connections Group
California
USD 242 M +USD 19.7 M +9% 8.99% 44.4% 263 18.63% 1.7
TAGStone Capital
5223
TAGStone Capital
North Carolina
USD 242 M +USD 39.1 M +19% 7.22% 58.3% 114 15.79% 2.2
Warner Financial
5224
Warner Financial
Maryland
USD 242 M +USD 16.2 M +7% 9.04% 62.1% 118 5.93% 2.6
RFG
5225
RFP Financial Group
Georgia
USD 242 M -USD 6.46 M -3% 5.65% 53.2% 131 35.88% 1.8