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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)
MorganRosel Wealth Management
5326
MorganRosel Wealth Management
Colorado
USD 296 M +USD 42.7 M +17% 15.2% 67.5% 116 21.55% 3.2
Vernal Point Advisors
5327
Vernal Point Advisors
California
USD 296 M +USD 50.2 M +20% 8.57% – 21 4.76% 2
Wind River Trust Company
5328
Wind River Trust Company
Wyoming
USD 296 M +USD 30.9 M +12% 13.8% 62.1% 12 8.33% 8.2
Wrenne Financial Planning
5329
Wrenne Financial Planning
Kentucky
USD 296 M +USD 41.1 M +16% 11.5% 54.3% 60 18.33% 1.7
Delap Wealth Advisory
5330
Delap Wealth Advisory
Oregon
USD 296 M +USD 30.2 M +11% 10.3% 73% 91 6.59% 2.2
CNBT
5331
Cornerstone National Bank & Trust
Illinois
USD 296 M +USD 24.4 M +9% 7.24% 38.5% 224 10.27% 2.3
PI
5332
PJT Investments
USD 296 M +USD 43.5 M +17% 4.51% – 10 20% 0.7
Investment Research Partners
5333
Investment Research Partners
Pennsylvania
USD 295 M +USD 49.7 M +20% 14.7% – 295 22.71% 0.6
Singapore Technologies Telemedia
5334
Singapore Technologies Telemedia
Singapore
USD 295 M -USD 101 M -25% 25.5% 173% 1 0% 9.3
Colrain Capital
5335
Colrain Capital
Massachusetts
USD 295 M +USD 36.7 M +14% 25.2% – 28 17.86% 6
Western Standard LLC
5336
Western Standard LLC
California
USD 295 M +USD 105 M +55% 17.2% 83.7% 41 78.05% 0.3
Towle & Co
5337
Towle & Co
Colorado
USD 295 M +USD 37.7 M +15% 31.8% 172% 69 36.23% 0.9
Clarus Group
5338
Clarus Group
Texas
USD 295 M +USD 16.1 M +6% 11.6% 67.5% 132 18.18% 2.6
Union Heritage Capital
5339
Union Heritage Capital
Michigan
USD 295 M +USD 25.8 M +10% 18.4% 82.1% 65 7.69% 4
Wealthedge Investment Advisors
5340
Wealthedge Investment Advisors
New York
USD 295 M +USD 22.8 M +8% 18.3% – 160 22.5% 1
Decatur Capital Management
5341
Decatur Capital Management
Georgia
USD 295 M +USD 76.3 M +35% 16% 135% 61 59.02% 2.6
Nepsis Inc
5342
Nepsis Inc
Minnesota
USD 295 M -USD 3.75 M -1% 19.3% 131% 31 16.13% 4.5
Bastion Asset Management
5343
Bastion Asset Management
Canada
USD 295 M -USD 33.2 M -10% 12.3% – 91 69.23% 0.3
ASG
5344
Advisory Solutions Group
Minnesota
USD 295 M – – 12.7% – 206 – 0
Kennedy Investment Group
5345
Kennedy Investment Group
New Jersey
USD 295 M +USD 39.3 M +15% 21.3% 95.4% 150 12.67% 2.2
TrustBank
5346
TrustBank
Illinois
USD 295 M +USD 36.8 M +14% 13.1% – 178 15.17% 0.4
Beacon Financial Planning
5347
Beacon Financial Planning
Massachusetts
USD 295 M +USD 36.4 M +14% 16.6% 71.1% 88 17.05% 1.6
Torrey Growth & Income Advisors
5348
Torrey Growth & Income Advisors
California
USD 294 M +USD 55.8 M +23% 49.3% – 123 22.76% 0.6
ISFAN
5349
Investor's Fiduciary Advisor Network
Washington
USD 294 M -USD 32 M -10% 16% – 291 31.96% 1.1
Mainsail Financial Group
5350
Mainsail Financial Group
Washington
USD 294 M +USD 54.3 M +23% 16.1% 61.9% 73 16.44% 2.3