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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)
Origin Asset Management
5426
Origin Asset Management
United Kingdom
USD 202 M -USD 198 M -49% 16.2% 59.3% 13 38.46% 1.4
Martin Capital Partners
5427
Martin Capital Partners
Oregon
USD 202 M -USD 45.2 M -18% 7.45% 42.3% 72 5.56% 4.3
Prairie Wealth Advisors
5428
Prairie Wealth Advisors
Nebraska
USD 202 M +USD 5.06 M +3% 4.55% – 157 16.56% 0.4
Diametric Capital
5429
Diametric Capital
Massachusetts
USD 202 M +USD 18 M +10% 9.7% 175% 532 63.72% 0.5
Bluesphere Advisors
5430
Bluesphere Advisors
Pennsylvania
USD 202 M +USD 6.04 M +3% 4.34% 105% 108 18.52% 2.3
APSI
5431
Asset Planning Services Inc
Louisiana
USD 202 M +USD 12.7 M +7% 7.17% 138% 35 0% 5.2
Laidlaw Wealth Management
5432
Laidlaw Wealth Management
New York
USD 202 M +USD 20.1 M +11% 6.64% 150% 201 19.4% 2.3
Sapience Investments
5433
Sapience Investments
California
USD 202 M +USD 6.43 M +3% 7.61% 54.9% 94 18.09% 3.1
KKM Financial
5434
KKM Financial
Illinois
USD 202 M -USD 8.77 M -4% 6.45% – 157 17.2% 0.7
Verger Capital Management
5435
Verger Capital Management
North Carolina
USD 202 M +USD 5.93 M +3% 5.5% 58.3% 14 7.14% 7
New England Professional Planning Group
5436
New England Professional Planning Group
Rhode Island
USD 202 M +USD 11.7 M +6% 6.11% 64.1% 56 19.64% 3.6
BCFD
5437
Boit C.F. David
USD 202 M +USD 9.9 M +5% 7.02% 84.2% 130 3.08% 2.4
Burrus Financial Services
5438
Burrus Financial Services
Utah
USD 202 M +USD 5.86 M +3% 5.49% 31.3% 10 10% 1.8
Paragon Private Wealth Management
5439
Paragon Private Wealth Management
Kentucky
USD 202 M +USD 24.8 M +14% 6.27% 104% 167 10.18% 1.7
Ergawealth Advisors
5440
Ergawealth Advisors
Illinois
USD 202 M +USD 18 M +10% 6.69% 50% 65 12.31% 1.2
Redwood Wealth Management Group
5441
Redwood Wealth Management Group
New Jersey
USD 202 M +USD 68.9 M +52% 3.59% 74.1% 1,239 90.31% 1.1
CC
5442
Checkpoint Capital
California
USD 202 M +USD 35.7 M +22% 23.5% – 19 31.58% 0.5
Colonial River Investments
5443
Colonial River Investments
Virginia
USD 202 M +USD 15.8 M +8% 7.71% 156% 231 31.6% 1.4
Riverwater Partners
5444
Riverwater Partners
Wisconsin
USD 201 M +USD 66.5 M +49% 11.3% 112% 219 21% 1.5
FWG Holdings
5445
FWG Holdings
Florida
USD 201 M +USD 2.14 M +1% 4.74% 91.6% 108 9.26% 2
Bay Rivers Group
5446
Bay Rivers Group
Virginia
USD 201 M +USD 8.89 M +5% 5.69% 166% 85 7.06% 2.7
Pine Harbor Wealth Management
5447
Pine Harbor Wealth Management
Maryland
USD 201 M +USD 31 M +18% 4.17% – 104 9.62% 0.7
Retirement Planning Company of New England
5448
Retirement Planning Company of New England
Rhode Island
USD 201 M +USD 17.2 M +9% 7.78% 125% 232 9.05% 2.1
Hutner Capital Management
5449
Hutner Capital Management
Vermont
USD 201 M +USD 18.5 M +10% 10.6% 52.2% 45 2.22% 6.3
I2I
5450
Insight 2811 Inc
Illinois
USD 201 M +USD 8.27 M +4% 4.96% 30.8% 91 7.69% 4.3