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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)
AAF Wealth Management
5501
AAF Wealth Management
Massachusetts
USD 130 M +USD 11.8 M +10% 5.49% 65.8% 22 4.55% 0.5
Alaethes Wealth
5502
Alaethes Wealth
Nevada
USD 130 M +USD 21.6 M +20% 9.73% 96.4% 270 68.15% 0.1
Cypress Capital Management (Wyoming)
5503
Cypress Capital Management (Wyoming)
Wyoming
USD 129 M +USD 15.9 M +14% 11.3% 161% 332 19.58% 2.2
RiverGlades Family Offices
5504
RiverGlades Family Offices
Florida
USD 129 M +USD 6.33 M +5% 5.66% – 81 4.94% 1.7
Corepath Wealth Partners
5505
Corepath Wealth Partners
Arizona
USD 129 M +USD 15.5 M +14% 4.09% 62.1% 38 5.26% 0.5
Cook & Bynum Capital Management
5506
Cook & Bynum Capital Management
Alabama
USD 129 M +USD 6.59 M +5% 10.8% 46.8% 5 0% 4
AIM
5507
Axiom Investment Management
New York
USD 129 M +USD 6.08 M +5% 9.85% – 213 34.74% 1.3
Cynosure Group
5508
Cynosure Group
Utah
USD 129 M +USD 1.37 M +1% 7.83% 56.8% 21 4.76% 1.5
FIG
5509
Freed Investment Group
Massachusetts
USD 129 M +USD 14.3 M +12% 10.4% – 15 6.67% 0.5
KCA
5510
Karn Couzens & Associates
Connecticut
USD 129 M +USD 17.5 M +16% 6.04% – 76 18.42% 0.4
WFA of San Diego
5511
WFA of San Diego
California
USD 129 M +USD 8.4 M +7% 6.07% – 99 16.16% 0.6
Silicon Hills Wealth Management
5512
Silicon Hills Wealth Management
Texas
USD 129 M +USD 18.3 M +17% 7.19% 30.9% 95 16.84% 1.1
New Perspectives Inc
5513
New Perspectives Inc
Mississippi
USD 129 M – – 6.3% – 23 – 0
CWM
5514
CCG Wealth Management
California
USD 129 M +USD 27.2 M +27% 4.31% 82.6% 92 19.57% 1.3
Clearshares
5515
Clearshares
New York
USD 129 M +USD 5.18 M +4% 4.45% – 37 8.11% 1.8
Cohen Investment Advisors
5516
Cohen Investment Advisors
New Hampshire
USD 129 M +USD 5.51 M +4% 8.94% 90.6% 77 0% 0.5
Thrive Capital Management (Pennsylvania)
5517
Thrive Capital Management (Pennsylvania)
Pennsylvania
USD 129 M +USD 21.6 M +20% 4.59% 58.2% 115 13.04% 0.4
AmeriServ Wealth Advisors
5518
AmeriServ Wealth Advisors
Pennsylvania
USD 128 M +USD 11.8 M +10% 8.59% – 73 13.7% 2.9
Davidson Trust Company
5519
Davidson Trust Company
Washington
USD 128 M +USD 9.26 M +8% 5.82% 77% 125 16% 1.3
Element Wealth
5520
Element Wealth
Mississippi
USD 128 M +USD 7.86 M +7% 5.85% 59.6% 182 8.79% 1.1
Peterson Wealth Management
5521
Peterson Wealth Management
Nevada
USD 128 M +USD 10.3 M +9% 6.23% 78% 65 36.92% 0.8
ASBI
5522
American State Bank (Iowa)
Iowa
USD 128 M +USD 10.9 M +9% 7.05% 138% 292 1.71% 0.5
Trinity Wealth Management
5523
Trinity Wealth Management
Pennsylvania
USD 128 M +USD 12.6 M +11% 5.83% 56.7% 31 25.81% 1.1
American Asset Management
5524
American Asset Management
Florida
USD 128 M +USD 12.3 M +11% 5.43% 42.5% 9 11.11% 3.6
ICMP
5525
Integrated Capital Management (Pennsylvania)
Pennsylvania
USD 128 M +USD 14.2 M +12% 5.39% 39.7% 85 25.88% 1