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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)
Iams Wealth Management
5526
Iams Wealth Management
Nebraska
USD 218 M -USD 509 k -0.2% 9.08% 57.7% 191 29.84% 1.1
St. Johns Investment Management
5527
St. Johns Investment Management
Florida
USD 218 M +USD 15.6 M +8% 8.8% 80.9% 210 10% 6.1
Paces Ferry Wealth Advisors
5528
Paces Ferry Wealth Advisors
Georgia
USD 218 M +USD 16.7 M +8% 9.78% 72% 128 8.59% 3.4
Union Savings Bank
5529
Union Savings Bank
Connecticut
USD 218 M +USD 13.1 M +6% 6.86% – 309 9.39% 1.9
Ridgepath Capital Management
5530
Ridgepath Capital Management
Tennessee
USD 218 M +USD 9.8 M +5% 8.29% – 53 18.87% 1.1
APSI
5531
Asset Planning Services Inc
Louisiana
USD 217 M +USD 20.8 M +11% 17.9% 138% 35 2.86% 5.9
Lakeridge Wealth Management
5532
Lakeridge Wealth Management
Ohio
USD 217 M +USD 17.5 M +9% 7.47% – 158 10.13% 1.3
IP
5533
Indigo Partners
Arizona
USD 217 M -USD 32.8 M -13% 12.9% 2.56% 2 0% 4
WD Rutherford
5534
WD Rutherford
Oregon
USD 217 M +USD 29.6 M +16% 19.4% 189% 97 25.77% 2.4
Element Wealth
5535
Element Wealth
Mississippi
USD 217 M +USD 30.9 M +17% 6.5% 59.6% 188 15.43% 3.1
1492 Capital Management
5536
1492 Capital Management
Wisconsin
USD 217 M +USD 31.3 M +17% 22.9% 332% 129 25.58% 1.6
KHCM
5537
Kirtland Hills Capital Management
Ohio
USD 217 M +USD 52.8 M +32% 15.2% – 154 15.58% 0.9
Blackhawk Capital Partners
5538
Blackhawk Capital Partners
Wisconsin
USD 217 M +USD 22.7 M +12% 11.4% 87.2% 152 32.24% 1.5
Abbot Financial Management
5539
Abbot Financial Management
Massachusetts
USD 217 M +USD 24.1 M +12% 12.7% 102% 133 6.77% 5.3
IAMH
5540
IvyRock Asset Management (HK)
Hong Kong
USD 217 M +USD 3.95 M +2% 0.01% 76% 17 23.53% 1.3
MBA Advisors
5541
MBA Advisors
Pennsylvania
USD 217 M +USD 14.6 M +7% 6.58% 58.3% 138 7.25% 2.9
Davidson Trust Company
5542
Davidson Trust Company
Washington
USD 217 M +USD 6.95 M +3% 6.71% 77% 167 7.19% 3.5
Masso Torrence Wealth Management
5543
Masso Torrence Wealth Management
New Jersey
USD 216 M +USD 29.1 M +16% 15% 130% 107 14.02% 1.9
GAMC
5544
Garner Asset Management Corp
Texas
USD 216 M -USD 11.5 M -5% 8.3% 95.3% 159 9.43% 5
Abel Hall LLC
5545
Abel Hall LLC
Louisiana
USD 216 M +USD 50.6 M +31% 9.62% 133% 328 50.3% 0.6
ACT Advisors
5546
ACT Advisors
North Carolina
USD 216 M +USD 32 M +17% 9.83% 75.4% 71 32.39% 1.5
Clarus Wealth Advisors
5547
Clarus Wealth Advisors
Arizona
USD 216 M +USD 29.2 M +16% 13.9% 89.7% 98 21.43% 2.6
Gallacher Capital Management
5548
Gallacher Capital Management
Colorado
USD 216 M +USD 10.8 M +5% 4.77% 70.7% 349 41.55% 1.3
Investors Asset Management of Georgia
5549
Investors Asset Management of Georgia
Georgia
USD 216 M +USD 18.4 M +9% 10.5% 118% 172 8.14% 6.6
Asset Allocation & Management Company
5550
Asset Allocation & Management Company
Illinois
USD 216 M +USD 18.5 M +9% 8.35% 58.5% 103 23.3% 1.9