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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)
5T Wealth
5626
5T Wealth
California
USD 269 M +USD 15.5 M +6% 10.8% – 139 10.79% 1.1
VFG
5627
V2 Financial group
Illinois
USD 268 M +USD 53.7 M +25% 15.8% 63.3% 127 18.11% 2.5
Oakcliff Capital Partners
5628
Oakcliff Capital Partners
New York
USD 268 M +USD 41.8 M +18% 13% 133% 9 11.11% 5.4
Oak Harbor Wealth Partners
5629
Oak Harbor Wealth Partners
North Carolina
USD 268 M -USD 159 M -37% 11.5% 73.9% 299 32.11% 3
Carnegie Lake Advisors
5630
Carnegie Lake Advisors
New Jersey
USD 268 M +USD 16.4 M +7% 13.1% – 176 9.66% 1.5
Mad River Investors
5631
Mad River Investors
Massachusetts
USD 268 M -USD 9.8 M -4% 1.69% 169% 33 12.12% 3.6
MI
5632
Moneywise Inc
Virginia
USD 268 M +USD 39 M +17% 13.8% 60.8% 89 11.24% 3
Aspect Partners
5633
Aspect Partners
Virginia
USD 268 M +USD 23.4 M +10% 9.88% 66.7% 766 18.8% 1.8
ANB Bank
5634
ANB Bank
Colorado
USD 268 M +USD 20.8 M +8% 14.6% – 140 17.86% 1.1
Everest Management Corp
5635
Everest Management Corp
California
USD 268 M +USD 70.6 M +36% 18.3% – 89 23.6% 1
Empower Annuity Insurance Company
5636
Empower Annuity Insurance Company
Connecticut
USD 268 M +USD 197 k +0.1% 0.07% 0.86% 1 0% 3.5
New England Professional Planning Group
5637
New England Professional Planning Group
Rhode Island
USD 268 M +USD 28.7 M +12% 13.4% 64.1% 52 9.62% 4.7
Smith Shellnut Wilson
5638
Smith Shellnut Wilson
Mississippi
USD 268 M +USD 38.8 M +17% 21% 98.6% 164 13.41% 4.5
Washington State Investment Board
5639
Washington State Investment Board
Washington
USD 268 M +USD 16.6 M +7% 7.05% 567% 2 0% 4.9
Compass Financial Services
5640
Compass Financial Services
Iowa
USD 268 M +USD 36.7 M +16% 12.4% – 58 5.17% 1.3
HMS Capital Management
5641
HMS Capital Management
Tennessee
USD 267 M +USD 8.83 M +3% 29.1% 140% 123 10.57% 3.1
Johnson & White Wealth Management
5642
Johnson & White Wealth Management
Pennsylvania
USD 267 M +USD 31 M +13% 14.9% 85.1% 118 11.02% 1.9
Financial Guidance Group
5643
Financial Guidance Group
Florida
USD 267 M +USD 18.5 M +7% 9.61% 58.7% 92 4.35% 2.7
Financial Planning Navigators
5644
Financial Planning Navigators
Minnesota
USD 267 M +USD 39.1 M +17% 11.8% – 72 31.94% 0.3
Ridgewood Investments
5645
Ridgewood Investments
New Jersey
USD 267 M +USD 22.7 M +9% 12.1% – 221 11.76% 3.7
Element Wealth
5646
Element Wealth
Mississippi
USD 267 M +USD 24.8 M +10% 14.6% 59.6% 224 12.05% 3.4
FA
5647
FF Advisors
California
USD 267 M +USD 20.2 M +8% 14% 59.7% 127 13.39% 1.7
Dupree Financial Group
5648
Dupree Financial Group
Kentucky
USD 267 M +USD 18.4 M +7% 16.6% 75.8% 85 21.18% 1.5
Beta Wealth Group
5649
Beta Wealth Group
California
USD 267 M +USD 24.9 M +10% 9.99% 45.4% 119 10.08% 2.3
Family Office Research
5650
Family Office Research
Maryland
USD 267 M +USD 36.4 M +16% 14.9% – 91 24.18% 1