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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)
JCFM
5676
JBR Co Financial Management
Oklahoma
USD 239 M +USD 2.54 M +1% 1.3% 126% 128 15.63% 1.5
MBE Wealth Management
5677
MBE Wealth Management
Wisconsin
USD 239 M +USD 7.62 M +3% 2.41% 66.5% 142 9.15% 2.6
New England Professional Planning Group
5678
New England Professional Planning Group
Rhode Island
USD 239 M +USD 20.4 M +9% 1.88% 64.1% 52 17.31% 4.4
CWMGP
5679
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
USD 239 M +USD 2.46 M +1% 2.26% 85.4% 91 24.18% 1.7
Cresta Advisors
5680
Cresta Advisors
Texas
USD 239 M +USD 14.4 M +6% 1.93% 66.8% 167 71.26% 0.7
Cordant Inc
5681
Cordant Inc
Oregon
USD 239 M +USD 16.9 M +8% 3.19% 47% 72 13.89% 4.3
Raelipskie Partnership
5682
Raelipskie Partnership
Ontario, Canada
USD 239 M +USD 5.68 M +2% 2.62% – 120 6.67% 1.7
Harber Asset Management
5683
Harber Asset Management
North Carolina
USD 238 M -USD 40.5 M -15% 1.84% 63.6% 44 38.64% 1.2
Tribridge Partners Financial
5684
Tribridge Partners Financial
Maryland
USD 238 M +USD 20.6 M +9% 0.86% – 78 10.26% 0.4
MRA Advisory Group
5685
MRA Advisory Group
New Jersey
USD 238 M +USD 8.91 M +4% 1.97% 86.8% 153 20.26% 2.2
IMPACTfolio
5686
IMPACTfolio
Colorado
USD 238 M +USD 6.28 M +3% 1.82% 58.8% 42 19.05% 2.3
BWA
5687
BlueChip Wealth Advisors
Georgia
USD 238 M +USD 3.76 M +2% 1.66% 62.2% 170 16.47% 1.3
Aviso Wealth Management
5688
Aviso Wealth Management
Washington
USD 238 M +USD 8.47 M +4% 3.95% 153% 151 10.6% 1.6
Ironwood Investment Management
5689
Ironwood Investment Management
Massachusetts
USD 238 M +USD 8.5 M +4% 5.22% 164% 180 9.44% 6.5
Greenfield Savings Bank
5690
Greenfield Savings Bank
Massachusetts
USD 238 M +USD 703 k +0.3% 3.2% 108% 149 5.37% 2.9
Axiom Financial Strategies
5691
Axiom Financial Strategies
Indiana
USD 238 M +USD 5.29 M +2% 1.74% 54.5% 50 4% 2.1
Edge Financial Advisors
5692
Edge Financial Advisors
Illinois
USD 238 M +USD 14.5 M +6% 2.21% – 144 11.81% 1.1
Alfreton Capital
5693
Alfreton Capital
United Kingdom
USD 238 M +USD 6.24 M +3% 6.32% 22.2% 5 40% 1.5
22NW LP
5694
22NW LP
Washington
USD 238 M +USD 25.3 M +12% 22% 138% 22 13.64% 2.2
MB, Levis & Associates
5695
MB, Levis & Associates
Pennsylvania
USD 238 M +USD 6.44 M +3% 1.81% 43.1% 262 13.36% 2.4
SC
5696
Schulhoff & Co
Ohio
USD 238 M +USD 3.32 M +1% 3.51% 51.8% 138 6.52% 8.3
ShariaPortfolio
5697
ShariaPortfolio
Florida
USD 237 M -USD 23.9 M -9% 5.36% 254% 25 8% 1.6
BC
5698
Bowman & Company
Wisconsin
USD 237 M +USD 359 k +0.2% 1.57% 59.7% 120 11.67% 2.6
Ballentine Capital Advisors
5699
Ballentine Capital Advisors
South Carolina
USD 237 M +USD 11.3 M +5% 2.2% 48.8% 26 3.85% 1.8
Kessler Investment Group
5700
Kessler Investment Group
Indiana
USD 237 M +USD 4.47 M +2% 1.21% 251% 94 21.28% 2.6