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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)
William Allan Corp
5801
William Allan Corp
Colorado
USD 126 M +USD 7.05 M +6% 7.28% 94.2% 51 3.92% 1.1
First National Bank of Hutchinson
5802
First National Bank of Hutchinson
Kansas
USD 126 M +USD 7.88 M +7% 9.55% 121% 113 13.27% 3.7
Chicago Wealth Management
5803
Chicago Wealth Management
Illinois
USD 126 M +USD 9.9 M +8% 3.3% 134% 51 37.25% 1.3
PACK Private Wealth
5804
PACK Private Wealth
Minnesota
USD 126 M +USD 9.26 M +8% 5.04% 52.8% 37 8.11% 1.1
Fairbanks Capital Management
5805
Fairbanks Capital Management
California
USD 126 M +USD 13.3 M +12% 9.8% 81.3% 54 5.56% 3.8
Retirement Financial Solutions
5806
Retirement Financial Solutions
Tennessee
USD 126 M +USD 8.09 M +7% 4.94% 52.5% 279 89.61% 0.2
GBI
5807
GP Brinson Investments
Illinois
USD 126 M -USD 2.15 M -2% 6.71% 51.2% 16 6.25% 1.8
RFG Holdings
5808
RFG Holdings
Texas
USD 126 M +USD 29.8 M +31% 3.79% 74.2% 18 33.33% 1.3
Straight Path Wealth Management
5809
Straight Path Wealth Management
Michigan
USD 126 M +USD 21.4 M +20% 17.7% 70.4% 86 32.56% 0.8
TCM
5810
Tao Capital Management
California
USD 126 M -USD 7.25 M -5% 16.5% 314% 16 6.25% 1.9
Viewpoint Investment Partners
5811
Viewpoint Investment Partners
Alberta, Canada
USD 126 M +USD 23.3 M +23% 5.02% 38.4% 7 0% 2.8
Sterling Investment Management
5812
Sterling Investment Management
Arizona
USD 126 M +USD 1.11 M +0.9% 1.21% 45.3% 62 4.84% 4.5
First National Bank of South Miami
5813
First National Bank of South Miami
Florida
USD 126 M -USD 8.12 M -6% 4.66% 35.2% 277 5.78% 3.5
MG
5814
Meditor Group
Bermuda
USD 126 M -USD 22.4 M -15% 13% 41.1% 4 0% 7.3
Wells Financial Advisors
5815
Wells Financial Advisors
Massachusetts
USD 126 M +USD 4.69 M +4% 4.35% 58.9% 66 4.55% 1.8
BCR Wealth Strategies
5816
BCR Wealth Strategies
Alabama
USD 125 M +USD 9.47 M +8% 4.15% 45.1% 18 5.56% 1.1
XXEC Inc
5817
XXEC Inc
Oklahoma
USD 125 M +USD 518 k +0.4% 8.58% 30.1% 29 31.03% 1.5
Silver Rock Financial
5818
Silver Rock Financial
California
USD 125 M -USD 191 M -60% 2.99% 2.58% 186 44.62% 1.1
Piedmont Capital Management (Montana)
5819
Piedmont Capital Management (Montana)
Montana
USD 125 M +USD 5.57 M +5% 3.58% 94% 48 14.58% 1.5
Cooper/Haims Advisors
5820
Cooper/Haims Advisors
New York
USD 125 M -USD 16 M -11% 7% 58.8% 75 8% 3.2
Palo Alto Wealth Advisors
5821
Palo Alto Wealth Advisors
California
USD 125 M +USD 7.5 M +6% 11.3% 108% 44 9.09% 0.2
AAFMAA Wealth Management & Trust
5822
AAFMAA Wealth Management & Trust
North Carolina
USD 125 M +USD 13.9 M +12% 11.9% 62.3% 55 9.09% 1.4
Cassia Capital Partners
5823
Cassia Capital Partners
North Carolina
USD 125 M +USD 2.89 M +2% 0.99% 59.9% 75 4% 0.8
Dentgroup
5824
Dentgroup
Louisiana
USD 125 M +USD 8.65 M +7% 5.53% 53.6% 111 12.61% 0.9
Asset Planning Corporation
5825
Asset Planning Corporation
Tennessee
USD 124 M +USD 4.35 M +4% 2.48% 44.5% 39 7.69% 1.7