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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)
Alpine Peaks Capital
5851
Alpine Peaks Capital
New York
USD 163 M -USD 10.7 M -6% 5.31% 24.3% 25 8% 2.1
Paradigm Strategies in Wealth Management
5852
Paradigm Strategies in Wealth Management
Minnesota
USD 163 M +USD 707 k +0.4% 0.64% 41.2% 51 3.92% 2.1
Trivant Custom Portfolio Group
5853
Trivant Custom Portfolio Group
California
USD 163 M +USD 5.65 M +4% 4.91% 86.1% 199 14.07% 1
Financial Guidance Group
5854
Financial Guidance Group
Florida
USD 163 M +USD 8.74 M +6% 0.44% 58.7% 69 17.39% 1.4
Riverstone Advisors
5855
Riverstone Advisors
Texas
USD 163 M -USD 5 M -3% 4.37% 104% 52 15.38% 2.8
Argus Investors Counsel
5856
Argus Investors Counsel
New York
USD 163 M -USD 178 k -0.1% 5.62% 132% 119 19.33% 4.9
River Street Advisors
5857
River Street Advisors
Illinois
USD 163 M +USD 14.6 M +10% 3.58% 93.5% 144 13.89% 1.1
Nvest Financial
5858
Nvest Financial
New Hampshire
USD 163 M +USD 12.5 M +8% 4.34% 92.8% 95 22.11% 1.3
Southern Capital Advisors
5859
Southern Capital Advisors
Tennessee
USD 163 M -USD 2.09 M -1% 1.5% 58.2% 81 19.75% 1.5
IFS
5860
Intelligent Financial Strategies
Minnesota
USD 162 M +USD 1.27 M +0.8% 0.11% 63.5% 86 5.81% 2.1
FP
5861
Factorial Partners
New York
USD 162 M -USD 13.5 M -8% 5.53% 88.7% 89 21.35% 3
Family CFO
5862
Family CFO
California
USD 162 M +USD 1.03 M +0.6% 0.87% 84% 64 0% 2.1
Enterprise Financial Services Corp (EFSC)
5863
Enterprise Financial Services Corp (EFSC)
Missouri
USD 162 M -USD 3.7 M -2% 2.43% 100% 165 8.48% 7.2
Dogwood Wealth Management
5864
Dogwood Wealth Management
Kansas
USD 162 M +USD 14.5 M +10% 1.77% – 661 17.4% 0.5
Alcosta Capital Management
5865
Alcosta Capital Management
California
USD 162 M +USD 13.3 M +9% 10.8% 175% 28 0% 2.2
Concorde Asset Management
5866
Concorde Asset Management
Michigan
USD 162 M +USD 16.1 M +11% 4.95% – 177 32.2% 1.7
Whitefort Capital Management
5867
Whitefort Capital Management
New York
USD 162 M -USD 1.94 M -1% 12.5% 243% 24 25% 1.3
Independent Order of Foresters
5868
Independent Order of Foresters
Ontario, Canada
USD 162 M +USD 4.9 M +3% 2.75% 66.3% 16 6.25% 3.1
Emprise Bank
5869
Emprise Bank
Kansas
USD 162 M +USD 13.5 M +9% 3.96% – 112 12.5% 0.2
Peterson Wealth Management
5870
Peterson Wealth Management
Nevada
USD 162 M +USD 23.5 M +17% 5.23% 78% 57 15.79% 2
Tower Wealth Partners
5871
Tower Wealth Partners
Pennsylvania
USD 162 M +USD 7.96 M +5% 1.7% 53.7% 69 21.74% 1.9
H&H Retirement Design & Management
5872
H&H Retirement Design & Management
Nevada
USD 162 M +USD 10.5 M +7% 0.94% 38.4% 87 3.45% 1.4
Hiley Hunt Wealth Management
5873
Hiley Hunt Wealth Management
Nebraska
USD 162 M +USD 9.26 M +6% 1.01% 48.4% 39 10.26% 0.5
Dover Advisors
5874
Dover Advisors
Virginia
USD 162 M +USD 15.8 M +11% 2.94% 65% 129 14.73% 1
Berkeley Inc
5875
Berkeley Inc
Idaho
USD 162 M -USD 3.48 M -2% 3.36% 49.4% 72 19.44% 2.7