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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)
Midwest Heritage Bank
5901
Midwest Heritage Bank
Iowa
USD 128 M +USD 24.5 M +24% 3.82% 52.2% 72 33.33% 0.2
SWM Advisors
5902
SWM Advisors
Florida
USD 127 M +USD 13.1 M +12% 5.45% – 34 17.65% 0.2
Long Walk Management
5903
Long Walk Management
Connecticut
USD 127 M -USD 19.1 M -13% 18.7% 302% 5 20% 0.5
ETF Store
5904
ETF Store
Kansas
USD 127 M -USD 5.42 M -4% 3.15% 61% 87 12.64% 0.2
Consilio Wealth Advisors
5905
Consilio Wealth Advisors
Washington
USD 127 M -USD 1.81 M -1% 5.4% 66.4% 48 39.58% 0.2
Aufman Associates
5906
Aufman Associates
Pennsylvania
USD 127 M -USD 8.3 M -6% 4.91% 136% 55 16.36% 1.6
Stegner Investment Associates
5907
Stegner Investment Associates
Kentucky
USD 127 M -USD 13.6 M -10% 6.72% 84.8% 23 13.04% 1.4
Leverty Financial Group
5908
Leverty Financial Group
Wisconsin
USD 127 M -USD 2.89 M -2% 5.68% 57.3% 135 83.7% 0.2
Shelton Wealth Management
5909
Shelton Wealth Management
Texas
USD 127 M -USD 306 k -0.2% 1.09% 89.4% 76 17.11% 0.2
MMA Asset Management
5910
MMA Asset Management
Pennsylvania
USD 127 M -USD 14.7 M -10% 2.32% 54.3% 117 35.9% 0.8
Kellett Wealth Advisors
5911
Kellett Wealth Advisors
Ohio
USD 127 M -USD 3.99 M -3% 0.52% 76.3% 76 21.05% 0.2
Palmer Knight Company
5912
Palmer Knight Company
Florida
USD 127 M -USD 87.2 M -41% 9.12% 78.9% 29 6.9% 2.6
Hudson Canyon Capital Management
5913
Hudson Canyon Capital Management
New York
USD 127 M -USD 11.1 M -8% 6.33% 160% 58 5.17% 1.1
Key Client Fiduciary Advisors
5914
Key Client Fiduciary Advisors
New Jersey
USD 127 M +USD 5.44 M +4% 4.25% 107% 144 21.53% 0.2
swisspartners
5915
swisspartners
Liechtenstein
USD 126 M -USD 14.8 M -10% 3.04% – 89 16.85% 0.9
Caldwell Investment Management
5916
Caldwell Investment Management
Ontario, Canada
USD 126 M -USD 1.65 M -1% 1.21% 162% 39 30.77% 0.2
Starfox Financial Services
5917
Starfox Financial Services
Texas
USD 126 M +USD 11.6 M +10% 4.06% – 28 39.29% 0.2
Aspire Wealth Management
5918
Aspire Wealth Management
Massachusetts
USD 126 M +USD 2.93 M +2% 4.34% 26% 186 11.83% 0.2
Meros Investment Management
5919
Meros Investment Management
Texas
USD 126 M -USD 10.4 M -8% 8.35% 102% 40 15% 0.2
KC
5920
Kenfarb & Co
Kentucky
USD 126 M -USD 10.6 M -8% 4.88% – 173 4.62% 0.2
Cottonwood Capital Advisors
5921
Cottonwood Capital Advisors
Utah
USD 126 M -USD 3.06 M -2% 3.96% 79% 112 10.71% 0.2
Adamsbrown Wealth Consultants
5922
Adamsbrown Wealth Consultants
Kansas
USD 126 M +USD 15.3 M +14% 3.14% 60.6% 94 19.15% 0.2
Hazlett, Burt & Watson
5923
Hazlett, Burt & Watson
West Virginia
USD 126 M – – 2.69% 97.1% 588 – 0
Act Two Investors
5924
Act Two Investors
California
USD 126 M -USD 742 k -0.6% 3.12% 53% 28 17.86% 2.4
Viewpoint Investment Partners
5925
Viewpoint Investment Partners
Alberta, Canada
USD 126 M -USD 50.8 M -29% 5.67% 38.4% 10 0% 1.8