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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)
Cobblestone Asset Management
5901
Cobblestone Asset Management
Virginia
USD 122 M – – 4.23% 60.6% 42 – 0
Elizabeth Park Capital Advisors
5902
Elizabeth Park Capital Advisors
Ohio
USD 122 M -USD 15.6 M -11% 3.71% 119% 52 25% 1.8
TrueWealth Financial Partners
5903
TrueWealth Financial Partners
Washington
USD 122 M +USD 701 k +0.6% 2.36% 36.4% 17 11.76% 1.5
Diamant Asset Management
5904
Diamant Asset Management
Connecticut
USD 122 M -USD 9.26 M -7% 4.76% 66.9% 70 8.57% 4.5
Peterson Wealth Management
5905
Peterson Wealth Management
Nevada
USD 122 M -USD 4.73 M -4% 3.96% 78% 73 24.66% 1.7
Lanham O'Dell & Company
5906
Lanham O'Dell & Company
West Virginia
USD 122 M +USD 11.1 M +10% 1.46% 81% 18 11.11% 1.3
Ballew Advisors
5907
Ballew Advisors
Mississippi
USD 121 M -USD 17 M -12% 3.17% 68% 113 15.93% 3.4
Yoder Wealth Management
5908
Yoder Wealth Management
California
USD 121 M -USD 5.73 M -5% 4.66% 69.3% 84 10.71% 0.5
LAM
5909
LifePro Asset Management
California
USD 121 M -USD 8.47 M -7% 7.62% 49% 133 42.86% 0.9
325 Capital
5910
325 Capital
New York
USD 121 M -USD 30.5 M -20% 12.2% 226% 9 11.11% 1.3
WAM
5911
Werlinich Asset Management
Connecticut
USD 121 M -USD 3.46 M -3% 2.98% 232% 58 5.17% 2.1
TFG
5912
Team Financial Group
California
USD 121 M – – 1.49% 42.4% 207 – 0
Prosperity Financial Group
5913
Prosperity Financial Group
California
USD 121 M +USD 7.47 M +7% 3.48% 108% 142 26.76% 0.5
Paragon Private Wealth Management
5914
Paragon Private Wealth Management
Kentucky
USD 121 M -USD 4.64 M -4% 3.83% 104% 135 11.85% 1.3
Sound Financial Strategies Group
5915
Sound Financial Strategies Group
Mississippi
USD 121 M -USD 15.9 M -12% 1.58% 26.4% 85 29.41% 0.9
TIFF Advisory Services
5916
TIFF Advisory Services
Pennsylvania
USD 121 M -USD 301 M -71% 0.76% 86.3% 27 33.33% 1.3
BHZ Capital Management
5917
BHZ Capital Management
California
USD 121 M -USD 21.7 M -15% 3.92% 3.24% 74 16.22% 3.1
Byrne Asset Management
5918
Byrne Asset Management
New Jersey
USD 121 M -USD 32.9 M -21% 2.92% 126% 655 42.9% 1
Stadium Capital Management
5919
Stadium Capital Management
Connecticut
USD 121 M +USD 2.42 M +2% 7.09% 10.9% 14 28.57% 1.2
Rainwater Charitable Foundation
5920
Rainwater Charitable Foundation
Texas
USD 121 M -USD 16.7 M -12% 3.74% 44% 4 25% 1.9
Epacria Capital Partners
5921
Epacria Capital Partners
Colorado
USD 121 M -USD 1.41 M -1% 2.48% 89.1% 62 6.45% 0.7
Old Well Partners
5922
Old Well Partners
North Carolina
USD 121 M +USD 9.8 M +9% 3.69% 97.8% 38 21.05% 1.5
AC
5923
AIFG Consultants
New York
USD 121 M -USD 3.99 M -3% 2.73% 49.8% 41 21.95% 0.6
HighMark Wealth Management
5924
HighMark Wealth Management
Minnesota
USD 121 M -USD 12.5 M -9% 4.21% 110% 590 8.64% 2.5
FFG Retirement Advisors
5925
FFG Retirement Advisors
Colorado
USD 121 M -USD 4.33 M -3% 3.72% 43.4% 40 22.5% 0.6