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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)
Arcadia Wealth Management (New Hampshire)
5926
Arcadia Wealth Management (New Hampshire)
New Hampshire
USD 114 M – – 7.2% 55.5% 59 – 0
Clarus Group
5927
Clarus Group
Texas
USD 114 M +USD 4.23 M +4% 8.85% 67.5% 100 15% 1.6
Innova Wealth Partners
5928
Innova Wealth Partners
Pennsylvania
USD 114 M +USD 4.22 M +4% 6.84% 72.5% 68 41.18% 1.3
Hazlett, Burt & Watson
5929
Hazlett, Burt & Watson
West Virginia
USD 114 M +USD 10.5 M +10% 10.2% 108% 657 7.15% 0.7
Peak Planning Group
5930
Peak Planning Group
Colorado
USD 114 M +USD 5.61 M +5% 7.11% 105% 83 10.84% 1.6
Western Standard LLC
5931
Western Standard LLC
California
USD 114 M +USD 26.2 M +30% 48.4% 83.7% 36 52.78% 0.9
Dopkins Wealth Management
5932
Dopkins Wealth Management
New York
USD 114 M +USD 24.4 M +27% 10.5% 64.4% 48 29.17% 0.7
Aegis Financial
5933
Aegis Financial
Virginia
USD 114 M – – 33.6% 266% 28 – 1.5
Altus Wealth Management
5934
Altus Wealth Management
Kentucky
USD 114 M -USD 3.28 M -3% 7.04% 73% 35 25.71% 2.2
Weaver C. Barksdale & Associates
5935
Weaver C. Barksdale & Associates
Tennessee
USD 113 M +USD 13.8 M +14% 15% 52.2% 65 7.69% 4.6
Somerset Group
5936
Somerset Group
Minnesota
USD 113 M +USD 3.95 M +4% 4.34% 84.6% 70 12.86% 5.3
Caldwell Sutter Capital
5937
Caldwell Sutter Capital
California
USD 113 M – – 7.8% 79.5% 315 – 0
Silverhawk Asset Management
5938
Silverhawk Asset Management
Arizona
USD 113 M +USD 13.6 M +14% 8.12% – 35 20% 0.7
Simplicity Wealth
5939
Simplicity Wealth
New Jersey
USD 113 M +USD 38.8 M +52% 6.11% 82.2% 102 69.61% 0.3
Shelter Insurance Retirement Plan
5940
Shelter Insurance Retirement Plan
Missouri
USD 113 M -USD 25.7 M -18% 10% 60.5% 8 0% 2.2
Velan Capital Investment Management
5941
Velan Capital Investment Management
Georgia
USD 113 M +USD 12.4 M +12% 15.8% 2,395% 35 51.43% 0.4
ASFA
5942
All Season Financial Advisors
Colorado
USD 113 M +USD 21 M +23% 7.94% 33.8% 143 54.55% 0.5
Davidson Trust Company
5943
Davidson Trust Company
Washington
USD 113 M +USD 9.06 M +9% 10.5% 77% 110 6.36% 2.6
Disciplined Equity Management
5944
Disciplined Equity Management
Florida
USD 113 M +USD 11.7 M +12% 12.4% 72.3% 57 19.3% 0.7
Stevens Capital Partners
5945
Stevens Capital Partners
Nebraska
USD 113 M – – 7.31% 76.3% 50 – 0
Basepoint Wealth
5946
Basepoint Wealth
Iowa
USD 113 M +USD 19.3 M +21% 14.7% 113% 91 7.69% 0.8
Porter White Investment Advisors
5947
Porter White Investment Advisors
Alabama
USD 113 M – – 10.7% 58% 20 – 0
Convergence Financial
5948
Convergence Financial
Missouri
USD 113 M +USD 21.7 M +24% 5.93% 70.6% 30 36.67% 0.6
Pinnacle Wealth Management Group
5949
Pinnacle Wealth Management Group
Michigan
USD 113 M -USD 610 k -0.5% 7.24% 64.3% 111 10.81% 1.2
Institutional Venture Management XIII
5950
Institutional Venture Management XIII
California
USD 113 M -USD 25 M -18% 15.2% – 4 0% 0.9