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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)
SHFP
5926
Second Half Financial Partners
Florida
USD 244 M +USD 21.8 M +10% 10.1% 36.8% 122 31.97% 1.3
Sterling Group Wealth Management
5927
Sterling Group Wealth Management
California
USD 244 M +USD 32.3 M +15% 14.9% 67.7% 68 23.53% 1.5
Grey Rock Energy Management
5928
Grey Rock Energy Management
Texas
USD 244 M -USD 80.7 M -25% 24.9% – 1 0% 1.5
Security National Bank of Sioux City Iowa
5929
Security National Bank of Sioux City Iowa
Iowa
USD 244 M +USD 74.5 M +44% 10.7% 61% 323 68.42% 2
Powers Capital
5930
Powers Capital
California
USD 244 M +USD 32.1 M +15% 15.3% – 2 0% 1.5
CCA
5931
Cypress Capital Advisors
Tennessee
USD 243 M +USD 58.9 M +32% 8.57% – 82 12.2% 1.2
Tejara Capital
5932
Tejara Capital
United Kingdom
USD 243 M -USD 60.1 M -20% 6.51% 17.3% 98 58.16% 0.7
JNE Partners
5933
JNE Partners
United Kingdom
USD 243 M -USD 1.19 M -0.5% 2.94% 100% 7 14.29% 1.8
Motive Wealth Advisors
5934
Motive Wealth Advisors
Michigan
USD 243 M +USD 30.2 M +14% 14.9% 73.4% 102 15.69% 2.6
Udine Wealth Management
5935
Udine Wealth Management
Florida
USD 243 M +USD 38.3 M +19% 18.4% 141% 45 33.33% 1.7
NewGen Asset Management
5936
NewGen Asset Management
Ontario, Canada
USD 243 M -USD 15.9 M -6% 4.72% 402% 47 63.83% 0.4
Legacy Wealth Management (Idaho)
5937
Legacy Wealth Management (Idaho)
Idaho
USD 243 M +USD 41.5 M +21% 17.8% – 1,072 84.51% 1.2
Threadgill Financial
5938
Threadgill Financial
Texas
USD 243 M -USD 102 M -30% 10.8% 49.3% 48 33.33% 2.2
One William Street Capital Management
5939
One William Street Capital Management
New York
USD 242 M -USD 937 M -79% 3.16% 44% 18 27.78% 0.4
Pacific Sun Financial
5940
Pacific Sun Financial
California
USD 242 M +USD 36 M +17% 18.6% 70.3% 222 10.81% 5
Sound Stewardship
5941
Sound Stewardship
Kansas
USD 242 M +USD 24.1 M +11% 8.38% 45.9% 73 13.7% 2.3
EAM
5942
Eukles Asset Management
Ohio
USD 242 M +USD 18.1 M +8% 12.5% 77.2% 243 8.23% 4.9
Higgins & Schmidt Wealth Strategies
5943
Higgins & Schmidt Wealth Strategies
Colorado
USD 242 M +USD 23.4 M +11% 12.5% 65.6% 68 11.76% 1.6
IRON Financial
5944
IRON Financial
Illinois
USD 242 M +USD 13.5 M +6% 8.66% 60.6% 156 10.26% 3.1
Long Island Wealth Management
5945
Long Island Wealth Management
New York
USD 242 M +USD 26.6 M +12% 10.4% 58.2% 97 10.31% 1.9
DoubleLine ETF Adviser
5946
DoubleLine ETF Adviser
Florida
USD 242 M -USD 20.6 M -8% 6.25% 51.6% 217 40.55% 1
Wealthcare Capital Partners
5947
Wealthcare Capital Partners
Pennsylvania
USD 242 M +USD 28.6 M +13% 10.8% – 185 20.54% 1.1
TrueWealth Financial Partners
5948
TrueWealth Financial Partners
Washington
USD 242 M -USD 8.88 M -4% 7.61% 36.4% 66 57.58% 0.4
Royalty Pharma Sub-Manager
5949
Royalty Pharma Sub-Manager
New York
USD 242 M +USD 69.2 M +40% 27.9% – 5 40% 0.4
Financial Harvest
5950
Financial Harvest
Florida
USD 242 M +USD 72.1 M +42% 10.2% – 67 14.93% 0.8