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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)
Worth Financial Advisory Group
5976
Worth Financial Advisory Group
North Carolina
USD 240 M +USD 11.1 M +5% 21.4% 93.3% 220 85.45% 0.4
Grand Wealth Management
5977
Grand Wealth Management
Michigan
USD 240 M +USD 27.5 M +13% 10.9% 54.1% 89 47.19% 3.1
Cobblestone Asset Management
5978
Cobblestone Asset Management
Virginia
USD 240 M +USD 17.4 M +8% 10.9% 60.6% 83 22.89% 1.4
GPM Growth Investors
5979
GPM Growth Investors
Michigan
USD 239 M +USD 1.62 M +0.7% 10% – 45 11.11% 3.5
Southern Capital Advisors
5980
Southern Capital Advisors
Tennessee
USD 239 M +USD 25.9 M +12% 12.9% 66.8% 91 14.29% 2.9
Brown Financial Advisory
5981
Brown Financial Advisory
Alabama
USD 239 M +USD 37.8 M +19% 16.2% 73.2% 53 15.09% 2.8
Cerity Partners Retirement Plan Advisors
5982
Cerity Partners Retirement Plan Advisors
New York
USD 239 M +USD 43.7 M +22% 12.1% – 49 67.35% 0.1
Visionary Horizons
5983
Visionary Horizons
Tennessee
USD 239 M +USD 36.3 M +18% 12.1% 69.2% 152 20.39% 1.3
FCFC
5984
First Citizens Financial Corp
Iowa
USD 239 M +USD 27.4 M +13% 15.5% 72.9% 142 7.04% 3.7
Aull & Monroe Investment Management
5985
Aull & Monroe Investment Management
Alabama
USD 239 M +USD 23.9 M +11% 20% 98.3% 130 6.92% 9
R.W. Roge & Company
5986
R.W. Roge & Company
New York
USD 239 M +USD 29.2 M +14% 13.6% 76.3% 71 9.86% 3.1
CNA Financial
5987
CNA Financial
Illinois
USD 239 M +USD 3.84 M +2% 5.95% 48.6% 24 62.5% 0.8
Bright Financial Advisors
5988
Bright Financial Advisors
Michigan
USD 239 M +USD 20.6 M +9% 8.89% – 76 17.11% 1.6
Kapstone Financial Advisors
5989
Kapstone Financial Advisors
Ohio
USD 239 M +USD 34.7 M +17% 14.8% 131% 181 18.23% 1.8
CF
5990
CDC Financial
Illinois
USD 239 M +USD 81.6 M +52% 16.3% – 64 40.63% 0.3
Carl P. Sherr & Co
5991
Carl P. Sherr & Co
Massachusetts
USD 239 M +USD 25.8 M +12% 11.3% 78.6% 139 14.39% 3.6
Victrix Investment Advisors
5992
Victrix Investment Advisors
Florida
USD 239 M -USD 36.8 M -13% 24% – 113 38.94% 1.2
Clarity Capital Advisors
5993
Clarity Capital Advisors
Florida
USD 239 M +USD 23.9 M +11% 10.6% 57.9% 96 2.08% 2.1
Norway Savings Bank
5994
Norway Savings Bank
Maine
USD 239 M +USD 27.6 M +13% 26.6% 117% 109 10.09% 6.3
City National Bank of Florida
5995
City National Bank of Florida
Florida
USD 238 M +USD 70.8 M +42% 18.2% – 163 30.06% 0.9
Collaborative Wealth Management
5996
Collaborative Wealth Management
Florida
USD 238 M +USD 20.6 M +9% 8.16% 46.6% 180 15.56% 3.2
Pinnacle Family Advisors
5997
Pinnacle Family Advisors
Missouri
USD 238 M +USD 25.5 M +12% 15.2% 85.8% 170 29.41% 2.3
Ring Mountain Capital
5998
Ring Mountain Capital
California
USD 238 M +USD 55.5 M +30% 39.5% – 110 16.36% 1.2
SMA Capital
5999
SMA Capital
New York
USD 238 M +USD 6.45 M +3% 14.6% – 184 82.61% 0.1
Tandem Capital Management
6000
Tandem Capital Management
New Jersey
USD 238 M +USD 38.1 M +19% 29% 128% 121 11.57% 3.6