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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)
First Bancorp
6026
First Bancorp
Maine
USD 121 M +USD 4.45 M +4% 4.83% 73.8% 112 3.57% 1.8
Spectrum Asset Management (Connecticut)
6027
Spectrum Asset Management (Connecticut)
Connecticut
USD 121 M -USD 8.02 M -6% 1.53% 0.74% 7 0% 3.8
Gouws Capital LLC
6028
Gouws Capital LLC
North Carolina
USD 121 M +USD 9.29 M +8% 8.64% 114% 47 4.26% 1.3
Walker Asset Management
6029
Walker Asset Management
Missouri
USD 121 M +USD 5.76 M +5% 7.93% 87.6% 100 7% 1.2
AAFMAA Wealth Management & Trust
6030
AAFMAA Wealth Management & Trust
North Carolina
USD 121 M -USD 3.61 M -3% 5.31% 62.3% 53 9.43% 1.7
ASI
6031
Advisory Services & Investments
Oregon
USD 121 M +USD 10.9 M +10% 4.72% 19.9% 40 15% 1.2
HTG Investment Advisors
6032
HTG Investment Advisors
Connecticut
USD 121 M +USD 11.4 M +10% 5.1% 57.4% 54 11.11% 0.5
David J. Yvars Group
6033
David J. Yvars Group
Florida
USD 121 M +USD 10.4 M +9% 12.3% 143% 89 20.22% 1.7
Basepoint Wealth
6034
Basepoint Wealth
Iowa
USD 121 M +USD 1.14 M +0.9% 0.6% 113% 96 4.17% 1.3
TrueWealth Financial Partners
6035
TrueWealth Financial Partners
Washington
USD 121 M +USD 4.95 M +4% 2.25% 36.4% 17 11.76% 1.2
McClarren Financial Advisors
6036
McClarren Financial Advisors
Pennsylvania
USD 121 M +USD 10.9 M +10% 6.51% 63% 491 25.87% 0.8
Montz Harcus Wealth Management
6037
Montz Harcus Wealth Management
Louisiana
USD 121 M +USD 12.6 M +12% 7.97% 84.1% 60 13.33% 1.2
Yorktown Energy Partners X
6038
Yorktown Energy Partners X
New York
USD 121 M +USD 16.8 M +16% 9.78% 95.9% 5 20% 2.1
Flagship Private Wealth
6039
Flagship Private Wealth
Massachusetts
USD 121 M +USD 8.88 M +8% 6.16% 62.7% 76 5.26% 2.1
Kapstone Financial Advisors
6040
Kapstone Financial Advisors
Ohio
USD 121 M +USD 9.9 M +9% 7.92% 131% 105 15.24% 0.4
Von Berge Wealth Management Group
6041
Von Berge Wealth Management Group
California
USD 121 M +USD 8.84 M +8% 6.63% 60.5% 66 10.61% 1.3
Charter Research & Investment Group
6042
Charter Research & Investment Group
Connecticut
USD 121 M +USD 6.37 M +6% 6.27% 82.3% 79 6.33% 6.1
Legacy Capital Wealth Partners
6043
Legacy Capital Wealth Partners
Arkansas
USD 120 M -USD 246 M -67% 4.26% 70.4% 255 86.67% 1.1
Arias Resource Capital
6044
Arias Resource Capital
Cayman Islands
USD 120 M -USD 25 M -17% 17.2% 81.3% 1 0% 2
Andrews Lucia Wealth Management
6045
Andrews Lucia Wealth Management
California
USD 120 M +USD 7.37 M +7% 4.59% 59.7% 26 7.69% 1.1
Plotkin Financial Advisors
6046
Plotkin Financial Advisors
Maryland
USD 120 M +USD 12.7 M +12% 10.5% 95.3% 82 13.41% 2.1
Richelieu Gestion
6047
Richelieu Gestion
France
USD 120 M +USD 9.4 M +8% 4.05% – 79 18.99% 0.9
Sagil Capital
6048
Sagil Capital
United Kingdom
USD 120 M -USD 3.97 M -3% 14.2% 104% 27 48.15% 0.6
General Partner Inc
6049
General Partner Inc
Pennsylvania
USD 120 M +USD 6.23 M +5% 9.49% 83.1% 127 0.79% 0.4
Solstein Capital
6050
Solstein Capital
California
USD 120 M +USD 5.04 M +4% 5.88% 91.4% 308 12.66% 1.8