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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)
Disciplined Equity Management
6051
Disciplined Equity Management
Florida
USD 152 M +USD 1.25 M +0.8% 0.36% 72.3% 64 9.38% 1.5
Cassia Capital Partners
6052
Cassia Capital Partners
North Carolina
USD 152 M +USD 1.2 M +0.8% 1.11% 55% 62 4.84% 1.9
Stash Investments
6053
Stash Investments
New York
USD 152 M +USD 11.9 M +8% 0.95% – 5 0% 0.5
Treasure Coast Financial Planning
6054
Treasure Coast Financial Planning
Florida
USD 152 M -USD 1.28 M -0.8% 0.17% 32.6% 35 11.43% 1.7
Advanced Portfolio Management
6055
Advanced Portfolio Management
New York
USD 152 M +USD 98.6 M +186% 1.63% 19.8% 47 34.04% 0.3
BMMM
6056
Boston Mountain Money Management
Arkansas
USD 152 M +USD 5.57 M +4% 3.9% – 64 7.81% 0.2
Garrison Point Advisors
6057
Garrison Point Advisors
California
USD 152 M -USD 4.03 M -3% 3.47% 81.5% 152 7.24% 4.3
SWP Financial
6058
SWP Financial
California
USD 151 M +USD 8.53 M +6% 2.53% 58.4% 53 15.09% 0.4
Asset Allocation & Management Company
6059
Asset Allocation & Management Company
Illinois
USD 151 M -USD 1.43 M -0.9% 1.46% 58.5% 49 2.04% 3
CMG Global Holdings
6060
CMG Global Holdings
Texas
USD 151 M +USD 5.64 M +4% 2.91% 80.8% 95 6.32% 2.6
Ables Iannone Moore & Associates
6061
Ables Iannone Moore & Associates
Georgia
USD 151 M +USD 11.2 M +8% 9.9% 116% 74 28.38% 0.5
Center For Asset Management
6062
Center For Asset Management
Florida
USD 151 M +USD 29 M +24% 3.17% 66.6% 125 23.2% 1.6
Battery Global Advisors
6063
Battery Global Advisors
Massachusetts
USD 151 M +USD 27.8 M +23% 2.8% – 41 29.27% 0.4
Pacific Capital Partners
6064
Pacific Capital Partners
USD 151 M -USD 1.76 M -1% 1.6% 49.8% 63 15.87% 0.7
Kestrel Investment Management
6065
Kestrel Investment Management
California
USD 151 M +USD 1.2 M +0.8% 3.28% 89.2% 44 31.82% 1.5
Ballew Advisors
6066
Ballew Advisors
Mississippi
USD 151 M +USD 6.03 M +4% 2.38% 68% 105 6.67% 3.6
Chaney Capital Management
6067
Chaney Capital Management
Washington
USD 151 M +USD 26.5 M +21% 5.72% – 38 23.68% 0.4
Strategic Value Bank Partners
6068
Strategic Value Bank Partners
Ohio
USD 151 M -USD 2.03 M -1% 1.01% 98.1% 22 0% 2.1
Evergreen Wealth Management
6069
Evergreen Wealth Management
Michigan
USD 151 M +USD 3.19 M +2% 2.87% 62.1% 55 0% 1.4
Archvest Wealth Advisors
6070
Archvest Wealth Advisors
California
USD 151 M +USD 9.41 M +7% 1.54% 47.8% 65 16.92% 1.6
Prepared Retirement Institute
6071
Prepared Retirement Institute
Pennsylvania
USD 151 M +USD 16.9 M +13% 1.08% – 83 18.07% 0.4
Guardian Financial Partners
6072
Guardian Financial Partners
California
USD 151 M +USD 4.87 M +3% 1.82% 50.2% 46 4.35% 1
CE
6073
Cornerstone Enterprises
Wisconsin
USD 151 M +USD 14.7 M +11% 7.61% 85.7% 35 5.71% 0.4
Millennium Capital Advisors
6074
Millennium Capital Advisors
Arkansas
USD 150 M +USD 8.86 M +6% 8.24% 134% 126 7.94% 1.9
Oxinas Partners Wealth Management
6075
Oxinas Partners Wealth Management
Indiana
USD 150 M -USD 3.79 M -2% 4.72% 91.4% 133 10.53% 2.1