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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)
MA
6051
McBroom & Associates
Nevada
USD 177 M +USD 13.3 M +8% 8.59% 148% 37 13.51% 2.3
Watchtower Advisors
6052
Watchtower Advisors
Connecticut
USD 177 M -USD 39.1 M -18% 13.4% 384% 17 29.41% 0.7
Kaizen Financial Strategies
6053
Kaizen Financial Strategies
California
USD 177 M +USD 4.27 M +2% 5.57% 126% 151 21.19% 1.9
Compass Financial Services
6054
Compass Financial Services
Iowa
USD 177 M – – 0.28% – 205 – 0
Militia Capital Partners
6055
Militia Capital Partners
Nevada
USD 177 M – – 12.3% – 147 – 0
Aflac Inc
6056
Aflac Inc
Georgia
USD 177 M +USD 19.3 M +12% 14.6% 13.4% 4 25% 2.3
Masterton Capital Management
6057
Masterton Capital Management
New York
USD 176 M +USD 26.5 M +18% 5.32% 1.94% 27 40.74% 0.6
Capital Wealth Alliance
6058
Capital Wealth Alliance
Arizona
USD 176 M +USD 4.54 M +3% 3.91% 124% 84 15.48% 2.5
Cooper/Haims Advisors
6059
Cooper/Haims Advisors
New York
USD 176 M -USD 5.54 M -3% 2.99% 58.8% 88 14.77% 4.2
Strengthening Families & Communities LLC
6060
Strengthening Families & Communities LLC
Massachusetts
USD 176 M -USD 214 M -55% 3.03% 116% 583 42.02% 1.5
Financial Futures
6061
Financial Futures
New Jersey
USD 176 M +USD 1.6 M +0.9% 0.11% 48.5% 57 12.28% 1.8
Index Venture Growth Associates IV
6062
Index Venture Growth Associates IV
Jersey
USD 176 M – – 1.85% – 1 – 0
Highlander Partners
6063
Highlander Partners
Texas
USD 176 M +USD 6.84 M +4% 13% 241% 42 7.14% 1.5
Capital Square
6064
Capital Square
Tennessee
USD 176 M +USD 11.3 M +7% 1.1% 62.5% 197 18.27% 2
Brentview Investment Management
6065
Brentview Investment Management
Illinois
USD 176 M – – 0.66% – 41 – 0
Rockbridge Capital Management
6066
Rockbridge Capital Management
Virginia
USD 176 M – – 1.43% – 24 – 0
Birchbrook
6067
Birchbrook
Maine
USD 176 M -USD 4.47 M -2% 1.67% 49.1% 305 17.7% 0.8
Whipplewood Advisors
6068
Whipplewood Advisors
Colorado
USD 176 M – – 2.15% – 1,183 – 0
Loudon Investment Management
6069
Loudon Investment Management
New Hampshire
USD 176 M -USD 6.63 M -4% 1.51% 72.5% 101 8.91% 5.8
Summit Place Financial Advisors
6070
Summit Place Financial Advisors
New Jersey
USD 176 M -USD 3.45 M -2% 0.67% 111% 96 11.46% 3
Wrenne Financial Planning
6071
Wrenne Financial Planning
Kentucky
USD 176 M +USD 7.95 M +5% 2.63% 54.3% 45 8.89% 0.8
Mills Wealth Advisors
6072
Mills Wealth Advisors
Texas
USD 176 M +USD 30.5 M +21% 1.2% 37.9% 67 25.37% 1.2
Exane Asset Management
6073
Exane Asset Management
France
USD 176 M +USD 50.8 M +41% 0.32% 74.5% 34 67.65% 0.4
PFG Private Wealth Management
6074
PFG Private Wealth Management
Florida
USD 176 M +USD 3.17 M +2% 0.08% 52.6% 255 12.94% 2.6
Accent Capital Management
6075
Accent Capital Management
Ohio
USD 176 M +USD 1.39 M +0.8% 6.19% – 226 24.34% 0.6