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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)
N10 Assets
6101
N10 Assets
Connecticut
USD 231 M – – 48.3% – 34 – 0
Foundry Financial Group
6102
Foundry Financial Group
New Hampshire
USD 231 M +USD 29.7 M +15% 13.3% 57.4% 82 17.07% 1.5
VH
6103
VVR Holdings
Washington
USD 231 M +USD 37.7 M +19% 17.2% – 45 28.89% 0.4
Founders Capital Management (Texas)
6104
Founders Capital Management (Texas)
Texas
USD 231 M +USD 26.3 M +13% 24.1% 131% 427 10.3% 4.4
LWA
6105
Legacy Wealth Advisors
Florida
USD 231 M +USD 35.1 M +18% 12.8% – 155 34.19% 0.3
PFG Private Wealth Management
6106
PFG Private Wealth Management
Florida
USD 231 M -USD 5.05 M -2% 9.55% 52.6% 86 26.74% 1.6
CarsonAllaria Wealth Management
6107
CarsonAllaria Wealth Management
Illinois
USD 231 M +USD 28.4 M +14% 11.9% 51.7% 75 13.33% 3.8
AGP Franklin
6108
AGP Franklin
Tennessee
USD 231 M +USD 30.4 M +15% 24.1% – 107 26.17% 1
Cooper Capital Advisors
6109
Cooper Capital Advisors
California
USD 231 M +USD 87.7 M +61% 17.1% – 44 27.27% 0.9
Harold Davidson & Associates
6110
Harold Davidson & Associates
California
USD 231 M +USD 24.7 M +12% 22.7% – 66 19.7% 1.3
BWM
6111
Bullock Wealth Management
Indiana
USD 231 M +USD 31.2 M +16% 18% 101% 650 10.92% 3.3
Note Advisors
6112
Note Advisors
New York
USD 231 M +USD 30.5 M +15% 7.96% – 88 5.68% 1.3
Burrus Financial Services
6113
Burrus Financial Services
Utah
USD 230 M +USD 11.9 M +5% 6.76% 31.3% 11 0% 2.3
Kensington Investment Counsel
6114
Kensington Investment Counsel
California
USD 230 M +USD 22.5 M +11% 21.1% 81.9% 93 19.35% 3.3
Strive Financial Group
6115
Strive Financial Group
Indiana
USD 230 M +USD 41.6 M +22% 16.3% – 944 29.34% 0.4
Banyan Capital Management
6116
Banyan Capital Management
Georgia
USD 230 M -USD 1.96 M -0.8% 4.14% 44.4% 55 0% 2.2
LCM Capital Management
6117
LCM Capital Management
Illinois
USD 230 M +USD 30.7 M +15% 19% 128% 132 18.94% 3.2
BDFS Capital
6118
BDFS Capital
Delaware
USD 230 M +USD 22.2 M +11% 6.77% – 149 30.2% 0.4
International City Management Association Retirement Corp
6119
International City Management Association Retirement Corp
District of Columbia
USD 230 M +USD 34.8 M +18% 9.68% 48.1% 6 0% 2.6
Matrix Private Capital Group
6120
Matrix Private Capital Group
New York
USD 230 M +USD 22.5 M +11% 9.57% 62.5% 148 8.11% 4.3
Azarias Capital Management
6121
Azarias Capital Management
Pennsylvania
USD 230 M +USD 6.68 M +3% 9.32% 58.2% 25 12% 2.5
Integrity Investment Advisors
6122
Integrity Investment Advisors
Colorado
USD 230 M +USD 45.4 M +25% 16.9% – 79 15.19% 0.9
LS
6123
LCW Services
Virginia
USD 230 M +USD 28.4 M +14% 11.7% – 40 2.5% 0.5
AIFS
6124
A&I Financial Services
Colorado
USD 230 M +USD 18.5 M +9% 11.4% – 86 25.58% 1.8
Catalys Pacific
6125
Catalys Pacific
Japan
USD 229 M -USD 1.26 M -0.5% 0.54% 189% 2 0% 2.5