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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)
One William Street Capital Management
6151
One William Street Capital Management
New York
USD 146 M +USD 79.4 M +120% 0% 44% 6 100% 0
Valued Wealth Advisors
6152
Valued Wealth Advisors
Utah
USD 146 M +USD 4.51 M +3% 0.07% – 633 7.9% 0.4
CNFG
6153
Creegan & Nassoura Financial Group
New Hampshire
USD 146 M -USD 3.93 M -3% 1.73% 52.6% 80 6.25% 6.2
Financial Designs
6154
Financial Designs
California
USD 145 M -USD 6.23 M -4% 0.13% 49% 21 23.81% 0.3
Oxford Wealth Group
6155
Oxford Wealth Group
Florida
USD 145 M +USD 35.6 M +32% 3.03% – 74 27.03% 0.2
Merrion Investment Management
6156
Merrion Investment Management
New Jersey
USD 145 M +USD 5.54 M +4% 6.16% 161% 102 7.84% 2.4
ALAM
6157
Asahi Life Asset Management
Japan
USD 145 M -USD 21.4 M -13% 4.28% 122% 225 62.22% 1.9
Renasant Bank
6158
Renasant Bank
Mississippi
USD 145 M +USD 4.76 M +3% 1.95% 65% 207 31.88% 2.2
Invesco Senior Secured Management
6159
Invesco Senior Secured Management
New York
USD 145 M -USD 24.6 M -14% 8.3% 18.1% 8 0% 2
EP
6160
Elkhorn Partners
Nebraska
USD 145 M +USD 6.6 M +5% 3.74% 32.2% 54 22.22% 4.5
Foundry Financial Group
6161
Foundry Financial Group
New Hampshire
USD 145 M +USD 5.04 M +4% 0.51% – 60 16.67% 0.4
Davidson Trust Company
6162
Davidson Trust Company
Washington
USD 145 M -USD 26.5 M -15% 2.44% 77% 151 11.92% 3.1
Wrenne Financial Planning
6163
Wrenne Financial Planning
Kentucky
USD 145 M +USD 9.8 M +7% 0.71% – 41 29.27% 0.3
Sebold Capital Management
6164
Sebold Capital Management
Illinois
USD 145 M -USD 3.37 M -2% 0.26% – 75 10.67% 1.3
Palo Alto Wealth Advisors
6165
Palo Alto Wealth Advisors
California
USD 145 M +USD 2.84 M +2% 4.68% 108% 42 0% 1.3
Lynx Capital Group
6166
Lynx Capital Group
Ohio
USD 145 M -USD 3.54 M -2% 1.5% – 83 10.84% 0.5
Tenret Company
6167
Tenret Company
Florida
USD 144 M +USD 2.61 M +2% 0.42% – 32 6.25% 2.4
EIM
6168
Ervin Investment Management
Washington
USD 144 M +USD 1.59 M +1% 3.92% 92.9% 39 10.26% 2
NAMNJ
6169
NorthStar Asset Management (New Jersey)
New Jersey
USD 144 M +USD 12.3 M +9% 6.39% – 84 13.1% 0.5
First Affirmative Financial Network
6170
First Affirmative Financial Network
Colorado
USD 144 M +USD 8.43 M +6% 3.32% – 275 12.73% 1.5
Millington Financial Advisors
6171
Millington Financial Advisors
Illinois
USD 144 M +USD 3.68 M +3% 2.45% 77.5% 87 19.54% 1.1
Revisor Wealth Management
6172
Revisor Wealth Management
Ohio
USD 144 M -USD 77.2 M -35% 2.99% 72% 198 24.75% 0.9
ASI
6173
Advisory Services & Investments
Oregon
USD 144 M -USD 1.05 M -0.7% 0.2% 19.9% 37 5.41% 1.9
Ulland Investment Advisors
6174
Ulland Investment Advisors
Minnesota
USD 144 M +USD 18.6 M +15% 6.84% 161% 247 15.38% 1.8
Aspen Wealth Strategies
6175
Aspen Wealth Strategies
Colorado
USD 144 M -USD 991 k -0.7% 0.74% 65.8% 78 8.97% 1.2