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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)
WFA Asset Management
6176
WFA Asset Management
Wisconsin
USD 177 M -USD 14.4 M -8% 5.04% 60% 242 16.94% 2.7
Capasso Planning Partners
6177
Capasso Planning Partners
South Carolina
USD 177 M -USD 62.1 M -26% 6.53% 51.6% 105 26.67% 2
Robert Bosch
6178
Robert Bosch
Germany
USD 177 M +USD 14.5 M +9% 14.2% – 2 50% 0.3
Patrick Mauro Investment Advisor
6179
Patrick Mauro Investment Advisor
Illinois
USD 177 M -USD 6.26 M -3% 1.43% 31.7% 43 9.3% 2.4
Enavate Sciences
6180
Enavate Sciences
California
USD 177 M +USD 43.8 M +33% 44.7% – 6 0% 0.5
Granite FO LLC
6181
Granite FO LLC
New Hampshire
USD 177 M +USD 490 k +0.3% 4.26% 112% 189 1.59% 1.2
Lagoda Investment Management
6182
Lagoda Investment Management
New York
USD 177 M +USD 19.5 M +12% 20.4% 250% 34 32.35% 7.4
Birchcreek Wealth Management
6183
Birchcreek Wealth Management
Ohio
USD 177 M +USD 18.1 M +11% 9.05% 80.7% 121 9.92% 2.9
Tudor Financial
6184
Tudor Financial
Ohio
USD 176 M +USD 10 M +6% 8.02% – 144 13.19% 0.7
Plan A Wealth
6185
Plan A Wealth
Nebraska
USD 176 M +USD 47.4 M +37% 7.59% – 163 30.06% 0.3
Grant Private Wealth Management
6186
Grant Private Wealth Management
California
USD 176 M +USD 83.7 M +90% 7.34% – 151 76.16% 0.3
Canerector Inc
6187
Canerector Inc
Ontario, Canada
USD 176 M +USD 47.4 M +37% 11.9% – 10 0% 0.5
Twin Securities
6188
Twin Securities
New York
USD 176 M -USD 17.3 M -9% 3.01% 506% 24 70.83% 0.3
Bank of Jackson Hole Trust
6189
Bank of Jackson Hole Trust
Wyoming
USD 176 M +USD 21.5 M +14% 10.6% – 483 13.87% 0.5
R.W. Roge & Company
6190
R.W. Roge & Company
New York
USD 176 M -USD 6.48 M -4% 9.49% 68.1% 57 10.53% 3
RHS Financial
6191
RHS Financial
California
USD 176 M -USD 2.27 M -1% 7.89% 65.6% 152 30.26% 2.2
PWP
6192
Pursue Wealth Partners
California
USD 176 M +USD 11.7 M +7% 18.3% 108% 129 21.71% 2
Equinox Partners Investment Management
6193
Equinox Partners Investment Management
Connecticut
USD 176 M +USD 1.44 M +0.8% 4.39% 241% 10 20% 2.5
Laurel Wealth Planning
6194
Laurel Wealth Planning
Minnesota
USD 176 M +USD 25.4 M +17% 8.69% 53.1% 58 6.9% 3.1
Sanofi
6195
Sanofi
France
USD 176 M +USD 9.8 M +6% 2.12% – 10 10% 0.5
NBZ Investment Advisors
6196
NBZ Investment Advisors
Tennessee
USD 176 M +USD 2.02 M +1% 10.9% – 67 10.45% 0.4
Foundry Financial Group
6197
Foundry Financial Group
New Hampshire
USD 176 M +USD 13.3 M +8% 8.03% – 63 7.94% 1.2
Rockbridge Capital Management
6198
Rockbridge Capital Management
Virginia
USD 176 M +USD 12.2 M +7% 4.63% – 27 11.11% 0.4
Resolute Wealth Advisor
6199
Resolute Wealth Advisor
Ohio
USD 176 M – – 9.28% – 78 – 0
Main Line Retirement Advisors
6200
Main Line Retirement Advisors
Montana
USD 176 M +USD 21.7 M +14% 8.36% 47.6% 46 17.39% 1.4