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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)
Ryan Investment Management
6301
Ryan Investment Management
Colorado
USD 180 M +USD 23.4 M +15% 6.46% – 53 66.04% 0.2
RWIA
6302
Roger Wittlin Investment Advisory
California
USD 180 M +USD 495 k +0.3% 6.76% 61.3% 44 9.09% 2.3
Brookmont Capital Management
6303
Brookmont Capital Management
Texas
USD 180 M +USD 5.44 M +3% 5.52% 32.2% 58 10.34% 7.2
West Bancorporation
6304
West Bancorporation
Iowa
USD 180 M +USD 21.6 M +14% 7.12% 72.5% 116 21.55% 3
Sage Private Wealth Group
6305
Sage Private Wealth Group
Illinois
USD 180 M +USD 23.7 M +15% 11.4% 72.3% 93 11.83% 2.1
WFG
6306
Wormser Freres Gestion
France
USD 180 M +USD 11.8 M +7% 2.98% 67.4% 50 6% 1.4
Kingsman Wealth Management
6307
Kingsman Wealth Management
Florida
USD 180 M +USD 19.2 M +12% 11.2% – 77 28.57% 0.4
KilterHowling LLC
6308
KilterHowling LLC
Colorado
USD 180 M +USD 11.7 M +7% 5.9% 51.3% 47 4.26% 2.9
Davidson Kahn Capital Management
6309
Davidson Kahn Capital Management
California
USD 179 M +USD 23.5 M +15% 9.31% – 60 3.33% 0.7
Armor Advisors
6310
Armor Advisors
New York
USD 179 M -USD 11.4 M -6% 21.6% 78.5% 19 21.05% 1.9
Jim Saulnier & Associates
6311
Jim Saulnier & Associates
Colorado
USD 179 M +USD 32.8 M +22% 3.82% – 136 17.65% 0.7
Treasure Coast Financial Planning
6312
Treasure Coast Financial Planning
Florida
USD 179 M +USD 7.67 M +4% 4% 32.6% 45 8.89% 2.3
Visionary Horizons
6313
Visionary Horizons
Tennessee
USD 179 M +USD 21.2 M +13% 7.45% 69.2% 123 30.08% 1
Ballew Advisors
6314
Ballew Advisors
Mississippi
USD 179 M +USD 10.7 M +6% 9.37% 68% 127 15.75% 3.6
SFC
6315
Sprinkle Financial Consultants
Colorado
USD 179 M +USD 15.5 M +9% 6.39% 64.1% 86 6.98% 1.4
Secured Retirement Advisors
6316
Secured Retirement Advisors
Minnesota
USD 179 M +USD 11.3 M +7% 10.1% – 125 10.4% 0.9
Yardley Wealth Management
6317
Yardley Wealth Management
Pennsylvania
USD 179 M -USD 3.86 M -2% 5.75% – 41 12.2% 1
Washburn Capital Management
6318
Washburn Capital Management
Florida
USD 179 M +USD 8.41 M +5% 8.92% 123% 58 13.79% 2.5
Salvus Wealth Management
6319
Salvus Wealth Management
New Jersey
USD 179 M +USD 7.66 M +4% 8.58% 108% 137 10.95% 2.8
Cetera Trust Company
6320
Cetera Trust Company
Minnesota
USD 179 M +USD 11.1 M +7% 9.39% – 366 5.46% 1.6
Washington University
6321
Washington University
Missouri
USD 179 M +USD 57.1 M +47% 19.1% 44% 5 60% 2.5
Renaissance Capital
6322
Renaissance Capital
Connecticut
USD 178 M +USD 35 M +24% 9.59% 392% 33 21.21% 1.1
Omni 360 Wealth
6323
Omni 360 Wealth
New Jersey
USD 178 M +USD 17.3 M +11% 6.72% 59.9% 122 7.38% 1.4
Walker Asset Management
6324
Walker Asset Management
Missouri
USD 178 M +USD 5.07 M +3% 5.18% 87.6% 152 15.79% 2.4
William Allan Corp
6325
William Allan Corp
Colorado
USD 178 M +USD 6.7 M +4% 5.47% 94.2% 51 5.88% 2.8