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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)
Fischer Investment Strategies
6426
Fischer Investment Strategies
California
USD 210 M +USD 38.2 M +22% 15% 81% 52 19.23% 1.1
Arcadia Wealth Management (New York)
6427
Arcadia Wealth Management (New York)
New York
USD 210 M +USD 24.8 M +13% 13.3% – 61 14.75% 1.2
Apricus Wealth
6428
Apricus Wealth
South Carolina
USD 210 M +USD 4.27 M +2% 5.14% 80.6% 131 9.92% 2.6
Shearwater Capital
6429
Shearwater Capital
Colorado
USD 209 M +USD 18.7 M +10% 11% 74.4% 73 13.7% 2.9
Trust Investment Advisors
6430
Trust Investment Advisors
Indiana
USD 209 M +USD 38.5 M +23% 32.5% 178% 101 15.84% 4.9
IF
6431
Integrity Financial
Wyoming
USD 209 M +USD 8.32 M +4% 14.2% 66.3% 318 16.35% 2.4
Sherrill & Hutchins Financial Advisory
6432
Sherrill & Hutchins Financial Advisory
Georgia
USD 209 M +USD 39.9 M +24% 9.26% 41.6% 20 25% 1.2
Sard Wealth Management Group
6433
Sard Wealth Management Group
Georgia
USD 209 M +USD 25.2 M +14% 11% 51.3% 64 10.94% 1.8
Humankind Investments
6434
Humankind Investments
New York
USD 209 M +USD 34 M +19% 18.2% 62.5% 24 25% 1.3
Panoramic Investment Advisors
6435
Panoramic Investment Advisors
Colorado
USD 209 M +USD 24.1 M +13% 12.9% – 145 13.1% 2.2
NED
6436
Nancy E. Dempze
USD 209 M +USD 26.9 M +15% 23.6% 83.1% 97 11.34% 4.4
Peninsula Asset Management
6437
Peninsula Asset Management
Florida
USD 209 M +USD 13.1 M +7% 9.36% 44.1% 56 8.93% 7.1
HFS
6438
Hoge Financial Services
Pennsylvania
USD 209 M +USD 22.1 M +12% 12.4% – 87 21.84% 1.5
IFS Advisors
6439
IFS Advisors
Kansas
USD 209 M +USD 14.8 M +8% 8.74% 54.2% 226 6.64% 2.7
RLH Capital
6440
RLH Capital
New York
USD 209 M +USD 12 M +6% 0.19% – 180 67.78% 0.1
Pacific Financial Group
6441
Pacific Financial Group
Washington
USD 209 M +USD 23 M +12% 14.5% 61.1% 90 8.89% 5.3
FAG
6442
Financial Architects (Georgia)
Georgia
USD 209 M +USD 18.9 M +10% 9.49% 35.9% 25 4% 1.8
Oak Wealth Advisors
6443
Oak Wealth Advisors
Illinois
USD 208 M +USD 26.5 M +15% 12.4% – 68 16.18% 1.2
CCAM
6444
Capelight Capital Asset Management
New York
USD 208 M +USD 74.4 M +55% 96.8% – 50 58% 0.2
AWM
6445
Aberdeen Wealth Management
Illinois
USD 208 M -USD 11.1 M -5% 15.8% 73.1% 436 61.01% 1.8
Promethium Advisors
6446
Promethium Advisors
Maryland
USD 208 M +USD 15.2 M +8% 9.08% – 130 20% 1.4
Axis Wealth Partners
6447
Axis Wealth Partners
Rhode Island
USD 208 M +USD 20.2 M +11% 9.99% – 197 18.78% 1.2
Monument Group Wealth Advisors
6448
Monument Group Wealth Advisors
Massachusetts
USD 208 M +USD 28.1 M +16% 12.5% 68.6% 44 2.27% 2
MF
6449
Meridian Financial
Massachusetts
USD 208 M +USD 25.2 M +14% 12.5% 58.5% 152 11.18% 2.9
Andrews Advisory Associates
6450
Andrews Advisory Associates
Hawaii
USD 208 M +USD 18.2 M +10% 9.1% – 89 11.24% 0.4