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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)
Echo Wealth Management
6626
Echo Wealth Management
Minnesota
USD 196 M +USD 22.3 M +13% 7.36% 42.9% 49 8.16% 3.1
MG
6627
McHugh Group
Ohio
USD 196 M +USD 26.7 M +16% 21.8% – 88 9.09% 1.2
Quantum Financial Partners
6628
Quantum Financial Partners
Kansas
USD 196 M – – 13.4% – 153 – 0
Octahedron Capital Management
6629
Octahedron Capital Management
California
USD 195 M +USD 57.8 M +42% 61.1% 234% 22 50% 1
BAM
6630
Bosun Asset Management
Illinois
USD 195 M +USD 9.2 M +5% 14.5% 278% 77 5.19% 2.9
Momentous Wealth Management
6631
Momentous Wealth Management
Washington
USD 195 M +USD 20.1 M +12% 9.6% – 50 22% 1.1
WestCap Management
6632
WestCap Management
California
USD 195 M +USD 187 k +0.1% 102% – 2 0% 0.5
SFM LLC
6633
SFM LLC
New Hampshire
USD 195 M +USD 29.6 M +18% 10.9% 67.5% 73 19.18% 1.8
Delos Wealth Advisors
6634
Delos Wealth Advisors
Texas
USD 195 M +USD 20.3 M +12% 9.77% 58% 355 39.44% 1
Trust Company of Kansas
6635
Trust Company of Kansas
Kansas
USD 195 M +USD 13.8 M +8% 13.7% 87% 63 17.46% 3.3
Finivi Inc
6636
Finivi Inc
Massachusetts
USD 195 M +USD 11.8 M +6% 15.6% 144% 119 20.17% 2.3
Secured Retirement Advisors
6637
Secured Retirement Advisors
Minnesota
USD 195 M +USD 18.2 M +10% 15.4% – 157 31.85% 1.2
Constitution Capital
6638
Constitution Capital
Connecticut
USD 195 M -USD 5.29 M -3% 10.7% 91.1% 66 13.64% 3.9
Cosner Financial Group
6639
Cosner Financial Group
Colorado
USD 195 M +USD 12.7 M +7% 12.2% 49.7% 37 8.11% 2.2
Conscious Wealth Investments
6640
Conscious Wealth Investments
Florida
USD 195 M +USD 15 M +8% 31.3% – 68 16.18% 1.5
Peoples Bank (Ohio)
6641
Peoples Bank (Ohio)
Ohio
USD 195 M +USD 31.6 M +19% 16.4% 78.9% 109 15.6% 6.1
Birch Financial Group
6642
Birch Financial Group
New Hampshire
USD 195 M +USD 23.3 M +14% 13.2% – 153 22.88% 1
Old North State Trust
6643
Old North State Trust
North Carolina
USD 194 M +USD 26.1 M +16% 23.1% – 159 10.69% 4.5
SVRN Asset Management
6644
SVRN Asset Management
Texas
USD 194 M +USD 91.2 M +88% 9.6% – 53 33.96% 0.3
Ehrlich Financial Group
6645
Ehrlich Financial Group
California
USD 194 M +USD 20.4 M +12% 10.9% 56.2% 128 19.53% 1.4
Aurora Investment Counsel
6646
Aurora Investment Counsel
Georgia
USD 194 M +USD 14.1 M +8% 10.4% 31.7% 127 27.56% 1.1
Pensionfund DSM Netherlands
6647
Pensionfund DSM Netherlands
Netherlands
USD 194 M +USD 21.4 M +12% 12.6% 36.9% 76 0% 8.2
Defined Wealth Management
6648
Defined Wealth Management
Oregon
USD 194 M +USD 23.6 M +14% 16.4% 78.1% 120 13.33% 3.5
Gentry Private Wealth
6649
Gentry Private Wealth
Kansas
USD 194 M +USD 28.3 M +17% 16.3% – 109 17.43% 1
International Private Wealth Advisors
6650
International Private Wealth Advisors
California
USD 194 M +USD 30.8 M +19% 8.61% – 178 24.72% 1.4