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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)
TA
6851
TPG Advisors
Illinois
USD 182 M +USD 21.8 M +14% 10.1% – 117 8.55% 1.5
Prentiss Smith & Co
6852
Prentiss Smith & Co
Vermont
USD 182 M +USD 10 M +6% 13% 67.4% 69 8.7% 6.3
Magnolia Private Wealth
6853
Magnolia Private Wealth
Pennsylvania
USD 182 M +USD 32.1 M +21% 10.2% – 166 27.11% 0.9
Shotwell Rutter Baer
6854
Shotwell Rutter Baer
Michigan
USD 182 M +USD 11.9 M +7% 8.2% 45.5% 38 0% 2.1
Brewster Financial Planning
6855
Brewster Financial Planning
New York
USD 182 M +USD 16.8 M +10% 9.26% 44.3% 30 13.33% 2.6
First National Bank of Hutchinson
6856
First National Bank of Hutchinson
Kansas
USD 182 M +USD 25.5 M +16% 23.4% 121% 98 22.45% 4.3
CAM
6857
Crown Advisors Management
California
USD 182 M +USD 31.5 M +21% 38.7% 284% 45 15.56% 2.4
PUREfi Wealth
6858
PUREfi Wealth
Massachusetts
USD 182 M +USD 29.4 M +19% 16.1% – 222 21.62% 0.9
EQ Wealth Advisors
6859
EQ Wealth Advisors
Texas
USD 182 M +USD 11 M +6% 5.54% – 57 5.26% 1.3
FCP
6860
Fosse Capital Partners
United Kingdom
USD 182 M +USD 46.6 M +34% 11.8% 80% 3 33.33% 3.7
Taylor Financial Group
6861
Taylor Financial Group
Virginia
USD 182 M +USD 16.9 M +10% 13.8% – 105 7.62% 2.2
Elevate Capital Advisors
6862
Elevate Capital Advisors
Colorado
USD 182 M +USD 27.3 M +18% 8.14% – 93 39.78% 0.8
Lagoda Investment Management
6863
Lagoda Investment Management
New York
USD 182 M +USD 19.7 M +12% 27.2% 250% 25 0% 6.6
Wilkins Miller Wealth Management
6864
Wilkins Miller Wealth Management
Alabama
USD 182 M +USD 16.5 M +10% 9.49% – 96 8.33% 1.3
Perspective Wealth Advisors
6865
Perspective Wealth Advisors
Colorado
USD 182 M +USD 27.6 M +18% 13% – 76 35.53% 0.3
Ames National Corp
6866
Ames National Corp
Iowa
USD 182 M +USD 15.1 M +9% 10.2% – 70 5.71% 1.3
Charter Oak Advisors
6867
Charter Oak Advisors
New York
USD 182 M +USD 16.8 M +10% 12.3% – 15 20% 1.1
Dean Jacobson Financial Services
6868
Dean Jacobson Financial Services
Texas
USD 182 M +USD 19 M +12% 11.9% 59.6% 22 4.55% 1.4
BF
6869
Baring Financial
Washington
USD 182 M +USD 18.2 M +11% 13.2% – 87 18.39% 1.1
Fiduciary Wealth Partners
6870
Fiduciary Wealth Partners
Massachusetts
USD 182 M +USD 28.9 M +19% 13.3% – 70 15.71% 1.6
Hidden Cove Wealth Management
6871
Hidden Cove Wealth Management
Washington
USD 182 M +USD 25.9 M +17% 15.5% – 143 30.77% 0.8
Scalar Gauge Management
6872
Scalar Gauge Management
Texas
USD 182 M +USD 77.9 M +75% 66.7% – 40 67.5% 0.3
Security Benefit Life Insurance Company
6873
Security Benefit Life Insurance Company
Kansas
USD 182 M -USD 8.81 M -5% 2.74% 60.6% 20 10% 3.3
Fort Henry Capital
6874
Fort Henry Capital
West Virginia
USD 182 M +USD 16.2 M +10% 9.57% 39.3% 17 0% 4.4
Retirement Wealth Solutions
6875
Retirement Wealth Solutions
Wisconsin
USD 181 M +USD 22.9 M +14% 13% – 852 8.69% 0.9