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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)
Members Wealth
6851
Members Wealth
Pennsylvania
USD 182 M +USD 15 M +9% 10.5% – 126 15.08% 1.4
DRC
6852
Darwins River Capital
New York
USD 182 M -USD 4.46 M -2% 3.67% – 55 83.64% 0.1
Sterling Investment Management
6853
Sterling Investment Management
Arizona
USD 182 M +USD 15.6 M +9% 2.23% 45.3% 72 18.06% 3.9
Lakewood Asset Management
6854
Lakewood Asset Management
Illinois
USD 182 M +USD 25.8 M +17% 10% 69.3% 111 7.21% 2.8
TA
6855
TPG Advisors
Illinois
USD 182 M +USD 21.8 M +14% 10.1% – 117 8.55% 1.5
Prentiss Smith & Co
6856
Prentiss Smith & Co
Vermont
USD 182 M +USD 10 M +6% 13% 67.4% 69 8.7% 6.3
Magnolia Private Wealth
6857
Magnolia Private Wealth
Pennsylvania
USD 182 M +USD 32.1 M +21% 10.2% – 166 27.11% 0.9
Shotwell Rutter Baer
6858
Shotwell Rutter Baer
Michigan
USD 182 M +USD 11.9 M +7% 8.2% 45.5% 38 0% 2.1
Brewster Financial Planning
6859
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
6860
First National Bank of Hutchinson
Kansas
USD 182 M +USD 25.5 M +16% 23.4% 121% 98 22.45% 4.3
CAM
6861
Crown Advisors Management
California
USD 182 M +USD 31.5 M +21% 38.7% 284% 45 15.56% 2.4
PUREfi Wealth
6862
PUREfi Wealth
Massachusetts
USD 182 M +USD 29.4 M +19% 16.1% – 222 21.62% 0.9
EQ Wealth Advisors
6863
EQ Wealth Advisors
Texas
USD 182 M +USD 11 M +6% 5.54% – 57 5.26% 1.3
FCP
6864
Fosse Capital Partners
United Kingdom
USD 182 M +USD 46.6 M +34% 11.8% 80% 3 33.33% 3.7
Taylor Financial Group
6865
Taylor Financial Group
Virginia
USD 182 M +USD 16.9 M +10% 13.8% 79% 105 7.62% 2.2
Elevate Capital Advisors
6866
Elevate Capital Advisors
Colorado
USD 182 M +USD 27.3 M +18% 8.14% – 93 39.78% 0.8
Lagoda Investment Management
6867
Lagoda Investment Management
New York
USD 182 M +USD 19.7 M +12% 27.2% 250% 25 0% 6.6
Wilkins Miller Wealth Management
6868
Wilkins Miller Wealth Management
Alabama
USD 182 M +USD 16.5 M +10% 9.49% – 96 8.33% 1.3
Perspective Wealth Advisors
6869
Perspective Wealth Advisors
Colorado
USD 182 M +USD 27.6 M +18% 13% – 76 35.53% 0.3
Ames National Corp
6870
Ames National Corp
Iowa
USD 182 M +USD 15.1 M +9% 10.2% – 70 5.71% 1.3
Charter Oak Advisors
6871
Charter Oak Advisors
New York
USD 182 M +USD 16.8 M +10% 12.3% – 15 20% 1.1
Dean Jacobson Financial Services
6872
Dean Jacobson Financial Services
Texas
USD 182 M +USD 19 M +12% 11.9% 59.6% 22 4.55% 1.4
BF
6873
Baring Financial
Washington
USD 182 M +USD 18.2 M +11% 13.2% – 87 18.39% 1.1
Fiduciary Wealth Partners
6874
Fiduciary Wealth Partners
Massachusetts
USD 182 M +USD 28.9 M +19% 13.3% – 70 15.71% 1.6
Hidden Cove Wealth Management
6875
Hidden Cove Wealth Management
Washington
USD 182 M +USD 25.9 M +17% 15.5% – 143 30.77% 0.8