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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)
Thor Investment Management
6976
Thor Investment Management
Ohio
USD 176 M -USD 12.6 M -7% 1.42% 122% 61 26.23% 1.6
Providence Financial Advisors
6977
Providence Financial Advisors
Kansas
USD 176 M +USD 346 k +0.2% 11.4% – 65 16.92% 0.6
Stone Loft Wealth Management
6978
Stone Loft Wealth Management
Pennsylvania
USD 176 M +USD 35.9 M +26% 9.42% – 31 6.45% 0.4
Rainier Family Wealth
6979
Rainier Family Wealth
Washington
USD 176 M +USD 26.7 M +18% 14.1% – 104 12.5% 1
Millbank Dartmoor Portsmouth
6980
Millbank Dartmoor Portsmouth
North Carolina
USD 176 M +USD 22 M +14% 14.2% – 2 0% 0.4
Resolute Wealth Advisor
6981
Resolute Wealth Advisor
Ohio
USD 176 M -USD 5.94 k -0% 12.9% – 78 0% 1
MJPC
6982
Michael J. Porro & Co
New Jersey
USD 176 M +USD 48.4 M +38% 55.1% – 149 16.11% 0.4
Pelham Capital
6983
Pelham Capital
United Kingdom
USD 176 M +USD 48 M +38% 23.4% 135% 12 25% 1.7
Flavin Financial Services
6984
Flavin Financial Services
Florida
USD 175 M +USD 26.9 M +18% 8.94% – 86 22.09% 1.1
WPA
6985
Wealth Preservation Advisors
Tennessee
USD 175 M +USD 55 M +46% 14.3% – 1,041 92.03% 1.1
Capstone Capital
6986
Capstone Capital
Nevada
USD 175 M +USD 19.8 M +13% 11.1% 62.8% 27 22.22% 1.7
Elevate Wealth Advisory
6987
Elevate Wealth Advisory
Georgia
USD 175 M +USD 16.7 M +11% 8.78% 49.5% 134 11.94% 2
Buttonwood Financial Group
6988
Buttonwood Financial Group
Missouri
USD 175 M +USD 12.4 M +8% 16.8% 77.9% 33 9.09% 1.9
GCA
6989
Gallagher Capital Advisors
Texas
USD 175 M +USD 21.4 M +14% 12.6% – 76 19.74% 1
Basepoint Wealth
6990
Basepoint Wealth
Iowa
USD 175 M -USD 6.73 k -0% 2.61% 113% 709 20.31% 0.9
JMBA
6991
J. M. Brown & Associates
Oklahoma
USD 175 M – – 27.2% – 167 – 0
CNO Financial Group
6992
CNO Financial Group
Indiana
USD 175 M +USD 235 k +0.1% 0.14% – 8 0% 1.6
Credit Capital Investments
6993
Credit Capital Investments
New Jersey
USD 175 M +USD 64.5 M +59% 111% 500% 49 34.69% 1.6
Pring Turner Capital Group
6994
Pring Turner Capital Group
California
USD 175 M +USD 8.46 M +5% 6.63% 70.8% 76 9.21% 4.8
CogentBlue Wealth Advisors
6995
CogentBlue Wealth Advisors
Tennessee
USD 175 M +USD 25.8 M +17% 16.3% – 108 32.41% 0.9
Hansen & Associates Financial Group
6996
Hansen & Associates Financial Group
California
USD 174 M -USD 11.3 M -6% 4.85% – 48 18.75% 0.7
Boyar Asset Management
6997
Boyar Asset Management
New York
USD 174 M -USD 1.34 M -0.8% 16.3% 75.5% 81 8.64% 7.7
SV
6998
Stilwell Value
New York
USD 174 M +USD 7.5 M +4% 4.01% 87.9% 26 11.54% 5.3
Alterna Wealth Management
6999
Alterna Wealth Management
Texas
USD 174 M +USD 42.3 M +32% 8.59% 52.9% 124 27.42% 2.5
Accelerate Investment Advisors
7000
Accelerate Investment Advisors
California
USD 174 M +USD 24.4 M +16% 13.5% – 156 19.23% 1.1