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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)
Kerntke Otto McGlone Wealth Management Group
7151
Kerntke Otto McGlone Wealth Management Group
Wisconsin
USD 126 M +USD 11.7 M +10% 7.53% 64.9% 88 12.5% 2.6
Legacy Advisory Services
7152
Legacy Advisory Services
Pennsylvania
USD 126 M +USD 7.7 M +7% 5.21% 59.4% 54 24.07% 1.1
Emmett Investment Management
7153
Emmett Investment Management
New York
USD 126 M +USD 16.6 M +15% 12.1% – 30 43.33% 0.3
CVFG LLC
7154
CVFG LLC
Indiana
USD 126 M +USD 16.1 M +15% 9.34% – 98 8.16% 0.4
DRP
7155
Decade Renewable Partners
Texas
USD 126 M -USD 4.92 M -4% 12.3% – 36 52.78% 0.5
Koa Wealth Management
7156
Koa Wealth Management
California
USD 126 M +USD 2.09 M +2% 1.97% 74.8% 55 12.73% 1.2
Instrumental Wealth
7157
Instrumental Wealth
Florida
USD 126 M +USD 15.4 M +14% 9.48% 38.2% 62 14.52% 1.4
Illumine Investment Management
7158
Illumine Investment Management
Washington
USD 126 M +USD 3.6 M +3% 11.6% – 95 13.68% 0.5
Wallace Hart
7159
Wallace Hart
Kentucky
USD 126 M +USD 85.9 M +216% 18.2% – 61 75.41% 0.4
Acuitas Investments
7160
Acuitas Investments
Washington
USD 126 M +USD 8.29 M +7% 20.3% 145% 78 47.44% 1.5
EJF Capital
7161
EJF Capital
Virginia
USD 126 M -USD 32 M -20% 7.19% 127% 81 17.28% 2.1
Life Planning Partners
7162
Life Planning Partners
Florida
USD 126 M +USD 15.2 M +14% 8.08% – 67 11.94% 2.8
Muirfield Wealth Advisors
7163
Muirfield Wealth Advisors
North Carolina
USD 126 M +USD 7.88 M +7% 7.52% – 76 18.42% 1.2
Coastwise Capital Group
7164
Coastwise Capital Group
California
USD 126 M +USD 6.76 M +6% 7.68% 88.8% 129 9.3% 2.4
J2 Capital Management
7165
J2 Capital Management
Michigan
USD 125 M +USD 16.7 M +15% 5.02% – 131 32.06% 1.5
Elevate Capital Advisors
7166
Elevate Capital Advisors
Colorado
USD 125 M +USD 17.3 M +16% 8.38% – 74 31.08% 0.4
CAM
7167
Crown Advisors Management
California
USD 125 M +USD 11.9 M +10% 17.7% 284% 45 31.11% 2.5
denkapparat Operations
7168
denkapparat Operations
Germany
USD 125 M +USD 30.8 M +33% 9.56% – 272 32.35% 0.3
Sequent Asset Management
7169
Sequent Asset Management
Texas
USD 125 M -USD 54.3 M -30% 10.6% 51.3% 84 23.81% 3.9
MCM
7170
Magnolia Capital Management
New York
USD 125 M +USD 8.56 M +7% 9.55% 85.9% 76 6.58% 3.8
Centricity Wealth Management
7171
Centricity Wealth Management
Ohio
USD 125 M +USD 15 M +14% 7.97% – 457 7.66% 0.5
Robinson Smith Wealth Advisors
7172
Robinson Smith Wealth Advisors
Maine
USD 125 M +USD 5.66 M +5% 6.64% 62.6% 96 16.67% 1.2
PUREfi Wealth
7173
PUREfi Wealth
Massachusetts
USD 125 M +USD 25.1 M +25% 10.3% – 166 23.49% 0.4
Birch Financial Group
7174
Birch Financial Group
New Hampshire
USD 125 M +USD 12.8 M +11% 6.54% – 124 20.97% 0.4
White & Co Financial Planning
7175
White & Co Financial Planning
Washington
USD 125 M +USD 8.99 M +8% 6.96% – 19 0% 0.5