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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)
Safe Harbor Fiduciary
8001
Safe Harbor Fiduciary
Florida
USD 113 M – – 2.72% – 230 – 0.9
Severin Investments
8002
Severin Investments
Missouri
USD 113 M +USD 742 k +0.7% 4.77% – 198 27.78% 0.7
B
8003
Bayban
Minnesota
USD 113 M – – 2.51% – 613 – 0
Cassilly Financial Group
8004
Cassilly Financial Group
Maryland
USD 113 M – – 1.5% – 62 – 0
Wealth Advisory Team
8005
Wealth Advisory Team
Kentucky
USD 113 M – – 0.81% – 39 – 0.5
Dara Capital US
8006
Dara Capital US
Florida
USD 113 M – – 3.49% – 119 – 0
SeedSafe Financial
8007
SeedSafe Financial
Texas
USD 113 M – – 2.65% – 33 – 0
Worthington Financial Partners
8008
Worthington Financial Partners
Ohio
USD 113 M – – 12.5% – 96 – 0
NewCorp Financial Services
8009
NewCorp Financial Services
Georgia
USD 113 M – – 1.3% – 49 – 0
Karl Kapital
8010
Karl Kapital
California
USD 113 M – – 3.39% – 18 – 0
Stirlingshire Investments
8011
Stirlingshire Investments
New York
USD 113 M – – 0.86% – 186 – 0
RM Financial Services
8012
RM Financial Services
Maine
USD 113 M – – 6.25% – 76 – 0
IASG
8013
Investment Advisory Services Group
Florida
USD 113 M – – 1.51% – 31 – 0
Anchor Capital Management Company
8014
Anchor Capital Management Company
North Carolina
USD 113 M -USD 3.53 M -3% 3.83% – 8 12.5% 1.3
First Growth Capital
8015
First Growth Capital
Maryland
USD 113 M – – 4.45% – 121 – 0
Odyssey Capital Advisors
8016
Odyssey Capital Advisors
Pennsylvania
USD 113 M – – 2.18% – 92 – 0
Alessandra Capital Management
8017
Alessandra Capital Management
California
USD 113 M – – 9.39% – 104 – 0
Vericrest Private Wealth
8018
Vericrest Private Wealth
Pennsylvania
USD 113 M – – 2% – 47 – 1.9
DB Fitzpatrick & Co
8019
DB Fitzpatrick & Co
Idaho
USD 113 M +USD 1.86 M +2% 1.13% 42.7% 111 20.72% 2.3
Bolthouse Investments
8020
Bolthouse Investments
California
USD 112 M +USD 2.17 M +2% 2.69% – 78 15.38% 0.9
NCM
8021
Nitor Capital Management
New Jersey
USD 112 M – – 4.26% – 24 – 0
Figure 8 Investment Strategies
8022
Figure 8 Investment Strategies
Idaho
USD 112 M +USD 92.2 k +0.1% 4.64% – 63 7.94% 0.8
Stone Wealth Partners
8023
Stone Wealth Partners
Louisiana
USD 112 M – – 4.04% – 68 – 0
WJ Financial Advisors
8024
WJ Financial Advisors
Connecticut
USD 112 M +USD 9.22 M +9% 3.45% – 119 12.61% 0.2
BG Investment Services
8025
BG Investment Services
Guam
USD 112 M +USD 10.8 M +11% 2.07% – 48 12.5% 1.4