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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)
DAG Ventures
8001
DAG Ventures
California
USD 125 M -USD 4.01 M -3% 3.04% – 3 0% 1.8
Cornerstone Financial Management
8002
Cornerstone Financial Management
Massachusetts
USD 125 M +USD 15.7 M +14% 12.6% – 1,565 22.36% 0.4
Kassira Wealth Management
8003
Kassira Wealth Management
Tennessee
USD 125 M +USD 15.8 M +15% 10.6% – 68 19.12% 0.6
Cauble & Harre Wealth Management
8004
Cauble & Harre Wealth Management
Missouri
USD 125 M -USD 870 k -0.7% 4.5% – 77 10.39% 0.5
Box Hill Private Wealth
8005
Box Hill Private Wealth
Arizona
USD 125 M +USD 23.5 M +23% 23% – 73 17.81% 0.4
Kennebec Savings Bank
8006
Kennebec Savings Bank
Maine
USD 125 M +USD 13.2 M +12% 11.1% – 289 15.57% 1.4
Essential Investment Partners
8007
Essential Investment Partners
Colorado
USD 125 M +USD 16.6 M +15% 22.1% – 322 9.63% 0.4
Haven Capital Group
8008
Haven Capital Group
California
USD 125 M +USD 16.8 M +16% 20.5% – 40 15% 1.2
Platt Wealth Management
8009
Platt Wealth Management
California
USD 124 M +USD 21.8 M +21% 14.2% – 58 15.52% 0.4
Bristlecone Value Partners
8010
Bristlecone Value Partners
California
USD 124 M +USD 10.7 M +9% 11.8% – 71 5.63% 0.4
Miller Financial Services
8011
Miller Financial Services
Michigan
USD 124 M +USD 32.9 M +36% 7.8% – 152 27.63% 0.9
EDMP Inc
8012
EDMP Inc
Florida
USD 124 M +USD 555 k +0.4% 6.25% 78% 76 14.47% 4.3
Sherwood Financial Partners
8013
Sherwood Financial Partners
California
USD 124 M +USD 11.1 M +10% 10.2% – 8 0% 1.3
Palatine Hill Wealth Management
8014
Palatine Hill Wealth Management
Michigan
USD 124 M +USD 9.29 M +8% 11.6% – 57 19.3% 0.4
Concorde Financial
8015
Concorde Financial
Texas
USD 124 M -USD 3.19 M -3% 0.13% 81.3% 26 0% 3.1
Prospect Financial Group
8016
Prospect Financial Group
Virginia
USD 124 M +USD 15.8 M +15% 12.6% – 72 15.28% 1.2
Connecticut Capital Management Group
8017
Connecticut Capital Management Group
Connecticut
USD 124 M +USD 18.3 M +17% 17.7% – 133 21.05% 0.4
Opus Financial Solutions
8018
Opus Financial Solutions
Illinois
USD 124 M +USD 17.9 M +17% 8.3% – 118 18.64% 0.4
Burnham & Co
8019
Burnham & Co
Michigan
USD 124 M – – 13.1% – 197 – 0
Conquis Financial
8020
Conquis Financial
California
USD 124 M +USD 3.37 M +3% 10.8% – 54 0% 1.4
Robocap Asset Management
8021
Robocap Asset Management
United Kingdom
USD 124 M +USD 30.5 M +33% 85.1% 274% 26 26.92% 2
Corps Capital Advisors
8022
Corps Capital Advisors
Texas
USD 124 M +USD 8.73 M +8% 23.3% – 110 22.73% 0.9
Clarion Wealth Managment Partners
8023
Clarion Wealth Managment Partners
Virginia
USD 124 M +USD 13.5 M +12% 12.3% – 92 14.13% 0.9
CI
8024
Cria Inc
New York
USD 124 M -USD 13.9 M -10% 9.35% – 2 0% 0.5
WWMP
8025
Wagner Wealth Management (Pennsylvania)
Pennsylvania
USD 124 M +USD 12.4 M +11% 12.9% – 117 25.64% 0.4