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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)
Ascent Group
1876
Ascent Group
Virginia
USD 836 M -USD 22.9 M -3% 10.8% 83.3% 512 23.24% 0.4
Icon Wealth Partners
1877
Icon Wealth Partners
Texas
USD 836 M -USD 169 M -17% 13.4% – 348 20.4% 2.3
Wintrust Investments
1878
Wintrust Investments
Illinois
USD 836 M -USD 203 M -20% 14.2% 27.5% 423 17.26% 1.5
Advance Capital Management
1879
Advance Capital Management
Michigan
USD 836 M +USD 12.9 M +2% 10.8% 54.4% 93 17.2% 0.4
Bell Bank
1880
Bell Bank
North Dakota
USD 836 M -USD 60.7 M -7% 13.4% 71% 212 22.17% 3.5
Roundview Capital
1881
Roundview Capital
New Jersey
USD 835 M -USD 138 M -14% 12.8% 77.7% 296 7.77% 4.5
TCV Trust & Wealth Management
1882
TCV Trust & Wealth Management
Virginia
USD 835 M -USD 104 M -11% 11.5% 75.3% 209 8.61% 5.4
Principle Wealth Partners
1883
Principle Wealth Partners
Connecticut
USD 831 M -USD 120 M -13% 13% 79.9% 330 12.73% 2.1
Eagle Ridge Investment Management
1884
Eagle Ridge Investment Management
Connecticut
USD 830 M -USD 108 M -12% 12% 28.2% 163 13.5% 4.2
CapWealth Advisors
1885
CapWealth Advisors
Tennessee
USD 829 M -USD 148 M -15% 11.7% 152% 130 20% 4.4
Ledyard National Bank
1886
Ledyard National Bank
USD 828 M -USD 172 M -17% 13.7% 80.7% 233 12.45% 6.2
Capital Investment Advisory Services
1887
Capital Investment Advisory Services
North Carolina
USD 826 M -USD 93 M -10% 10.7% 69.3% 880 11.02% 2.5
Stonebridge Capital Advisors
1888
Stonebridge Capital Advisors
Minnesota
USD 825 M -USD 100 M -11% 11.7% 80.1% 1,119 19.84% 1.9
StrategIQ Financial Group
1889
StrategIQ Financial Group
Indiana
USD 825 M -USD 95.7 M -10% 12.1% 12.6% 299 7.69% 3.3
Vestor Capital
1890
Vestor Capital
Illinois
USD 825 M -USD 183 M -18% 11.8% 188% 245 20.82% 3.1
Garde Capital
1891
Garde Capital
Washington
USD 822 M -USD 152 M -16% 14.7% 57.6% 287 13.59% 3
Front Barnett Associates
1892
Front Barnett Associates
Illinois
USD 821 M -USD 172 M -17% 15.1% 40.5% 119 7.56% 6.3
Hikari Tsushin Inc
1893
Hikari Tsushin Inc
Japan
USD 821 M -USD 175 M -18% 18.3% 59.5% 54 11.11% 4.3
Arch Venture Management
1894
Arch Venture Management
Illinois
USD 821 M +USD 121 M +17% 3.83% 228% 10 20% 0.7
First Financial Bank - Trust Division
1895
First Financial Bank - Trust Division
Ohio
USD 820 M -USD 120 M -13% 12.7% 68.6% 186 7.53% 6.5
BTC Capital Management
1896
BTC Capital Management
Iowa
USD 818 M -USD 194 M -19% 14.8% – 269 10.04% 2.9
Legacy Wealth Management (Tennessee)
1897
Legacy Wealth Management (Tennessee)
Tennessee
USD 818 M -USD 20.1 M -2% 14.9% 50.4% 19 15.79% 4.6
StoneX Group
1898
StoneX Group
New York
USD 818 M -USD 427 M -34% 12.7% 85.2% 866 44% 1.5
Adell Harriman & Carpenter
1899
Adell Harriman & Carpenter
Texas
USD 815 M -USD 213 M -21% 13.8% 176% 175 22.29% 5.5
Ironvine Capital Partners
1900
Ironvine Capital Partners
Nebraska
USD 815 M -USD 112 M -12% 14.4% 58.8% 56 5.36% 3.4