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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)
JNBA Financial Advisors
2151
JNBA Financial Advisors
Minnesota
USD 965 M -USD 14.6 M -1% 1.07% 66.8% 692 12.86% 5.7
Wescott Financial Advisory Group
2152
Wescott Financial Advisory Group
Pennsylvania
USD 965 M -USD 424 k -0% 1.19% 55.5% 180 7.78% 2.6
Amplius Wealth Advisors
2153
Amplius Wealth Advisors
Pennsylvania
USD 962 M -USD 13.8 M -1% 2.26% 58% 190 10.53% 2.2
GA
2154
GRS Advisors
Illinois
USD 961 M -USD 52.7 M -5% 0.63% 54.3% 41 48.78% 0.6
AH
2155
Allen Holding
New York
USD 961 M +USD 49.3 M +5% 13.1% 185% 14 0% 7.1
Tortoise Investment Management
2156
Tortoise Investment Management
New York
USD 960 M +USD 13.1 M +1% 0.04% 40.2% 894 10.4% 5.3
Crescent Grove Advisors
2157
Crescent Grove Advisors
Illinois
USD 960 M -USD 49 M -5% 4.54% 64.1% 291 14.43% 3.8
Moody National Bank Trust Division
2158
Moody National Bank Trust Division
Texas
USD 959 M +USD 3.03 M +0.3% 2.87% 115% 514 11.48% 4.5
Townsend & Associates
2159
Townsend & Associates
Colorado
USD 959 M -USD 17.4 M -2% 4.35% 58% 106 10.38% 2.6
Meridiem Capital Partners
2160
Meridiem Capital Partners
Texas
USD 959 M -USD 178 M -16% 4.96% – 98 72.45% 0.1
PrairieView Partners
2161
PrairieView Partners
Minnesota
USD 958 M +USD 1.68 M +0.2% 0.01% 34% 402 6.72% 3.9
Traphagen Investment Advisors
2162
Traphagen Investment Advisors
New Jersey
USD 958 M -USD 25 M -3% 1.77% 65.8% 192 10.94% 3.2
Petredis Investment Advisors
2163
Petredis Investment Advisors
Pennsylvania
USD 957 M -USD 11.1 M -1% 4.4% 158% 102 5.88% 2
FourThought Financial Partners
2164
FourThought Financial Partners
Florida
USD 956 M -USD 7.07 M -0.7% 0.68% 95.9% 338 11.83% 1.1
Pertento Partners
2165
Pertento Partners
United Kingdom
USD 955 M -USD 226 M -19% 2.57% 196% 31 41.94% 1
Quent Capital
2166
Quent Capital
New York
USD 953 M -USD 13.6 M -1% 0.82% 78.1% 1,375 5.96% 2.6
Avenir Corporation
2167
Avenir Corporation
Virginia
USD 953 M -USD 23.8 M -2% 1.67% 34.4% 72 6.94% 6.2
Certuity
2168
Certuity
Florida
USD 953 M +USD 32.2 M +3% 0.94% 197% 434 18.2% 2
Conservest Capital Advisors
2169
Conservest Capital Advisors
Pennsylvania
USD 952 M -USD 15.9 M -2% 1.88% 58.6% 118 14.41% 1.8
Asset Advisors Investment Management
2170
Asset Advisors Investment Management
Georgia
USD 952 M -USD 4.2 M -0.4% 0.32% 67.5% 113 5.31% 4.2
Kensington Asset Management
2171
Kensington Asset Management
Texas
USD 952 M -USD 755 M -44% 0.35% 38.1% 35 42.86% 0.7
Diversified Portfolios Inc
2172
Diversified Portfolios Inc
Michigan
USD 951 M +USD 33.9 M +4% 0.43% 40.2% 153 12.42% 3.8
RMR Wealth Builders
2173
RMR Wealth Builders
New Jersey
USD 950 M -USD 17.4 M -2% 3.71% 91.7% 271 9.96% 2.6
Moss Adams Wealth Advisors
2174
Moss Adams Wealth Advisors
Washington
USD 950 M +USD 3.45 M +0.4% 2.97% 79.6% 238 21.43% 1.2
Johnson Financial Group LLC (Colorado)
2175
Johnson Financial Group LLC (Colorado)
Colorado
USD 948 M +USD 93.6 M +11% 0.81% 66.9% 104 56.73% 1.4