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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)
Summit Wealth Group (Colorado)
2401
Summit Wealth Group (Colorado)
Colorado
USD 946 M +USD 547 M +137% 9.32% – 647 88.1% 0
Meteora Capital
2402
Meteora Capital
Florida
USD 945 M +USD 406 M +75% 5.77% 56.9% 370 66.76% 0.3
Polymer Capital Management
2403
Polymer Capital Management
New York
USD 945 M +USD 98.2 M +12% 13.4% – 985 63.65% 0.2
Gladius Capital Management
2404
Gladius Capital Management
Illinois
USD 944 M +USD 671 M +245% 11.8% 78% 114 47.37% 1.6
Coppell Advisory Solutions
2405
Coppell Advisory Solutions
Texas
USD 944 M +USD 101 M +12% 6.42% – 418 16.75% 1.7
Sloy Dahl & Holst
2406
Sloy Dahl & Holst
Washington
USD 944 M +USD 224 M +31% 31.4% 132% 121 12.4% 2.6
Heritage Trust
2407
Heritage Trust
Oklahoma
USD 944 M +USD 77.6 M +9% 9.14% – 309 7.44% 4.8
Kora Management
2408
Kora Management
New York
USD 942 M +USD 128 M +16% 22.9% 307% 7 14.29% 2.4
Red Door Wealth Management
2409
Red Door Wealth Management
Tennessee
USD 942 M +USD 104 M +12% 8.62% 100% 306 14.71% 2.5
AP
2410
Archon Partners
New Jersey
USD 941 M +USD 74.3 M +9% 7.58% 99.5% 41 19.51% 5.9
Proem Advisors
2411
Proem Advisors
Texas
USD 941 M +USD 181 M +24% 89.9% – 55 52.73% 0.5
Cheviot Value Management
2412
Cheviot Value Management
California
USD 940 M +USD 68 M +8% 11.3% 77.8% 454 7.27% 1.3
Focused Wealth Management
2413
Focused Wealth Management
New York
USD 939 M +USD 114 M +14% 7.8% 73.9% 243 31.28% 5.8
SCHF (GPE)
2414
SCHF (GPE)
Wyoming
USD 938 M +USD 96.3 M +11% 7.64% – 10 60% 0.2
Harvey Investment Company
2415
Harvey Investment Company
Kentucky
USD 937 M +USD 27.2 M +3% 7.94% 56.4% 104 4.81% 8.3
FJ Capital Management
2416
FJ Capital Management
Virginia
USD 937 M -USD 6.38 M -0.7% 6.59% 97.9% 194 60.82% 1
Center for Financial Planning
2417
Center for Financial Planning
Michigan
USD 936 M +USD 63.7 M +7% 6.51% 64.4% 702 13.82% 3.6
SYM Financial Corp
2418
SYM Financial Corp
Indiana
USD 935 M +USD 41.3 M +5% 6.13% 64.3% 474 25.32% 1.7
Coastline Trust
2419
Coastline Trust
Rhode Island
USD 932 M +USD 58.7 M +7% 8.4% 106% 407 7.13% 4.9
Pinkerton Retirement Specialists
2420
Pinkerton Retirement Specialists
Idaho
USD 930 M +USD 92.1 M +11% 9.38% 82.9% 162 30.25% 2.9
Rossmore Private Capital
2421
Rossmore Private Capital
Connecticut
USD 928 M +USD 71.5 M +8% 7.87% 87.1% 331 23.26% 3.8
Inscription Capital
2422
Inscription Capital
Texas
USD 928 M +USD 234 M +34% 8.07% – 668 32.78% 1.4
Toth Financial Advisory
2423
Toth Financial Advisory
Virginia
USD 928 M +USD 70.4 M +8% 7.67% 90.4% 849 22.85% 3.9
Tairen Capital
2424
Tairen Capital
Hong Kong
USD 925 M -USD 53.1 M -5% 19.8% 462% 101 67.33% 0.3
Middleton & Co
2425
Middleton & Co
Massachusetts
USD 925 M +USD 35 M +4% 6.7% 81.8% 169 6.51% 6.5