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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)
Inscription Capital
2426
Inscription Capital
Texas
USD 951 M -USD 22.8 M -2% 1.71% – 815 28.59% 1.6
Dock Street Asset Management
2427
Dock Street Asset Management
Florida
USD 951 M -USD 141 M -13% 8.93% 175% 61 27.87% 4.2
Summit Wealth Group (Colorado)
2428
Summit Wealth Group (Colorado)
Colorado
USD 950 M +USD 196 M +26% 0.86% – 353 26.63% 0.3
Discipline Wealth Solutions
2429
Discipline Wealth Solutions
South Carolina
USD 950 M +USD 410 M +76% 0.45% 45.9% 199 19.1% 0.8
CVA Family Office
2430
CVA Family Office
Colorado
USD 950 M +USD 80.2 M +9% 0.52% 71.6% 1,882 33.9% 1.6
Steel Grove Capital Advisors
2431
Steel Grove Capital Advisors
Tennessee
USD 949 M -USD 13.6 M -1% 2.83% 106% 237 21.94% 3
Gemsstock Ltd
2432
Gemsstock Ltd
United Kingdom
USD 949 M +USD 155 M +20% 2.76% 149% 35 57.14% 0.6
HBW Advisory Services
2433
HBW Advisory Services
California
USD 949 M +USD 28.5 M +3% 0.38% 68.6% 480 19.17% 2.3
Southern Farm Bureau Life Insurance
2434
Southern Farm Bureau Life Insurance
Mississippi
USD 947 M -USD 21.2 M -2% 1.84% 52.3% 16 6.25% 3.7
Iron Gate Global Advisors
2435
Iron Gate Global Advisors
Utah
USD 947 M -USD 30 M -3% 5.79% 106% 112 16.96% 3.5
Discerene Group
2436
Discerene Group
Connecticut
USD 946 M -USD 110 M -10% 0.28% 48.6% 13 7.69% 4.2
Teamwork Financial Advisors
2437
Teamwork Financial Advisors
Texas
USD 946 M -USD 43.9 M -4% 0.18% 134% 242 26.03% 2.1
V-Square Quantitative Management
2438
V-Square Quantitative Management
Illinois
USD 946 M -USD 16.1 M -2% 1.71% 111% 749 10.81% 0.8
Great Waters Wealth Management
2439
Great Waters Wealth Management
Minnesota
USD 945 M +USD 35.9 M +4% 0.01% 49% 124 8.06% 2.4
Provenance Wealth Advisors
2440
Provenance Wealth Advisors
Florida
USD 945 M +USD 42.2 M +5% 2.59% 64.3% 439 10.71% 2.1
Disciplina Capital Management
2441
Disciplina Capital Management
Tennessee
USD 944 M +USD 70.1 M +8% 0.53% 30% 69 2.9% 3.2
Convergence Financial
2442
Convergence Financial
Missouri
USD 943 M +USD 258 M +38% 1.07% 70.6% 233 25.32% 1.4
Harbour Trust & Investment Management
2443
Harbour Trust & Investment Management
Indiana
USD 943 M -USD 37.5 M -4% 2.48% 116% 162 9.26% 2
Minneapolis Portfolio Management Group
2444
Minneapolis Portfolio Management Group
Minnesota
USD 942 M +USD 63.6 M +7% 10.7% 140% 34 11.76% 4.9
Synergy Asset Management
2445
Synergy Asset Management
Washington
USD 942 M -USD 19.9 M -2% 0.01% 97.3% 310 45.48% 1
OLP Capital Management
2446
OLP Capital Management
Hong Kong
USD 942 M +USD 428 M +83% 7.92% 146% 8 75% 0.6
Lincluden Management
2447
Lincluden Management
Ontario, Canada
USD 939 M -USD 238 M -20% 5.33% 67.7% 73 6.85% 6.8
Leuthold Group
2448
Leuthold Group
Minnesota
USD 939 M +USD 12.7 M +1% 3.06% 138% 229 17.47% 1.7
Institute for Wealth Management
2449
Institute for Wealth Management
Colorado
USD 938 M -USD 5.39 M -0.6% 1.83% 137% 578 12.11% 4.5
Portland Global Advisors
2450
Portland Global Advisors
Maine
USD 938 M +USD 6.46 M +0.7% 0.52% 43.4% 154 7.79% 6.5