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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)
Total Clarity Wealth Management
3826
Total Clarity Wealth Management
Illinois
USD 515 M +USD 88.9 M +21% 13.4% 73.2% 392 26.79% 1.8
Aristides Capital
3827
Aristides Capital
Kentucky
USD 514 M +USD 52.3 M +11% 14.3% 126% 213 44.13% 1.9
Leverty Financial Group
3828
Leverty Financial Group
Wisconsin
USD 514 M +USD 62.2 M +14% 10.8% 57.3% 53 24.53% 2.2
Entrust Global Partners
3829
Entrust Global Partners
New York
USD 514 M +USD 58.6 M +13% 21.6% 82.3% 5 20% 1.2
Navigation Group
3830
Navigation Group
California
USD 514 M +USD 86.8 M +20% 18.3% – 124 11.29% 0.2
FTV Management Company
3831
FTV Management Company
California
USD 514 M -USD 26.9 M -5% 30.2% 15.1% 1 0% 0.5
Alliance Wealth Management Group
3832
Alliance Wealth Management Group
New Jersey
USD 514 M +USD 56.6 M +12% 9.91% 43.4% 107 13.08% 5.2
Cypress Asset Management
3833
Cypress Asset Management
Texas
USD 514 M +USD 82.4 M +19% 28.4% 141% 108 4.63% 7.4
BCM Advisors
3834
BCM Advisors
Louisiana
USD 514 M +USD 6.73 M +1% 6.18% 66.3% 82 7.32% 4.7
Aspire Capital Advisors
3835
Aspire Capital Advisors
Washington
USD 514 M +USD 69.4 M +16% 11.5% 59.3% 143 20.98% 1.9
Beacon Harbor Wealth Advisors
3836
Beacon Harbor Wealth Advisors
Virginia
USD 513 M +USD 36.1 M +8% 12.8% 143% 87 39.08% 2.4
IAM Advisory
3837
IAM Advisory
Pennsylvania
USD 513 M +USD 66.9 M +15% 20.4% 74.5% 113 21.24% 2.3
Detalus Advisors
3838
Detalus Advisors
Missouri
USD 513 M +USD 75.2 M +17% 15% 75.7% 205 16.1% 3.1
RB Capital Management
3839
RB Capital Management
Nevada
USD 513 M +USD 42.2 M +9% 12.6% 79.4% 210 13.81% 5
Bull Harbor Capital
3840
Bull Harbor Capital
Maryland
USD 513 M +USD 140 M +37% 25% – 596 30.54% 0.2
NI
3841
Naria Inc
Bahamas
USD 513 M -USD 43.9 M -8% 7.89% – 1 0% 1.5
Magnitude Capital
3842
Magnitude Capital
New York
USD 512 M +USD 62 M +14% 13.8% – 1 0% 2.5
Tempus Wealth Planning
3843
Tempus Wealth Planning
California
USD 511 M +USD 76.1 M +17% 17% 95% 300 16% 2.8
Next Level Private
3844
Next Level Private
New York
USD 511 M +USD 67.8 M +15% 15.6% 95.9% 186 12.37% 2.4
Medina Value Partners
3845
Medina Value Partners
California
USD 510 M +USD 32.9 M +7% 11.8% 80% 40 55% 0.6
Midwest Professional Planners Ltd (MPPL)
3846
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 510 M +USD 85.8 M +20% 31% 136% 145 15.17% 4.2
Welch Capital Partners
3847
Welch Capital Partners
New York
USD 510 M +USD 66.1 M +15% 16% 79.2% 28 14.29% 4.6
Richard P. Slaughter Associates
3848
Richard P. Slaughter Associates
Texas
USD 510 M +USD 47.4 M +10% 13.3% 55.7% 114 20.18% 2.7
TGY2IT
3849
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
USD 510 M +USD 278 M +120% 76.9% – 511 90.22% 0.2
Spruce Street Capital
3850
Spruce Street Capital
New York
USD 510 M +USD 93.7 M +23% 28.8% – 33 24.24% 0.4