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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)
Cypress Asset Management
3851
Cypress Asset Management
Texas
USD 455 M +USD 15.4 M +4% 5.07% 141% 108 5.56% 7.1
RPg Family Wealth Advisory
3852
RPg Family Wealth Advisory
Massachusetts
USD 455 M -USD 1.77 M -0.4% 0.29% 117% 128 9.38% 1.9
Landaas & Company
3853
Landaas & Company
Wisconsin
USD 455 M +USD 14.5 M +3% 2.6% 68.3% 134 14.18% 3.1
DecisionPoint Financial
3854
DecisionPoint Financial
Arizona
USD 454 M +USD 25.6 M +6% 1.82% 48% 749 15.49% 1
Almitas Capital
3855
Almitas Capital
California
USD 454 M +USD 17.3 M +4% 1.45% 86.1% 123 60.16% 0.6
Garden State Investment Advisory Services
3856
Garden State Investment Advisory Services
New Jersey
USD 454 M +USD 4.64 M +1% 2.04% 94% 361 23.55% 1.6
Eldridge Investment Advisors
3857
Eldridge Investment Advisors
New Hampshire
USD 454 M +USD 14.9 M +3% 1.65% 50.9% 165 9.09% 4
Horiko Capital Management
3858
Horiko Capital Management
New York
USD 454 M +USD 31.7 M +8% 11.2% 275% 17 0% 5
Reverence Capital Partners
3859
Reverence Capital Partners
New York
USD 453 M +USD 37.4 M +9% 9% 5.38% 1 0% 1.8
Bridgewealth Advisory Group
3860
Bridgewealth Advisory Group
California
USD 453 M +USD 21.5 M +5% 1.35% 39.1% 139 15.83% 1.1
Shakespeare Wealth Management
3861
Shakespeare Wealth Management
Wisconsin
USD 453 M +USD 13.1 M +3% 1.78% 55.5% 108 7.41% 4.2
Nitorum Capital
3862
Nitorum Capital
New York
USD 452 M -USD 117 M -21% 1.75% 87.1% 28 14.29% 4.4
CMAI
3863
Capital Management Associates Inc
Minnesota
USD 452 M +USD 82.3 M +22% 4.22% 75.6% 164 19.51% 1.1
Winch Advisory Services
3864
Winch Advisory Services
Wisconsin
USD 452 M +USD 7.68 M +2% 2.1% 80.8% 532 5.45% 5.2
Aries Wealth Management
3865
Aries Wealth Management
Maine
USD 452 M +USD 29 M +7% 3.04% 87.7% 242 8.26% 2.8
RS
3866
Retirement Solution
Washington
USD 451 M +USD 32.2 M +8% 2.25% 77.3% 60 20% 1.6
Scott Capital Advisors
3867
Scott Capital Advisors
Oregon
USD 451 M +USD 9.6 M +2% 0.99% 50.9% 54 5.56% 2.8
Beacon Harbor Wealth Advisors
3868
Beacon Harbor Wealth Advisors
Virginia
USD 451 M +USD 23.1 M +5% 8.13% 143% 86 37.21% 2
Waller Financial Planning Group
3869
Waller Financial Planning Group
Ohio
USD 450 M +USD 14.5 M +3% 1.64% 47.5% 78 12.82% 4.4
IAM Advisory
3870
IAM Advisory
Pennsylvania
USD 450 M +USD 5.33 M +1% 2.5% 74.5% 115 20.87% 2.2
Marion Wealth Management
3871
Marion Wealth Management
Pennsylvania
USD 450 M +USD 28.3 M +7% 1.21% 51.7% 146 8.22% 2.5
Wiser Wealth Management
3872
Wiser Wealth Management
Georgia
USD 450 M +USD 12.4 M +3% 1.31% 53% 57 8.77% 2.4
Capital City Trust
3873
Capital City Trust
Florida
USD 450 M +USD 40.9 M +10% 1.57% 98.5% 118 9.32% 7.2
Aspire Private Capital
3874
Aspire Private Capital
North Carolina
USD 450 M -USD 5.4 M -1% 1.87% 55.3% 184 13.59% 4
Long Walk Management
3875
Long Walk Management
Connecticut
USD 449 M -USD 45.3 M -9% 9.25% 302% 10 10% 1.3