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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)
Gateway Wealth Partners
3876
Gateway Wealth Partners
Wisconsin
USD 363 M +USD 32 M +10% 5.8% 58.9% 294 17.69% 1
RR Advisors
3877
RR Advisors
Texas
USD 362 M -USD 10.6 M -3% 1.86% 115% 26 30.77% 3.8
Evergreen Advisors
3878
Evergreen Advisors
Tennessee
USD 362 M +USD 28.1 M +8% 6.13% – 17 5.88% 3.5
Canvas Wealth Advisors
3879
Canvas Wealth Advisors
Kansas
USD 362 M +USD 38.7 M +12% 5.55% 133% 184 21.74% 1.5
CA
3880
Crumly & Associates
Illinois
USD 362 M +USD 14.5 M +4% 5.56% 58.1% 157 18.47% 2
Winch Advisory Services
3881
Winch Advisory Services
Wisconsin
USD 362 M +USD 11.9 M +3% 3.83% 80.8% 498 13.45% 4.8
Monument Capital Management
3882
Monument Capital Management
Virginia
USD 362 M +USD 21.7 M +6% 9.96% 170% 214 26.17% 2
Keystone Wealth Services
3883
Keystone Wealth Services
California
USD 362 M +USD 40.2 M +12% 4.71% 80.1% 262 15.27% 1.7
P/E Global LLC
3884
P/E Global LLC
Massachusetts
USD 361 M -USD 6.72 M -2% 5.57% 49% 3 0% 1.2
EGA
3885
E&G Advisors
Texas
USD 361 M +USD 21.2 M +6% 5.15% 97.7% 222 9.01% 2.4
Meteora Capital
3886
Meteora Capital
Florida
USD 361 M -USD 186 M -34% 1.97% 56.9% 304 47.37% 0.9
Old Port Advisors
3887
Old Port Advisors
Maine
USD 360 M +USD 25.1 M +8% 7.5% 114% 241 7.88% 3.9
Addison Advisors
3888
Addison Advisors
Vermont
USD 360 M +USD 50.1 M +16% 5.88% 50.2% 867 14.3% 2.2
Madrona Financial Services
3889
Madrona Financial Services
Washington
USD 360 M +USD 34.3 M +11% 4.47% 85.1% 115 14.78% 2.5
Cornerstone Wealth Advisors
3890
Cornerstone Wealth Advisors
Minnesota
USD 360 M +USD 25.6 M +8% 5.11% 46.1% 50 4% 2.7
WR Wealth Planners
3891
WR Wealth Planners
Missouri
USD 360 M +USD 31.7 M +10% 6.09% 22.1% 1,223 13.16% 0.7
ClearAlpha Technologies
3892
ClearAlpha Technologies
Connecticut
USD 359 M +USD 57.3 M +19% 6.5% – 336 70.24% 0.2
Founders Financial Alliance
3893
Founders Financial Alliance
North Carolina
USD 359 M +USD 22 M +7% 6.38% 84.9% 600 8.67% 2.6
Landaas & Company
3894
Landaas & Company
Wisconsin
USD 359 M +USD 31 M +9% 5.99% 68.3% 92 13.04% 3.4
Hourglass Capital
3895
Hourglass Capital
Texas
USD 359 M +USD 22.7 M +7% 8.55% 94.4% 108 6.48% 5.5
Grey Fox Wealth Advisors
3896
Grey Fox Wealth Advisors
Delaware
USD 359 M +USD 74.5 M +26% 5.78% 41.9% 161 36.02% 1.1
Strong Tower Advisory Services
3897
Strong Tower Advisory Services
Minnesota
USD 359 M +USD 54.1 M +18% 9.21% 155% 107 15.89% 2
SimplyRich
3898
SimplyRich
California
USD 359 M +USD 42.7 M +14% 6.75% 98.3% 229 25.76% 2.8
Rothschild Capital Partners
3899
Rothschild Capital Partners
New York
USD 359 M +USD 8.54 M +2% 4.26% 90.8% 49 4.08% 3.6
Zeno Equity Partners
3900
Zeno Equity Partners
United Kingdom
USD 359 M -USD 17.3 M -5% 4.67% – 17 23.53% 0.6