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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)
Strategic Family Wealth Counselors
4126
Strategic Family Wealth Counselors
New Jersey
USD 389 M +USD 37.6 M +11% 9.1% 83.8% 163 11.04% 3.1
Bill Few Associates
4127
Bill Few Associates
Pennsylvania
USD 388 M +USD 35 M +10% 8.42% 91.5% 205 7.32% 2.5
PA
4128
PSI Advisors
Florida
USD 388 M +USD 185 M +91% 6.29% 58.2% 147 28.57% 3
NTCM
4129
Nine Ten Capital Management
Illinois
USD 388 M +USD 51.9 M +15% 21.2% 166% 9 0% 4.4
Three Bridge Wealth Advisors
4130
Three Bridge Wealth Advisors
California
USD 388 M +USD 8.43 M +2% 8.64% 169% 127 34.65% 2.6
IAA
4131
Ironsides Asset Advisors
North Carolina
USD 388 M +USD 43 M +12% 8.69% 49.3% 76 17.11% 3.2
Thrive Capital Management (Pennsylvania)
4132
Thrive Capital Management (Pennsylvania)
Pennsylvania
USD 388 M +USD 68.4 M +21% 5.97% 65.3% 183 14.21% 0.8
Rialto Wealth Management
4133
Rialto Wealth Management
New York
USD 388 M +USD 29.6 M +8% 5.86% – 1,801 10.83% 0.4
RFG Holdings
4134
RFG Holdings
Texas
USD 388 M +USD 42.4 M +12% 6.94% 74.2% 66 18.18% 1.6
Sherborne Investors Management
4135
Sherborne Investors Management
New York
USD 387 M -USD 28 M -7% 6.74% 54.2% 1 0% 2.8
Westmount Partners
4136
Westmount Partners
California
USD 387 M +USD 23.1 M +6% 10.5% 101% 258 10.08% 2
PA
4137
Paragon Advisors
Texas
USD 387 M +USD 4.01 M +1% 8.65% 109% 87 18.39% 2.2
Doliver Advisors
4138
Doliver Advisors
Texas
USD 387 M +USD 21.5 M +6% 6.07% 92.3% 181 11.6% 3.7
Elite Wealth Management
4139
Elite Wealth Management
Washington
USD 386 M +USD 82.4 M +27% 9.96% 142% 53 49.06% 2.7
Tillman Hartley LLC
4140
Tillman Hartley LLC
Colorado
USD 386 M +USD 32.6 M +9% 5.72% 46.6% 96 13.54% 2.2
Detalus Advisors
4141
Detalus Advisors
Missouri
USD 386 M +USD 41.3 M +12% 7.5% 75.7% 182 9.34% 2.9
Colony Family Offices
4142
Colony Family Offices
North Carolina
USD 386 M -USD 549 k -0.1% 6.87% 53.9% 68 4.41% 2.6
Kelly Financial Services
4143
Kelly Financial Services
Massachusetts
USD 386 M +USD 46.7 M +14% 7.03% 64.3% 124 14.52% 3.4
Hurlow Wealth Management Group
4144
Hurlow Wealth Management Group
Indiana
USD 386 M +USD 32.1 M +9% 6.33% 60.7% 132 13.64% 4.3
MorganRosel Wealth Management
4145
MorganRosel Wealth Management
Colorado
USD 386 M +USD 19 M +5% 6.82% 67.5% 362 71.27% 3
IFS
4146
Ifrah Financial Services
Arkansas
USD 386 M +USD 19.5 M +5% 6.61% 64.1% 208 6.73% 5.4
Golden Reserve Retirement
4147
Golden Reserve Retirement
Ohio
USD 385 M +USD 73.7 M +24% 8.04% – 28 64.29% 0.2
Leverty Financial Group
4148
Leverty Financial Group
Wisconsin
USD 385 M +USD 50.3 M +15% 6.13% 57.3% 47 12.77% 1.9
tru Independence
4149
tru Independence
Oregon
USD 385 M +USD 39.1 M +11% 7.83% 67.4% 127 7.09% 3
Xcel Wealth Management
4150
Xcel Wealth Management
Florida
USD 385 M +USD 33.4 M +9% 9.18% 98.8% 142 11.97% 3.7