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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)
Modus Advisors
4401
Modus Advisors
Minnesota
USD 198 M -USD 30.5 M -13% 13.1% 89.5% 101 7.92% 2
Aull & Monroe Investment Management
4402
Aull & Monroe Investment Management
Alabama
USD 198 M -USD 24.3 M -11% 8.78% 98.3% 135 4.44% 6.6
Neumann Capital Management
4403
Neumann Capital Management
California
USD 197 M -USD 38 M -16% 14.9% 89.9% 87 6.9% 6
PCA
4404
Prospect Capital Advisors
California
USD 197 M -USD 17.9 M -8% 7.8% 202% 31 25.81% 2.4
Founders Financial Alliance
4405
Founders Financial Alliance
North Carolina
USD 197 M -USD 27.8 M -12% 14.3% 84.9% 550 29.09% 1.3
BCGM Wealth Management
4406
BCGM Wealth Management
Indiana
USD 197 M +USD 13.2 M +7% 12% 54.9% 112 12.5% 1.2
Baker Boyer National Bank
4407
Baker Boyer National Bank
Washington
USD 197 M -USD 10.6 M -5% 13.6% 44.7% 85 9.41% 4.2
WealthBridge Investment Counsel
4408
WealthBridge Investment Counsel
Alberta, Canada
USD 197 M -USD 29.4 M -13% 10.9% 106% 40 7.5% 2.3
SC
4409
Sawyer & Company
Massachusetts
USD 197 M -USD 25.3 M -11% 10.6% 111% 180 7.22% 3.3
Grand Wealth Management
4410
Grand Wealth Management
Michigan
USD 197 M -USD 17.2 M -8% 10.3% 54.1% 62 12.9% 0.5
Passive Capital Management
4411
Passive Capital Management
Maryland
USD 196 M +USD 9.8 M +5% 10.5% 37.7% 52 15.38% 0.4
Brand Asset Management Group
4412
Brand Asset Management Group
Missouri
USD 196 M -USD 30.1 M -13% 15.2% 70.2% 85 14.12% 3.4
CSWG
4413
Cardinal Strategic Wealth Guidance
Kentucky
USD 196 M -USD 21.8 M -10% 13.4% 67.3% 104 20.19% 1.4
Centerpoint Advisors
4414
Centerpoint Advisors
Massachusetts
USD 196 M -USD 22.4 M -10% 15.6% 74.2% 460 15.65% 2.2
Castle Rock Wealth Management
4415
Castle Rock Wealth Management
California
USD 196 M -USD 21.3 M -10% 11.7% 115% 255 23.14% 1.5
Lumbard & Kellner
4416
Lumbard & Kellner
New Hampshire
USD 196 M -USD 60.2 M -24% 8.09% 137% 96 22.92% 3.7
OneAscent Wealth Management
4417
OneAscent Wealth Management
Alabama
USD 196 M -USD 4.95 M -2% 9.14% 50.6% 235 33.19% 0.4
Prosperity Planning
4418
Prosperity Planning
Missouri
USD 196 M -USD 8.58 M -4% 11% 43.5% 98 14.29% 1.1
Ategra Capital Management
4419
Ategra Capital Management
Virginia
USD 196 M -USD 32.5 M -14% 12.3% 114% 107 12.15% 2.2
TrueFG
4420
TrueFG
Texas
USD 196 M -USD 24.6 M -11% 13.3% 54.2% 37 8.11% 2.2
Yorktown Energy Partners VIII
4421
Yorktown Energy Partners VIII
New York
USD 195 M -USD 85.4 M -30% 0.91% 15.2% 3 33.33% 3.6
RS Crum Inc
4422
RS Crum Inc
California
USD 195 M +USD 18.4 M +10% 11.1% 54.2% 80 25% 0.4
Rench Wealth Management
4423
Rench Wealth Management
Texas
USD 195 M -USD 24.7 M -11% 10.9% 106% 40 2.5% 6.5
Benchmark Financial Wealth Advisors
4424
Benchmark Financial Wealth Advisors
Florida
USD 195 M -USD 40.2 M -17% 13.8% 81.6% 88 30.68% 1.9
Fluent Financial
4425
Fluent Financial
Texas
USD 195 M -USD 48.6 M -20% 16.1% 46.9% 70 11.43% 1.2