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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)
Elwood & Goetz Wealth Advisory Group
4476
Elwood & Goetz Wealth Advisory Group
Georgia
USD 139 M +USD 13 M +10% 4.32% 63.7% 31 6.45% 0.9
Valtinson Bruner Financial Planning
4477
Valtinson Bruner Financial Planning
Minnesota
USD 139 M +USD 16.5 M +13% 3.98% 36.2% 76 14.47% 0.6
NEGWA
4478
New England Guild Wealth Advisors
Connecticut
USD 139 M +USD 50 k +0% 5.05% 6.04% 57 5.26% 1.7
Searcy Financial Services
4479
Searcy Financial Services
Kansas
USD 139 M +USD 4.31 M +3% 5.22% 60.2% 16 0% 0.9
SV
4480
Stilwell Value
New York
USD 139 M +USD 6.12 M +5% 3.33% 87.9% 44 15.91% 2.3
Rush Island Management
4481
Rush Island Management
New York
USD 139 M -USD 50.7 M -27% 10.1% 15.5% 18 55.56% 0.5
JW Asset Management
4482
JW Asset Management
Florida
USD 139 M +USD 25.1 M +22% 31.3% 251% 13 46.15% 2.4
Walled Lake Planning & Wealth Management
4483
Walled Lake Planning & Wealth Management
Illinois
USD 139 M – – 6.83% 51.7% 278 – 0
Unison Advisors
4484
Unison Advisors
District of Columbia
USD 139 M +USD 8.54 M +7% 9.07% 54.6% 168 3.57% 1.5
Stelac Advisory Services
4485
Stelac Advisory Services
New York
USD 138 M -USD 2.34 M -2% 5.54% 84.9% 117 33.33% 2.4
Boyar Asset Management
4486
Boyar Asset Management
New York
USD 138 M +USD 6.69 M +5% 8.63% 75.5% 72 8.33% 4.6
Wells Trecaso Financial Group
4487
Wells Trecaso Financial Group
Ohio
USD 138 M +USD 12.8 M +10% 11.1% 108% 72 8.33% 1.7
Clare Market Investments
4488
Clare Market Investments
Texas
USD 138 M +USD 32.9 M +31% 12.8% – 96 30.21% 0.7
White Square Capital
4489
White Square Capital
United Kingdom
USD 138 M +USD 18.1 M +15% 29.8% 542% 17 76.47% 0.2
Bennicas & Associates
4490
Bennicas & Associates
California
USD 138 M +USD 9.19 M +7% 7% 40.3% 87 6.9% 4.9
Nikulski Financial
4491
Nikulski Financial
Iowa
USD 138 M +USD 18.2 M +15% 8.5% 95.8% 94 7.45% 1.4
Arjuna Capital
4492
Arjuna Capital
North Carolina
USD 138 M +USD 20.9 M +18% 9.84% 105% 90 18.89% 1.3
Black Diamond Financial
4493
Black Diamond Financial
Maryland
USD 138 M +USD 2.42 M +2% 7.18% 68.3% 73 13.7% 0.8
Sanchez Wealth Management Group
4494
Sanchez Wealth Management Group
Florida
USD 138 M +USD 16.8 M +14% 7.81% 56.9% 26 26.92% 1.3
GCM
4495
Garland Capital Management
Washington
USD 138 M -USD 1.89 M -1% 5.21% 55.7% 37 13.51% 3.7
GPM Growth Investors
4496
GPM Growth Investors
Michigan
USD 138 M – – 10% – 34 – 0
Seven Post Investment Office
4497
Seven Post Investment Office
California
USD 138 M -USD 1.71 M -1% 1.96% 44.4% 29 17.24% 1.8
Bryn Mawr Capital Management
4498
Bryn Mawr Capital Management
Pennsylvania
USD 138 M +USD 18 M +15% 8.46% 71.4% 92 16.3% 1.9
MFA Wealth Advisors
4499
MFA Wealth Advisors
Pennsylvania
USD 138 M +USD 15 M +12% 6.58% 68.6% 44 13.64% 1.3
SPC
4500
Stony Point Capital
New York
USD 138 M – – 8.46% 208% 22 – 0