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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)
Total Clarity Wealth Management
4526
Total Clarity Wealth Management
Illinois
USD 196 M +USD 36.4 M +23% 8.45% 73.2% 278 37.77% 1.4
Robinson Capital Management
4527
Robinson Capital Management
Michigan
USD 196 M +USD 70.1 M +56% 3.43% 7.8% 411 30.9% 0.7
Weaver Consulting Group
4528
Weaver Consulting Group
California
USD 196 M +USD 21.8 M +12% 7.64% 56.4% 184 13.04% 2.4
Manhattan West Asset Management
4529
Manhattan West Asset Management
California
USD 196 M +USD 34.3 M +21% 6.73% 65.6% 118 21.19% 0.7
KFA Private Wealth Group
4530
KFA Private Wealth Group
Virginia
USD 196 M +USD 8.01 M +4% 6.73% 62.8% 72 15.28% 2.2
Oarsman Capital
4531
Oarsman Capital
Wisconsin
USD 196 M +USD 9.3 M +5% 9% 70.6% 171 10.53% 4.9
CM Wealth Advisors
4532
CM Wealth Advisors
Ohio
USD 196 M +USD 15.4 M +9% 10.8% 64.7% 72 12.5% 0.5
MM
4533
MWG Management
British Virgin Islands
USD 196 M -USD 63.7 M -25% 23.6% 59.2% 3 33.33% 1.2
KI
4534
Kensington Investments
Netherlands
USD 196 M – – 66.2% – 1 – 0
EisnerAmper Wealth Management Corporate Benefits
4535
EisnerAmper Wealth Management Corporate Benefits
New Jersey
USD 196 M +USD 20.3 M +12% 7.18% 13% 53 24.53% 3.9
Beddow Capital Management
4536
Beddow Capital Management
Wyoming
USD 196 M +USD 30.4 M +18% 12.9% 50.7% 52 5.77% 4.3
ForthRight Wealth Management
4537
ForthRight Wealth Management
Georgia
USD 196 M +USD 25.1 M +15% 9.08% 44.6% 51 7.84% 1.4
Kanen Wealth Management
4538
Kanen Wealth Management
Florida
USD 196 M +USD 24.9 M +15% 29.7% 328% 28 17.86% 1.1
Argonautica Private Wealth Management
4539
Argonautica Private Wealth Management
Massachusetts
USD 195 M – – 10.7% 167% 157 – 0
FP
4540
Financial Perspectives
Minnesota
USD 195 M +USD 16.8 M +9% 7.65% 87.8% 711 5.2% 2.4
Acima Private Wealth
4541
Acima Private Wealth
Virginia
USD 195 M +USD 513 k +0.3% 7.68% 51.1% 234 7.26% 3.4
CHA
4542
Carmichael Hill & Associates
Maryland
USD 195 M +USD 9.35 M +5% 8.16% 39.7% 866 10.74% 2.3
TFG Advisers
4543
TFG Advisers
Michigan
USD 195 M +USD 15.8 M +9% 9.43% 61.8% 198 6.57% 3.1
Bridge City Capital
4544
Bridge City Capital
Oregon
USD 195 M +USD 12.7 M +7% 11.3% 120% 95 4.21% 3.9
DoubleLine ETF Adviser
4545
DoubleLine ETF Adviser
Florida
USD 195 M – – 5.89% 51.6% 192 – 0
Boone Capital Management
4546
Boone Capital Management
Georgia
USD 195 M – – 29.8% 278% 17 – 0
Garrett Wealth Advisory Group
4547
Garrett Wealth Advisory Group
Texas
USD 195 M +USD 15.6 M +9% 7.67% 74.6% 48 12.5% 2.5
TPB Wealth Advisors
4548
TPB Wealth Advisors
Texas
USD 195 M -USD 14.9 M -7% 6.04% – 55 34.55% 1.1
Cowbird Capital
4549
Cowbird Capital
New York
USD 195 M +USD 37 M +23% 2.94% 21.3% 12 41.67% 1.1
First Bankers Trust
4550
First Bankers Trust
Kentucky
USD 195 M +USD 20.2 M +12% 12.5% 78.9% 113 5.31% 6.5