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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)
Almitas Capital
4551
Almitas Capital
California
USD 209 M -USD 25.1 M -11% 2.62% 86.1% 108 35.19% 1
Quantum Private Wealth
4552
Quantum Private Wealth
Florida
USD 209 M -USD 7.6 M -4% 0.87% 240% 190 7.89% 1.5
David Kennon
4553
David Kennon
Florida
USD 209 M -USD 6.03 M -3% 3.4% 52.4% 27 0% 0.8
Sentry Investment Management
4554
Sentry Investment Management
Wisconsin
USD 209 M -USD 56.1 M -21% 2.74% 103% 525 9.33% 4.8
Seven Springs Wealth Group
4555
Seven Springs Wealth Group
Tennessee
USD 209 M -USD 2.12 M -1% 2.49% 59.2% 64 14.06% 2.7
Zimmermann Investment Management & Planning
4556
Zimmermann Investment Management & Planning
Pennsylvania
USD 209 M -USD 6.51 M -3% 2.81% 31.6% 124 33.06% 1
Snow Phipps Group
4557
Snow Phipps Group
New York
USD 209 M +USD 7.17 M +4% 4.24% 58% 2 0% 3.5
Financial Partners Group (Tennessee)
4558
Financial Partners Group (Tennessee)
Tennessee
USD 208 M +USD 9.8 M +5% 1.89% – 89 23.6% 0.6
Strategic Family Wealth Counselors
4559
Strategic Family Wealth Counselors
New Jersey
USD 208 M -USD 9.46 M -4% 5.18% 83.8% 111 2.7% 2.8
RBA Wealth Management
4560
RBA Wealth Management
California
USD 208 M -USD 6.72 M -3% 2.45% 91% 91 6.59% 1.8
San Luis Wealth Advisors
4561
San Luis Wealth Advisors
California
USD 208 M -USD 75.7 M -27% 2.26% 65% 168 61.9% 1.3
Total Clarity Wealth Management
4562
Total Clarity Wealth Management
Illinois
USD 208 M +USD 6.22 M +3% 2.51% 73.2% 246 25.2% 1.4
Strata Wealth Advisors
4563
Strata Wealth Advisors
Texas
USD 208 M – – 2.18% 73.6% 51 – 0.5
Jackson Grant Investment Advisers
4564
Jackson Grant Investment Advisers
Connecticut
USD 207 M -USD 8 M -4% 3.94% 54.3% 421 7.6% 3.2
Khrom Capital Management
4565
Khrom Capital Management
Florida
USD 207 M +USD 23.1 M +13% 8.6% 35.6% 13 30.77% 1
Elmwood Wealth Management
4566
Elmwood Wealth Management
California
USD 207 M -USD 7.24 M -3% 3.02% 42.1% 123 11.38% 3.5
Safeguard Financial
4567
Safeguard Financial
Wisconsin
USD 207 M -USD 312 k -0.2% 3.68% 21.9% 607 88.63% 1
KLCM
4568
KG&L Capital Management
Louisiana
USD 207 M -USD 1.33 M -0.6% 2.91% 91.9% 168 18.45% 2.6
Astoria Portfolio Advisors
4569
Astoria Portfolio Advisors
New York
USD 207 M -USD 51.1 M -20% 2.81% 75.4% 202 28.71% 1.2
Biltmore Wealth Management
4570
Biltmore Wealth Management
Arizona
USD 207 M -USD 28.7 M -12% 3.48% 59.8% 53 3.77% 3.2
Wealth Management Resources
4571
Wealth Management Resources
Rhode Island
USD 207 M +USD 35 M +20% 3.11% 37.7% 42 16.67% 1.3
Nightview Capital
4572
Nightview Capital
Texas
USD 207 M -USD 16.4 M -7% 3.77% 170% 19 26.32% 1.6
Snider Financial Group
4573
Snider Financial Group
Washington
USD 207 M -USD 2.28 M -1% 2.51% 87% 61 9.84% 1.3
DLG
4574
Daniel L. Goodwin
USD 207 M -USD 2.71 M -1% 3.31% 72.6% 99 13.13% 4
Delphi Financial Group
4575
Delphi Financial Group
Delaware
USD 207 M +USD 9.8 M +5% 5.08% 66.3% 32 50% 2.2