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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)
Houlihan Financial Resource Group
4826
Houlihan Financial Resource Group
Virginia
USD 173 M +USD 9.06 M +6% 5.37% 50.6% 89 13.48% 2.5
Towerpoint Wealth
4827
Towerpoint Wealth
California
USD 173 M +USD 7.43 M +4% 6.34% 67.7% 90 14.44% 2.9
Newbridge Financial Services Group
4828
Newbridge Financial Services Group
Florida
USD 173 M +USD 3.12 M +2% 4.91% 189% 1,541 12.13% 1.5
Nicollet Investment Management
4829
Nicollet Investment Management
Minnesota
USD 173 M -USD 9.7 M -5% 4.58% 104% 60 8.33% 3.8
DG Capital Management
4830
DG Capital Management
New York
USD 173 M -USD 54.1 M -24% 7.62% 76.7% 64 40.63% 1.6
Performa Ltd (US)
4831
Performa Ltd (US)
South Carolina
USD 173 M +USD 23.4 M +16% 6.84% 55.8% 85 20% 1.3
Narus Financial Partners
4832
Narus Financial Partners
Utah
USD 173 M +USD 15 M +10% 7.75% 85.3% 124 19.35% 2.8
Your Advocates Ltd
4833
Your Advocates Ltd
Texas
USD 173 M +USD 6.26 M +4% 4.83% 50% 230 9.57% 1.6
KLCM
4834
KG&L Capital Management
Louisiana
USD 173 M -USD 4.09 M -2% 11.3% 91.9% 143 19.58% 2.3
Bennicas & Associates
4835
Bennicas & Associates
California
USD 173 M +USD 16.2 M +10% 13.7% 40.3% 104 10.58% 6
Valtinson Bruner Financial Planning
4836
Valtinson Bruner Financial Planning
Minnesota
USD 173 M +USD 10.9 M +7% 6.39% 36.2% 122 22.95% 1.7
AC
4837
Athos Capital
Hong Kong
USD 173 M -USD 63.1 M -27% 5.81% 110% 151 46.36% 0.8
Scissortail Wealth Management
4838
Scissortail Wealth Management
Oklahoma
USD 173 M -USD 19.9 M -10% 12.2% 65% 174 82.76% 0.2
Burrus Financial Services
4839
Burrus Financial Services
Utah
USD 173 M +USD 10.2 M +6% 5.58% 31.3% 10 10% 0.6
LRT Capital Management
4840
LRT Capital Management
Texas
USD 173 M +USD 26 M +18% 9.35% 76.2% 70 27.14% 0.7
GWM
4841
Gray Wealth Management
Maine
USD 173 M +USD 15.9 M +10% 8.74% 22.1% 123 17.07% 2.1
RIA Advisory Group
4842
RIA Advisory Group
Iowa
USD 173 M – – 6.01% – 96 – 0
Kestrel Investment Management
4843
Kestrel Investment Management
California
USD 172 M +USD 14.7 M +9% 15.6% 89.2% 42 16.67% 1.6
Mad River Investors
4844
Mad River Investors
Massachusetts
USD 172 M +USD 35.1 M +26% 27.7% 169% 27 7.41% 4.1
BIA
4845
Bigelow Investment Advisors
Maine
USD 172 M +USD 4.75 M +3% 8.21% 75.7% 151 12.58% 3.6
Powell Investment Advisors
4846
Powell Investment Advisors
Florida
USD 172 M +USD 19.8 M +13% 7.15% 82.4% 142 19.72% 2
Global Wealth Strategies & Associates
4847
Global Wealth Strategies & Associates
Colorado
USD 172 M – – 7.2% 68.7% 346 – 0
WJ Wealth Management
4848
WJ Wealth Management
Arizona
USD 172 M +USD 12.8 M +8% 7.57% 90.6% 59 22.03% 1.4
NIA Impact Advisors
4849
NIA Impact Advisors
California
USD 172 M +USD 10 M +6% 7.54% – 65 15.38% 1.6
Chapin Davis
4850
Chapin Davis
Maryland
USD 172 M – – 10.8% 339% 203 – 0