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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)
Marks Wealth
5051
Marks Wealth
Maryland
USD 233 M +USD 6.4 M +3% 8.48% 165% 29 55.17% 0.6
Elevation Wealth Partners
5052
Elevation Wealth Partners
California
USD 233 M +USD 21.8 M +10% 6.14% 69.9% 547 19.38% 1.1
Waterway Wealth Management
5053
Waterway Wealth Management
Texas
USD 233 M +USD 29 M +14% 6.31% 52.2% 74 20.27% 0.5
Morris Financial Concepts
5054
Morris Financial Concepts
South Carolina
USD 233 M +USD 23.9 M +11% 6.42% 56.5% 193 17.1% 1.8
Beacon Bridge Wealth Partners
5055
Beacon Bridge Wealth Partners
Pennsylvania
USD 233 M +USD 14.8 M +7% 5.53% 52% 99 16.16% 1.3
Acorn Wealth Advisors
5056
Acorn Wealth Advisors
Michigan
USD 233 M +USD 30.4 M +15% 6.46% 58.8% 231 13.42% 3.1
OCP
5057
OCO Capital Partners
New York
USD 232 M +USD 42.7 M +23% 6.15% 679% 5 40% 2
Bernzott Capital Advisors
5058
Bernzott Capital Advisors
California
USD 232 M +USD 15.3 M +7% 7.68% 46.2% 38 10.53% 2.9
Canopy Partners
5059
Canopy Partners
Ohio
USD 232 M +USD 17 M +8% 6.06% 108% 221 15.38% 0.6
7G Capital Management
5060
7G Capital Management
New York
USD 232 M +USD 4.74 M +2% 10.1% 137% 8 0% 2.1
Straight Path Wealth Management
5061
Straight Path Wealth Management
Michigan
USD 232 M +USD 37.4 M +19% 9.45% 70.4% 103 11.65% 1.4
GWA
5062
GGM Wealth Advisors
Maryland
USD 232 M +USD 13.5 M +6% 6.67% 25.9% 151 11.92% 1.5
Lowe Wealth Advisors
5063
Lowe Wealth Advisors
Maryland
USD 232 M +USD 12.6 M +6% 5.68% 63.3% 328 7.01% 5.2
OGF
5064
Orin Green Financial
California
USD 232 M +USD 14.8 M +7% 4.28% 59.1% 84 9.52% 0.4
MS
5065
Madden Securities
Texas
USD 232 M +USD 6.14 M +3% 6.17% 108% 115 18.26% 2.4
Standard General
5066
Standard General
New York
USD 232 M -USD 30.9 M -12% 21.6% 259% 3 0% 6.1
Tiemann Investment Advisors
5067
Tiemann Investment Advisors
California
USD 232 M +USD 7.14 M +3% 6.58% 77% 204 9.31% 6.5
HRC
5068
Hoertkorn Richard Charles
USD 232 M +USD 2.18 M +0.9% 5.26% 172% 87 8.05% 7.4
RGREA
5069
Ranger Global Real Estate Advisors
Colorado
USD 232 M -USD 18.8 M -8% 14.3% 18% 25 64% 1
AW
5070
Atlas Wealth
Ohio
USD 232 M -USD 619 M -73% 4.73% 43.5% 255 72.94% 1.3
Mendel Money Management
5071
Mendel Money Management
Illinois
USD 231 M +USD 17.7 M +8% 7.86% 75.4% 137 6.57% 3.8
OIA
5072
Optimum Investment Advisors
Illinois
USD 231 M +USD 8.48 M +4% 7.22% 125% 664 8.13% 5.9
Invenio Wealth Partners
5073
Invenio Wealth Partners
Florida
USD 231 M +USD 29.4 M +15% 5.31% 55.5% 103 13.59% 0.9
Goodwin Investment Advisory
5074
Goodwin Investment Advisory
Georgia
USD 231 M +USD 13.1 M +6% 4.14% 60.8% 36 8.33% 1.9
Geneva Partners
5075
Geneva Partners
Wisconsin
USD 231 M -USD 11.8 M -5% 5.82% 417% 86 43.02% 1.8