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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)
Consilium Wealth Advisory
5251
Consilium Wealth Advisory
Texas
USD 259 M +USD 22.2 M +9% 7.72% 126% 101 11.88% 2.3
Plum Street Advisors
5252
Plum Street Advisors
Louisiana
USD 259 M +USD 32.3 M +14% 6.94% – 97 16.49% 1.3
Tanglewood Legacy Advisors
5253
Tanglewood Legacy Advisors
Texas
USD 259 M +USD 15.1 M +6% 6.7% 61.1% 288 6.94% 2.3
Foresite Capital Management VI
5254
Foresite Capital Management VI
California
USD 259 M +USD 81 M +46% 81.5% – 21 47.62% 0.6
Yorkville Advisors Global
5255
Yorkville Advisors Global
New Jersey
USD 259 M +USD 48.2 M +23% 16.8% – 44 79.55% 0.1
Aspen Investment Management
5256
Aspen Investment Management
Michigan
USD 259 M +USD 21 M +9% 6.96% 84.9% 158 12.66% 6.6
Muzinich & Co
5257
Muzinich & Co
New York
USD 259 M +USD 28.4 M +12% 6.81% 13.5% 60 36.67% 7.4
First Citizens Investor Services
5258
First Citizens Investor Services
North Carolina
USD 259 M – – 5.87% – 23 – 0
HRC
5259
Hoertkorn Richard Charles
USD 259 M +USD 22.4 M +9% 10.8% 182% 79 1.27% 8.4
Wealth Quarterback
5260
Wealth Quarterback
New Jersey
USD 259 M +USD 47.6 M +23% 9.07% 109% 157 13.38% 2.6
Colorado Capital Management
5261
Colorado Capital Management
Colorado
USD 259 M +USD 25.2 M +11% 7.54% 60.4% 105 5.71% 5.1
GE Investment Management
5262
GE Investment Management
Connecticut
USD 258 M +USD 37.2 M +17% 16.8% – 4 0% 1.6
Stonehearth Capital Management
5263
Stonehearth Capital Management
Massachusetts
USD 258 M +USD 16.9 M +7% 7.51% 87.5% 98 8.16% 3.2
Ranch Capital Advisors
5264
Ranch Capital Advisors
Florida
USD 258 M +USD 27.8 M +12% 8.55% 92.6% 158 14.56% 3.6
My Personal CFO LLC
5265
My Personal CFO LLC
Washington
USD 258 M +USD 38.2 M +17% 5.88% 83.4% 159 83.02% 0.8
Foundation Wealth Management (Pennsylvania)
5266
Foundation Wealth Management (Pennsylvania)
Pennsylvania
USD 258 M +USD 27 M +12% 5.88% – 95 2.11% 0.7
EntryPoint Capital
5267
EntryPoint Capital
New York
USD 258 M +USD 58.7 M +29% 6.41% – 912 64.8% 0.3
MAS
5268
Madden Advisory Services
Florida
USD 258 M +USD 23.6 M +10% 5.99% 52.3% 110 14.55% 5.6
Vantage Point Financial
5269
Vantage Point Financial
Illinois
USD 258 M +USD 30.1 M +13% 8.28% – 159 9.43% 0.6
River Street Advisors
5270
River Street Advisors
Illinois
USD 258 M +USD 25.7 M +11% 8.78% 93.5% 168 6.55% 1.8
Cambridge Financial Group
5271
Cambridge Financial Group
Ohio
USD 258 M +USD 59.7 M +30% 8.84% – 34 5.88% 5.1
Unique Wealth Strategies
5272
Unique Wealth Strategies
Illinois
USD 258 M +USD 17.5 M +7% 8.24% 96.9% 256 39.45% 0.9
Martin Capital Partners
5273
Martin Capital Partners
Oregon
USD 258 M +USD 2.73 M +1% 2.97% 42.3% 76 9.21% 4.1
NCM
5274
NCM Capital Management
New Jersey
USD 258 M +USD 14.2 M +6% 8.04% 105% 187 7.49% 2.8
Hanover Advisors
5275
Hanover Advisors
South Carolina
USD 258 M +USD 12.5 M +5% 6.22% – 103 5.83% 1.4