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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)
Forte Asset Management
5401
Forte Asset Management
New York
USD 149 M -USD 5.35 M -3% 3.91% 57.7% 60 16.67% 1
Bellevue Asset Management
5402
Bellevue Asset Management
Washington
USD 149 M -USD 10.5 M -7% 4.89% 56.7% 484 7.64% 3.2
Boyd Wealth Management
5403
Boyd Wealth Management
California
USD 149 M -USD 15.8 M -10% 3.94% 56.8% 44 15.91% 1.4
Eliot Finkel Investment Counsel
5404
Eliot Finkel Investment Counsel
California
USD 149 M -USD 8.73 M -6% 4.77% 88.9% 32 3.13% 4.3
X-Square Capital
5405
X-Square Capital
Puerto Rico
USD 149 M USD 0 0% 1.71% 158% 142 0% 2.9
Hall Private Wealth Advisors
5406
Hall Private Wealth Advisors
North Carolina
USD 149 M -USD 36.2 M -20% 4.05% – 48 22.92% 1.7
Abbot Financial Management
5407
Abbot Financial Management
Massachusetts
USD 149 M -USD 7.14 M -5% 2.89% 102% 116 4.31% 4.6
Caliber Wealth Management (Utah)
5408
Caliber Wealth Management (Utah)
Utah
USD 149 M -USD 575 k -0.4% 3.83% 36.5% 56 1.79% 1.6
SI
5409
Saxon Interests
Texas
USD 149 M -USD 38.1 M -20% 3.83% 81.2% 206 91.26% 0.5
Triton Wealth Management
5410
Triton Wealth Management
Arizona
USD 149 M -USD 29.3 M -16% 5.65% – 87 19.54% 2.5
Quantitative Strategies
5411
Quantitative Strategies
California
USD 149 M -USD 358 k -0.2% 4.5% – 20 0% 0.3
Working Capital Advisors (UK)
5412
Working Capital Advisors (UK)
United Kingdom
USD 149 M +USD 6.53 M +5% 23.5% 24.8% 4 0% 1.1
Etesian Wealth Advisors
5413
Etesian Wealth Advisors
Oregon
USD 149 M -USD 4.62 M -3% 2.34% 60.6% 108 2.78% 0.7
Custos Family Office
5414
Custos Family Office
Texas
USD 148 M -USD 5.96 M -4% 3.88% 57.4% 46 19.57% 1
Retirement Financial Solutions
5415
Retirement Financial Solutions
Tennessee
USD 148 M +USD 2.78 M +2% 3.72% 52.5% 46 43.48% 0.5
Interactive Financial Advisors
5416
Interactive Financial Advisors
Illinois
USD 148 M +USD 1.12 M +0.8% 3.83% 47.6% 84 4.76% 6.1
LBC
5417
Lawrence B. Cohen
USD 148 M -USD 7.95 M -5% 3.43% 41.8% 69 17.39% 6
DFS
5418
Dixon Fnancial Services
California
USD 148 M -USD 5.75 M -4% 2.37% 76.6% 24 0% 1.6
Purus Wealth Management
5419
Purus Wealth Management
California
USD 148 M -USD 6.06 M -4% 2.82% 174% 118 3.39% 1.9
CL
5420
COWA LLC
Oklahoma
USD 148 M -USD 3.83 M -3% 0.56% 65.5% 112 11.61% 2.1
Michelson Medical Research Foundation
5421
Michelson Medical Research Foundation
California
USD 148 M +USD 7.56 M +5% 2.47% 52.2% 28 32.14% 0.5
Robbins Farley
5422
Robbins Farley
New Hampshire
USD 148 M +USD 3.54 M +2% 4.45% 106% 194 22.68% 1.3
FAG
5423
Fortitude Advisory Group
Washington
USD 148 M +USD 11.7 M +9% 3.27% 142% 223 11.66% 1.5
Virginia Wealth Management Group
5424
Virginia Wealth Management Group
Virginia
USD 148 M +USD 2.12 M +1% 2.48% 49.4% 72 6.94% 1.5
626 Financial
5425
626 Financial
Michigan
USD 148 M -USD 8.85 M -6% 3.58% 71.3% 116 9.48% 2