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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)
NewGen Asset Management
5451
NewGen Asset Management
Ontario, Canada
USD 201 M -USD 29.3 M -13% 10.8% 402% 41 58.54% 0.5
LWMI
5452
Landmark Wealth Management (Illinois)
Illinois
USD 201 M +USD 19.1 M +11% 6.4% 42.4% 42 2.38% 0.3
Red Tortoise LLC
5453
Red Tortoise LLC
Georgia
USD 201 M +USD 15.2 M +8% 6.97% 43.7% 577 2.77% 1.5
Taylor Frigon Capital Management
5454
Taylor Frigon Capital Management
Arizona
USD 201 M -USD 9.41 M -4% 9.23% 152% 94 13.83% 4.3
Physician Wealth Solutions
5455
Physician Wealth Solutions
Nevada
USD 201 M +USD 60.4 M +43% 5.93% 43.6% 41 0% 0.7
FOCUS Wealth Advisors
5456
FOCUS Wealth Advisors
Texas
USD 201 M +USD 5.68 M +3% 6.03% 68.7% 60 1.67% 2.2
Powers Advisory Group
5457
Powers Advisory Group
Illinois
USD 200 M +USD 17.1 M +9% 6.72% 49.8% 101 7.92% 2.2
Agate Pass Investment Management
5458
Agate Pass Investment Management
Washington
USD 200 M +USD 12.4 M +7% 7.74% 76% 96 4.17% 2.3
Hillcrest Wealth Advisors
5459
Hillcrest Wealth Advisors
New Jersey
USD 200 M +USD 14.6 M +8% 6.65% 58.7% 48 4.17% 4.5
Ridgewood Investments
5460
Ridgewood Investments
New Jersey
USD 200 M +USD 406 k +0.2% 7.78% – 823 15.07% 1.1
1492 Capital Management
5461
1492 Capital Management
Wisconsin
USD 200 M +USD 23.3 M +13% 21.9% 332% 113 26.55% 1.6
Sitrin Capital Management
5462
Sitrin Capital Management
California
USD 200 M +USD 12 M +6% 5.88% 139% 44 6.82% 3.5
Fortress Wealth Management
5463
Fortress Wealth Management
California
USD 200 M +USD 4.68 M +2% 5.61% 52.1% 72 6.94% 1.8
Choice Wealth Advisors
5464
Choice Wealth Advisors
Maine
USD 200 M +USD 11.6 M +6% 5.65% 60.3% 31 9.68% 1.7
Private Wealth Group
5465
Private Wealth Group
Florida
USD 200 M +USD 9.6 M +5% 6.42% 52.9% 67 17.91% 3
Members Advisory Group
5466
Members Advisory Group
New York
USD 200 M +USD 16.8 M +9% 5.7% 70.6% 36 19.44% 1.3
Magnolia Capital Advisors
5467
Magnolia Capital Advisors
Mississippi
USD 200 M +USD 21.3 M +12% 6.73% 78.7% 153 29.41% 0.8
Bridger Management
5468
Bridger Management
New York
USD 200 M +USD 5.58 M +3% 8.3% 103% 34 32.35% 1.6
Lodestone Wealth Management
5469
Lodestone Wealth Management
Washington
USD 200 M +USD 10.1 M +5% 5.75% 87.1% 157 12.1% 1.4
ORC
5470
O'Rourke & Company
Massachusetts
USD 200 M +USD 22.2 M +12% 8.48% 71.9% 152 9.21% 2
EL
5471
EQ LLC
Washington
USD 200 M +USD 32.8 M +20% 5.96% 72.9% 64 25% 2.1
Signet Investment Advisory Group
5472
Signet Investment Advisory Group
Rhode Island
USD 200 M +USD 13.3 M +7% 8.04% 68.2% 72 8.33% 4.4
Trellis Wealth Advisors
5473
Trellis Wealth Advisors
California
USD 200 M +USD 17.6 M +10% 5.89% 62.2% 31 6.45% 1.3
GSI Capital Advisors
5474
GSI Capital Advisors
California
USD 200 M +USD 30.3 M +18% 15.7% 39.7% 35 34.29% 1.7
Porter White Investment Advisors
5475
Porter White Investment Advisors
Alabama
USD 200 M +USD 13 M +7% 6.67% 58% 33 3.03% 1.4