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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)
Christensen King & Associates Investment Services
5551
Christensen King & Associates Investment Services
Washington
USD 233 M +USD 14.5 M +7% 6.39% 57.9% 107 6.54% 1.5
IAMH
5552
IvyRock Asset Management (HK)
Hong Kong
USD 233 M +USD 16 M +7% 25.3% 76% 24 62.5% 0.7
Mainsail Financial Group
5553
Mainsail Financial Group
Washington
USD 233 M +USD 17.9 M +8% 5.28% 61.9% 61 3.28% 2
Financial Avengers
5554
Financial Avengers
California
USD 233 M +USD 17.1 M +8% 11.7% 108% 143 4.2% 3.8
Deane Retirement Strategies
5555
Deane Retirement Strategies
Louisiana
USD 233 M +USD 9.29 M +4% 7.78% 73.4% 83 39.76% 3.2
Stash Investments
5556
Stash Investments
New York
USD 232 M +USD 21.6 M +10% 4.85% 40.7% 5 0% 1.8
Axiom Financial Strategies
5557
Axiom Financial Strategies
Indiana
USD 232 M +USD 53.1 M +30% 6.47% 54.5% 55 38.18% 1.8
RS
5558
R Squared
Hong Kong
USD 232 M +USD 50.9 M +28% 6.06% – 739 65.36% 0.2
Pragma Gestao de Patrimonio
5559
Pragma Gestao de Patrimonio
Brazil
USD 232 M +USD 3.49 M +2% 6.8% 75.2% 22 18.18% 1.1
Wayfinding Financial
5560
Wayfinding Financial
Washington
USD 232 M +USD 8.66 M +4% 6.46% 68.3% 157 10.19% 1
Boyd Wealth Management
5561
Boyd Wealth Management
California
USD 232 M +USD 1.31 M +0.6% 6.25% 56.8% 53 13.21% 2.8
Proactive Wealth Strategies
5562
Proactive Wealth Strategies
Georgia
USD 232 M +USD 20.4 M +10% 8.14% – 145 9.66% 0.8
Wheelhouse Advisory Group
5563
Wheelhouse Advisory Group
Missouri
USD 232 M +USD 29.3 M +14% 7.14% 67.9% 46 15.22% 1.4
Motive Wealth Advisors
5564
Motive Wealth Advisors
Michigan
USD 232 M +USD 12.3 M +6% 6.96% 73.4% 93 10.75% 2.2
Vernal Point Advisors
5565
Vernal Point Advisors
California
USD 232 M +USD 60.5 M +35% 5.34% – 23 21.74% 1.4
IMPACTfolio
5566
IMPACTfolio
Colorado
USD 232 M +USD 20.9 M +10% 6.42% 58.8% 43 27.91% 2
FWG Holdings
5567
FWG Holdings
Florida
USD 232 M +USD 19.1 M +9% 8.58% 91.6% 117 15.38% 2.4
Eagle Bluffs Wealth Management
5568
Eagle Bluffs Wealth Management
Missouri
USD 232 M +USD 21.5 M +10% 7.56% 95.5% 78 6.41% 2.7
Oakcliff Capital Partners
5569
Oakcliff Capital Partners
New York
USD 232 M +USD 31.6 M +16% 14.7% 133% 8 0% 5.3
Emprise Bank
5570
Emprise Bank
Kansas
USD 232 M +USD 23.3 M +11% 7.6% – 115 13.04% 1.2
M1 Capital Management
5571
M1 Capital Management
Michigan
USD 232 M +USD 33.3 M +17% 9.53% – 106 12.26% 0.6
Richards, Merrill & Peterson
5572
Richards, Merrill & Peterson
Washington
USD 232 M +USD 21.3 M +10% 7.67% – 218 9.63% 0.7
Buttonwood Financial Group
5573
Buttonwood Financial Group
Missouri
USD 232 M +USD 34.6 M +18% 8.69% 77.9% 34 20.59% 1.7
Exeter Financial
5574
Exeter Financial
Arizona
USD 232 M +USD 6.86 M +3% 5.56% 59.1% 92 1.09% 5.9
Carolina Wealth Advisors
5575
Carolina Wealth Advisors
South Carolina
USD 232 M +USD 28.8 M +14% 1.9% 62% 308 37.01% 2.6