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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)
Aviso Wealth Management
5601
Aviso Wealth Management
Washington
USD 229 M +USD 15.3 M +7% 9.81% 153% 148 8.11% 1.5
rebel Financial
5602
rebel Financial
Ohio
USD 229 M +USD 10.1 M +5% 4.87% – 64 96.88% 0
5T Wealth
5603
5T Wealth
California
USD 229 M +USD 18.9 M +9% 6.06% – 117 14.53% 0.6
Blue Square Asset Management
5604
Blue Square Asset Management
New York
USD 229 M +USD 15.8 M +7% 8.28% 117% 81 20.99% 2
Ironwood Investment Management
5605
Ironwood Investment Management
Massachusetts
USD 229 M +USD 23.8 M +12% 13.1% 164% 174 5.75% 6.4
MRA Advisory Group
5606
MRA Advisory Group
New Jersey
USD 229 M +USD 15.8 M +7% 8.5% 86.8% 151 16.56% 2
Pinnacle Family Advisors
5607
Pinnacle Family Advisors
Missouri
USD 229 M +USD 23.4 M +11% 10.8% 85.8% 137 18.98% 2.4
Montz Harcus Wealth Management
5608
Montz Harcus Wealth Management
Louisiana
USD 229 M +USD 21.9 M +11% 8.03% 84.1% 89 8.99% 2.4
Alan N. Hoffman Investment Management
5609
Alan N. Hoffman Investment Management
Massachusetts
USD 229 M +USD 26.2 M +13% 14.9% 114% 15 6.67% 3.6
Compass Capital Corp
5610
Compass Capital Corp
Massachusetts
USD 229 M +USD 16.9 M +8% 9.91% – 190 25.79% 0.6
Physician Wealth Solutions
5611
Physician Wealth Solutions
Nevada
USD 229 M +USD 13.4 M +6% 5.42% 43.6% 46 2.17% 1.5
Family Office Research
5612
Family Office Research
Maryland
USD 229 M +USD 17.2 M +8% 5.19% – 74 12.16% 0.7
Arcus Capital Partners
5613
Arcus Capital Partners
Georgia
USD 229 M -USD 2.58 M -1% 5.09% 69.2% 139 25.9% 2.9
Kinloch Capital
5614
Kinloch Capital
Virginia
USD 229 M +USD 13.8 M +6% 6.56% 63.4% 77 7.79% 3.4
Melia Wealth
5615
Melia Wealth
Oklahoma
USD 228 M +USD 19.6 M +9% 0.03% – 23 8.7% 1.3
Foronjy Financial
5616
Foronjy Financial
California
USD 228 M +USD 14.6 M +7% 5.41% – 116 19.83% 0.2
StoneCrest Wealth Management
5617
StoneCrest Wealth Management
Arizona
USD 228 M +USD 18.3 M +9% 11.2% 168% 81 24.69% 1
Bandera Partners
5618
Bandera Partners
New York
USD 228 M +USD 6.27 M +3% 12.4% 55.4% 14 7.14% 4.7
Merck & Co
5619
Merck & Co
New Jersey
USD 228 M +USD 12.4 M +6% 10.3% – 13 0% 0.7
Mainsail Asset Management
5620
Mainsail Asset Management
Alabama
USD 228 M +USD 66.3 M +41% 5.62% 90.4% 93 37.63% 1
626 Financial
5621
626 Financial
Michigan
USD 228 M +USD 14.1 M +7% 7.52% 81.1% 121 9.09% 3.1
Catalyst Private Wealth
5622
Catalyst Private Wealth
California
USD 228 M +USD 3.04 M +1% 3.65% 120% 82 6.1% 3.2
Balanced Wealth Group
5623
Balanced Wealth Group
Ohio
USD 228 M -USD 2.56 M -1% 7.89% – 70 1.43% 1.6
Scholtz & Company
5624
Scholtz & Company
Connecticut
USD 228 M -USD 212 k -0.1% 3.53% 89.2% 54 9.26% 2.4
Blue Barn Wealth
5625
Blue Barn Wealth
Utah
USD 228 M +USD 15.3 M +7% 5.81% 46.4% 184 21.74% 2.1