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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)
Element Wealth
5651
Element Wealth
Mississippi
USD 108 M +USD 7.94 M +8% 5.24% 59.6% 206 11.17% 2
Cherrydale Wealth Management
5652
Cherrydale Wealth Management
New Jersey
USD 108 M -USD 721 k -0.7% 5.89% 80.8% 36 19.44% 0.6
William Allan Corp
5653
William Allan Corp
Colorado
USD 108 M -USD 4.25 M -4% 4.1% 94.2% 49 6.12% 0.7
Hapanowicz & Associates Financial Services
5654
Hapanowicz & Associates Financial Services
Pennsylvania
USD 108 M -USD 20 M -16% 4.36% 58.5% 31 19.35% 2.7
ECM
5655
EMC Capital Management
Texas
USD 108 M -USD 8.98 M -8% 3.47% – 314 14.33% 0.7
Peak Planning Group
5656
Peak Planning Group
Colorado
USD 108 M -USD 11 M -9% 3.9% 105% 89 25.84% 1.4
MCM
5657
McMillion Capital Management
North Carolina
USD 108 M -USD 12.2 M -10% 4.48% 59.3% 222 4.5% 2.2
MJB
5658
Mark J. Bradley
USD 108 M -USD 2.46 M -2% 2.12% – 46 2.17% 1.7
Safeguard Financial
5659
Safeguard Financial
Wisconsin
USD 108 M +USD 24.2 M +29% 5.07% 21.9% 53 26.42% 0.4
Birchcreek Wealth Management
5660
Birchcreek Wealth Management
Ohio
USD 108 M -USD 3.52 M -3% 4.97% 80.7% 124 12.9% 1.4
Mudita Advisors
5661
Mudita Advisors
United Kingdom
USD 108 M -USD 16.6 M -13% 2.05% 143% 20 10% 0.7
EC
5662
Euclidean Capital
New York
USD 108 M -USD 9.9 M -8% 3.16% 79.7% 10 0% 1.5
TAGStone Capital
5663
TAGStone Capital
North Carolina
USD 108 M +USD 2.8 M +3% 4% 58.3% 75 12% 0.7
CarsonAllaria Wealth Management
5664
CarsonAllaria Wealth Management
Illinois
USD 108 M +USD 598 k +0.6% 5.68% 51.7% 351 6.55% 0.7
Integrity Advisory
5665
Integrity Advisory
Kansas
USD 108 M +USD 5.51 M +5% 5.22% – 81 17.28% 0.4
Summit Place Financial Advisors
5666
Summit Place Financial Advisors
New Jersey
USD 108 M -USD 11.6 M -10% 4.01% 111% 103 15.53% 1.8
Firethorn Wealth Partners
5667
Firethorn Wealth Partners
Georgia
USD 108 M -USD 15.7 M -13% 5.96% 75.1% 140 17.14% 1.2
Kemper Corp Master Retirement Trust
5668
Kemper Corp Master Retirement Trust
Illinois
USD 107 M -USD 67.5 M -39% 9.65% 21.9% 2 0% 3.6
Savior LLC
5669
Savior LLC
Massachusetts
USD 107 M -USD 1.58 M -1% 5.49% 82.8% 213 18.78% 1.3
W Advisors LLC
5670
W Advisors LLC
Tennessee
USD 107 M -USD 8.15 M -7% 5.79% 73.8% 110 17.27% 0.7
Alliance Wealth Advisors (Pennsylvania)
5671
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
USD 107 M -USD 8.24 M -7% 6.06% 74.4% 113 7.96% 1.5
Fairbanks Capital Management
5672
Fairbanks Capital Management
California
USD 107 M -USD 7.46 M -7% 5.55% 81.3% 51 3.92% 3.4
Rosenthal Henry Capital Advisors
5673
Rosenthal Henry Capital Advisors
Indiana
USD 107 M – – 0.03% 91.9% 44 – 2.8
SCP Investment
5674
SCP Investment
California
USD 107 M -USD 884 k -0.8% 4.97% 32.8% 39 48.72% 1.1
Peterson Wealth Management
5675
Peterson Wealth Management
Nevada
USD 107 M +USD 29.9 M +39% 4.97% 78% 58 22.41% 1.4