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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)
Wayfinding Financial
5676
Wayfinding Financial
Washington
USD 107 M -USD 6.7 M -6% 5.58% 68.3% 94 27.66% 0.6
Wealth Advisors of Iowa
5677
Wealth Advisors of Iowa
Iowa
USD 107 M -USD 77.6 M -42% 5.83% 60.9% 63 25.4% 1.4
AIFAIM
5678
American Institute for Advanced Investment Management
Arizona
USD 107 M -USD 7.09 M -6% 3.14% 72.8% 113 12.39% 2.2
Walker Financial Services
5679
Walker Financial Services
Kentucky
USD 107 M +USD 4.31 M +4% 5.28% 18.9% 25 20% 0.4
Woodward Financial Advisors
5680
Woodward Financial Advisors
North Carolina
USD 107 M -USD 1.18 M -1% 5.03% 55% 47 8.51% 0.6
Asset Planning Corporation
5681
Asset Planning Corporation
Tennessee
USD 107 M -USD 8.24 M -7% 5.62% 44.5% 36 11.11% 1.5
Baker Hughes Holdings
5682
Baker Hughes Holdings
Texas
USD 107 M -USD 51.2 M -32% 31.5% 38.6% 1 0% 1.8
LAI
5683
Legal Advantage Investments
California
USD 107 M +USD 4.14 M +4% 4.42% 116% 83 19.28% 1.2
Northland Capital Management
5684
Northland Capital Management
Minnesota
USD 107 M -USD 2.1 M -2% 6.96% 37.5% 30 50% 0.3
Cadence Wealth Management
5685
Cadence Wealth Management
Massachusetts
USD 106 M +USD 10 M +10% 8.52% 56.4% 38 31.58% 1.2
Legend Financial Advisors
5686
Legend Financial Advisors
Pennsylvania
USD 106 M +USD 9.6 M +10% 3.72% 117% 236 88.14% 0.2
PACK Private Wealth
5687
PACK Private Wealth
Minnesota
USD 106 M -USD 3.26 M -3% 5.78% 52.8% 35 0% 0.7
Camelot Portfolios
5688
Camelot Portfolios
Ohio
USD 106 M -USD 60.1 M -36% 6.28% 41.3% 220 29.09% 3.7
Palmer Knight Company
5689
Palmer Knight Company
Florida
USD 106 M +USD 765 k +0.7% 2.38% 78.9% 29 10.34% 2.9
Stevard LLC
5690
Stevard LLC
Illinois
USD 106 M – – 10.4% – 49 – 2
H&H Retirement Design & Management
5691
H&H Retirement Design & Management
Nevada
USD 106 M -USD 30.8 M -22% 6.42% 38.4% 73 4.11% 1.2
AFG Fiduciary Services
5692
AFG Fiduciary Services
Massachusetts
USD 106 M -USD 8.95 M -8% 3.5% 72.4% 92 23.91% 0.5
SWM Advisors
5693
SWM Advisors
Florida
USD 106 M -USD 3.65 M -3% 4.5% – 29 31.03% 0.6
Aspire Wealth Management
5694
Aspire Wealth Management
Massachusetts
USD 106 M -USD 2.47 M -2% 5.3% 26% 189 13.23% 0.7
CEDRUS
5695
CEDRUS
Colorado
USD 106 M +USD 3.45 M +3% 4.48% 19.8% 139 14.39% 0.6
Costello Asset Management
5696
Costello Asset Management
Pennsylvania
USD 106 M -USD 9.6 M -8% 4.44% 65.9% 241 10.37% 2
Morris Capital Advisors
5697
Morris Capital Advisors
Pennsylvania
USD 106 M -USD 6.04 M -5% 3.01% 72.9% 53 1.89% 4.9
BWIA
5698
Bryant Woods Investment Advisors
New York
USD 106 M +USD 46 k +0% 4.96% 66.3% 41 14.63% 0.6
Michael & Susan Dell Foundation
5699
Michael & Susan Dell Foundation
New York
USD 106 M -USD 24.3 M -19% 15.6% 238% 4 0% 1.6
Insight Wealth Partners
5700
Insight Wealth Partners
Texas
USD 106 M -USD 27.1 M -20% 1.78% 63.2% 61 8.2% 1.9