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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)
Cherrydale Wealth Management
5676
Cherrydale Wealth Management
New Jersey
USD 132 M +USD 11.2 M +9% 8.55% 80.8% 39 12.82% 0.9
Argus Investors Counsel
5677
Argus Investors Counsel
New York
USD 132 M +USD 7.36 M +6% 7.33% 132% 98 13.27% 4.9
Syntax Advisors
5678
Syntax Advisors
New York
USD 132 M +USD 11.9 M +10% 3.72% – 240 14.58% 1
Shore Point Advisors
5679
Shore Point Advisors
New Jersey
USD 132 M +USD 10.3 M +8% 2.29% 54.6% 53 20.75% 0.8
C.M. Bidwell & Associates
5680
C.M. Bidwell & Associates
Hawaii
USD 132 M +USD 5.13 M +4% 6.16% 70.6% 580 27.93% 2
EL
5681
EQ LLC
Washington
USD 132 M +USD 6.74 M +5% 6.19% 72.9% 54 25.93% 1.7
Lokken Investment Group
5682
Lokken Investment Group
Delaware
USD 132 M +USD 4.99 M +4% 3.7% 65.3% 142 23.94% 1.5
Worth Asset Management
5683
Worth Asset Management
Texas
USD 132 M -USD 11.8 M -8% 3.06% 115% 552 27.17% 0.7
Barnett & Company
5684
Barnett & Company
Tennessee
USD 132 M +USD 725 k +0.6% 0.91% 65.9% 93 27.96% 3.7
RHS Financial
5685
RHS Financial
California
USD 132 M +USD 5.83 M +5% 4.84% 65.6% 95 7.37% 2.2
Wayfinding Financial
5686
Wayfinding Financial
Washington
USD 132 M +USD 6.82 M +5% 7.89% 68.3% 135 58.52% 0.6
TFB Advisors
5687
TFB Advisors
Kansas
USD 132 M +USD 12.1 M +10% 6.01% 85% 146 21.92% 0.2
Financial Guidance Group
5688
Financial Guidance Group
Florida
USD 131 M +USD 8.64 M +7% 5.19% 58.7% 52 5.77% 0.8
Wallace Advisory Group
5689
Wallace Advisory Group
California
USD 131 M +USD 4.77 M +4% 5.2% 50.9% 192 27.08% 0.2
Warther Private Wealth
5690
Warther Private Wealth
Ohio
USD 131 M -USD 2.22 M -2% 9.06% 94.1% 83 27.71% 1.4
McGinn Penninger Investment Management
5691
McGinn Penninger Investment Management
Virginia
USD 131 M -USD 7.67 M -6% 7.75% 51.9% 27 3.7% 2
West Bancorporation
5692
West Bancorporation
Iowa
USD 131 M -USD 3.42 M -3% 0.4% 72.5% 100 21% 2.5
ORC
5693
O'Rourke & Company
Massachusetts
USD 131 M +USD 5.24 M +4% 6.49% 71.9% 134 3.73% 1.1
ETF Store
5694
ETF Store
Kansas
USD 131 M +USD 1.35 M +1% 4.81% 61% 93 2.15% 1.1
JKSF
5695
John & Kathleen Schreiber Foundation
Illinois
USD 131 M +USD 23.1 M +21% 16.6% 30.8% 4 0% 1.1
Roubaix Capital
5696
Roubaix Capital
Colorado
USD 131 M +USD 7.61 M +6% 21.1% 174% 63 60.32% 0.5
Family CFO
5697
Family CFO
California
USD 131 M +USD 19.7 M +18% 4.78% 89.6% 59 8.47% 1.2
Melone Private Wealth
5698
Melone Private Wealth
Michigan
USD 131 M +USD 13 M +11% 2.57% 30.4% 55 9.09% 1.2
Macellum Advisors
5699
Macellum Advisors
New York
USD 131 M -USD 8.45 M -6% 6.95% – 6 33.33% 0.6
Client First Capital
5700
Client First Capital
California
USD 131 M +USD 3.09 M +2% 3.5% 54.6% 27 37.04% 0.9