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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)
Zeno Research
5701
Zeno Research
New York
USD 106 M +USD 14.4 M +16% 9.9% 25.2% 35 71.43% 0.2
GoalFusion Wealth Management
5702
GoalFusion Wealth Management
Texas
USD 106 M -USD 979 k -0.9% 5.32% 47.6% 18 0% 0.6
MFG
5703
Monumental Financial Group
Maryland
USD 106 M -USD 3.23 M -3% 4.41% 18.2% 38 18.42% 1.1
Denver Wealth Management
5704
Denver Wealth Management
Colorado
USD 106 M +USD 9.8 M +10% 4.26% 64.4% 60 26.67% 1
Vert Asset Management
5705
Vert Asset Management
California
USD 106 M -USD 2.52 M -2% 11.8% 43.1% 41 0% 0.8
Resolute Financial
5706
Resolute Financial
Massachusetts
USD 105 M -USD 9.7 M -8% 4.89% – 121 17.36% 0.6
Wall Capital Group
5707
Wall Capital Group
Arizona
USD 105 M -USD 38.8 M -27% 5.66% – 19 26.32% 3.1
FAG
5708
Fortitude Advisory Group
Washington
USD 105 M -USD 4.02 M -4% 4.87% 142% 217 13.36% 0.7
Tower Wealth Partners
5709
Tower Wealth Partners
Pennsylvania
USD 105 M +USD 30.1 M +40% 4.18% 53.7% 52 23.08% 1.2
Ridgemont Partners Management
5710
Ridgemont Partners Management
North Carolina
USD 105 M -USD 2.24 M -2% 2.08% 45.6% 1 0% 0.8
Atmos Advisory
5711
Atmos Advisory
Pennsylvania
USD 105 M -USD 4.86 M -4% 5.88% 31.9% 21 0% 0.8
Spring Capital Management
5712
Spring Capital Management
Texas
USD 105 M -USD 7.62 M -7% 3.67% 73.6% 31 19.35% 0.7
Drive Wealth Management
5713
Drive Wealth Management
Utah
USD 105 M -USD 4.29 M -4% 2.71% 94.4% 192 28.65% 0.6
KC
5714
Kenfarb & Co
Kentucky
USD 105 M -USD 21.2 M -17% 5.38% – 240 32.92% 0.5
EMFO LLC
5715
EMFO LLC
Florida
USD 105 M +USD 6.59 M +7% 5.35% 25.8% 345 9.57% 1.1
Salvus Wealth Management
5716
Salvus Wealth Management
New Jersey
USD 105 M -USD 6.64 M -6% 5.49% 108% 101 5.94% 1.5
Cottonwood Capital Advisors
5717
Cottonwood Capital Advisors
Utah
USD 105 M -USD 5.58 M -5% 4.2% 79% 96 13.54% 0.7
Beacon Financial Strategies
5718
Beacon Financial Strategies
North Carolina
USD 105 M -USD 2.5 M -2% 4.82% 54.2% 34 2.94% 1.1
Henrickson Nauta Wealth Advisors
5719
Henrickson Nauta Wealth Advisors
Michigan
USD 105 M -USD 4.5 M -4% 6.08% 61.6% 48 12.5% 0.6
Schubert & Co
5720
Schubert & Co
Texas
USD 105 M -USD 2.42 M -2% 1.25% 47.3% 1,676 7.16% 0.7
Castleview Partners
5721
Castleview Partners
Texas
USD 105 M -USD 21.1 M -17% 3.73% 61.3% 844 34.24% 1.2
Yorktown Energy Partners X
5722
Yorktown Energy Partners X
New York
USD 105 M -USD 27.6 M -21% 12.5% 95.9% 3 0% 2.5
Washburn Capital Management
5723
Washburn Capital Management
Florida
USD 105 M -USD 11.5 M -10% 4.75% 123% 55 16.36% 1.7
Piscataqua Savings Bank
5724
Piscataqua Savings Bank
New Hampshire
USD 105 M -USD 9.6 M -8% 5.31% 96.8% 346 1.16% 1.3
Financial Futures
5725
Financial Futures
New Jersey
USD 105 M +USD 3.23 M +3% 4.47% 48.5% 50 16% 0.6