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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)
Okabena Investment Services
5726
Okabena Investment Services
Minnesota
USD 137 M -USD 6.46 M -5% 5.03% 72.4% 258 63.18% 1.2
Matrix Private Capital Group
5727
Matrix Private Capital Group
New York
USD 137 M -USD 7.7 M -5% 5.22% 62.5% 202 18.81% 2.6
TCM
5728
Tao Capital Management
California
USD 137 M +USD 10.9 M +9% 20.8% 314% 16 18.75% 2.1
Autumn Glory Partners
5729
Autumn Glory Partners
Texas
USD 137 M +USD 19.6 M +17% 5.32% 69.5% 183 56.83% 0.8
Penobscot Wealth Management
5730
Penobscot Wealth Management
Maine
USD 136 M +USD 7.84 M +6% 4.57% 56.7% 70 20% 1.4
CV Advisors
5731
CV Advisors
Florida
USD 136 M +USD 22.1 M +19% 12.1% 112% 23 8.7% 1.1
FAG
5732
Fortitude Advisory Group
Washington
USD 136 M +USD 7.14 M +6% 9.91% 142% 235 14.47% 1.3
Roubaix Capital
5733
Roubaix Capital
Colorado
USD 136 M +USD 5.07 M +4% 7.02% 174% 59 59.32% 0.6
RHS Financial
5734
RHS Financial
California
USD 136 M +USD 4.58 M +3% 3.37% 65.6% 97 10.31% 2.3
Tacita Capital
5735
Tacita Capital
Ontario, Canada
USD 136 M +USD 3.34 M +3% 3.06% 72.3% 198 8.59% 2.1
Anabranch Capital Management
5736
Anabranch Capital Management
Connecticut
USD 136 M +USD 14.2 M +12% 14.5% 139% 7 0% 2
Dravo Bay
5737
Dravo Bay
Delaware
USD 136 M +USD 2.96 M +2% 3.72% 45.2% 43 2.33% 1.3
Financial Guidance Group
5738
Financial Guidance Group
Florida
USD 136 M +USD 4.53 M +3% 3.99% 58.7% 52 1.92% 1.1
Guardian Wealth Advisors (Minnesota)
5739
Guardian Wealth Advisors (Minnesota)
Minnesota
USD 136 M +USD 8.35 M +7% 4.93% 57.3% 72 6.94% 2
Alamar Capital Management
5740
Alamar Capital Management
California
USD 136 M +USD 15.8 M +13% 5.15% – 80 16.25% 1.6
University of Wisconsin Foundation
5741
University of Wisconsin Foundation
Wisconsin
USD 136 M +USD 83.3 M +158% 14.8% 142% 3 33.33% 0.3
WFA
5742
WMG Financial Advisors
Tennessee
USD 136 M +USD 15.1 M +13% 7.33% 68% 133 18.8% 1.1
AA
5743
AlphaQ Advisors
Florida
USD 136 M +USD 18.2 M +15% 3.76% – 183 15.3% 0.4
GoalFusion Wealth Management
5744
GoalFusion Wealth Management
Texas
USD 136 M +USD 8.49 M +7% 3.14% 47.6% 27 22.22% 0.9
Oracle Investment Management
5745
Oracle Investment Management
Connecticut
USD 136 M +USD 32.4 M +31% 14.3% 865% 37 48.65% 2.6
Lakeside Advisors
5746
Lakeside Advisors
Washington
USD 136 M +USD 6.2 M +5% 8.48% 83.7% 62 6.45% 1.4
Cox Capital Management
5747
Cox Capital Management
Massachusetts
USD 136 M -USD 2.7 M -2% 2.91% 106% 73 2.74% 3.7
F/M Investments
5748
F/M Investments
District of Columbia
USD 136 M +USD 36.5 M +37% 15.8% 101% 86 41.86% 0.5
LRT Capital Management
5749
LRT Capital Management
Texas
USD 136 M +USD 2.52 M +2% 4.38% 76.2% 79 22.78% 0.8
Hilltop Wealth Advisors
5750
Hilltop Wealth Advisors
North Carolina
USD 136 M +USD 11.3 M +9% 5.64% 58.3% 41 24.39% 2.1