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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)
Clarus Wealth Advisors
5726
Clarus Wealth Advisors
Arizona
USD 260 M +USD 25 M +11% 16.5% 89.7% 96 18.75% 3
WJ Interests
5727
WJ Interests
Texas
USD 259 M -USD 1.04 M -0.4% 10.4% 55.2% 23 17.39% 2.2
Diesslin Group
5728
Diesslin Group
Texas
USD 259 M +USD 37.2 M +17% 12.4% – 63 22.22% 0.4
Optimist Retirement Group
5729
Optimist Retirement Group
Washington
USD 259 M +USD 32.4 M +14% 20.4% 92.2% 125 15.2% 1.6
Cherokee Insurance
5730
Cherokee Insurance
Michigan
USD 259 M -USD 4.33 M -2% 12.1% – 129 10.08% 1.3
Elevation Capital Advisory
5731
Elevation Capital Advisory
Oregon
USD 259 M +USD 24.1 M +10% 15.6% – 87 52.87% 0.7
Private Wealth Group
5732
Private Wealth Group
Florida
USD 259 M +USD 44.5 M +21% 11.6% 52.9% 79 13.92% 3.3
Heritage Family Offices
5733
Heritage Family Offices
Arizona
USD 259 M +USD 33.4 M +15% 15.7% – 258 33.72% 1
Endowment Wealth Management
5734
Endowment Wealth Management
Wisconsin
USD 259 M +USD 32.5 M +14% 12.3% 70.7% 190 17.89% 2.2
CSA
5735
Cottage Street Advisors
Massachusetts
USD 259 M +USD 27.4 M +12% 16.9% 95.8% 157 17.2% 2.7
I2I
5736
Insight 2811 Inc
Illinois
USD 259 M +USD 19.4 M +8% 9.13% 31.3% 109 8.26% 4.6
Pacific Excel Wealth Advisors
5737
Pacific Excel Wealth Advisors
California
USD 258 M +USD 163 M +172% 15.8% – 324 86.42% 0.1
Resolute Wealth Strategies
5738
Resolute Wealth Strategies
Mississippi
USD 258 M +USD 26.4 M +11% 15.2% 105% 140 24.29% 1.9
Mach-1 Financial Group
5739
Mach-1 Financial Group
Arkansas
USD 258 M -USD 26 M -9% 12.9% 85.3% 182 39.56% 0.8
Beach Point Capital Management
5740
Beach Point Capital Management
California
USD 258 M +USD 3.99 M +2% 21.7% 84.1% 14 21.43% 1.3
Darrow Company
5741
Darrow Company
Massachusetts
USD 258 M +USD 35.9 M +16% 11.6% 44.5% 60 10% 2.8
Lloyd Advisory Services
5742
Lloyd Advisory Services
Georgia
USD 258 M -USD 91.4 M -26% 8.99% 51.1% 1,064 62.69% 0.4
Family Capital Management
5743
Family Capital Management
Michigan
USD 258 M +USD 33.1 M +15% 15.6% 78.7% 117 12.82% 2
Great Hill Partners
5744
Great Hill Partners
Massachusetts
USD 258 M +USD 48 M +23% 22.9% 24% 1 0% 4
Robertson Opportunity Capital
5745
Robertson Opportunity Capital
Texas
USD 258 M -USD 2.22 M -0.9% 11.5% 93.4% 31 9.68% 6.6
IMC
5746
Inherent Management Corp
New York
USD 258 M +USD 60.9 M +31% 4.62% – 12 33.33% 0.8
Ergawealth Advisors
5747
Ergawealth Advisors
Illinois
USD 258 M +USD 31.3 M +14% 12.3% 50% 58 12.07% 2.2
PHM
5748
Prospect Hill Management
New Jersey
USD 257 M +USD 33.1 M +15% 13% 85.1% 14 0% 4.6
Beaumont Asset Management
5749
Beaumont Asset Management
Texas
USD 257 M +USD 35.3 M +16% 12.5% 73.1% 83 13.25% 3
Transcendent Capital Group
5750
Transcendent Capital Group
Oklahoma
USD 257 M +USD 37.7 M +17% 16.5% 82.3% 138 26.09% 1.5