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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)
New Millennium Group
5751
New Millennium Group
Utah
USD 219 M +USD 38.2 M +21% 15.5% 176% 570 37.72% 1
Cobblestone Asset Management
5752
Cobblestone Asset Management
Virginia
USD 219 M +USD 28.5 M +15% 8.01% 60.6% 78 16.67% 1
Resolute Wealth Strategies
5753
Resolute Wealth Strategies
Mississippi
USD 219 M +USD 31.9 M +17% 12.9% 105% 108 9.26% 1.9
Strategic Financial Partners
5754
Strategic Financial Partners
Oregon
USD 218 M +USD 2.92 M +1% 6.44% 54.8% 83 12.05% 3.6
Johnson & White Wealth Management
5755
Johnson & White Wealth Management
Pennsylvania
USD 218 M +USD 19.8 M +10% 7.14% 85.1% 113 10.62% 1.3
Elite Financial
5756
Elite Financial
Idaho
USD 218 M +USD 15.1 M +7% 6.7% – 54 3.7% 0.7
New England Professional Planning Group
5757
New England Professional Planning Group
Rhode Island
USD 218 M -USD 1.28 M -0.6% 6.59% 64.1% 48 8.33% 4.6
Ironwood Wealth Management (West Virginia)
5758
Ironwood Wealth Management (West Virginia)
West Virginia
USD 218 M +USD 6.46 M +3% 4.34% 38.1% 22 0% 3.8
Bluesphere Advisors
5759
Bluesphere Advisors
Pennsylvania
USD 218 M +USD 17.6 M +9% 10.1% 105% 99 13.13% 2.4
Infusive Asset Management
5760
Infusive Asset Management
New York
USD 218 M -USD 6.23 M -3% 8.46% 33.8% 38 31.58% 1.5
Yarger Wealth Strategies
5761
Yarger Wealth Strategies
Ohio
USD 218 M +USD 26.7 M +14% 7.81% 55.1% 121 8.26% 1.8
CIA
5762
Citadel Investment Advisory
Ohio
USD 218 M +USD 11.6 M +6% 7.22% 66.1% 83 1.2% 4.2
Burrus Financial Services
5763
Burrus Financial Services
Utah
USD 218 M +USD 9.01 M +4% 4.27% 31.3% 10 0% 2.8
WealthCollab
5764
WealthCollab
Washington
USD 218 M +USD 39 M +22% 15.5% – 998 7.52% 1.3
Forge First Asset Management
5765
Forge First Asset Management
Canada
USD 218 M -USD 58.6 M -21% 10.1% 112% 57 70.18% 0.5
Core Wealth Partners
5766
Core Wealth Partners
California
USD 218 M +USD 20.8 M +11% 7.56% 75.7% 191 12.04% 1.7
Tribridge Partners Financial
5767
Tribridge Partners Financial
Maryland
USD 218 M +USD 47.3 M +28% 5.36% – 74 22.97% 0.2
NERM
5768
New England Research & Management
Illinois
USD 218 M +USD 7.19 M +3% 7.9% 65% 178 35.39% 4.1
BCM
5769
Birmingham Capital Management
Alabama
USD 218 M -USD 8.53 M -4% 7.93% 103% 99 8.08% 9.6
Wealthcare Capital Partners
5770
Wealthcare Capital Partners
Pennsylvania
USD 218 M +USD 18.7 M +9% 5.94% – 151 7.28% 0.6
Cobalt Capital Management
5771
Cobalt Capital Management
New Jersey
USD 218 M +USD 4.5 M +2% 7.46% 235% 35 62.86% 1
Howard Wealth Management
5772
Howard Wealth Management
Connecticut
USD 218 M +USD 19.7 M +10% 6.74% 69.9% 134 11.94% 2.6
INCA Investments
5773
INCA Investments
Florida
USD 217 M -USD 40.2 M -16% 1.29% 128% 10 10% 6
Bellevue Asset Management
5774
Bellevue Asset Management
Washington
USD 217 M +USD 11.8 M +6% 6.51% 56.7% 504 9.72% 4.1
New Vernon Capital Holdings II
5775
New Vernon Capital Holdings II
New Jersey
USD 217 M +USD 8.92 M +4% 3.38% 114% 86 26.74% 1.1