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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)
Friedenthal Financial
5776
Friedenthal Financial
New Jersey
USD 153 M +USD 5.86 M +4% 15.7% 105% 273 78.75% 0.9
WFA
5777
WMG Financial Advisors
Tennessee
USD 153 M +USD 35.6 M +30% 11.1% 73.8% 132 30.3% 1.2
Prairie Sky Financial Group
5778
Prairie Sky Financial Group
Illinois
USD 153 M +USD 11.2 M +8% 9.83% – 81 9.88% 0.5
Cox Capital Management
5779
Cox Capital Management
Massachusetts
USD 153 M +USD 11 M +8% 10.4% 106% 107 36.45% 3.2
Ampfield Management
5780
Ampfield Management
New York
USD 153 M +USD 41.4 M +37% 29.5% 56.9% 5 40% 1.7
RCM
5781
Ratan Capital Management
Florida
USD 153 M +USD 21.1 M +16% 23.9% 616% 48 45.83% 1.4
HTG Investment Advisors
5782
HTG Investment Advisors
Connecticut
USD 153 M +USD 28.3 M +23% 11.1% 57.4% 61 14.75% 0.8
Maxwell Wealth Strategies
5783
Maxwell Wealth Strategies
California
USD 153 M – – 10% – 91 – 0
TAGStone Capital
5784
TAGStone Capital
North Carolina
USD 153 M +USD 17 M +12% 10.5% 58.3% 83 10.84% 1.6
Summit Place Financial Advisors
5785
Summit Place Financial Advisors
New Jersey
USD 153 M +USD 12.4 M +9% 10.5% 111% 93 11.83% 2.5
RCS Financial Planning
5786
RCS Financial Planning
Maryland
USD 153 M +USD 22 M +17% 8.57% 48.2% 66 13.64% 0.7
Brendel Financial Advisors
5787
Brendel Financial Advisors
New Hampshire
USD 153 M +USD 85.4 M +127% 9.24% 126% 97 60.82% 0.9
Horizons Wealth Management
5788
Horizons Wealth Management
North Carolina
USD 153 M +USD 15.5 M +11% 7.85% – 192 8.33% 1.3
Firethorn Wealth Partners
5789
Firethorn Wealth Partners
Georgia
USD 153 M +USD 22.1 M +17% 10.2% 75.1% 153 24.84% 1.6
Luminvest Wealth Management
5790
Luminvest Wealth Management
Arizona
USD 153 M – – 8.81% 47.7% 21 – 0
Arkfeld Wealth Strategies
5791
Arkfeld Wealth Strategies
Nebraska
USD 153 M +USD 13.8 M +10% 8.72% 90.8% 78 8.97% 2.6
Lexington Partners
5792
Lexington Partners
New York
USD 152 M +USD 16.5 M +12% 10.2% 24.5% 9 55.56% 1.4
Colorado Capital Management
5793
Colorado Capital Management
Colorado
USD 152 M +USD 20.4 M +15% 9.51% 60.4% 82 7.32% 5.5
Triton Wealth Management
5794
Triton Wealth Management
Arizona
USD 152 M +USD 3.68 M +2% 13.2% – 80 15% 2.6
CNA Financial
5795
CNA Financial
Illinois
USD 152 M -USD 25.9 M -15% 5.08% 48.6% 19 42.11% 1.9
Western Asset Management Company
5796
Western Asset Management Company
California
USD 152 M -USD 67.6 M -31% 0.01% 2.29% 20 25% 2.1
Robinson Value Management
5797
Robinson Value Management
Texas
USD 152 M +USD 17.8 M +13% 12.4% 79.3% 85 17.65% 3.1
Paradigm Strategies in Wealth Management
5798
Paradigm Strategies in Wealth Management
Minnesota
USD 152 M -USD 4.83 M -3% 7.35% 41.2% 51 21.57% 1.8
Woodward Financial Advisors
5799
Woodward Financial Advisors
North Carolina
USD 152 M +USD 16.8 M +12% 9.19% 55% 53 18.87% 1.4
ELCO Management
5800
ELCO Management
New York
USD 152 M +USD 13.3 M +10% 9.23% 98.3% 151 15.89% 3.4