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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)
nVerses Capital
5776
nVerses Capital
Florida
USD 167 M +USD 126 M +302% 0.65% – 1,254 73.76% 0.1
FAG
5777
Fortitude Advisory Group
Washington
USD 167 M -USD 9.7 M -5% 6.95% 142% 226 15.04% 1.9
Security National Bank of So Dak
5778
Security National Bank of So Dak
Iowa
USD 167 M +USD 1.06 M +0.6% 1.99% 67.7% 99 6.06% 6.1
CH
5779
Cromwell Holdings
Wyoming
USD 167 M – – 4.79% – 611 – 0
Crystal Rock Capital Management
5780
Crystal Rock Capital Management
Illinois
USD 167 M -USD 4.62 M -3% 2.66% 172% 28 7.14% 5.1
FourWorld Capital Management
5781
FourWorld Capital Management
New York
USD 167 M +USD 10.3 M +7% 3.79% 132% 41 41.46% 0.7
EL
5782
EQ LLC
Washington
USD 167 M +USD 4.7 M +3% 2.01% 72.9% 55 10.91% 2.3
Onyx Financial Advisors
5783
Onyx Financial Advisors
Idaho
USD 167 M +USD 5.27 M +3% 0.68% 57.8% 15 13.33% 1
Values First Advisors
5784
Values First Advisors
Tennessee
USD 167 M -USD 3.71 M -2% 4.72% 87.6% 184 17.39% 2.5
Fairfield, Bush & Co
5785
Fairfield, Bush & Co
Connecticut
USD 167 M -USD 1.8 M -1% 5.43% 112% 120 10.83% 6.3
VeriStar Capital Management
5786
VeriStar Capital Management
New York
USD 167 M -USD 23.6 M -12% 4.21% 41% 12 16.67% 1.3
FFA
5787
Florida Financial Advisors
Florida
USD 167 M +USD 30.7 M +23% 4.68% – 154 24.03% 0.4
Birchbrook
5788
Birchbrook
Maine
USD 167 M -USD 1.46 M -0.9% 0.11% 49.1% 293 14.33% 0.5
ICA Group Wealth Management
5789
ICA Group Wealth Management
Colorado
USD 167 M -USD 332 M -67% 2.6% – 1,376 44.11% 0.9
AllSquare Wealth Management
5790
AllSquare Wealth Management
New York
USD 167 M -USD 4.04 M -2% 1.33% 62.4% 548 4.2% 5.2
TCM
5791
TAM Capital Management
Connecticut
USD 167 M +USD 46.3 M +39% 1.16% 4.15% 10 20% 1.5
Motive Wealth Advisors
5792
Motive Wealth Advisors
Michigan
USD 166 M +USD 1.34 M +0.8% 2.65% 66% 71 8.45% 1.8
Pelham Capital
5793
Pelham Capital
United Kingdom
USD 166 M +USD 78.4 k +0% 3.02% 135% 12 50% 1
Lakeridge Wealth Management
5794
Lakeridge Wealth Management
Ohio
USD 166 M +USD 12.1 M +8% 1.81% – 148 10.81% 0.4
Mader & Shannon Wealth Management
5795
Mader & Shannon Wealth Management
Missouri
USD 166 M -USD 12 M -7% 0.13% 53.1% 12 8.33% 3.6
Allie Family Office
5796
Allie Family Office
Florida
USD 166 M -USD 3.52 M -2% 1.77% 59% 88 11.36% 1.7
Phase 2 Partners
5797
Phase 2 Partners
California
USD 166 M -USD 25.1 M -13% 4.59% 25.1% 39 61.54% 0.3
Yarger Wealth Strategies
5798
Yarger Wealth Strategies
Ohio
USD 166 M +USD 19.4 M +13% 1.8% 55.1% 87 13.79% 1.4
HighMark Wealth Management
5799
HighMark Wealth Management
Minnesota
USD 166 M +USD 4.72 M +3% 0.4% 110% 622 15.59% 2.7
Ridgecrest Wealth Partners
5800
Ridgecrest Wealth Partners
California
USD 166 M -USD 1.85 M -1% 6.1% 103% 115 13.04% 2.5