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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)
Peak Financial Advisors
5801
Peak Financial Advisors
Colorado
USD 192 M -USD 2.19 M -1% 1.91% 39.1% 88 31.82% 1.2
Finley Financial
5802
Finley Financial
Nevada
USD 192 M – – 0.48% – 122 – 0
Moser Wealth Advisors
5803
Moser Wealth Advisors
Washington
USD 192 M -USD 708 k -0.4% 1.49% – 143 6.99% 3.6
Gordian Capital (Singapore)
5804
Gordian Capital (Singapore)
Singapore
USD 192 M -USD 71.9 M -27% 9.3% 321% 220 41.36% 1.5
CSA
5805
Cottage Street Advisors
Massachusetts
USD 192 M +USD 8.43 M +5% 4.1% 95.8% 117 11.97% 2.6
Wealthcare Capital Partners
5806
Wealthcare Capital Partners
Pennsylvania
USD 192 M – – 1.14% – 118 – 0
Proactive Wealth Strategies
5807
Proactive Wealth Strategies
Georgia
USD 192 M +USD 11.9 M +7% 3.26% – 136 14.71% 0.2
VM
5808
VPR Management
Texas
USD 192 M -USD 95.1 M -33% 8.58% 54.5% 56 1.79% 3.5
Legacy Bridge
5809
Legacy Bridge
Iowa
USD 192 M +USD 6.11 M +3% 6.36% 236% 306 6.86% 4
Concorde Asset Management
5810
Concorde Asset Management
Michigan
USD 192 M +USD 14.6 M +8% 4.67% – 206 26.7% 1.9
Alternative Investment Advisors
5811
Alternative Investment Advisors
Florida
USD 192 M +USD 1.48 M +0.8% 0.59% 78.6% 58 18.97% 0.9
Fourth Dimension Wealth
5812
Fourth Dimension Wealth
Ohio
USD 192 M – – 2.94% – 628 – 0
Melia Wealth
5813
Melia Wealth
Oklahoma
USD 192 M -USD 1.7 M -0.9% 2.17% – 21 14.29% 0.8
Adalta Capital Management
5814
Adalta Capital Management
New York
USD 192 M -USD 2.34 M -1% 0.84% 80.4% 101 7.92% 3.8
Richards, Merrill & Peterson
5815
Richards, Merrill & Peterson
Washington
USD 191 M – – 3.31% – 502 – 0
Rings Capital Management
5816
Rings Capital Management
Illinois
USD 191 M -USD 392 k -0.2% 0.92% 40.9% 8 0% 2.2
Owen LaRue
5817
Owen LaRue
Kentucky
USD 191 M +USD 3.07 M +2% 7.1% 126% 104 22.12% 1.2
O'Connor Financial Group
5818
O'Connor Financial Group
Illinois
USD 191 M +USD 1.02 M +0.5% 1.4% 48.4% 58 10.34% 1.3
ORBA Wealth Advisors
5819
ORBA Wealth Advisors
Illinois
USD 191 M -USD 6.3 M -3% 0.82% 70.5% 108 7.41% 0.9
GWA
5820
GGM Wealth Advisors
Maryland
USD 191 M -USD 40.8 M -18% 0.89% 25.9% 165 26.06% 1.7
Element Wealth
5821
Element Wealth
Mississippi
USD 191 M +USD 2.47 M +1% 0.32% 59.6% 302 8.94% 2.8
Cresta Advisors
5822
Cresta Advisors
Texas
USD 191 M USD 0 0% 0.03% 66.8% 50 0% 1.6
GPC
5823
Guardian Point Capital
Virginia
USD 191 M -USD 148 M -44% 14.7% 142% 12 50% 2.8
Breed's Hill Capital
5824
Breed's Hill Capital
Massachusetts
USD 191 M +USD 69.2 M +57% 2.8% – 139 30.94% 0.6
Tower Wealth Partners
5825
Tower Wealth Partners
Pennsylvania
USD 191 M +USD 19.2 M +11% 0.89% 53.7% 86 23.26% 2