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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)
FinDec Wealth Services
5876
FinDec Wealth Services
California
USD 172 M +USD 13.8 M +9% 5.82% 47.6% 42 2.38% 1.5
BMMM
5877
Boston Mountain Money Management
Arkansas
USD 172 M +USD 20.7 M +14% 7% – 66 10.61% 0.5
QC
5878
Qalhat Capital
British Virgin Islands
USD 172 M -USD 10.3 M -6% 5.84% 90.3% 3 0% 1.8
Darrow Company
5879
Darrow Company
Massachusetts
USD 172 M +USD 18.3 M +12% 5.41% 44.5% 50 10% 1.5
Mader & Shannon Wealth Management
5880
Mader & Shannon Wealth Management
Missouri
USD 172 M +USD 5.63 M +3% 8.27% 53.1% 15 20% 3.1
Riverstone Advisors
5881
Riverstone Advisors
Texas
USD 172 M +USD 9.23 M +6% 6.79% 104% 52 15.38% 2.7
Tower Wealth Partners
5882
Tower Wealth Partners
Pennsylvania
USD 172 M +USD 10 M +6% 5.13% 53.7% 76 15.79% 1.9
Capital Wealth Alliance
5883
Capital Wealth Alliance
Arizona
USD 172 M -USD 3.28 M -2% 6.67% 124% 105 28.57% 2.6
Beaumont Asset Management
5884
Beaumont Asset Management
Texas
USD 172 M +USD 16.3 M +10% 6.13% 73.1% 68 8.82% 2.9
Howard Wealth Management
5885
Howard Wealth Management
Connecticut
USD 172 M +USD 45 M +35% 5.89% 69.9% 114 20.18% 2.3
Bullseye Investment Management
5886
Bullseye Investment Management
Ohio
USD 172 M +USD 19.3 M +13% 3.54% 38.2% 76 27.63% 0.8
Koesten Hirschmann & Crabtree
5887
Koesten Hirschmann & Crabtree
Kansas
USD 172 M +USD 15.9 M +10% 6.87% 68.7% 242 25.62% 1.3
Arrowroot Family Office
5888
Arrowroot Family Office
California
USD 172 M +USD 15.4 M +10% 5.9% – 130 10.77% 1.2
Enterprise Financial Services Corp (EFSC)
5889
Enterprise Financial Services Corp (EFSC)
Missouri
USD 172 M +USD 9.16 M +6% 10.3% 100% 161 11.18% 7.4
ViaWealth
5890
ViaWealth
Kansas
USD 172 M +USD 10.4 M +6% 5.91% 77.2% 159 9.43% 1.5
Armstrong Fleming & Moore
5891
Armstrong Fleming & Moore
District of Columbia
USD 172 M +USD 15.6 M +10% 12.5% 135% 101 8.91% 1
Legacy Investment Solutions
5892
Legacy Investment Solutions
Idaho
USD 172 M – – 0.16% – 702 – 0
Legacy Wealth Management (Idaho)
5893
Legacy Wealth Management (Idaho)
Idaho
USD 172 M – – 0.16% – 702 – 0
Integrity Wealth Solutions
5894
Integrity Wealth Solutions
Colorado
USD 171 M +USD 17.6 M +11% 6.84% – 94 7.45% 0.7
Pointe Capital Management
5895
Pointe Capital Management
Michigan
USD 171 M +USD 10.2 M +6% 6.22% 62.6% 166 8.43% 4.8
Financial Guidance Group
5896
Financial Guidance Group
Florida
USD 171 M +USD 8.56 M +5% 5.59% 58.7% 69 2.9% 1.7
Aletheian Wealth Advisors
5897
Aletheian Wealth Advisors
Washington
USD 171 M -USD 18.6 M -10% 5.73% – 90 13.33% 1.9
Monolith Management
5898
Monolith Management
Hong Kong
USD 171 M -USD 45.8 M -21% 11.4% – 21 80.95% 0.2
Montz Harcus Wealth Management
5899
Montz Harcus Wealth Management
Louisiana
USD 171 M +USD 16.9 M +11% 6.15% 84.1% 77 11.69% 1.8
Resurgent Financial Advisors
5900
Resurgent Financial Advisors
Georgia
USD 171 M +USD 10.2 M +6% 6.74% 86.4% 195 16.41% 1.9