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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)
GEM Asset Management
5951
GEM Asset Management
Michigan
USD 144 M +USD 17.8 M +14% 10.8% 62.9% 84 11.9% 0.9
Mudita Advisors
5952
Mudita Advisors
United Kingdom
USD 144 M +USD 7.05 M +5% 8.88% 143% 17 5.88% 1.6
Strengthening Families & Communities LLC
5953
Strengthening Families & Communities LLC
Massachusetts
USD 144 M -USD 87.2 M -38% 11.3% 116% 446 54.04% 1.5
WESPAC Advisors
5954
WESPAC Advisors
California
USD 144 M +USD 10.3 M +8% 8.76% 126% 172 28.49% 0.8
Lakeside Advisors
5955
Lakeside Advisors
Washington
USD 144 M +USD 13.8 M +11% 13% 83.7% 63 3.17% 1.8
Arcadia Wealth Management (New Hampshire)
5956
Arcadia Wealth Management (New Hampshire)
New Hampshire
USD 144 M +USD 15.8 M +12% 8.84% 55.5% 58 20.69% 0.7
Castle Creek Capital Partners VI
5957
Castle Creek Capital Partners VI
California
USD 144 M – – 18.8% – 5 – 0
Financial Guidance Group
5958
Financial Guidance Group
Florida
USD 144 M +USD 11.1 M +8% 9.21% 58.7% 56 12.5% 1.4
Koesten Hirschmann & Crabtree
5959
Koesten Hirschmann & Crabtree
Kansas
USD 144 M +USD 16.3 M +13% 10.7% 68.7% 209 26.79% 0.8
Pointe Capital Management
5960
Pointe Capital Management
Michigan
USD 144 M +USD 8.56 M +6% 8.28% 62.6% 160 13.75% 4.4
Power Wealth Management
5961
Power Wealth Management
Georgia
USD 144 M – – 9.2% 41.8% 94 – 0
Stevens Capital Partners
5962
Stevens Capital Partners
Nebraska
USD 144 M +USD 19.2 M +15% 12.1% 76.3% 51 9.8% 0.9
VFG
5963
V2 Financial group
Illinois
USD 144 M +USD 10.4 M +8% 13.1% 63.3% 66 12.12% 2.1
Paces Ferry Wealth Advisors
5964
Paces Ferry Wealth Advisors
Georgia
USD 144 M +USD 17.6 M +14% 10.7% 72% 116 17.24% 2.5
Continental Grain Company
5965
Continental Grain Company
New York
USD 144 M -USD 11 M -7% 16.5% 5.73% 4 25% 1.6
BC
5966
Bowman & Company
Wisconsin
USD 144 M +USD 18 M +14% 10.1% 59.7% 91 12.09% 1.6
Paragon Private Wealth Management
5967
Paragon Private Wealth Management
Kentucky
USD 144 M +USD 22.5 M +19% 12.1% 104% 143 17.48% 1.4
Phoenix Wealth Advisors
5968
Phoenix Wealth Advisors
North Carolina
USD 144 M -USD 26.6 M -16% 9.42% 68.8% 115 10.43% 1.8
Lauterbach Financial Advisors
5969
Lauterbach Financial Advisors
Texas
USD 144 M +USD 16.2 M +13% 10.8% 76.5% 68 13.24% 1.5
Viewpoint Investment Partners
5970
Viewpoint Investment Partners
Alberta, Canada
USD 143 M +USD 24.4 M +20% 7.79% 38.4% 12 33.33% 2.1
Guardian Wealth Advisors (Minnesota)
5971
Guardian Wealth Advisors (Minnesota)
Minnesota
USD 143 M +USD 12.9 M +10% 9.53% 62.6% 75 5.33% 2.3
Treasure Coast Financial Planning
5972
Treasure Coast Financial Planning
Florida
USD 143 M -USD 652 k -0.5% 6.13% 35.5% 32 9.38% 1.4
Delta Capital Management
5973
Delta Capital Management
New Jersey
USD 143 M +USD 9.8 M +7% 9.01% 129% 77 1.3% 6.4
Destiny Capital
5974
Destiny Capital
Colorado
USD 143 M – – 9.84% 60.5% 49 – 0.8
Fortune Financial Advisors
5975
Fortune Financial Advisors
Kansas
USD 143 M +USD 12.5 M +10% 9.97% 76.8% 129 10.08% 0.5