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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)
Darden Wealth Group
6126
Darden Wealth Group
Michigan
USD 191 M +USD 25.5 M +15% 15.4% – 149 21.48% 1.1
Resolute Capital Asset Partners
6127
Resolute Capital Asset Partners
Colorado
USD 191 M -USD 219 k -0.1% 41.8% 657% 70 75.71% 0.3
Signature Wealth Management Partners
6128
Signature Wealth Management Partners
New Jersey
USD 191 M +USD 16.1 M +9% 8.62% 97.9% 116 7.76% 3.1
Brown Financial Advisory
6129
Brown Financial Advisory
Alabama
USD 191 M +USD 9.8 M +5% 6.93% 66.3% 56 3.57% 2.1
Bullseye Asset Management
6130
Bullseye Asset Management
Colorado
USD 191 M -USD 9.6 M -5% 1.73% 81% 68 13.24% 3.4
Loudon Investment Management
6131
Loudon Investment Management
New Hampshire
USD 191 M +USD 10.2 M +6% 6.68% 61.6% 104 14.42% 5.8
Aurora Investment Counsel
6132
Aurora Investment Counsel
Georgia
USD 191 M +USD 1.28 M +0.7% 2.86% 31.7% 122 25.41% 1.3
Cadence Wealth Management
6133
Cadence Wealth Management
Massachusetts
USD 191 M +USD 39.7 M +26% 11.4% 56.4% 59 15.25% 2.1
Evergreen Wealth Management
6134
Evergreen Wealth Management
Michigan
USD 191 M +USD 12.5 M +7% 4.77% 62.1% 56 19.64% 2.1
NavPoint Financial
6135
NavPoint Financial
Minnesota
USD 191 M +USD 25.2 M +15% 6.86% 58.5% 66 10.61% 1.2
Mendel Capital Management
6136
Mendel Capital Management
Arkansas
USD 191 M +USD 15.3 M +9% 7.15% – 96 3.13% 2.8
Sage Advisory Services
6137
Sage Advisory Services
Texas
USD 191 M +USD 7.08 M +4% 4.4% 37.8% 46 10.87% 3.4
Smith Thornton Advisors
6138
Smith Thornton Advisors
Alabama
USD 191 M +USD 16.7 M +10% 7% – 139 10.07% 1.1
Northern Financial Advisors
6139
Northern Financial Advisors
Michigan
USD 191 M +USD 57.3 M +43% 6.56% 120% 130 22.31% 2
GWM
6140
Global Wealth Management
New Jersey
USD 190 M +USD 8.14 M +4% 5.22% – 35 8.57% 0.8
Patrick Mauro Investment Advisor
6141
Patrick Mauro Investment Advisor
Illinois
USD 190 M +USD 13.7 M +8% 4.44% 31.7% 42 11.9% 2.5
Foundry Financial Group
6142
Foundry Financial Group
New Hampshire
USD 190 M +USD 14.7 M +8% 5.99% 57.4% 66 6.06% 1.3
Novak & Powell Financial Services
6143
Novak & Powell Financial Services
Florida
USD 190 M +USD 46 M +32% 7.46% – 170 18.24% 1.4
Orser Capital Management
6144
Orser Capital Management
Texas
USD 190 M +USD 49.8 M +35% 8.57% 128% 74 41.89% 2.9
Blue Door Asset Management
6145
Blue Door Asset Management
Connecticut
USD 190 M -USD 3.12 M -2% 5.63% 127% 29 44.83% 1
Level Wealth Management
6146
Level Wealth Management
North Carolina
USD 190 M +USD 18 M +10% 5.46% – 64 9.38% 0.6
XC
6147
XY Capital
Hong Kong
USD 190 M +USD 44.6 M +31% 14.4% 52.8% 169 83.43% 0.1
W Advisors LLC
6148
W Advisors LLC
Tennessee
USD 190 M +USD 15.5 M +9% 8.64% 88.7% 139 10.07% 2.4
Cloud Capital Management
6149
Cloud Capital Management
Washington
USD 190 M +USD 29.4 M +18% 8.22% – 1,588 95.09% 0
Lugano Financial Advisors SA (LFA)
6150
Lugano Financial Advisors SA (LFA)
Switzerland
USD 190 M +USD 20.9 M +12% 5.87% 51.3% 257 15.56% 2.1