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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)
Signature Wealth Management Partners
6201
Signature Wealth Management Partners
New Jersey
USD 202 M +USD 11.2 M +6% 2.87% 97.9% 124 12.1% 3.1
Thryve Wealth Management
6202
Thryve Wealth Management
Texas
USD 202 M – – 0.29% – 94 – 0
4Thought Financial Group
6203
4Thought Financial Group
New York
USD 202 M +USD 4.12 M +2% 0.97% 40.8% 97 16.49% 3.8
Castleview Partners
6204
Castleview Partners
Texas
USD 202 M +USD 17.7 M +10% 1.98% 61.3% 210 22.38% 2.6
Solano Wealth Investment Advisors
6205
Solano Wealth Investment Advisors
California
USD 202 M -USD 5.52 M -3% 2.02% – 36 8.33% 0.9
Pointe Capital Management
6206
Pointe Capital Management
Michigan
USD 202 M -USD 2.94 M -1% 2.24% 62.6% 162 9.88% 5.6
Curry Webb Wealth Management
6207
Curry Webb Wealth Management
Indiana
USD 202 M – – 3.68% – 67 – 0
Chou Associates Management
6208
Chou Associates Management
Ontario, Canada
USD 202 M -USD 6.19 M -3% 6.17% 66.4% 31 9.68% 3.8
CarsonAllaria Wealth Management
6209
CarsonAllaria Wealth Management
Illinois
USD 202 M +USD 9.21 M +5% 1.95% 51.7% 71 8.45% 3.7
Wealth Intelligence
6210
Wealth Intelligence
Georgia
USD 202 M – – 0.59% – 55 – 0
Financial Freedom LLC
6211
Financial Freedom LLC
Ohio
USD 201 M +USD 729 k +0.4% 1.81% 76.9% 365 9.04% 2.6
CC
6212
CF Capital
Massachusetts
USD 201 M +USD 38.4 M +24% 2.71% – 57 31.58% 0.6
Rings Capital Management
6213
Rings Capital Management
Illinois
USD 201 M -USD 11.8 M -6% 1.88% 40.9% 8 25% 3.3
Kapstone Financial Advisors
6214
Kapstone Financial Advisors
Ohio
USD 201 M -USD 11.1 M -5% 1.72% 131% 139 16.55% 2
Decker Retirement Planning
6215
Decker Retirement Planning
Utah
USD 201 M +USD 19.3 M +11% 6.49% – 272 34.93% 0.6
JWM
6216
Johnson Wealth Management
North Dakota
USD 201 M +USD 19.4 M +11% 2.17% – 50 6% 0.2
Starwood Capital Group Management
6217
Starwood Capital Group Management
Florida
USD 201 M +USD 24.4 M +14% 1.6% 16.2% 7 14.29% 1.4
American Financial & Tax Strategies
6218
American Financial & Tax Strategies
New York
USD 201 M +USD 331 k +0.2% 0.83% 46.9% 97 4.12% 1.8
Birchbrook
6219
Birchbrook
Maine
USD 201 M +USD 7.21 M +4% 2.05% 49.1% 308 15.58% 1.6
Landing Point Financial Group
6220
Landing Point Financial Group
Ohio
USD 201 M +USD 8.72 M +5% 2.24% – 91 14.29% 0.8
Fire Capital Management
6221
Fire Capital Management
California
USD 201 M +USD 26.4 M +15% 2.12% – 119 19.33% 0.8
Birch Capital Management
6222
Birch Capital Management
Texas
USD 200 M +USD 4.52 M +2% 5.67% 62% 77 1.3% 4.7
SAM
6223
Stenahm Asset Management
Guernsey
USD 200 M +USD 26.4 M +15% 8.74% – 24 16.67% 1.6
Delphi Financial Group
6224
Delphi Financial Group
Delaware
USD 200 M +USD 22.5 M +13% 1.16% 66.3% 28 17.86% 1.8
Bayshore Capital Advisors
6225
Bayshore Capital Advisors
Florida
USD 200 M – – 17% – 34 – 0