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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)
Yardley Wealth Management
6251
Yardley Wealth Management
Pennsylvania
USD 220 M +USD 25 M +13% 9.73% – 37 2.7% 1.6
H&H Retirement Design & Management
6252
H&H Retirement Design & Management
Nevada
USD 220 M +USD 7.25 M +3% 8.47% 38.4% 121 27.27% 2
Lake Hills Wealth Management
6253
Lake Hills Wealth Management
Texas
USD 220 M +USD 41.2 M +23% 15.8% 83.7% 86 55.81% 0.9
W Advisors LLC
6254
W Advisors LLC
Tennessee
USD 220 M +USD 24.9 M +13% 14.7% 88.7% 157 12.74% 2.8
Infusive Asset Management
6255
Infusive Asset Management
New York
USD 220 M +USD 13.2 M +6% 4.29% 33.8% 38 36.84% 1.8
Solano Wealth Investment Advisors
6256
Solano Wealth Investment Advisors
California
USD 220 M +USD 19.1 M +10% 12.9% – 35 2.86% 1.4
Exit Wealth Advisors
6257
Exit Wealth Advisors
Georgia
USD 220 M +USD 25.1 M +13% 14.8% – 181 44.75% 0.4
BWG
6258
Boomfish Wealth Group
Georgia
USD 220 M +USD 32.2 M +17% 17.9% 86% 96 10.42% 1.8
Orion Resource Partners
6259
Orion Resource Partners
New York
USD 219 M +USD 577 k +0.3% 5.72% – 32 62.5% 0.5
Primoris Wealth Advisors
6260
Primoris Wealth Advisors
Florida
USD 219 M +USD 76.5 M +54% 44.5% 206% 135 36.3% 1.9
William Marsh Rice University
6261
William Marsh Rice University
Texas
USD 219 M -USD 1.42 M -0.6% 6.8% 1.81% 2 0% 5.5
Canerector Inc
6262
Canerector Inc
Ontario, Canada
USD 219 M +USD 8.12 M +4% 19.2% – 9 0% 1.5
Horizon Family Wealth
6263
Horizon Family Wealth
Illinois
USD 219 M +USD 29.8 M +16% 13.1% 68.6% 94 7.45% 2.3
Bull Street Advisors
6264
Bull Street Advisors
Georgia
USD 219 M +USD 17.1 M +8% 5.36% 48.5% 96 3.13% 5.8
Values First Advisors
6265
Values First Advisors
Tennessee
USD 219 M +USD 27 M +14% 17% 87.6% 200 16.5% 3
Pacific Point Advisors
6266
Pacific Point Advisors
California
USD 219 M +USD 29.4 M +16% 35.7% – 143 16.78% 1.1
Comprehensive Wealth Management
6267
Comprehensive Wealth Management
Washington
USD 219 M +USD 21.1 M +11% 9.64% 40.6% 44 13.64% 1.9
RiverPark Advisors
6268
RiverPark Advisors
New York
USD 219 M -USD 57.3 M -21% 11.3% 87.5% 166 26.51% 2.4
SCM
6269
Sunbeam Capital Management
Georgia
USD 219 M +USD 44.1 M +25% 16.6% – 129 17.05% 1.1
HCM
6270
Horrell Capital Management
Arkansas
USD 219 M -USD 681 k -0.3% 7.29% 55.6% 203 7.88% 7.2
SIAIK
6271
Summit Investment Advisors, Inc.\KS
Kansas
USD 219 M +USD 21.8 M +11% 14.2% – 106 12.26% 0.5
7G Capital Management
6272
7G Capital Management
New York
USD 219 M +USD 50.4 M +30% 17.6% 137% 12 25% 2.2
LifeGoal Wealth Advisors
6273
LifeGoal Wealth Advisors
New York
USD 218 M +USD 43.7 M +25% 15.2% – 162 35.19% 0.6
Perry Creek Capital
6274
Perry Creek Capital
New York
USD 218 M +USD 58 M +36% 23.3% 51.2% 14 35.71% 2.3
MPWM Advisory Solutions
6275
MPWM Advisory Solutions
Georgia
USD 218 M +USD 29.6 M +16% 14.9% – 609 11.49% 1.2