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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)
Strait & Sound Wealth Management
6276
Strait & Sound Wealth Management
California
USD 101 M +USD 8.98 M +10% 15.8% 74% 114 4.39% 0.2
Spotlight Asset Group
6277
Spotlight Asset Group
Illinois
USD 101 M – – 12.8% – 77 – 2.7
Little Harbor Advisors
6278
Little Harbor Advisors
Massachusetts
USD 100 M -USD 22.5 M -18% 6.23% 59% 4 50% 0.7
KA
6279
Kearns & Associates
California
USD 100 M +USD 5.48 M +6% 6.88% 78.7% 42 2.38% 0.6
Nalls Sherbakoff Group
6280
Nalls Sherbakoff Group
Tennessee
USD 100 M – – 4.86% – 517 – 2.2
Vanguard Capital Wealth Advisors
6281
Vanguard Capital Wealth Advisors
Colorado
USD 100 M +USD 14 M +16% 15% 234% 134 19.4% 2.5
Pillar Wealth Advisors
6282
Pillar Wealth Advisors
Pennsylvania
USD 100 M -USD 3.37 M -3% 5.44% 21.9% 69 15.94% 1
Richwood Investment Advisors
6283
Richwood Investment Advisors
Ohio
USD 100 M +USD 856 k +0.9% 2.64% 71.9% 107 5.61% 1.2
Advanced Portfolio Management
6284
Advanced Portfolio Management
New York
USD 100 M – – 2.28% 19.8% 70 – 0
Buttonwood Financial Group
6285
Buttonwood Financial Group
Missouri
USD 100 M -USD 9.8 M -9% 7.36% 77.9% 35 54.29% 0.5
Growth Interface Management
6286
Growth Interface Management
Florida
USD 100 M +USD 16.4 M +20% 13.8% 12% 10 30% 1.1
Mendota Financial Group
6287
Mendota Financial Group
Wisconsin
USD 100 M +USD 21.7 M +28% 7.47% 50.1% 367 31.61% 0.2
Melfa Wealth Management
6288
Melfa Wealth Management
Massachusetts
USD 100 M +USD 4.35 M +5% 2.81% 49.9% 142 7.04% 0.2
Hofer & Associates
6289
Hofer & Associates
California
USD 100 M -USD 343 k -0.3% 4.68% 61.7% 52 0% 1.1
North Ridge Wealth Advisors
6290
North Ridge Wealth Advisors
Oregon
USD 100 M – – 5.81% 29.5% 40 – 0
Waycross Investment Management
6291
Waycross Investment Management
Washington
USD 100 M +USD 900 k +0.9% 3.92% 49.6% 54 5.56% 0.2
EDMP Inc
6292
EDMP Inc
Florida
USD 100 M -USD 1.71 M -2% 0.31% 78% 63 14.29% 3.9
Seldon Capital
6293
Seldon Capital
California
USD 100 M -USD 15.8 M -14% 11.1% 604% 262 83.59% 1.1
MY Wealth Management
6294
MY Wealth Management
Maryland
USD 100 M +USD 34.2 M +52% 6.83% 41.2% 28 21.43% 0.9
Brewster Financial Planning
6295
Brewster Financial Planning
New York
USD 100 M +USD 5.32 M +6% 5.21% 44.3% 13 0% 1.2
Moon Capital Management
6296
Moon Capital Management
New York
USD 100 M -USD 46.9 M -32% 8.48% 76.3% 18 27.78% 2.3
SFI Advisors
6297
SFI Advisors
New Jersey
USD 100 M +USD 7.56 M +8% 7.6% 95.9% 94 30.85% 0.9
Beam Wealth Advisors
6298
Beam Wealth Advisors
Louisiana
USD 100 M +USD 3.69 M +4% 3.85% 69.2% 103 5.83% 2.1
Core Wealth Partners
6299
Core Wealth Partners
California
USD 100 M +USD 10.7 M +12% 6.1% 75.7% 145 55.17% 0.2
Sustainable Insight Capital Management
6300
Sustainable Insight Capital Management
New York
USD 100 M +USD 10.8 M +12% 12.1% 168% 123 47.97% 1.6