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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)
Main Line Retirement Advisors
6276
Main Line Retirement Advisors
Montana
USD 218 M +USD 17.8 M +9% 8.97% 47.6% 50 6% 2
FSA Advisors
6277
FSA Advisors
Michigan
USD 218 M +USD 66.4 M +44% 12.5% – 280 38.21% 0.8
RiverGlades Family Offices
6278
RiverGlades Family Offices
Florida
USD 218 M +USD 47.9 M +28% 13.8% – 114 28.95% 3.8
Galilei Investment Office
6279
Galilei Investment Office
United Kingdom
USD 218 M +USD 24.9 M +13% 11.5% – 28 10.71% 1.2
Juniper Capital Advisors
6280
Juniper Capital Advisors
Texas
USD 218 M -USD 114 M -34% 12.8% – 2 0% 1.5
Financial Freedom LLC
6281
Financial Freedom LLC
Ohio
USD 218 M +USD 17.1 M +9% 19.4% 72% 425 74.82% 3.1
Cooper Investors
6282
Cooper Investors
Australia
USD 218 M -USD 27.5 M -11% 5.25% 57.5% 50 38% 1.5
SEP
6283
Signature Equity Partners
Ohio
USD 218 M +USD 31.5 M +17% 17.8% – 1,727 19.28% 0.4
Define Financial
6284
Define Financial
California
USD 218 M +USD 33.5 M +18% 10% – 49 20.41% 1.1
Carson Advisory
6285
Carson Advisory
Georgia
USD 218 M +USD 24.8 M +13% 11.6% 68.6% 208 11.54% 2.7
XXI Wealth LLC
6286
XXI Wealth LLC
Illinois
USD 218 M +USD 41.2 M +23% 34.9% – 237 16.46% 0.4
Legacy Capital Wealth Management
6287
Legacy Capital Wealth Management
Texas
USD 218 M +USD 43.8 M +25% 23.8% – 84 27.38% 0.8
Turas Capital Management
6288
Turas Capital Management
Massachusetts
USD 218 M -USD 174 M -44% 6.1% – 86 88.37% 0.1
RPD Fund Management
6289
RPD Fund Management
New York
USD 218 M -USD 88.3 M -29% 18.5% – 6 33.33% 0.8
Wolff Wiese Magana
6290
Wolff Wiese Magana
California
USD 217 M +USD 36.2 M +20% 32.5% 149% 1,058 10.02% 2.9
Pearl Planning
6291
Pearl Planning
Michigan
USD 217 M +USD 30.3 M +16% 11.6% – 58 10.34% 0.4
Hager Investment Management Services
6292
Hager Investment Management Services
New Hampshire
USD 217 M +USD 35.4 M +19% 31.3% – 372 16.67% 1.1
NEXTBio Capital Management
6293
NEXTBio Capital Management
California
USD 217 M +USD 2.03 M +0.9% 26.2% – 27 29.63% 0.4
Carolina Wealth Management
6294
Carolina Wealth Management
North Carolina
USD 217 M – – 12.1% – 114 – 0
Corrado Advisors
6295
Corrado Advisors
New Jersey
USD 217 M +USD 25.6 M +13% 15.1% 73.1% 127 14.96% 2.7
English Capital Management
6296
English Capital Management
Michigan
USD 217 M +USD 46.4 M +27% 23.9% – 39 15.38% 1.8
Delta Capital Management
6297
Delta Capital Management
New Jersey
USD 217 M +USD 35.5 M +20% 37.8% 129% 112 10.71% 5.8
Envision Financial
6298
Envision Financial
Wisconsin
USD 217 M +USD 31.3 M +17% 10.3% – 49 8.16% 1.3
OmniStar Financial Group
6299
OmniStar Financial Group
North Carolina
USD 217 M +USD 24.2 M +13% 6.39% 75.6% 125 19.2% 1.3
Essential Partners
6300
Essential Partners
California
USD 217 M -USD 80.1 M -27% 18.4% – 2,990 9.33% 0.8