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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)
Endowment Wealth Management
6301
Endowment Wealth Management
Wisconsin
USD 100 M +USD 8.64 M +10% 7.32% 70.7% 144 17.36% 0.9
Tru Independence Asset Management 2
6302
Tru Independence Asset Management 2
Oregon
USD 99.5 M – – 17.4% – 73 – 1
New Millennium Group
6303
New Millennium Group
Utah
USD 99.5 M +USD 5.8 M +6% 10.5% 176% 481 10.19% 0.7
Guardian Financial Partners
6304
Guardian Financial Partners
California
USD 99.5 M +USD 5.22 M +6% 5.12% 53.9% 41 4.88% 0.9
Fortune 45 LLC
6305
Fortune 45 LLC
Louisiana
USD 99.3 M +USD 8.43 M +9% 5.95% 85.2% 43 25.58% 0.9
RCWM
6306
Royal Capital Wealth Management
Indiana
USD 99.3 M +USD 5.24 M +6% 4.55% 83.8% 101 8.91% 1.1
Magnolia Wealth Management
6307
Magnolia Wealth Management
Alabama
USD 99.3 M +USD 7.06 M +8% 5.19% 48.7% 11 9.09% 0.9
Widmann Financial Services
6308
Widmann Financial Services
Maryland
USD 99.2 M +USD 3.69 M +4% 4.52% 75.2% 83 6.02% 1.2
F/M Investments
6309
F/M Investments
District of Columbia
USD 99.2 M +USD 16.6 M +20% 23.3% 101% 73 42.47% 0.5
Blue Investment Partners
6310
Blue Investment Partners
California
USD 99.2 M +USD 18.7 M +23% 15% – 32 25% 0.2
Bain Capital Public Equity
6311
Bain Capital Public Equity
Massachusetts
USD 99.1 M -USD 27.6 M -22% 12% 169% 40 57.5% 0.1
DMC Group
6312
DMC Group
Alabama
USD 99 M +USD 10.4 M +12% 7.47% 116% 124 10.48% 1
Lesa Sroufe & Co
6313
Lesa Sroufe & Co
Washington
USD 98.9 M +USD 8.73 M +10% 6.7% – 73 9.59% 4.2
Turim 21 Investimentos
6314
Turim 21 Investimentos
Brazil
USD 98.9 M -USD 84.2 M -46% 4% 62.1% 78 23.08% 1.4
Prosperity Financial Group
6315
Prosperity Financial Group
California
USD 98.8 M +USD 6.13 M +7% 7.73% 121% 113 31.86% 0.2
Authentikos Wealth Advisory
6316
Authentikos Wealth Advisory
California
USD 98.8 M – – 2.66% 43.5% 59 – 0
Acrisure Capital Management
6317
Acrisure Capital Management
Texas
USD 98.8 M +USD 8.46 M +9% 1.77% – 405 75.31% 0.1
CWA
6318
Clearview Wealth Advisors
Oregon
USD 98.7 M -USD 30.7 M -24% 3.75% 45.2% 719 20.45% 1.6
Laraway Financial Advisors
6319
Laraway Financial Advisors
Minnesota
USD 98.7 M +USD 3.03 M +3% 7.41% 92.3% 105 2.86% 1.2
Steinberg Asset Management
6320
Steinberg Asset Management
New York
USD 98.6 M +USD 6.34 M +7% 5.15% 108% 34 14.71% 3.6
Vawter Financial
6321
Vawter Financial
Ohio
USD 98.6 M +USD 12.8 M +15% 4.37% 48% 57 17.54% 0.2
Western Standard LLC
6322
Western Standard LLC
California
USD 98.6 M -USD 15 M -13% 11.3% 83.7% 40 67.5% 1
Arthedge Capital Management
6323
Arthedge Capital Management
New York
USD 98.5 M +USD 20 M +26% 26.9% 80.7% 13 0% 1.8
Tevis Investment Management
6324
Tevis Investment Management
Texas
USD 98.4 M +USD 4.53 M +5% 3.53% 58.7% 94 21.28% 1
Redwood Financial Network
6325
Redwood Financial Network
Ohio
USD 98.3 M +USD 10.2 M +12% 7.87% 82.2% 154 12.99% 0.8