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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
6301
Main Line Retirement Advisors
Montana
USD 106 M – – 3.17% 47.6% 32 – 0
IDG China Venture Capital Fund V Associates
6302
IDG China Venture Capital Fund V Associates
Hong Kong
USD 106 M -USD 67.9 M -39% 39% 7.34% 1 0% 1.5
RCWM
6303
Royal Capital Wealth Management
Indiana
USD 106 M +USD 6.84 M +7% 7.08% 83.8% 102 11.76% 1.3
Authentikos Wealth Advisory
6304
Authentikos Wealth Advisory
California
USD 106 M +USD 7.21 M +7% 2.71% 43.5% 77 38.96% 0.2
Constellation Investimentos e Participacoes
6305
Constellation Investimentos e Participacoes
Brazil
USD 106 M -USD 12.9 M -11% 8.18% 172% 7 28.57% 1.2
Briaud Financial Planning
6306
Briaud Financial Planning
Texas
USD 106 M +USD 261 k +0.2% 1.37% 113% 21 4.76% 2.1
Center For Asset Management
6307
Center For Asset Management
Florida
USD 106 M +USD 3.64 M +4% 4.82% 66.6% 136 51.47% 1.3
Applied Capital LLC
6308
Applied Capital LLC
Florida
USD 106 M +USD 5.01 M +5% 6% 78.3% 82 12.2% 0.5
Paragon Financial Partners
6309
Paragon Financial Partners
California
USD 106 M +USD 10.3 M +11% 7.94% 90.6% 85 3.53% 1.3
LJCM
6310
Lee Johnson Capital Management
Texas
USD 106 M +USD 8.75 M +9% 6.01% 118% 17 29.41% 1.1
Kolinsky Wealth Management
6311
Kolinsky Wealth Management
New Jersey
USD 105 M +USD 11.2 M +12% 10.5% 44.6% 149 20.13% 1.1
Crescent Sterling
6312
Crescent Sterling
Louisiana
USD 105 M +USD 2.47 M +2% 3.82% 68.6% 80 10% 0.4
Del-Sette Capital Management
6313
Del-Sette Capital Management
New York
USD 105 M +USD 3.83 M +4% 5.24% 112% 30 20% 0.8
SFI Advisors
6314
SFI Advisors
New Jersey
USD 105 M +USD 5.68 M +6% 5.94% 82.9% 81 11.11% 1.1
Udine Wealth Management
6315
Udine Wealth Management
Florida
USD 105 M +USD 40.5 M +62% 12.2% 141% 27 44.44% 0.6
ABP
6316
Arthur B. Page
USD 105 M -USD 1.47 M -1% 7.89% 40.4% 50 8% 6.8
Stevard LLC
6317
Stevard LLC
Illinois
USD 105 M -USD 1.19 M -1% 1.87% – 46 6.52% 2.8
Clay Northam Wealth Management
6318
Clay Northam Wealth Management
California
USD 105 M +USD 7.9 M +8% 10.5% 125% 83 9.64% 1.2
EDMP Inc
6319
EDMP Inc
Florida
USD 105 M +USD 5.1 M +5% 4.08% 78% 66 10.61% 3.8
Ellerson Group
6320
Ellerson Group
Maryland
USD 105 M +USD 12.7 M +14% 8.31% 148% 50 22% 0.4
River Street Advisors
6321
River Street Advisors
Illinois
USD 105 M +USD 3.16 M +3% 7.22% 93.5% 111 6.31% 0.5
North Ridge Wealth Advisors
6322
North Ridge Wealth Advisors
Oregon
USD 105 M +USD 4.71 M +5% 2.72% 29.5% 42 14.29% 0.2
Widmann Financial Services
6323
Widmann Financial Services
Maryland
USD 105 M +USD 5.34 M +5% 4.38% 75.2% 88 10.23% 1.3
Massachusetts Wealth Management
6324
Massachusetts Wealth Management
Massachusetts
USD 105 M +USD 7.56 M +8% 4.67% 110% 83 4.82% 0.5
Horizon Family Wealth
6325
Horizon Family Wealth
Illinois
USD 105 M +USD 10.1 M +11% 7.24% 68.6% 66 15.15% 1