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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)
HP
6301
Hyperion Partners
Pennsylvania
USD 137 M +USD 10.3 M +8% 5.67% – 72 11.11% 1.1
Cladis Investment Advisory
6302
Cladis Investment Advisory
Montana
USD 136 M +USD 9.02 M +7% 12.3% 131% 153 16.34% 1.7
Mills Wealth Advisors
6303
Mills Wealth Advisors
Texas
USD 136 M +USD 5.01 M +4% 5.19% 37.9% 58 18.97% 0.9
Taylor & Morgan Wealth Management
6304
Taylor & Morgan Wealth Management
Michigan
USD 136 M +USD 10.5 M +8% 9.35% 85.9% 68 10.29% 1.8
Petra Financial Advisors
6305
Petra Financial Advisors
Colorado
USD 136 M +USD 16.4 M +14% 17.9% 129% 129 14.73% 0.8
FFA
6306
Florida Financial Advisors
Florida
USD 136 M +USD 28.1 M +26% 10.8% – 136 30.15% 0.2
HB
6307
Hauser Brothers
Germany
USD 136 M +USD 17 M +14% 15% – 12 41.67% 0.2
TI-Trust
6308
TI-Trust
Illinois
USD 136 M +USD 22.8 M +20% 7.05% 88.8% 133 22.56% 2.8
Riverwater Partners
6309
Riverwater Partners
Wisconsin
USD 136 M +USD 9.25 M +7% 10.3% 112% 212 19.34% 1.4
CE
6310
Cornerstone Enterprises
Wisconsin
USD 136 M +USD 23.9 M +21% 10.2% 85.7% 37 37.84% 0.2
Aurora Investment Managers
6311
Aurora Investment Managers
Florida
USD 136 M +USD 4.55 M +3% 0.15% 74.4% 54 12.96% 2.1
Quarry Hill Advisors
6312
Quarry Hill Advisors
Minnesota
USD 136 M +USD 12.7 M +10% 5.85% 65% 46 8.7% 1.1
BCM
6313
Beaumont Capital Management
Massachusetts
USD 136 M +USD 4.12 M +3% 4.34% 49.6% 51 19.61% 1
Axiom Advisory
6314
Axiom Advisory
California
USD 136 M +USD 11.6 M +9% 6.2% 16.4% 37 2.7% 1.7
SP
6315
SIH Partners
Delaware
USD 136 M +USD 10.6 M +8% 4.47% – 18 27.78% 0.2
CMAI
6316
Capital Management Associates Inc
Minnesota
USD 136 M -USD 34 M -20% 6.98% 75.6% 96 26.04% 0.2
PVAMC
6317
PPS&V Asset Management Consultants
Michigan
USD 136 M +USD 5.07 M +4% 8.7% 80.7% 42 16.67% 1.2
Chapman Investment Management
6318
Chapman Investment Management
California
USD 136 M +USD 4.43 M +3% 9.7% 57.3% 39 25.64% 2.6
Shearwater Capital
6319
Shearwater Capital
Colorado
USD 136 M +USD 9.8 M +8% 6.96% 74.4% 43 2.33% 1.8
Panoramic Investment Advisors
6320
Panoramic Investment Advisors
Colorado
USD 136 M +USD 20 M +17% 11.2% – 117 15.38% 0.9
First Affirmative Financial Network
6321
First Affirmative Financial Network
Colorado
USD 136 M +USD 10.4 M +8% 8.94% – 260 9.23% 1.3
Advantage Trust Company
6322
Advantage Trust Company
Kansas
USD 136 M +USD 8.68 M +7% 8.87% 77.6% 179 5.03% 0.2
Higgins & Schmidt Wealth Strategies
6323
Higgins & Schmidt Wealth Strategies
Colorado
USD 136 M +USD 11.4 M +9% 6.93% 65.6% 46 8.7% 0.2
Fort Henry Capital
6324
Fort Henry Capital
West Virginia
USD 136 M +USD 6.24 M +5% 3.47% 39.3% 15 6.67% 2.7
WealthCollab
6325
WealthCollab
Washington
USD 136 M +USD 7.38 M +6% 3.01% – 962 20.17% 0.2