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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)
Evergreen Wealth Solutions
6301
Evergreen Wealth Solutions
Pennsylvania
USD 147 M +USD 6.32 M +4% 5.22% 70.9% 119 11.76% 1.8
GAA
6302
Guardian Asset Advisors
Pennsylvania
USD 147 M +USD 11.1 M +8% 6% 106% 104 13.46% 0.7
Stegner Investment Associates
6303
Stegner Investment Associates
Kentucky
USD 147 M +USD 8.16 M +6% 5.6% 84.8% 24 0% 3
North Ridge Wealth Advisors
6304
North Ridge Wealth Advisors
Oregon
USD 147 M +USD 15.4 M +12% 6.47% 29.5% 43 6.98% 1.3
Lugano Financial Advisors SA (LFA)
6305
Lugano Financial Advisors SA (LFA)
Switzerland
USD 147 M +USD 15.7 M +12% 4.95% 44.8% 186 9.14% 2
Vision One Management Partners
6306
Vision One Management Partners
Florida
USD 147 M -USD 63.9 k -0% 1.15% – 8 25% 0.5
HIA
6307
Harvest Investment Advisors
Florida
USD 147 M +USD 11.4 M +8% 7.06% 78.3% 56 7.14% 1.5
Fort Henry Capital
6308
Fort Henry Capital
West Virginia
USD 147 M +USD 8 M +6% 6.5% 39.3% 16 6.25% 3
Chris Bulman
6309
Chris Bulman
California
USD 147 M +USD 676 k +0.5% 5.63% – 405 75.06% 0.2
ASI
6310
Advisory Services & Investments
Oregon
USD 147 M +USD 2.98 M +2% 6.41% 19.9% 41 14.63% 1.9
Semanteon Capital Management
6311
Semanteon Capital Management
Massachusetts
USD 147 M +USD 5.37 M +4% 12.6% – 324 77.16% 0.1
VitalStone Financial
6312
VitalStone Financial
Texas
USD 147 M +USD 8.83 M +6% 3.59% – 564 25% 1.1
Beacon Financial Strategies
6313
Beacon Financial Strategies
North Carolina
USD 147 M +USD 7.81 M +6% 6.13% 54.2% 35 5.71% 2.9
Byrne Asset Management
6314
Byrne Asset Management
New Jersey
USD 147 M +USD 6.57 M +5% 8.08% 126% 584 26.54% 1.2
Penney Financial
6315
Penney Financial
Texas
USD 147 M +USD 9.9 M +7% 6.11% 54.8% 37 10.81% 0.7
Epacria Capital Partners
6316
Epacria Capital Partners
Colorado
USD 147 M +USD 10.2 M +7% 11.2% 89.1% 56 8.93% 1.5
Mosley Wealth Management
6317
Mosley Wealth Management
California
USD 147 M +USD 29.1 M +25% 5.57% – 121 21.49% 0.6
CastleKeep Investment Advisors
6318
CastleKeep Investment Advisors
Connecticut
USD 147 M +USD 16.8 M +13% 9.47% – 98 7.14% 0.6
Doheny Asset Management
6319
Doheny Asset Management
California
USD 146 M +USD 6.07 M +4% 1.83% 135% 77 9.09% 5.9
Lakewood Asset Management
6320
Lakewood Asset Management
Illinois
USD 146 M +USD 2.94 M +2% 7.95% 69.3% 121 5.79% 1.5
Greycroft
6321
Greycroft
New York
USD 146 M +USD 21.7 M +17% 16.8% 20% 10 20% 0.9
Entrust Global Partners
6322
Entrust Global Partners
New York
USD 146 M -USD 105 M -42% 3.69% 82.3% 8 25% 2.1
Axos Invest
6323
Axos Invest
Nevada
USD 146 M – – 6.06% – 24 – 0
Wolff Wiese Magana
6324
Wolff Wiese Magana
California
USD 146 M +USD 20.4 M +16% 7.71% 149% 1,029 27.6% 1.9
Cape Ann Asset Management
6325
Cape Ann Asset Management
United Kingdom
USD 146 M +USD 29.6 M +25% 9.6% 199% 7 28.57% 2.6