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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)
North Ridge Wealth Advisors
6426
North Ridge Wealth Advisors
Oregon
USD 150 M +USD 5.22 M +4% 0.34% 29.5% 207 27.05% 0.6
Monolith Management
6427
Monolith Management
Hong Kong
USD 150 M -USD 47.4 M -24% 24.9% – 31 74.19% 0.2
Columbia River Financial Group
6428
Columbia River Financial Group
Washington
USD 150 M +USD 4.07 M +3% 0.38% – 124 57.26% 0.1
Echo45 Advisors
6429
Echo45 Advisors
California
USD 149 M -USD 2.82 M -2% 0.06% 53.6% 54 7.41% 2.2
Udine Wealth Management
6430
Udine Wealth Management
Florida
USD 149 M -USD 6.2 M -4% 3.15% 141% 36 36.11% 1.5
WMS
6431
Wealth Management Strategies
Pennsylvania
USD 149 M +USD 18.7 M +14% 1.98% – 38 10.53% 0.2
RiverTree Advisors
6432
RiverTree Advisors
Florida
USD 149 M -USD 2.81 M -2% 1.66% 25.4% 59 28.81% 1
Beaconlight Capital
6433
Beaconlight Capital
New York
USD 149 M -USD 120 M -45% 13.5% 282% 34 44.12% 1.8
Omni 360 Wealth
6434
Omni 360 Wealth
New Jersey
USD 149 M -USD 1.08 M -0.7% 1.11% 59.9% 114 7.89% 1.1
KSCM
6435
Kamunting Street Capital Management
Florida
USD 149 M +USD 33.6 M +29% 7.22% 7.47% 20 50% 1.3
Sard Wealth Management Group
6436
Sard Wealth Management Group
Georgia
USD 149 M +USD 309 k +0.2% 1.83% 51.3% 48 4.17% 1.1
Ballew Advisors
6437
Ballew Advisors
Mississippi
USD 149 M -USD 7.61 M -5% 1.95% 68% 116 17.24% 3.7
22NW LP
6438
22NW LP
Washington
USD 149 M -USD 9.44 M -6% 13.8% 138% 22 36.36% 2.1
Atmos Advisory
6439
Atmos Advisory
Pennsylvania
USD 149 M +USD 5.01 M +3% 0.01% 31.9% 32 37.5% 3.2
Ames National Corp
6440
Ames National Corp
Iowa
USD 149 M +USD 488 k +0.3% 1.16% – 68 8.82% 0.3
Cedar Point Capital Partners
6441
Cedar Point Capital Partners
Iowa
USD 149 M +USD 1.19 M +0.8% 0.19% 55.4% 63 0% 1.1
Andrews Lucia Wealth Management
6442
Andrews Lucia Wealth Management
California
USD 149 M -USD 868 k -0.6% 2.08% 64% 27 3.7% 2.6
Defined Wealth Management
6443
Defined Wealth Management
Oregon
USD 149 M -USD 2.2 M -1% 0.87% 78.1% 110 5.45% 3.1
Catalys Pacific
6444
Catalys Pacific
Japan
USD 149 M +USD 32.8 M +28% 26.5% 189% 2 0% 1.3
SPI
6445
Sutton Place Investors
New York
USD 149 M -USD 24 M -14% 0.72% 84% 139 30.94% 1.7
Farrow Financial
6446
Farrow Financial
Vermont
USD 149 M -USD 5.35 M -3% 2.58% 79.9% 53 11.32% 1.1
Peterson Wealth Management
6447
Peterson Wealth Management
Nevada
USD 149 M -USD 19.5 M -12% 5.92% 88.9% 52 7.69% 2.4
Carson Advisory
6448
Carson Advisory
Georgia
USD 148 M +USD 4.68 M +3% 0.59% 70.9% 173 14.45% 2.2
Pantera Capital Partners
6449
Pantera Capital Partners
California
USD 148 M -USD 177 M -54% 13.9% – 2 0% 0.3
MKW
6450
Mullaney, Keating & Wright
Connecticut
USD 148 M +USD 278 k +0.2% 4.31% – 61 4.92% 0.7