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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)
Innova Wealth Partners
6451
Innova Wealth Partners
Pennsylvania
USD 129 M +USD 13.3 M +11% 7.64% 72.5% 81 27.16% 1.5
Centerstone Investors
6452
Centerstone Investors
New York
USD 129 M +USD 31.8 M +33% 8.44% 73.7% 30 20% 2.7
Abich Financial Wealth Management
6453
Abich Financial Wealth Management
Virginia
USD 129 M +USD 24.7 M +24% 5.59% – 629 42.61% 0.2
Wynn Capital
6454
Wynn Capital
Georgia
USD 129 M +USD 6.99 M +6% 10.1% 115% 106 8.49% 0.2
Campion Asset Management
6455
Campion Asset Management
Virginia
USD 129 M +USD 11.2 M +9% 9.6% 70.2% 105 11.43% 2.3
Financial Alternatives
6456
Financial Alternatives
California
USD 129 M +USD 10.9 M +9% 5.88% 50.2% 83 4.82% 1.1
Lionsbridge Wealth Management
6457
Lionsbridge Wealth Management
Florida
USD 129 M +USD 4.17 M +3% 6.07% 65.5% 65 36.92% 1.2
Halter Ferguson Financial
6458
Halter Ferguson Financial
Indiana
USD 129 M -USD 27.5 M -18% 6.59% 131% 31 9.68% 0.2
Williamson Legacy Group
6459
Williamson Legacy Group
Indiana
USD 129 M +USD 21.3 M +20% 23.9% – 89 20.22% 0.2
KA
6460
Kearns & Associates
California
USD 129 M +USD 11.8 M +10% 8.22% 78.7% 45 13.33% 1.4
Smallwood Wealth Investment Management
6461
Smallwood Wealth Investment Management
New Jersey
USD 129 M +USD 8.17 M +7% 6.98% 78% 69 8.7% 1.8
North Ridge Wealth Advisors
6462
North Ridge Wealth Advisors
Oregon
USD 129 M +USD 8.78 M +7% 3.54% 29.5% 40 2.5% 0.9
Delphi Management
6463
Delphi Management
Massachusetts
USD 129 M +USD 20.1 M +18% 11.5% 107% 93 22.58% 2.7
AMAL
6464
Asset Management Advisors LLC
Oklahoma
USD 129 M +USD 7.14 M +6% 12.2% 125% 17 5.88% 4.4
Visionary Horizons
6465
Visionary Horizons
Tennessee
USD 129 M +USD 5.39 M +4% 6.57% 69.2% 86 16.28% 0.2
Brown Financial Advisory
6466
Brown Financial Advisory
Alabama
USD 129 M +USD 5.89 M +5% 7.11% 73.2% 32 0% 2.3
SI
6467
Schusterman Interests
Oklahoma
USD 129 M +USD 60.5 M +89% 80.9% 344% 13 15.38% 1.2
Motiv8 Investments
6468
Motiv8 Investments
Florida
USD 129 M +USD 16.7 M +15% 6.08% – 101 20.79% 0.2
Sippican Capital Advisors
6469
Sippican Capital Advisors
Massachusetts
USD 129 M +USD 1.1 M +0.9% 8.02% 81.1% 122 10.66% 5
Lakehouse Capital
6470
Lakehouse Capital
Australia
USD 129 M +USD 3.46 M +3% 12.9% 87.4% 15 6.67% 2.7
National Wealth Management Group
6471
National Wealth Management Group
Ohio
USD 129 M +USD 25.2 M +24% 11.7% 128% 162 35.8% 1.1
Samson Rock Capital
6472
Samson Rock Capital
United Kingdom
USD 128 M +USD 33.2 M +35% 4.54% 166% 16 75% 0.2
Comprehensive Wealth Management
6473
Comprehensive Wealth Management
Washington
USD 128 M +USD 17.7 M +16% 2.52% 40.6% 33 21.21% 1.7
Longitude (Cayman)
6474
Longitude (Cayman)
Cayman Islands
USD 128 M -USD 44.2 M -26% 33.2% – 57 40.35% 1.6
Priebe Wealth Holdings
6475
Priebe Wealth Holdings
Minnesota
USD 128 M +USD 6.51 M +5% 8.94% – 73 27.4% 0.2