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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)
Axis Wealth Partners
6451
Axis Wealth Partners
Rhode Island
USD 208 M +USD 20.2 M +11% 9.99% – 197 18.78% 1.2
Monument Group Wealth Advisors
6452
Monument Group Wealth Advisors
Massachusetts
USD 208 M +USD 28.1 M +16% 12.5% 68.6% 44 2.27% 2
MF
6453
Meridian Financial
Massachusetts
USD 208 M +USD 25.2 M +14% 12.5% 58.5% 152 11.18% 2.9
Andrews Advisory Associates
6454
Andrews Advisory Associates
Hawaii
USD 208 M +USD 18.2 M +10% 9.1% – 89 11.24% 0.4
KTC
6455
Kentucky Trust Company
Kentucky
USD 208 M +USD 17.1 M +9% 15.3% – 326 7.67% 1.3
AFC
6456
AFT Forsyth & Company
Florida
USD 208 M -USD 4.54 M -2% 20.9% 135% 126 16.67% 8.4
Arena Capital Advisors
6457
Arena Capital Advisors
California
USD 208 M +USD 8.23 M +4% 3.47% 127% 22 9.09% 1.7
IFS
6458
Intelligent Financial Strategies
Minnesota
USD 208 M +USD 15.9 M +8% 9.62% 63.5% 62 3.23% 3.8
Sheridan Capital Management
6459
Sheridan Capital Management
California
USD 208 M +USD 18.1 M +10% 9.64% – 32 6.25% 1.8
WBWA
6460
William B. Walkup & Associates
South Carolina
USD 208 M +USD 40.2 M +24% 16.6% – 266 41.73% 1.2
Stonebridge Capital Management
6461
Stonebridge Capital Management
California
USD 208 M -USD 12.3 M -6% 33.3% – 89 31.46% 8.4
Babb Wealth Advisors
6462
Babb Wealth Advisors
Arizona
USD 207 M +USD 24.6 M +13% 9.09% – 20 10% 1.3
BCK Partners
6463
BCK Partners
New York
USD 207 M +USD 22.2 M +12% 11.1% 46% 28 7.14% 4.1
Seven Bridges Advisors
6464
Seven Bridges Advisors
New York
USD 207 M – – 16.1% – 16 – 1.1
RFMS
6465
RWQ Financial Management Services
Florida
USD 207 M +USD 53.9 M +35% 38.5% 446% 27 29.63% 1.7
Everstar Asset Management
6466
Everstar Asset Management
North Carolina
USD 207 M +USD 19.4 M +10% 7.96% – 213 17.84% 1.2
Topel & Distasi Wealth Management
6467
Topel & Distasi Wealth Management
California
USD 207 M +USD 13.8 M +7% 9.28% 43.6% 59 5.08% 3.9
Ridgecrest Wealth Partners
6468
Ridgecrest Wealth Partners
California
USD 207 M +USD 26.1 M +14% 15.8% 103% 114 18.42% 3.3
LPCM
6469
Lynwood Price Capital Management
Texas
USD 207 M +USD 20.9 M +11% 19.8% – 16 31.25% 0.9
Catalyst Private Wealth
6470
Catalyst Private Wealth
California
USD 207 M +USD 22.5 M +12% 15.6% 120% 85 14.12% 3.6
SWP
6471
Semus Wealth Partners
Florida
USD 207 M +USD 27.9 M +16% 16.5% 107% 121 16.53% 2.4
Hofer & Associates
6472
Hofer & Associates
California
USD 207 M +USD 20.8 M +11% 9.76% 61.7% 71 11.27% 2.8
MKW
6473
Mullaney, Keating & Wright
Connecticut
USD 207 M +USD 22.7 M +12% 11.7% – 75 10.67% 1.5
Aspen Wealth Strategies
6474
Aspen Wealth Strategies
Colorado
USD 207 M +USD 19.3 M +10% 11.1% 65.8% 91 3.3% 2.4
GordonMD Global Investments
6475
GordonMD Global Investments
California
USD 207 M +USD 63.1 M +44% 29.6% – 17 11.76% 0.4