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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)
SM
6501
Salzhauer Michael
USD 118 M +USD 23.7 M +25% 27.3% 98% 93 21.51% 3.9
ASFA
6502
All Season Financial Advisors
Colorado
USD 118 M +USD 18.8 M +19% 8.78% 33.8% 115 40.87% 0.9
Thompson Davis & Co
6503
Thompson Davis & Co
Virginia
USD 118 M +USD 36.7 M +45% 60.7% 188% 143 46.15% 2.5
Wrenne Financial Planning
6504
Wrenne Financial Planning
Kentucky
USD 117 M – – 10.8% 54.3% 26 – 0
BluePath Capital Management
6505
BluePath Capital Management
Georgia
USD 117 M +USD 8.61 M +8% 7.29% 106% 342 71.05% 0.2
LFGH
6506
Lee Financial Group Hawaii
Hawaii
USD 117 M +USD 8.48 M +8% 8.05% 12.9% 32 12.5% 1.9
Mayfair Advisory Group
6507
Mayfair Advisory Group
Alabama
USD 117 M +USD 13.8 M +13% 8.33% 71.5% 140 17.86% 1.9
Plustick Management
6508
Plustick Management
Virginia
USD 117 M -USD 9.8 M -8% 8.93% 1,667% 23 30.43% 1.1
Waypoint Wealth Counsel
6509
Waypoint Wealth Counsel
Georgia
USD 117 M +USD 11.3 M +11% 10.8% 111% 101 11.88% 0.8
Briaud Financial Planning
6510
Briaud Financial Planning
Texas
USD 117 M -USD 6.16 M -5% 10.4% 113% 178 94.94% 2.3
Monument Group Wealth Advisors
6511
Monument Group Wealth Advisors
Massachusetts
USD 117 M – – 10.6% 68.6% 43 – 0
KA
6512
Kearns & Associates
California
USD 117 M +USD 11.2 M +11% 11.2% 78.7% 45 11.11% 1.2
Abel Hall LLC
6513
Abel Hall LLC
Louisiana
USD 117 M – – 10.8% 133% 122 – 0
Dean Jacobson Financial Services
6514
Dean Jacobson Financial Services
Texas
USD 117 M +USD 8.89 M +8% 12.5% 59.6% 15 40% 1.1
SFI Advisors
6515
SFI Advisors
New Jersey
USD 117 M +USD 14.8 M +14% 12.4% 95.9% 110 42.73% 1.1
Perkins Capital Management
6516
Perkins Capital Management
Minnesota
USD 117 M +USD 16.2 M +16% 19.7% 389% 101 11.88% 4.8
Evergreen Wealth Solutions
6517
Evergreen Wealth Solutions
Pennsylvania
USD 117 M +USD 17.9 M +18% 9.78% 70.9% 115 11.3% 1.5
Washington Capital Management
6518
Washington Capital Management
Washington
USD 117 M +USD 7.99 M +7% 11.2% 81.8% 117 23.93% 2.9
MSK
6519
Melissa S. Kampmann
USD 117 M +USD 13.1 M +13% 13.6% 82.1% 40 2.5% 0.2
Magnolia Wealth Management
6520
Magnolia Wealth Management
Alabama
USD 117 M +USD 9.2 M +9% 9.78% 48.7% 12 16.67% 1.6
PWAM
6521
Pinnacle West Asset Management
Wyoming
USD 117 M +USD 14.6 M +14% 10.6% 100% 100 3% 0.7
Zeit Capital
6522
Zeit Capital
Colorado
USD 117 M +USD 8.77 M +8% 9.4% 56.5% 30 0% 2.7
Spectrum Strategic Capital Management
6523
Spectrum Strategic Capital Management
Oregon
USD 117 M – – 10.9% 85.6% 24 – 0
Lowery Thomas LLC
6524
Lowery Thomas LLC
California
USD 116 M +USD 11.9 M +11% 10.9% 74.7% 49 8.16% 1.5
VERITY Wealth Advisors
6525
VERITY Wealth Advisors
United States
USD 116 M +USD 10.1 M +9% 10% 59.9% 73 12.33% 3.3