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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)
Wallace Hart
6501
Wallace Hart
Kentucky
USD 129 M +USD 8.87 M +7% 6.78% – 35 42.86% 0.2
Financial Symmetry
6502
Financial Symmetry
North Carolina
USD 129 M +USD 14.3 M +13% 1.6% 68.4% 42 16.67% 0.4
Farrell Financial
6503
Farrell Financial
New York
USD 128 M +USD 6.24 M +5% 1.89% 57.8% 72 9.72% 0.5
Paragon Financial Partners
6504
Paragon Financial Partners
California
USD 128 M +USD 6.87 M +6% 6.26% 90.6% 86 8.14% 2.1
Landmark Wealth Management (New York)
6505
Landmark Wealth Management (New York)
New York
USD 128 M -USD 87.6 M -41% 0.99% 37.9% 75 38.67% 1.7
Secured Retirement Advisors
6506
Secured Retirement Advisors
Minnesota
USD 128 M +USD 10.3 M +9% 2.09% – 119 11.76% 0.4
Valley Brook Capital Group
6507
Valley Brook Capital Group
Pennsylvania
USD 128 M +USD 3.13 M +3% 3.19% 106% 121 9.92% 2.8
Paladin Advisory Group
6508
Paladin Advisory Group
Iowa
USD 128 M +USD 1.81 M +1% 2.39% 71.9% 230 3.91% 1.2
Tenon Financial
6509
Tenon Financial
New Jersey
USD 128 M +USD 9.7 M +8% 1.08% – 43 16.28% 0.2
PBK
6510
Peoples Bank (Kansas)
Kansas
USD 128 M +USD 260 k +0.2% 1.16% 74.5% 276 2.9% 0.7
CIG
6511
Cascade Investment Group
Colorado
USD 128 M -USD 5.52 M -4% 3.48% 93.2% 149 18.12% 1.2
Bancreek Capital Management
6512
Bancreek Capital Management
California
USD 128 M -USD 6.08 M -5% 3.82% 33.6% 20 10% 1.6
Clio Asset Management
6513
Clio Asset Management
Virginia
USD 128 M -USD 10.3 M -7% 6.53% 60.6% 12 0% 0.9
Wealth Forward LLC
6514
Wealth Forward LLC
North Dakota
USD 128 M +USD 965 k +0.8% 0.05% 48.8% 32 3.13% 0.5
Cottonwood Capital Advisors
6515
Cottonwood Capital Advisors
Utah
USD 128 M +USD 1.86 M +1% 1.51% 79% 124 13.71% 1.8
AI
6516
Arrien Investments
Idaho
USD 128 M +USD 1.29 M +1% 0.81% 42.7% 41 4.88% 1
Piper Sandler & Co
6517
Piper Sandler & Co
Minnesota
USD 128 M -USD 17.4 M -12% 0.07% 0.04% 22 27.27% 0.6
BCM
6518
Beaumont Capital Management
Massachusetts
USD 128 M -USD 7.99 M -6% 0.34% 45.4% 54 27.78% 1
Walker Financial Services
6519
Walker Financial Services
Kentucky
USD 128 M +USD 6.19 M +5% 0.45% 18.9% 28 10.71% 1.5
Hein Park Capital Management
6520
Hein Park Capital Management
New York
USD 128 M -USD 14.5 M -10% 5.26% 122% 3 0% 1.3
BayBridge Capital Group
6521
BayBridge Capital Group
California
USD 128 M +USD 13.1 M +11% 1.56% 78.5% 83 1.2% 0.4
Tilia Fiduciary Partners
6522
Tilia Fiduciary Partners
North Carolina
USD 128 M +USD 4.55 M +4% 1.56% 101% 99 4.04% 2.2
Atmos Advisory
6523
Atmos Advisory
Pennsylvania
USD 128 M +USD 2.97 M +2% 0.38% 31.9% 20 0% 2.5
WESPAC Advisors
6524
WESPAC Advisors
California
USD 128 M -USD 44 M -26% 5.18% 112% 188 35.64% 1
Windham Capital Management
6525
Windham Capital Management
Massachusetts
USD 128 M +USD 683 k +0.5% 1.16% 8.3% 44 0% 4