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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)
Forthright Family Wealth Advisory
6501
Forthright Family Wealth Advisory
Texas
USD 158 M +USD 6.52 M +4% 8.72% – 57 17.54% 1.2
W.H. Cornerstone Investments
6502
W.H. Cornerstone Investments
Massachusetts
USD 158 M +USD 13.1 M +9% 6.1% 51.4% 125 20% 1.8
Seros Financial
6503
Seros Financial
Arizona
USD 158 M +USD 24 M +18% 10.7% – 64 18.75% 0.4
STAR Financial Bank
6504
STAR Financial Bank
Indiana
USD 158 M +USD 21.1 M +15% 5.99% 53.4% 117 17.95% 1.6
Vestment Financial
6505
Vestment Financial
Minnesota
USD 158 M +USD 18.3 M +13% 7.21% – 40 7.5% 0.5
Riverchase Wealth Management
6506
Riverchase Wealth Management
Texas
USD 158 M +USD 14.8 M +10% 6.16% – 73 16.44% 0.4
Petra Financial Advisors
6507
Petra Financial Advisors
Colorado
USD 158 M +USD 35.6 M +29% 11.5% 129% 146 19.86% 1.4
Efficient Frontier Advisors
6508
Efficient Frontier Advisors
Connecticut
USD 158 M +USD 3.8 M +2% 4.86% – 22 4.55% 1.1
Fire Capital Management
6509
Fire Capital Management
California
USD 157 M +USD 21.5 M +16% 16.2% – 97 12.37% 0.4
William Mack & Associates
6510
William Mack & Associates
Michigan
USD 157 M +USD 40.6 M +35% 8.57% – 81 17.28% 0.4
Michael S. Ryan Inc
6511
Michael S. Ryan Inc
New York
USD 157 M +USD 14.4 M +10% 9.37% 63.3% 48 6.25% 1.5
Carson Advisory
6512
Carson Advisory
Georgia
USD 157 M +USD 8.87 M +6% 6.01% 68.6% 176 9.66% 2.3
ROI Financial Advisors
6513
ROI Financial Advisors
Oregon
USD 157 M +USD 19.7 M +14% 15.3% 165% 73 19.18% 1.1
TCM
6514
Thoma Capital Management
Maryland
USD 157 M +USD 14.1 M +10% 10.3% – 60 5% 0.5
Keystone Financial Group (Georgia)
6515
Keystone Financial Group (Georgia)
Georgia
USD 157 M +USD 15 M +11% 4.31% – 161 11.18% 0.5
Atmos Advisory
6516
Atmos Advisory
Pennsylvania
USD 157 M +USD 7.86 M +5% 5.03% 31.9% 20 0% 3.5
LP
6517
LB Partners
Virginia
USD 157 M +USD 17.7 M +13% 19% – 25 20% 1.1
Emergent Wealth Advisors
6518
Emergent Wealth Advisors
New York
USD 157 M +USD 18.5 M +13% 9.05% 74.2% 120 14.17% 1.1
Conscious Wealth Investments
6519
Conscious Wealth Investments
Florida
USD 157 M +USD 12.6 M +9% 11.3% – 55 3.64% 1.1
AFG Fiduciary Services
6520
AFG Fiduciary Services
Massachusetts
USD 156 M +USD 19.9 M +15% 8.36% 72.4% 91 26.37% 1.8
Ryan Investment Management
6521
Ryan Investment Management
Colorado
USD 156 M – – 9.27% – 52 – 0
Peregrine Investment Management
6522
Peregrine Investment Management
Ontario, Canada
USD 156 M +USD 22.5 M +17% 25.3% – 24 25% 0.5
Clay Northam Wealth Management
6523
Clay Northam Wealth Management
California
USD 156 M +USD 13.5 M +9% 12% 125% 95 8.42% 2.4
Anderson Financial Strategies
6524
Anderson Financial Strategies
Ohio
USD 156 M -USD 7.14 M -4% 6.37% – 241 85.06% 0.4
Peak Planning Group
6525
Peak Planning Group
Colorado
USD 156 M -USD 81.5 M -34% 9.87% 105% 132 39.39% 2.1