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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)
Providence Wealth Advisors
6526
Providence Wealth Advisors
Illinois
USD 135 M +USD 9.8 M +8% 6.63% 112% 87 14.94% 4.2
Vermillion & White Wealth Management Group
6527
Vermillion & White Wealth Management Group
Pennsylvania
USD 135 M +USD 2.37 M +2% 5.44% – 394 14.72% 0.6
Tevis Investment Management
6528
Tevis Investment Management
Texas
USD 135 M +USD 10.7 M +9% 7.72% 58.7% 93 10.75% 2.1
Retireful LLC
6529
Retireful LLC
Michigan
USD 135 M -USD 77.5 M -36% 7.74% 437% 132 79.55% 0.3
WESPAC Advisors
6530
WESPAC Advisors
California
USD 135 M +USD 7.35 M +6% 6.46% 126% 172 30.23% 1.1
Wintrust Investments
6531
Wintrust Investments
Illinois
USD 135 M -USD 1094 M -89% 6.77% 27.5% 520 15% 2.1
LWM Advisory Services
6532
LWM Advisory Services
Florida
USD 135 M +USD 15.9 M +13% 6.42% 64.9% 96 19.79% 1.6
Mainsail Asset Management
6533
Mainsail Asset Management
Alabama
USD 135 M +USD 8.72 M +7% 8.01% 90.4% 65 23.08% 0.6
Pacific Wealth Strategies Group
6534
Pacific Wealth Strategies Group
California
USD 135 M +USD 13.8 M +11% 6.83% 75.5% 53 16.98% 4.5
Heights Capital Management
6535
Heights Capital Management
California
USD 135 M – – 18% – 138 – 0
Terra Nova Asset Management
6536
Terra Nova Asset Management
New York
USD 135 M +USD 7.99 M +6% 10.7% 172% 87 9.2% 3.1
Elevate Wealth Advisory
6537
Elevate Wealth Advisory
Georgia
USD 135 M +USD 11.5 M +9% 6.77% – 121 8.26% 0.6
AlphaCentric Advisors
6538
AlphaCentric Advisors
Puerto Rico
USD 135 M -USD 1.28 M -0.9% 9.75% – 245 17.55% 1
Wayfinding Financial
6539
Wayfinding Financial
Washington
USD 134 M -USD 43.2 M -24% 3.84% 68.3% 128 72.66% 1.5
WealthTrust Asset Management
6540
WealthTrust Asset Management
Florida
USD 134 M -USD 2.78 M -2% 7% 102% 109 39.45% 1.4
Oceanside Advisors
6541
Oceanside Advisors
South Carolina
USD 134 M +USD 10.4 M +8% 5.87% – 50 8% 0.7
SCH
6542
Shengqi Capital (HK)
Hong Kong
USD 134 M – – 17.7% – 3 – 0
Rareview Capital
6543
Rareview Capital
Nevada
USD 134 M +USD 29.4 M +28% 5.6% – 55 29.09% 0.5
CAP Partners LLC
6544
CAP Partners LLC
Tennessee
USD 134 M +USD 10.8 M +9% 6.95% 97% 137 13.14% 0.6
Dentgroup
6545
Dentgroup
Louisiana
USD 134 M +USD 9.7 M +8% 5.86% 53.6% 89 16.85% 1.9
Kingdom Financial Group
6546
Kingdom Financial Group
Arizona
USD 134 M -USD 14 M -9% 5.31% 46.2% 55 16.36% 1
Silvia McColl Wealth Management
6547
Silvia McColl Wealth Management
California
USD 134 M +USD 12.7 M +11% 6.33% 82.7% 120 18.33% 1.5
Andrew Hill Investment Advisors
6548
Andrew Hill Investment Advisors
Florida
USD 134 M +USD 12.8 M +11% 11.8% 269% 58 29.31% 1
Indie Asset Partners
6549
Indie Asset Partners
Indiana
USD 134 M +USD 7.92 M +6% 3.14% 119% 119 17.65% 2.2
OmniStar Financial Group
6550
OmniStar Financial Group
North Carolina
USD 133 M +USD 23 M +21% 8.71% 75.6% 172 60.47% 0.8