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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)
MFFIA
6576
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
USD 176 M +USD 17.1 M +11% 15.5% 136% 81 2.47% 2.2
RPS Advisory Solutions
6577
RPS Advisory Solutions
Kentucky
USD 176 M -USD 35.6 M -17% 1.17% – 147 35.37% 1
Steadtrust
6578
Steadtrust
Texas
USD 176 M +USD 13.9 M +9% 13.2% – 131 13.74% 0.6
Cornerstone Wealth Partners
6579
Cornerstone Wealth Partners
Michigan
USD 176 M +USD 32.2 M +22% 4.59% – 21 28.57% 0.2
Beacon Financial Strategies
6580
Beacon Financial Strategies
North Carolina
USD 176 M -USD 2.96 M -2% 0.75% 54.2% 184 4.35% 1
NVP Associates
6581
NVP Associates
California
USD 176 M -USD 79 M -31% 15.5% 953% 6 16.67% 1.5
Atmos Advisory
6582
Atmos Advisory
Pennsylvania
USD 176 M +USD 3.54 M +2% 0.01% 31.9% 21 4.76% 4.2
Farrow Financial
6583
Farrow Financial
Vermont
USD 176 M +USD 2.04 M +1% 0.26% 79.9% 54 3.7% 1.8
Union Square Park Capital Management
6584
Union Square Park Capital Management
New York
USD 176 M -USD 31.9 M -15% 4.5% 75.8% 79 64.56% 0.6
4J Wealth Management
6585
4J Wealth Management
Virginia
USD 176 M +USD 1.24 M +0.7% 2.33% 74.7% 106 12.26% 3
Align Financial
6586
Align Financial
Minnesota
USD 176 M +USD 3.52 M +2% 0.97% – 397 8.06% 0.2
Draper Asset Management
6587
Draper Asset Management
New York
USD 176 M -USD 14 M -7% 8% 187% 27 29.63% 2
Lifetime Wealth Management
6588
Lifetime Wealth Management
Texas
USD 176 M +USD 16.6 M +10% 13.9% – 91 7.69% 0.2
Taylor Frigon Capital Management
6589
Taylor Frigon Capital Management
Arizona
USD 176 M -USD 21.8 M -11% 4.62% 152% 96 6.25% 4.5
Nolet Wealth Management
6590
Nolet Wealth Management
Texas
USD 176 M -USD 3.64 M -2% 2.61% – 102 20.59% 0.2
Boyar Asset Management
6591
Boyar Asset Management
New York
USD 176 M +USD 18 M +11% 2.42% 75.5% 82 13.41% 7.4
Birchview Capital
6592
Birchview Capital
Vermont
USD 176 M +USD 4.87 M +3% 10.1% 327% 85 34.12% 2.4
Resolute Wealth Advisor
6593
Resolute Wealth Advisor
Ohio
USD 176 M – – 1.97% – 78 – 0.7
Tevis Investment Management
6594
Tevis Investment Management
Texas
USD 176 M +USD 9.5 M +6% 2.45% 58.7% 125 36% 2.5
Flywheel Private Wealth
6595
Flywheel Private Wealth
California
USD 176 M +USD 15.4 M +10% 3.99% – 108 25.93% 0.9
InTrack Investment Management
6596
InTrack Investment Management
Vermont
USD 175 M -USD 3.3 M -2% 1.1% 99.2% 117 15.38% 2.5
Providence Financial Advisors
6597
Providence Financial Advisors
Kansas
USD 175 M +USD 75.2 M +75% 0.18% – 63 22.22% 0.4
Sterling Wealth Advisors
6598
Sterling Wealth Advisors
Florida
USD 175 M +USD 9.7 M +6% 0.95% – 20 0% 1.1
Taylor & Morgan Wealth Management
6599
Taylor & Morgan Wealth Management
Michigan
USD 175 M -USD 3.13 M -2% 2.24% 85.9% 83 8.43% 2.8
Oceanside Advisors
6600
Oceanside Advisors
South Carolina
USD 175 M +USD 10.3 M +6% 2.06% 52.4% 53 5.66% 1.9