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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)
Michael S. Ryan Inc
6601
Michael S. Ryan Inc
New York
USD 147 M +USD 3.39 M +2% 0.68% 63.3% 49 10.2% 1.1
SFC
6602
Sprinkle Financial Consultants
Colorado
USD 147 M +USD 6.92 M +5% 0.36% 64.1% 71 4.23% 0.9
ROI Financial Advisors
6603
ROI Financial Advisors
Oregon
USD 147 M +USD 2.03 M +1% 5.08% 165% 67 11.94% 0.9
Wealth Advisors Northwest
6604
Wealth Advisors Northwest
Oregon
USD 147 M – – 0.49% – 55 – 0
GWMI
6605
Guardian Wealth Management (Illinois)
Illinois
USD 147 M +USD 4.92 M +3% 3.17% 98.1% 244 8.2% 2.4
26North Partners
6606
26North Partners
New York
USD 147 M +USD 3.09 M +2% 2.06% 77.8% 1 0% 2
Strategic Financial Planning
6607
Strategic Financial Planning
Texas
USD 147 M -USD 4.52 M -3% 4.22% 47.5% 37 0% 3.8
CIBRA Capital
6608
CIBRA Capital
United Kingdom
USD 147 M – – 6.41% – 24 – 0
Chou Associates Management
6609
Chou Associates Management
Ontario, Canada
USD 147 M -USD 12.9 M -8% 6.58% 66.4% 34 14.71% 2.8
Millstone Evans Group
6610
Millstone Evans Group
Colorado
USD 147 M – – 1.88% – 732 – 0
Attessa Capital
6611
Attessa Capital
Arizona
USD 147 M – – 1.29% – 40 – 0
Smallwood Wealth Investment Management
6612
Smallwood Wealth Investment Management
New Jersey
USD 147 M +USD 6.41 M +5% 0.59% 78% 80 12.5% 2
Lynx Investment Advisory
6613
Lynx Investment Advisory
District of Columbia
USD 147 M +USD 7.73 M +6% 0.18% – 152 10.53% 0.5
Penbrook Management
6614
Penbrook Management
New York
USD 147 M -USD 7.23 M -5% 0.68% 107% 116 13.79% 5.4
Tilia Fiduciary Partners
6615
Tilia Fiduciary Partners
North Carolina
USD 147 M +USD 2.28 M +2% 0.44% 101% 111 10.81% 2.4
Millennium Capital Advisors
6616
Millennium Capital Advisors
Arkansas
USD 147 M -USD 6.59 M -4% 5.73% 134% 126 9.52% 2.3
Lake Hills Wealth Management
6617
Lake Hills Wealth Management
Texas
USD 146 M -USD 2.99 M -2% 2.73% 83.7% 67 29.85% 0.8
Kingdom Financial Group
6618
Kingdom Financial Group
Arizona
USD 146 M +USD 12.5 M +9% 1.55% 49.9% 57 26.32% 1.1
Vida Ventures Advisors
6619
Vida Ventures Advisors
Massachusetts
USD 146 M +USD 7.73 M +6% 13.4% 154% 6 0% 2.8
Holos Integrated Wealth
6620
Holos Integrated Wealth
Pennsylvania
USD 146 M – – 1.45% – 314 – 0
First Bancorp
6621
First Bancorp
Maine
USD 146 M +USD 2.35 M +2% 1.22% 80.3% 122 4.1% 2.9
Promethium Advisors
6622
Promethium Advisors
Maryland
USD 146 M +USD 4.6 M +3% 3.77% – 140 14.29% 0.2
Redwood Park Advisors
6623
Redwood Park Advisors
California
USD 146 M – – 0.87% – 348 – 0
TCM
6624
Thoma Capital Management
Maryland
USD 146 M – – 1.82% – 63 – 0
AWM
6625
Aberdeen Wealth Management
Illinois
USD 146 M -USD 6.08 M -4% 1.83% 73.1% 172 6.98% 3.8